@ Mentions within QPilot

The @ mention feature in QPilot allows you to enhance your prompts by directing QPilot’s AI to pull in content from specific documents when generating a response. By simply using the @ symbol followed by the name of the content item you’re looking for, you can guide QPilot to reference that source. This ensures that QPilot can use relevant information—whether it’s from the current document, highlighted text, Pursuit-related content, or recently used documents—resulting in more accurate, contextually appropriate responses.

1. How to use the @ Mention Feature
2. @ Mention Sources and Accepted Content
   1. Current Content
   2. Pursuit Content
   3. Recently Used Content
   4. Accepted File Types
3. Smart Skills and @ Mentions
4. @ Mention References

How To Use the @ Mention Feature

Here’s how you can easily use the @ mention feature in your prompts:

1. Start with the @ symbol: Type the @ symbol to signal that you’re referencing a specific content item. This tells QPilot to look for something particular.
2. Choose your reference content: After the @ symbol, type out the name to begin filtering the content you want to reference. Whether it's a section in your current document, a Pursuit-related document, or something recently used, QPilot will pull that information.
3. Generate your response: Once you’ve set up your prompt with the @ mention, just run QPilot. It will fetch the relevant content and generate a more accurate and contextually appropriate response.
   For example, QPilot can reference the current document (@this document) to analyze an RFP and identify any red flags, and it can also pull information from an external document (@Red Flags.docx) to flag concerns based on predefined criteria.

@ Mention Sources and Accepted Content

Let’s take a deeper look at the different content sources available for @ mentioning in QPilot. These sources are types of documents and data that QPilot can reference to create more informed responses.
As mentioned earlier, there are three main sources you can reference with the @ mention feature in your prompts. Here’s a breakdown:

1. Current Content

The "Current" content is exactly what you’re working with right now. It’s divided into two parts:

• This Document: QPilot pulls content from the entire document you’re currently working on.
• Highlighted Text: If you only want to reference the text you’ve highlighted, QPilot will use just that.

Note: If you’re using QPilot in the Outlook Add-in, "This Document" will be displayed as "This Email."

2. Pursuit Content

When you’re working on an ongoing Pursuit, QPilot can reference all related materials. This includes meeting notes, agreements, and other relevant content. To make the most of this feature, be sure to add all relevant documents related to your Pursuit so QPilot can work with the full context when generating responses.

Keep in mind that you will only see Pursuit Content associated to said Pursuit you are working in, content does not cross-pollinate over Pursuits you are a member of.

3. Recently Used

The "Recently Used" source makes it easy to access the last 25 documents you’ve interacted with. These documents are listed in order of the most recent interaction at the top. Initially, you will see your 5 most recent documents, but you can click the "Show More" button to display up to 25 additional documents, for a total of 30. Each time you work with a document—whether you’re editing, reviewing, or interacting in any way—QPilot adds it to this list, ensuring it’s always ready for quick reference. You can also search for specific documents by typing keywords, such as "@rfp." This will display your 5 most recently used documents containing those letters, and clicking "Show More" will reveal any additional documents that match your search criteria, based on the settings in the Hub (either Title or Document Name).

Documents in the "Recently Used" list come from:

SharePoint Online (SPO): QPilot will pull in documents from your organization’s SharePoint libraries.

OneDrive: Documents from your personal and shared OneDrive account will also appear.

By pulling from both SharePoint and OneDrive, QPilot ensures that you can quickly reference documents you’ve worked on recently without needing to search through your files.

Accepted File Types

QPilot supports a variety of file types for referencing, which allows you to enhance your prompts with content from different formats. Here’s a full list of the accepted file types:

• Word Documents (DOCX)
• PDFs
• Excel Spreadsheets (XLSX)
• PowerPoint Presentations (PPTX)
• Text Files (TXT)
• HTML files

Smart Skills and @ Mentions

When you use the @ mention feature in Smart Skills, you can reference files from your "Recently Used" documents, which come from your Content Sources and OneDrive. You also have the ability to reference content from the currently opened document, including any highlighted text, or from this document/this email. Here’s an example:

If you’d like to learn more about Smart Skills and how they can benefit your organization, please head over to our Admin Guide for QPilot, click here.

Note: If you’re using Smart Skills to define emails, there are some limitations regarding how the “@this document” vs “@this email” works. To learn more about these differences, click here.

@ Mention Reference

If you’re using Smart Skills and want to review the document you referenced in your prompt, you can easily do so. Just click the “Show References” button at the bottom of QPilot’s response in the chat tab. This will let you see exactly which documents were referenced and where they came from.

Another useful feature is that you can select the document being referenced, which will open a preview of that document. This way, you can see exactly what content QPilot used to generate its response, with access to QPilot in the Preview window:

And that’s the @ mention feature in a nutshell! If you want to dive deeper into using QPilot for your work, we recommend starting here.