Tom S

In This Article: How Smith consumption is measured inside your Compass package, the four prompt complexity tiers, what drives credit draw, how to choose between the three included models, and the h...

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 how to create, configure, apply, and manage Perso...

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, understanding upload and sync states, creating and organizing folders, using right-click context menu...

In This Article: An overview of the Lakehouse — Compass's secure file storage hub. Learn what it is, how to navigate its views and quick-access folder row, what file types it supports, how it...

In This Article: How to submit a request to your Compass analyst team — including filling out the request form, assigning a responsible party, specifying a target folder, and tracking progress thro...