Ask better questions
- Name the customer, account, deal, meeting, report, document, or date range you want Ergo to use.
- Ask for the output you need, such as next steps, risks, call prep, a follow-up draft, a pipeline review, or a short summary.
- Tell Ergo what to exclude when stale, internal, or unrelated context would make the answer worse.
- Review cited sources, draft cards, CRM action cards, and generated files before acting on the result.
When to get help
- You cannot find the expected account, meeting, draft, report, or CRM record.
- A source is disconnected, stale, duplicated, or attached to the wrong record.
- You cannot access a page or workflow that someone expected you to use.
- A draft, CRM update, report, or generated answer looks wrong after you checked the underlying source context.
What to include
- The affected Ergo account, user, integration, object, meeting, draft, report, and approximate time window.
- The prompt or workflow you used, plus the result you expected.
- The checks you already tried and screenshots that do not expose sensitive data.