EBM Support Staff

  This release brings a large set of changes to Compass and to Smith inside Compass. The headlines are a reworked Smith panel, a rebuilt usage and billing view, clearer control over which models a...

In This Article: How Smith consumption is measured inside your Compass package, the four prompt complexity tiers, what drives capacity draw, how to choose between the models available to you, where...

In This Article: How Power BI dashboards built by your Compass team appear directly in the Compass Dashboards tab — what's available now, what's coming soon, and how to view, share, export, and ann...

In This Article: Support channels, self-serve help center resources, FAQs for every Compass tab, real-world finance workflow guidance, the Marketplace, and what's coming to Compass as the platform ...

In This Article: How to manage your Compass profile, update account credentials, understand plan and permission settings, and review the enterprise-grade security infrastructure that protects your ...

In This Article: A reference guide to the configuration options available within Smith — including the Settings panel (Creativity, Memory, and Multi-Model toggles), the My Lakehouse ...

In This Article: What makes an effective prompt, the four-element prompt anatomy with finance-specific examples, how to use the Prompt Library and create your own prompts, and how to create, config...

In This Article: An orientation to the Smith tab in Compass — what it is, how the interface is organized, how to start your first conversation, and how to bring your Lakehouse files into context fo...

In This Article: The hands-on guide to day-to-day Lakehouse operations: uploading files, the accepted formats and the maximum file size, what Compass checks before it stores a file, the three...

In This Article: An overview of the Lakehouse — Compass's secure file storage hub. Learn what it is, how to navigate its views and folder tree, how to build your folder structure before any d...