Smart Skills Configuration

In the dynamic world of proposal management, efficiency and accuracy are essential. That's where Smart Skills come into play. Developed to enhance the capabilities of QPilot, Smart Skills are specialized AI functionalities meticulously crafted to automate and optimize various aspects of the RFP response process.

These skills, created and managed by Admin and Designer users at the QorusHub level, are tailored to align seamlessly with your organization's operational standards and procedures. By harnessing the power of natural language processing and advanced data analysis, Smart Skills empower users to streamline workflows, minimize manual effort, and elevate the quality of their proposals. From generating executive summaries to identifying potential red flags and offering bid/no-bid recommendations, Smart Skills revolutionize the way you approach RFP management, making every step more efficient, effective, and aligned with your organizational goals.

Let's delve into understanding Smart Skills and the best practices for maximizing their effectiveness in your workflow.

1. Creating a Smart Skill
2. Customize Smart Skills
3. Smart Skill Permissions
4. Prompting Fundamentals

Creating a Smart Skill

To begin, let’s quickly clarify what all the Smart Skills fields are:

1. Name: This is the name of the skill that users will select. Choose a clear and descriptive name that reflects the function of the skill.
2. Description: Provide a brief description of the skill that will appear to users. This should explain what the skill does and when to use it.
3. Prompt: This is the core of the Smart Skill. Define the prompt and instructions that the Smart Skill will run when used. Ensure the prompt is specific and detailed to achieve the desired outcome. Please note that you can use the @ mention feature within a Smart Skill to provide context to QPilot. (25000 character limit)
4. Product Area: Specify the product area where this Smart Skill will be offered. This helps users find and use the skill in the appropriate context within QPilot.
5. Sources: Identify the content source(s) this skill will have knowledge of. Limiting the skill to one source can yield more accurate results, but you can include multiple sources if necessary.
6. Notes: Add any admin-view notes about this Smart Skill. These notes are for internal use and can include details about the skill’s development, usage tips, or maintenance instructions.

You can enhance your Smart Skill prompt by using the @ mention feature, which allows you to reference the current document, any highlighted text, or any Recently Used documents. This functionality ensures that your prompts are relevant and contextually appropriate, improving the overall effectiveness of the Smart Skill.

Incorporating the @ mention feature into your Smart Skills enhances user efficiency by streamlining access to relevant information. By referencing the current document, highlighted text, and Recently Used documents, users can quickly pull in pertinent data, making Smart Skills more dynamic and tailored to the organization's needs.

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Customize Smart Skills

With QPilot, you have the option to edit pre-created Smart Skills on the fly to better fit your specific needs. By using the ‘Customize’ action button available on Smart Skills, you can make adjustments to the skill for your individual interaction without altering the original skill at the Hub level. Selecting ‘Customize’ takes you to the AI Assistant chat, where the prompt and sources will be prepopulated based on your selection. This feature ensures that you can tailor Smart Skills to your requirements while preserving the integrity of the original configurations.

Let’s take a look at how this works:

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Smart Skill Permissions 

Smart Skill permissions enhance security and customization by allowing Admins and Designers to restrict access to specific users or groups within QPilot. This feature ensures that only authorized users can utilize Smart Skills tailored to their roles and permissions, limiting visibility to relevant Product areas. This capability not only enhances security but also ensures that users have access to the Smart Skills necessary for their specific responsibilities, promoting efficient and secure usage across the platform.

Let's take a look at how you can restrict access to your Smart Skills:

1. Navigate to 'Smart Skills' under Manage
2. Click on the gear icon for the Smart Skill you want to configure
3. Select 'Permissions' 

This will bring up the 'Smart Skill Permissions' window:

1. Select 'Custom'
2. Search and select users and/or groups
3. Click on save to apply these changes

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Prompting Fundamentals

Let’s look deeper at prompting and the principles of prompt engineering, breaking down the process into six essential building blocks: Task, Context, Examples, Persona, Format, and Tone. Each of these building blocks plays a pivotal role in shaping the effectiveness of your prompts and ultimately determining the success of your writing and response interactions with AI systems.

Task: Let's consider the task of drafting an email response to a client inquiry. The task could be defined as "Craft a polite and informative email response addressing the client's questions and concerns."

Context: Providing context is crucial for guiding the AI's response. For instance, if the client inquiry pertains to a specific product or service, contextual information such as recent interactions or previous correspondence can help tailor the response effectively.

Examples: Concrete examples serve as reference points for the AI, illustrating the desired content and tone of the response. For example, providing examples of previous email exchanges with clients can help the AI understand the appropriate style and level of detail required.

Persona: Considering the persona of the recipient is essential for crafting a response that resonates with them. Whether the recipient is a corporate executive, a potential customer, or a colleague, aligning the tone and style of the response with their expectations is key to fostering effective communication.

Format: The format of the prompt determines how the information is presented to the AI. Whether it's a written request, a voice command, or a visual input, choosing the appropriate format ensures clarity and accessibility for the AI to process the task effectively.

Tone: The tone of the prompt sets the mood and demeanor of the interaction. When crafting prompts for email responses, for example, the tone should be professional, courteous, and tailored to the recipient's preferences and expectations.

By mastering these building blocks and incorporating relevant examples, you'll learn how to communicate your intentions effectively to AI systems, ensuring accurate and efficient outcomes in your writing and response tasks. Let's embark on this journey to discover the art and science of crafting prompts that optimize AI performance and elevate your communication skills to new heights.

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