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The basics of the chat

Learn all about NEXT AI's chat interface and how to use it.

Rick avatar
Written by Rick
Updated over 9 months ago

Guide to Using NEXT AI's Chat

NEXT AI's chat feature is a powerful tool for harnessing insights from your data. Whether you’re starting a chat from scratch or using existing recordings and highlights, this guide will help you make the most of the chat functionalities.

1. Start the Chat from the Chat Page

Use a Prompt Template

  • Locate Prompt Templates: On the “Ask AI” chat page, you will find various pre-defined prompt templates designed for common use cases.

  • Select and Use a Template

    • Click a template that fits your need

    • It will automatically start a chat with a pre-filled prompt

    • Ask follow-up questions to refine the AI’s answers

Start Typing on Your Own

  • Navigate to the Ask AI page

  • At the bottom of the chat page, you’ll find a text input area

  • Enter your prompt directly into this area and hit enter to start the chat

Search and Filter Highlights Before Typing

The chat runs on your highlights. As the amount of data you added to NEXT expands, the AI needs to filter relevant highlights for its answers. To help the AI, you can perform a filter and search before starting to type in the chat.

  • Open the Ask AI page

  • At the top, enter your search term in natural language (or tags, timeframes, etc)

  • Click on the chat area at the bottom of the page

  • Enter your prompt and hit “Enter”

  • The chat will now run on preselected highlights

ℹ️ Searching and filtering highlights before starting the chat lets you improve the quality of chat responses significantly. A great use case would be to enter a search term like “Insights related to topic XYZ”, to let the AI preselect highlights specific to that topic.

2. Start the Chat from specific Recordings

  • Go to the “Library” and open the “Recordings” page

  • Select one or multiple recordings that you want the AI to run on

  • Click “Ask AI” in the dialog that pops up at the bottom of the page

  • The Ask AI chat page opens

  • Enter your prompt at the bottom and hit “Enter”

  • The chat will run only on the highlights from the selected recordings

ℹ️ Preselecting one or more recordings for the AI to work on is great for use cases that require a limited dataset (e.g. only interviews from last week).

3. Start the Chat from One or Multiple Highlights

  • Go to the “Library” and open the “Highlights” page

  • Select one or multiple highlights that you want the AI to run on

  • Click “Ask AI” in the dialog that pops up at the bottom of the page

  • The Ask AI chat page opens

  • Enter your prompt at the bottom and hit “Enter”

  • The chat will run only on the highlights you’ve selected

ℹ️ Running the AI on specific highlights can increase the response quality significantly. It also works great for more niche use cases, such as letting the AI write bug reports, user stories, or summaries from specific topics.

Tips for Effective Chat Sessions

  • Be Specific: The more specific your query or command, the more targeted and useful the AI’s response will be.

  • Explore Different Angles: Don’t hesitate to ask follow-up questions or explore different aspects of your data.

  • Add context: Applying filters can greatly enhance the relevance of the AI's responses, especially when dealing with large volumes of data.

By following these steps, you can effectively utilize NEXT AI's chat feature to gain valuable insights from your recordings and highlights, helping you make informed product decisions.

Sharing Chats with your teammates

By default, AI chats are only visible to the user who created them. To share an AI chat with all teammates, follow these steps:

  1. Open the chat that you want to share

  2. Click the [Invite team] button in the right hand column

To see all shared chats, click on on the "Teams" toggle in the left hand column.

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