Skip to content
English - Canada
Sign in
Contact us
  • There are no suggestions because the search field is empty.

FAQ - Artificial Intelligence (AI) Research Assistant

 

1. What is the AI Search Assistant?

The AI Search Assistant is a tool integrated into Prodon Web that allows users to search for clients or transactions using natural language, without the need to manually configure complex filters.

2. Where can the search assistant be used?

The search assistant is available in:

  • Client management
  • Transaction management

3. What is the main advantage of the search assistant?

The assistant makes it possible to:

  • save time
  • perform more intuitive searches
  • avoid manual filter configuration
  • quickly obtain relevant results from simple phrases

4. How can you phrase a search effectively?

It is recommended to:

  • use a simple sentence
  • avoid overly abstract concepts
  • clearly state what you are looking for (name, date, activity, campaign, etc.)

Example: “All Steves”

5. What types of searches work well with AI?

Searches that work best are based on:

  • known fields (first name, last name, date, campaign, opportunity)
  • simple and concrete criteria

Working example: “All my golf transactions”

6. What searches do not work with the assistant?

The assistant does not handle:

  • complex multiple conditions (AND, OR)
  • concepts that are not defined within system fields

Non-working example: “All individuals in a relationship”

The AI does not recognize the concept of a relationship.

7. Does the assistant replace traditional filters?

No.
The search assistant is a complementary tool.
Traditional filters remain available for very precise or advanced searches.

8. What should you do if the results are not relevant?

After each search, you can:

  • click the thumbs-down icon
  • briefly explain what did not work

This feedback helps improve the assistant’s intelligence and relevance.

9. What are the thumbs-up and thumbs-down icons used for?

The thumbs-up / thumbs-down system allows users to:

  • evaluate the quality of the results
  • provide essential information to improve the AI tool

10. What happens when a thumbs-down is selected?

When a thumbs-down is clicked:

  • a window automatically opens
  • the user can explain why the result was unsatisfactory

This information is used to improve the assistant over time.

11. Can the assistant be used to search by date?

Yes.
The assistant can interpret date-based searches.

Example: “All transactions from March 26, 2026”

12. Can the displayed results be modified?

The displayed results correspond to the submitted search.
To change them, you must:

  • rephrase the search
  • or submit a new query

13. Does the assistant learn over time?

Yes.
Thanks to the feedback system (thumbs), the assistant gradually improves based on user comments.

14. Does the assistant always display all possible results?

The assistant displays results based on its interpretation of the request.
If some results appear to be missing, it is recommended to:

  • rephrase the sentence
  • use more precise and simple terms
  • or use manual filters

15. Who is the search assistant primarily intended for?

The assistant is particularly useful for:

  • occasional users
  • new employees
  • users who want to perform quick and intuitive searches