This guide gives you an overview of how to use SureLink AI.

SureLink AI is a secure AI solution focusing on document retrieval, summarization, updating, and creation.  It is a great fit for businesses who value an AI tool that has an immediate return on investment.

You may be asking yourself, "how is SureLink AI different from other tools?" Unlike other cloud solutions, SureLink keeps your data safe by syncing documents entirely on your device. A secure large language processor then encrypts requests in real time — never storing or retaining any data.

SureLink AI excels at document search, retrieval, summarization, and creation. Here are some example use cases that you can use surelink for. Feel free to pause this slide if you would like to read through the example prompts. The tool is best used to handle document-heavy, communication-heavy parts of your workflow so your team can focus on decision-making and specialized expertise.

SureLink AI is not meant to solve every task. In fact, there are some workflows we would specifically recommend to not use SureLink for. This includes replacing highly technical tools, professional expertise, and urgent transactional tasks.

Now that we have a good foundational understanding of SureLink's benefits, let's begin using the tool by reviewing SureLink's help resources. You can select the 'Ask anything ...' option to open the prompt input field within SureLink AI.

You can ask any questions about how SureLink works. In this example, I first asked... What is SureLink AI? From this answer, I am able to get a better understanding of what SureLink AI was designed for. I am also able to ask questions about specific functionality. In this example, I then asked... How do I create a new chat? From this answer, I am able to get detailed direction about how to use functionality.

In addition to prompting, you can also access the Help Center by selecting Settings from the sidebar menu and then selecting the Help button.

The Help Center has three categories of resources. The first section is AI Learning material. This is general content to educate you on general AI topics such as Intro to AI, Effective Prompt Engineering, AI Ethics, and Privacy & Security. The second section is SureLink Help. This is content to help you understand how to better utilize SureLink AI as a tool. The third section is Release Notes. This content provides a detailed description of the features and patch updates that are updated each version.

Now that we know about the Help Resources available, let's review some settings and preferences to make your experience more enjoyable.

Open the SureLink AI sidebar menu and locate the 'Settings' button to begin customizing your experience.

Navigate to the 'Preferences' option within the 'Setting' menu to access configuration controls.

Use the Theme setting to control whether your application runs in Dark or Light mode. Select once to turn to light mode.

Click the Theme icon again to set it back to dark mode.

Click the Keep Chat History button on to retain your Chat History... Chat History is available within the history section of your sidebar menu.

Click the Keep Chat History toggle off to no longer retain your Chat History, moving forward.

If needed, click the Advanced Settings to see setting options for how SureLink automatically syncs files.

Now that are preferences have been set, let's learn how to prompt using SureLink. When prompting with SureLink, ensure that your prompts contain these three basic components. First is File Path. Tell SureLink where to look for your data. For example, "please look in my Documents folder" Second is File Content. Tell SureLink information about the file you are looking for. For example, "I am looking for my latest contract with Joe's Hardware Store" Third is the main prompt. This is the normal best practices you would use when prompting with any AI. It is always best to include you context, role, and expectation of the response.

Now that we have learned about what components make a good prompt, let's practice with some examples. First, Here is a prompt that contains the components needed for a successful response.

Let's first review File Path. In this example, I am providing some guidance to where my file is located. I let the AI know to look within my Documents folder which is located in my OneDrive.

Now let's review file content. In this example, I am providing guidance to what type of file I am looking for. I let the AI know to look for an Invoice from Jane's Flower Shop.

Last, let's review what makes for a good expectation. This example contains clear expectation... I want the AI to open the Invoice once it has found it.

Here is the response that I get from following these guidelines. The AI was able to successfully open my invoice file! Adding all prompt components will help optimize your work and ensure you get a quality response, the first time.

Be sure to Click New Chat anytime that you switch topics. This will ensure the AI gives you the most accurate answer that is not convoluted from the previous detail.

Here is another fun example that includes clear roles, context, and expectations. I am asking the AI to act as a dietary expert. I am then asking it to craft a recipe based on my shopping list. And then I am creating a clear expectation to create a bulleted recipe with instructions

Presto! Here is the result of our prompt... a clear and concise ingredient list with instructions.

Great! Now that you are an expert in prompting, let's review how to generate new documents from SureLink using templates. This guide will walk you through creating and customizing templates step-by-step.

This concludes the SureLink AI overview video. We hope this gives you a good foundation for how to utilize the tool. Thank you from the SureLink AI team.