Thread Modes

Convictional's threads provide two powerful modes to help you find information and analyze data across your organization. Each mode is designed for different types of information and analysis needs.

Ask Mode

Ask mode is optimized for quick, focused answers to specific questions. It's ideal when you need immediate information or straightforward answers about your organization.

When to use Ask mode

• When you need a quick answer to a specific question
• When looking for factual information about your organization
• When seeking information about specific people, processes, or policies

Example questions for Ask mode

• "What is our company policy on laptop replacements?"
• "Who is the owner of our Hubspot account?"
• "What was the outcome of the pricing strategy discussion?"

Tips for Ask mode

• Be specific and direct in your questions
• Include relevant keywords to help the thread find the right information
• For targeted results, try: "Please search specifically for [keyword]"

Research Mode

Research mode provides comprehensive, in-depth analysis on complex topics. It synthesizes information from multiple sources to create thorough reports on broad or complex questions.

When to use Research mode

• When your question requires multiple steps to answer
• When your question is about a broad topic
• When you need analysis rather than just facts

Example questions for Research mode

• "What happened while I was on PTO last week?"
• "What updates has the engineering team shipped in the past month?"
• "Tell me what Bill Smith did Jan - Feb of this year"

Tips for Research mode

• The more specific your prompt, the more specific the answer:
  • Provide detailed context in your question for better results
  • Be specific about the timeframe, team, or scope you're interested in
• Provide a goal for the output, for example "please prepare a research report on our overall progress, challenges and learnings"
• Expect the process to take a few minutes as it searches and synthesizes information
• Use the example below to structure complex requests:

"What did the engineering team accomplish last week? I want to understand things that were merged, discussed, decided, etc. Please cover all engineering, research, data, design, and product work. Be thorough in your response, assign ownership or contributors, and reference dates. I want a comprehensive overview of everything that happened. Please be sure to only include work accomplished last week."

Refining Research Outputs with Ask Mode

Reports generated from Research Mode may be fact-dense or formatted in ways that could be improved once you know the key takeaways from the research. After receiving a report from Research Mode, you can iterate on those results by switching to Ask Mode.

To have Ask Mode operate solely on the results in front of you, turn off all Sources — this will ensure the model only operates on the information it already has, rather than looking for new information.

Customizing Your Thread Sources

When using threads, you can select which information sources to include:

1. Convictional - Content within the platform (meetings, decisions, discussions)
2. Connected services - Content from your integrated tools:
   • Google Drive documents
   • Slack conversations
   • GitHub repositories
   • And other connected services
3. Web - Information from the wider internet

Select the sources most relevant to your query to get the most accurate results.

Web search can be enabled by clicking the globe icon:

If no sources are selected, the model will search only the information available in the current thread. This is useful when you want to summarize or reformat your results particularly from Research Mode.

Understanding Citations

Both Ask and Research modes provide citations to source documents. These citations:

• Link directly to the original content
• Help you verify the information provided
• Allow you to explore related topics in the source material
• Enable you to judge the relevance and reliability of the information