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 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: 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: 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...

In This Article: When and why to use Tasks in a finance workflow, how to create tasks and fill in required fields, how to find and filter your task list, and how to take action on individual tasks ...

In This Article: What dashboards are in Compass and how they differ from static reports, how the Dashboards tab is organized, how to navigate and interact with the dashboard canvas, which chart typ...

In This Article: An overview of what Compass is, how its seven tabs are organized, and what each area is designed to help you do — including your My Compass homepage, Dashboards, and where to go wh...

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: 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: 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...