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Expert Success Center

July 2025 Meetups

Coffee Hour: Preparing Content for AI, Coffee Hour: Prompt Engineering and Personas

July 2025

July 17: Coffee Hour - Preparing Content for AI

Early Observations and Use Cases

💬 Kalyn Howard (Westerra Credit Union)

  • Shared that GenSearch has been live internally since April.

  • Contributors now revise inaccurate articles spotted by AI completions.

  • AI struggles with interpreting complex tables in financial content.

  • Kalyn uses a monthly Q&A session to refresh contributor knowledge and best practices.

  • Emphasized time constraints as the greatest challenge for AI-related content upkeep.

💬 Rod West (Aria Systems)

  • Highlighted hallucination issues in API documentation (e.g., AI misnaming functions).

  • Resolved by rewriting descriptions to include exact API names.

  • Plans to use GenSearch as a quality check tool post-documentation updates.

  • Suggested testing prompt-writing skills in future hiring assessments.

💬 Marc Noble (Waters Corporation)

  • Observed GenAI prefers long-form narrative over traditional KCS bullets.

  • Reported difficulty measuring content usefulness without KCS metrics.

  • Discovered certain articles are disproportionately cited by GenAI, even when irrelevant.

  • Currently in the fact-finding stage to identify formatting standards for AI success.

Templates, Formatting, and Chunking

💬 Gray Shekkola (Thermo Fisher Scientific)

  • Implemented template changes to display page summaries in all articles.

  • Encouraged contributors to include summaries using training site guidance.

💬 Adam Allen (Netsmart)

  • Shared excitement about launching GenSearch sitewide.

  • Asked about chunking mechanics — how headers and summaries influence what GenAI selects.

  • Later clarified that reused sections from “No LLM Index” articles can still be indexed if embedded elsewhere.

Demonstration: Using the AI Editor

Daniel Dalessio showcased how the AI Editor Tool:

  • Converts complex tables into readable articles using structured prompts.

  • Summarizes articles for faster indexing and improved comprehension.

  • Helps content creators test and refine GenAI-ready formatting with minimal effort.

Final Tips & Wrap-Up

Kalyn Howard

  • Reiterated the value of "No LLM Index" tags for excluding non-relevant content (e.g., release notes).

  • Warned against vague hyperlinks like "click here" — AI won't understand or surface these properly.

Adam Allen

  • Backed up Kalyn’s point with a general accessibility article discouraging ambiguous hyperlinking.

Daniel Dalessio

  • Closed by emphasizing iterative testing, time investment, and the evolving nature of best practices.



July 24: Creating Prompt and Personas in GenSearch 

Prompt Engineering in GenSearch

  • Cody Sackett (Expert) led the session, guiding participants through:
    • What prompt engineering is and why it matters
    • Components of a strong GenSearch prompt: role, context, instructions, input data (kernels), and output indicators
    • The importance of clarity, precision, and negative prompting to improve AI output

Customer Insights and Use Cases

  • Chris Blad (ETC) shared that their team:
    • Makes one change at a time and waits 1–2 weeks to evaluate outcomes
    • Relies on tweaking kernel counts and threshold settings to improve answer accuracy from highly technical documents
    • Noted that some answers only live in a single article, requiring precision in retrieval

Interactive Q&A and Feature Requests

  • Jessica Betterly (Sylogist) asked about a prompt library for newer users—Sharon encouraged the community to post examples in the online forum.
  • Kalyn Howard (Westerra Credit Union) asked about revision history for persona settings. This sparked a round of feedback from:
    • Jessica Betterly, Frank Tagader (Sylogist), Adam Allen, and Kalyn Howard
      They requested:
      • Version control for prompts
      • Ability to comment on persona edits
      • A more seamless way to tie changes to completion reports
      • Easier export and user mapping of GenSearch queries

 

 

 

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