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How Context Awareness Works

The Prelix Forms AI chatbot uses advanced context awareness to provide more relevant, helpful responses based on your current activity, location in the platform, and conversation history. This intelligent system ensures you get the most appropriate assistance for your specific situation.

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Types of Context

Location-aware assistance:
  • Knows which page or section you’re currently viewing
  • Provides relevant help for the current interface
  • Offers page-specific tips and guidance
  • Suggests appropriate next steps based on your location
  • Adapts responses to match current functionality

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Context-Driven Features

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Intelligent Response Adaptation

Proactive assistance based on context:
  • Suggests relevant templates when browsing forms
  • Recommends optimization tips during report generation
  • Offers troubleshooting help when errors are detected
  • Provides workflow improvements based on current activity
  • Suggests related features you might find useful
Page and feature-aware guidance:
  • Form completion tips when filling out templates
  • Export guidance when viewing completed reports
  • Sharing instructions when accessing team features
  • Upload assistance when using file attachment areas
  • Navigation help when exploring new sections
Contextual timing considerations:
  • Urgent assistance during critical workflows
  • Patient guidance for learning and exploration
  • Quick tips for routine tasks
  • Detailed explanations for complex processes
  • Follow-up reminders for incomplete tasks

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Personalized Assistance

Experience Level

Adapts explanations based on your familiarity with the platform.

Usage Patterns

Recognizes your common workflows and provides tailored guidance.

Preferences

Remembers your communication style and assistance preferences.

Goals

Aligns responses with your stated objectives and project needs.

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Examples of Context-Aware Responses

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Form Completion Context

When browsing templates:User: “I need help choosing a template.”Context-Aware Response: “I can see you’re in the template selection area. Based on your previous reports, you often work with business analysis. For your current needs, I’d recommend the ‘Quarterly Business Review’ template, which includes sections for financial metrics, project updates, and strategic planning. Would you like me to show you how to customize it?”

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Report Generation Context

During AI report generation:User: “How long will this take?”Context-Aware Response: “Your report is currently in the analysis phase (step 2 of 4). Based on the complexity of your financial data and the 3 PDF files you uploaded, I estimate another 45-60 seconds. The AI is currently processing your uploaded spreadsheets and integrating the data with your form responses.”
When reviewing generated content:User: “This section doesn’t look right.”Context-Aware Response: “I can see you’re reviewing the ‘Financial Projections’ section of your generated report. This section was based on the Q3 data you uploaded and your growth assumptions. If it seems inaccurate, you can edit it directly or regenerate this section with different parameters. Would you like me to show you how to adjust the AI analysis settings for better results?”

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Advanced Context Features

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Multi-Modal Context Understanding

Understanding what you see:
  • Recognizes interface elements you’re interacting with
  • Understands form layouts and current field focus
  • Identifies error states and validation messages
  • Recognizes progress indicators and status displays
  • Adapts to different screen sizes and device types

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Cross-Session Context

Learning from past interactions:
  • Remembers previous questions and successful solutions
  • Builds on past conversations and established preferences
  • Recognizes recurring issues and provides proactive help
  • Tracks your skill development and adjusts guidance accordingly
  • Maintains context across multiple sessions and visits
Maintaining project context:
  • Remembers ongoing projects and their current status
  • Provides continuity when returning to previous work
  • Tracks project milestones and deadlines
  • Maintains context for collaborative projects
  • Connects related sessions and reports
Adapting to your growth:
  • Recognizes increasing expertise and confidence
  • Gradually provides more advanced tips and techniques
  • Reduces basic explanations as you become proficient
  • Introduces new features at appropriate times
  • Celebrates progress and achievements

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Optimizing Context Awareness

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Providing Better Context

1

Be Descriptive

Include details about what you’re trying to accomplish and any relevant background information.
2

Reference Your Work

Mention specific projects, templates, or reports you’re working with for more targeted assistance.
3

Indicate Urgency

Let the chatbot know if you’re working under time pressure or have specific deadlines.
4

Share Your Experience Level

Mention if you’re new to a feature or have specific expertise to get appropriately detailed responses.

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Context Enhancement Tips

Help the AI understand you better:
  • Use specific terminology when you know it
  • Reference interface elements by their names
  • Describe your current view or screen
  • Mention any error messages or unusual behavior
  • Explain your end goal or desired outcome

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Privacy and Context Data

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Data Usage and Protection

Secure context processing:
  • Context data is processed securely and privately
  • No sensitive personal information is stored unnecessarily
  • Context awareness respects your privacy settings
  • Data is used only to improve your assistance experience
  • You can control what context information is used
Managing context features:
  • Adjust context awareness settings in your preferences
  • Control what information the chatbot can access
  • Set boundaries for context data usage
  • Clear context history when desired
  • Opt out of specific context features if preferred

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Future Context Enhancements

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Upcoming Features

Predictive Assistance

Anticipate your needs based on patterns and provide proactive help.

Cross-Platform Context

Maintain context across different devices and platforms.

Team Context

Understand team dynamics and collaborative project context.

Integration Context

Leverage context from connected tools and external systems.

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Next Steps

User Features

Explore user-specific features like multi-language support and personalization options.
Context Tip: The more you interact with the chatbot and provide clear context, the better it becomes at understanding your needs and providing relevant assistance. Don’t hesitate to provide additional context if responses don’t seem quite right.