Chat prompt tips

Creating effective prompts helps Chat deliver more accurate and relevant responses. Use the following tips to get the most out of your conversations.

Provide specific details

The more detail you include, the better Chat can understand your intent.

Example

Instead of	Try
Tell me about LJM2.	What did Enron’s CFO Andrew Fastow say about LJM2’s structure?

Maintain consistent context

Stick to one topic for each conversation. Shifting topics can confuse Chat and reduce response quality. Start a new conversation when switching topics.

Example

Instead of	Try
What are the main issues and implications discussed regarding off-balance sheet entities in the Enron documentation? and Create a summary analyzing the insider trading conducted by Ken Lay and Andrew Fastow. Include supporting evidence with DOC ID citations instead of index numbers.	Start a new conversation for each topic to keep responses focused and accurate.

Use quotes for exact search

Use quotation marks to search for exact phrases. This ensures the results find the words used together in the specified order.

Example

Instead of	Try
Find examples of documents that mention insider trading. This prompt returns results that mention the terms insider, trading, or insider trading.	Find examples of documents that mention “insider trading”. This prompt only returns results that mention the term insider trading.

Focus on topics or ideas

Ask about ideas or issues rather than requesting lists of documents. This leads to more insightful responses. For instance, a more effective prompt might summarize key points from various documents, highlight significant discussions, and provide a clearer understanding of the topic.

Example

Instead of	Try
List all documents that mention off-balance sheet entities.	What are the main issues and implications discussed regarding off-balance sheet entities?

Avoid number-based prompts

Refrain from asking Chat for counts or quantities. It is better to focus on meaning over metrics.

Example

Instead of	Try
How many documents mention off-balance sheet entities?	What are the implications of off-balance sheet entities as discussed in the documents?

Rephrase when needed

If a prompt does not return the expected results, try rephrasing, breaking it into parts, or using synonyms.

Example

Instead of	Try
Was this a violation of GAAP?	Did the documents discuss whether the accounting followed GAAP rules?

Build on results

Use snippets and citations from responses to refine your prompts or ask follow-up questions.

Example

Instead of	Try
List all documents that mention off-balance sheet entities. Since this prompt centers on a list, there is no deeper insight to expand upon.	What are the main issues and implications discussed regarding off-balance sheet entities? Then: Can you provide more details about how Enron’s off-balance sheet entities were structured?

Sample prompts

If you are not sure what to ask, here are some example prompts to help you get started. Use these as building blocks and enter names, events, and other criteria relevant to your project.

Goal	Sample Prompts
Summarize a topic	How does <person> explain <topic>?
Find mentions of a specific person, place, event, or item within a project	Find documents that mention “<person, place, event, or item>”.
Create a factsheet	Create a factsheet about <person>.
Create a timeline	Create a timeline of <event>.
Summarize a transcript	Summarize <person>’s deposition transcript.
Suggest deposition questions	Suggest deposition questions for <custodian>.
Translate a document	Translate <document ID> into English.
Suggest follow-up questions	What are other questions about this topic? Suggest other questions related to this topic. What else should I be asking?