> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wizflow.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tips & Best Practices

> Advanced techniques, keyboard shortcuts, and training insights for getting the most out of the AI Assistant.

## Keyboard Shortcuts

Master these shortcuts to build flows faster:

| Shortcut       | Action                                                   |
| -------------- | -------------------------------------------------------- |
| `Ctrl + K`     | Call the AI assistant                                    |
| `Ctrl + E`     | Enhance your prompt (adds detail and structure)          |
| `1-9`          | Quick select choices in conversations                    |
| `Ctrl + Enter` | Submit prompt to assistant                               |
| `Ctrl + Click` | Select multiple entities in the flow builder             |
| `Ctrl + 1`     | Insert a resource chip in the maximized rich text editor |

## Flow Builder Tips

### Validate Flows with Variables

Before publishing your flow, validate it using variables to ensure all paths work correctly:

1. Open the flow in preview mode
2. Test different conversation paths
3. Verify that variables are captured and used correctly
4. Check conditional logic with various inputs

<Tip>
  Testing with variables helps catch issues before customers encounter them.
</Tip>

### Multi-Select Entities

Speed up your editing by selecting multiple entities at once:

* Hold `Ctrl` while clicking entities to select multiple
* Move, delete, or modify properties of multiple entities together
* Useful for reorganizing large sections of your flow

### Working with Images in Entities

The entity editor isn't just for text - you can create rich visual experiences:

* Add images to enhance visual appeal
* Combine text and images for better engagement
* Use images to illustrate complex financial concepts
* Leverage the image generation capabilities in chat settings

<Note>
  Images can significantly improve customer engagement in financial advisory flows.
</Note>

## Chat Settings

The chat settings panel is crucial for customizing your assistant's behavior. Access it to:

**Adjust AI Assistant Behavior**

* Configure response style and tone
* Set knowledge boundaries
* Control verbosity and detail level

**Configure Image Generation**

* Enable/disable AI image generation
* Set image style preferences
* Control when images are generated

**Other Important Settings**

* Response formatting options
* Context window management
* Model selection (coming soon)

<Warning>
  Take time to configure chat settings for each flow - defaults may not match your specific use case.
</Warning>

## General Usage Tips

### Managing AI Assistant Output

If the assistant creates too much content or goes into a loop:

* Ask it to limit the number of questions
* Specify exactly what you want (e.g., "create only 3 questions")
* Use the enhance prompt feature (`Ctrl + E`) to add constraints

### Request Custom Features

Need specific functionality for your business?

**Custom Entities and Components**

* Request specialized components for your use case
* We can create custom entities tailored to your institution
* Examples: Live PDF signatures, specialized calculators, custom visualizations

**Integration Support**

* Connect to your internal systems
* Custom API integrations
* Specialized triggers and actions

Contact our team to discuss your requirements - we provide customization for tenant-specific needs.

## Support

### We're Here to Help

**Support Availability**

* Contact our team for implementation questions
* Get help with complex flow design
* Request feature consultations

**What We Provide**

* Implementation support
* Custom component development
* Tenant-specific customization
* Integration assistance

<Card title="Need Help?" icon="headset">
  Reach out to our support team for guidance on implementing complex flows or custom requirements.
</Card>

***

## Wizflow Assistant Training Lab

### Assistant Feedbacks

#### What It Does

Collects user feedback on AI assistant responses to improve our wizflow assistant user experience.

**Key Benefits:**

* Captures user satisfaction and detailed issues
* Creates training datasets for model improvement
* Provides insights into assistant performance
* Measure User Satisfaction

#### Feedback rating footer - how users give feedback

After generation completes, users see thumbs up/down buttons:

* **👍 Thumbs Up**: Good response, no further action needed
* **👎 Thumbs Down**: Opens detailed feedback form, allow user to specify what went wrong with generation.

<img src="https://mintcdn.com/dreamplan-d87d53ea/fQ6PtUEk9v3U_BHr/resources/Feedback.png?fit=max&auto=format&n=fQ6PtUEk9v3U_BHr&q=85&s=cbf1394e623a861354e828670b607ac1" alt="Feedback" width="2148" height="1506" data-path="resources/Feedback.png" />

#### Feedback browser and editor

> Only users with elevated permissions can view the training lab.

View all collected feedbacks in training lab tables.

#### Feedback table

Shows all collected feedback with:

* User prompts and comments
* Rating (Satisfactory/Unsatisfactory)
* Issue tags
* Attachment count
* Review status
* Actions (View | Delete)

<img src="https://mintcdn.com/dreamplan-d87d53ea/fQ6PtUEk9v3U_BHr/resources/WizflowAssistantLab.png?fit=max&auto=format&n=fQ6PtUEk9v3U_BHr&q=85&s=146dec1172a004cb8376b106715dd359" alt="WizflowAssistantLab" width="3256" height="2050" data-path="resources/WizflowAssistantLab.png" />

#### Feedback editor

Each feedback has three states accessible at feedback editor, which can easily accessed from feedback table action column

##### Feedback states

[https://github.com/user-attachments/assets/e5c87799-9a86-457a-9a65-53e9010d4318](https://github.com/user-attachments/assets/e5c87799-9a86-457a-9a65-53e9010d4318)

* **Original**: Template before AI changes
* **Generated**: AI-modified template
* **Ideal**: Corrected response (created by reviewers)

##### Overall collection and dataset generation process

1. Users submit feedback
2. Internal reviewers create "Ideal" responses
3. Export script generates training datasets
4. Data used for SFT and DPO training

### Technical Overview

#### Data storage

All feedback stored in `ChatflowAssistantFeedback` table including:

* Complete template states
* User context and attachments
* Ratings and comments
* Issue categorization

#### Fine-tuning

* **SFT (Supervised Fine-Tuning)**: Transform feedbacks collected into single use samples
* **DPO (Direct Preference Optimization)**: Use rating to create dataaset consisting of preferred and non-preffered output for a user prompt. This is a different kind of optimisation that helps in improving model accuracy by comparison.

#### Key features

* Optional feedback submission
* Binary rating system
* Predefined issue tags (user-assigned)
* Role-based access control
* Automated export functionality via script

## Security & Privacy

* Anonymous feedback collection
* Permission-based training lab access
* No personal user data captured
* Secure training data exports

***

## Next Steps

<CardGroup cols={3}>
  <Card title="AI Assistant Overview" icon="wand-magic-sparkles" href="/ai-assistant/overview">
    Learn about all AI capabilities
  </Card>

  <Card title="Prompt Enhancer" icon="sparkles" href="/ai-assistant/prompt-enhancer">
    Transform brief ideas into detailed prompts
  </Card>

  <Card title="Chat Features" icon="message" href="/ai-assistant/chat">
    Learn conversation commands
  </Card>
</CardGroup>