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General issues

Providing context for better insights

Issue: Users ask broad questions like “Where is my data?” or “What do these figures tell you about my productivity?”without providing sufficient context or visual input. If you're unsure why specific data or insights aren't displaying as expected, ensure your query includes enough context. You can also use the Query Library, which offers premade queries tailored to common needs—screenshots...

Efficient Data Analysis Without Using the Query Library

If you don’t use the query library, you can still take screenshots and ask questions. The bot remembers the last 5 interactions, allowing you to ask it to analyze data in light of recent screenshots. You can switch between views, capturing snapshots and instructing the bot to wait for the next screenshot before responding. This way, you can efficiently gather and analyze data across different...

WalkMe – Step-by-step guidance

The step-by-step guidance previously offered within PMI through the WalkMe tool has been phased out. We have transitioned to providing support directly through our comprehensive knowledge base, instructional videos, and the enhanced capabilities of PIA chat. These resources are designed to deliver more dynamic and in-depth assistance to meet your needs.

PIA – Productivity Intelligence Aid

PIA stands for Productivity Intelligence Aid and was the name of a support feature in PM that provided first-line support and assistance. Today we have updated that chat bot with an enhanced AI helper called PIA chat. It's a sophisticated AI-powered companion that brings the power of OpenAI’s latest advancements to your fingertips. Mastering the PIA...

Server error message in PMI

Encountering server errors in new PMI views like GoGreen, can be a frustrating experience that hampers your operational efficiency.  Here's what you can do: 1. Refresh Your Browser: A quick fix that works more often than you'd think. Simply refresh your browser page. This can sometimes eliminate temporary glitches causing the server errors. 2. Clear Your Browser Cache: Stored cache and...