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 how to create, configure, apply, and manage Personas in Smith — including the Optimize with Smith workflow, the full 12-field persona anatomy, activa...

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 credit draw, how to choose between the three included models, and the highest-leverage habits for getting more from Smith day to day. @media (max-width: 768px) { ...