The Knowledge Agent is powerful, but the quality of your answers depends on the quality of your questions. These techniques help you get the most out of every conversation.
Be specific about time periods
Vague time references produce vague answers. Instead of "How are sales doing recently?", ask "What was our total revenue in February 2025?" or "How did our sales trend over Q4 2025?" The AI works with precise date ranges from your data, so specificity leads to accuracy.
Name the metrics you care about
Tell the AI exactly what you want to measure. "What is our conversion rate for the last 30 days?" is far more useful than "How is our store performing?" Other effective examples: "What is our ROAS on Meta campaigns this month?", "What was our average order value in January?"
Reference specific data sources
When your question relates to a particular integration or document, say so. "Based on our Shopify data, what are the top 10 products by revenue this quarter?" or "According to the Q3 marketing report, what was our customer acquisition cost?"
Ask follow-up questions to drill deeper
Do not stop at the first answer. Use follow-ups to narrow down: "Break that down by product category", "Show only the top 5", "What about the same period last year?" The conversation context carries forward, so each follow-up refines the picture.
Use comparisons
The AI excels at comparative analysis. "Compare our Meta Ads ROAS in Q2 versus Q3", "How does this month's revenue compare to the same month last year?", "Which campaign had the highest conversion rate?"
Ask "why", not just "what"
Go beyond surface-level data. "Why did our revenue drop in March?" prompts the AI to look for explanatory patterns, while "What was March revenue?" only retrieves a single number.
Example questions for e-commerce (Shopify)
"What were our top 5 selling products last month by revenue?"
"How has our average order value trended over the past 6 months?"
"Which day of the week generates the most orders?"
"Compare our refund rate this quarter versus last quarter."
Example questions for Softone users
"What was our total invoicing for February 2025?"
"Which customers had the highest order volume last quarter?"
"Show me the breakdown of sales by product category this year."
"What is the trend of outstanding receivables over the last 3 months?"