Give it a first task

A strong request has five parts: the outcome, the sources, the constraints, the deliverable and the review point.

The five parts

Part	Ask yourself	Example
Outcome	What does done look like?	A list of every unanswered customer email this week
Sources	Which apps, sites or files?	Gmail inbox, the customer list in the CRM
Constraints	What must it avoid or ask about first?	Do not reply to anyone; do not edit the CRM
Deliverable	What format comes back?	A table: customer, subject, due date, suggested reply
Review point	When should it stop for you?	Show me the drafts before anything else

A ready-made prompt is in Templates: five-part request.

Start with a zero-risk test

No connectors, no sign-ins: attach a document and ask for a summary.

Summarize this document in five bullets.
Put dates, decisions and open questions in a separate section.
Cite the page or section for each point.
Do not modify the source file.

Ways to give input

• Type in the composer.
• Dictate: “Start voice input” or Cmd/Ctrl+D on desktop; “Start dictation” on mobile.
• “Start voice chat” for a live conversation.

When an app needs a sign-in

If the Bot reaches a site that needs authentication, it asks you to take over the computer. Choose Take over, enter your credentials or solve the CAPTCHA yourself, then choose I’m done.

Never paste passwords into chat

Enter passwords, SMS codes and two-factor codes yourself through Take over. Do not send them in the conversation.

Browser sessions persist on the shared computer, so your other Bots can use them when appropriate. For supported services, install a plugin from Connect apps in the sidebar and authorize it in your browser.

Iterate

If the result is off, ask the Bot to revise it and state lasting preferences (“always use a table”). Once a process is stable, ask the Bot to save it as a skill or create a routine.