Ask useful questions

Give the Agent a clear outcome, source, and boundary so it can answer or take a supported next step.

Build a focused request

1. State what you want to know or accomplish.
2. Name the Guide, file, Course, Reference, Form, Note, person, or schedule when one matters.
3. Say whether you want information only or a specific change.
4. Include important limits such as a date range, time zone, person, folder, or output format.
5. Send the question, then answer any clarification in the same chat. Messages allow up to 2,000 characters; Enter sends and Shift+Enter adds a line.

For example:

• “Search the Emergency Plan Guide for fire evacuation steps and name the source.”
• “How do I invite organization Staff? Search CareMap Help and cite the instructions.”
• “List scheduled Guides from August 3 through August 7 in America/Chicago. Do not change anything.”
• “In this Guide, rename the current page to Morning Routine.”

The last example works only in Guide Agent while that Guide is open in the editor. Form changes belong in Form Agent. Select the intended page, section, or item first, or name its exact destination in the request.

For editing, distinguish “Describe the plan; do not apply it” from “Apply these changes.” See editing groups and review before a large request.

Remove ambiguity

Avoid requests such as “change that one” when several records could match. Use the exact visible name, then describe the intended result. For schedule requests, provide the date, time, and time zone. If a change could overlap another schedule or affect related content, the Agent may explain the conflict and ask you to confirm before continuing.

Make the action explicit. “What is scheduled tomorrow?” is read-only. “Create a one-time Morning Check-in for tomorrow at 10:00 AM in America/Chicago” requests creation. The Agent should not change content based only on a question about it. Use Schedule for existing-item edits and removals while the current Agent limitation applies.

Choose the right source

Ask about your own workspace content by naming it. Ask about CareMap features, permissions, statuses, or workflows by requesting CareMap Help. A question can use both, but the Agent should keep public Help separate from your Library sources.

Use the source guide to distinguish general search, conversation attachments, captured Reports, and public Help. Naming a record does not grant access or guarantee that it is searchable. Ask the Agent to identify missing evidence instead of filling gaps with assumptions.

For captured answers, identify the exact Report. For a new Note, specify its destination workspace, About people, and subject date. A selected search folder does not supply those choices automatically.

Improve an unhelpful answer

• Confirm that the correct workspace is active.
• Replace broad terms with the exact labels shown in CareMap.
• Ask one task at a time and narrow the date range or content scope.
• Ask for source names or Help links when you need to verify an answer.
• Review tool activity before relying on a requested change.

For unavailable service or funding, follow Agent availability and credits. Empty workspaces can still use chat. For an uncertain send or interrupted action, check response recovery before repeating the request.