Basics
Gems
Filters
Co-Pilot
Discovery
100

What feature will allow you to favorite a Gem 

 What is the Heart Icon 

100

A gem refers to what?

What is any piece of content?


100

When inside a gem how many ways are there for you to click back to the home shelf screen?

What are 3?

the home button

the shelf button

the dial pad looking thing near the alerts

100

This feature allows you to send a gem with the highlighted section you want to show

What is Copy to Highlight?

100

Using the Filter for Image Assembly what gem would give me a visual of the Child Support Referral Information form?

What is Classification Documentation Desk Guide: Documentation Examples?

200

Shelf uses this as a log in feature

What is SSO (single sign on)?

200

Adding these to multiple words will help you find exact matches 

 What are quotation marks?

200

When filtering your gems besides Department what other collection do we choose 

What are common procedures?

200

What icon does one use to copy a gem link?

What is the share icon?

What is the 3 dots and share option?

200

Where are the most commonly used gems for an agent located on the home screen?

What is Pinned content

300

True or False....Shelf in either platform is dependent on User access

What is True?

300

When searching for gems what is the best way to search?


What is using the search bar then asking copilot from there?

300

Within copilot what is the feature we use to clear the history

What is a broom?

300

What does the sparkling gems indicate in Shelf ?

What is it Opens Co-pilot?

300

What gem will give us the P.O. Box for MECM Returned Mail?

What is Mailroom Processing - Mail Delivery?

400

This feature will allow you to open all drop-down features as well as use key words.

What is CTRL + F?

400

In this view you can get a preview of the gem.

What is the snippet view?

400

How are gems categorized in shelf?

What is by Library?

400

True or False: To get the best results in Copilot, ask clear and concise questions instead of vague or overly long statements

What is True

400

These separators are used during the batching process? Co-pilot gives what Gem?

What is Mailroom Processing - Batching Scenarios?

500

This feature will allow you to filter out just certain content.

What is Advanced Features?


500

Within these gems you will find your map and journey.

What are Decision Trees?

500

Once you open a gem this section will refer you to other possible gems 

What are Recommendations?

500

What does the Refine feature allow an agent to do in Co-Pilot? 

What is it Allows the user to reformat Copilot’s generated response based on a selected option. 

500

In Mailroom this document is placed first in the batch

What is an Envelope separator?

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