Using the Ask Skylar Feature

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You can query Skylar Advisor for advice using the Ask Skylar feature to perform deeper investigations of your issues and events from Skylar One.

Skylar Advisor offers tailored guidance based on real-time data from Skylar One, helping you make informed decisions quickly and efficiently.

The Ask Skylar Page

The Ask Skylar button lets you query Skylar Advisor for tailored guidance based on real-time data, which empowers you to make informed decisions quickly and efficiently.

Image of the Ask Skylar interface.

You can ask Skylar Advisor any question, and Skylar Advisor will respond by drawing on everything it has learned from the documents uploaded to the Corpus page to provide you with the most accurate answers to your questions.

Using the Ask Skylar Feature

To use the Ask Skylar feature:

  1. Click the Ask Skylar button at the top of the Skylar Advisor user interface or at the bottom of an existing activity from the Recent Activity tab of the Dashboards page.

  2. In the Ask Skylar text box, type your question for Skylar Advisor.

    Before you click the send icon (), you can enable the Deep Thinkingoption. This setting tells Skylar Advisor to perform the same kind of thinking that a human would do, which takes longer than a typical question as Skylar Advisor gathers its resources. This option is useful for more complex questions.

  3. Click the send icon (). Skylar Advisor displays its progress and a timer, along with a Stop button if you would like to cancel the query:

    Image of a Skylar Advisor response.

  4. If you would like more information about any text in an answer, highlight and right-click the text and select Quick Take. A Quick Take pane appears, displaying additional information about that text.

  5. To view additional features you can use with Ask Skylar, see the following topic.

Additional Options on the Ask Skylar Page

Along with the answer to your question, Skylar Advisor also displays the following buttons and options:

  • Quick Prompts. Based on the original question, Skylar Advisor displays additional prompts in green boxes that you can click for additional information. You can hover over a Quick Prompt to see more information about it.

    If you have the Agentic Control Plane preview feature enabled, can click the Agentic Tools button in the Quick Prompts section to select an AI agent to help with your Ask Skylar questions and conversations.

    If you are using the Ask Skylar feature in an Advisory or Investigation detail record, this section will display an Events link that you can click to view the Skylar One events that were used to generate this Advisory.

  • Share this conversation icon (). Opens the Collaborate panel, where you can share your Skylar AI conversation with another user. Click the Copy Link button to generate a URL that you can share with another user. You can also click the Slack or Teams buttons to send this conversation to Slack or Microsoft Teams; for more information, see Slack and Teams Integrations.

    After you share the conversation, it is also added to the Shared Conversations section on the Recent Activity tab of the Dashboards page. You might need to click the refresh icon () to see the most recent questions and answers in this conversation.

  • Verifiable tag. This tag displays at the top of the answer when the information for that answer comes from a document in the Corpus. Click the Verifiable tag to open the Facts from Corpus panel, which lists the documents from the Corpus used for the answer, along with a link to the document. 

    You can also click the Show Raw Facts toggle to display the content used for the answer. If an answer did not come from the Corpus but from the general knowledge of Skylar Advisor, this tag displays as Unverifiable.

  • Thumbs up and thumbs down icons (). At the bottom of the answer, these buttons let you vote for or against on the quality of the response from Skylar Advisor. You can use the text box that appears after you click thumbs up or down to explain your answer.

    Try to provide as much feedback as possible, both positive or negative, as that feedback will continue making Skylar Advisor smarter.

  • Notes button. Opens the Scratch Pad pane, where you can add notes in plain text or Markdown format. For more information, see Using the Scratch Pad Feature.

  • KB Gen button. Tells Skylar Advisor to create a draft Knowledge Base article based on that conversation. For more information, see Creating a Knowledge Base Article Based on an Activity.

  • Audit button. If you have the Conversation Audit preview feature enabled, you can click this button to view the full token spend and timing of an entire conversation thread for cost and performance review. This information displays on the Thread Audit panel.

  • Add bookmark icon (). Adds the conversation to the Bookmarks section on the Recent Activity tab of the Dashboards page.

  • Refresh icon (). Updates the content on the current page.