Part 1

Chat: Build Models in Minutes

A. Prompting

  • Build and summarise models by using natural language to prompt Tracelight.
  • Prompt Tracelight as if you were talking to the analyst who built the sheet.
  • The Previous agents tab below the chat box allows you to access older agent runs.
  • You can also prompt a web search with Tracelight for online research.
The Tracelight chat box with the Agent mode selected and previous agent runs listed below

B. Modes

  • Agent: build automatically according to instructions — use for speed and convenience.
  • Plan: optimise your prompts so Tracelight follows your intent as closely as possible.
The mode dropdown in the chat showing Agent and Plan modes

C. Import Documents

  • Click and drag into the chat to import PowerPoint, Word, Excel, PDF, image files, CSVs, and more. The file appears in a labelled panel in the chat as shown below for the 10K.
A 10-K PDF attached to the Tracelight chat as a labelled file panel