Smith AI

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 for grounded, document-aware responses. @media (max-width: 768px) { .smith-interface-grid { gr...

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, configure, apply, and manage Personas in Smith — including the Optimize with Smith workflow, the full 12-f...

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 Files panel, chat history management, and conversation export. Use this article to understand what e...

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 to see your usage and keep it inside a limit, and the highest-leverage habits for getting more from...