--- title: "Slate AI Overview" slug: "slate-ai" tags: ["AI"] updated: 2026-06-19T23:59:52Z published: 2026-06-24T17:00:06Z canonical: "knowledge.technolutions.net/slate-ai" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt > Use this file to discover all available pages before exploring further. # Slate AI Overview Ask **Slate AI** for help with: - Portal building - Data analysis - How to do stuff in Slate, and more. **📝 A note on the Slate AI model** Slate AI is powered by an OpenAI large language model and follows OpenAI policies. Your data is never stored, pooled with other data, or used for AI training. Only the information needed to complete your request is shared with the model at the moment you ask a question, and no data is retained beyond that interaction. ## Asking Slate AI On any Slate page, select the **Slate AI** icon from the dashboard. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Slate AI icon.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) #### Entering a prompt In the text box, enter a prompt. Slate AI starts working on an answer. Learn the basics of **prompting** (getting a generative AI assistant to do something for you) with [Prompting Slate AI](/v1/docs/prompting-slate-ai). > [!NOTE] > 🎙️ Select the microphone icon to [dictate your prompt](/v1/docs/slate-ai-dictate). ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Asking Slate AI(1).gif?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) #### Adjusting the size of the Slate AI interface Adjust the width of the Slate AI interface by clicking and dragging the handle: ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Adjust size of Slate AI interface.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) Or, go full-screen by selecting **Maximize:** > [!TIP] > 🏔️ Summit 2026 Feature > > Slate AI Maximize gives Slate AI more room for longer prompts, detailed answers, charts, and interactive data exploration. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Maximizing Slate AI interface.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) ## Conversations > [!TIP] > 🏔️ Summit 2026 Feature > > Return to prior Slate AI work and keep separate questions in separate conversations. Slate AI Conversations let you continue prior Slate AI work from a conversation history. Use separate conversations for separate topics so prompts, responses, and follow-up questions stay organized. - You can start a new conversation at any point: ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New conversation(1).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) - Or view your conversation history to pick up an old thread: ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Conversation history.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) - You can delete conversations you no longer need: ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Delete conversations.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) > [!TIP] > 🏔️ Summit 2026 Feature > > Slate AI conversations are synced across tabs and windows. ## Ask Slate AI to build a portal Slate AI works anywhere you find a WYSIWYG editor in Slate, including portals. 1. First, give Slate AI something to work with in the form of exports (Express Portals) or queries (conventional portals). 2. Then, anywhere you find a WYSIWYG interface, tell Slate AI how you want the portal part to look, and it busies itself generating the CSS rules, HTML, and liquid markup that render the portal part as you’ve specified. **📖 Further reading:** [Using Slate AI in Express Portals](/v1/docs/express-portals#creating-express-portal-content-with-slate-ai) ## Analyze data with Slate AI On the results page for an executed query, you can ask Slate AI to perform analyses on the query data. Ask Slate AI to break down complicated queries any way you like: ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Query analysis - Percentile calculation and demo breakdown.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) Or, ask Slate AI how to best analyze the data. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Query analysis - How to analyze.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) #### More ways to use Slate AI for data analysis 📖 [AI Data Explorer](/v1/docs/slate-ai-data-explorer) 📖 [Slate AI Advanced Analysis](/v1/docs/slate-ai-advanced-analysis) 📖 [Slate AI Data Studio](/v1/docs/slate-ai-data-studio) ## Respond to messages with Slate AI Ask Slate AI to draft messages anywhere there’s a text interface in Slate. **📖 Further reading:** [Prompting Slate AI for communications](/v1/docs/prompting-slate-ai#prompting-for-communications) #### AI-enabled bots Create one of four types of **AI-enabled bots** to respond intelligently to inquiries. Bots range from simple Q&A chat bots that answer verbatim from a list of potential responses, to agents that can carry out conversations and perform actions in Slate based on the conversation’s content and the prompting you provide. **📖 Further reading:** [Bots overview](/v1/docs/bots) ## Search the Knowledge Base and beyond Ask Slate AI: - How to build an alumni portal - When Slate Summit is happening this year - How to create a ticketing system using workflows - When your school’s Early Action deadline is - How to refund a payment … and it will scour the entire internet, including the Slate Knowledge Base and any internal knowledge sources you’ve uploaded for an answer. Slate AI synthesizes results from multiple articles, and will provide links for you to explore additional information related to your prompt. **📖 Further reading:** [Slate AI knowledge sources](/v1/docs/knowledge-sources) ## Ask about a record If you’re on a constituent record, Slate AI knows that this record is the context for your prompts. On Alexander Hamilton’s page, for example, you can ask Slate AI: - `What gifts has Alexander made this year?`, as well as follow-ups like `When did they give the most?` - `Who is Alexander related to?` - `Did Alexander ever take the SAT?` ## Create AI dashboards Tell Slate how to create and interpret record dashboards. **📖 Further reading:** [AI dashboards](/v1/docs/ai-dashboards) ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Generate AI Dashboard - Engagement rating(1).gif?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D) ## Analyze application materials Use Reader AI to interpret application materials like essays, transcripts, letters of recommendation and more. Ask Slate AI to highlight relevant passages directly on the application. **📖 Further reading:** [Reader AI](/v1/docs/reader-ai) **![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Reader AI(1).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A04%3A05Z&se=2026-11-09T12%3A04%3A05Z&sr=c&sp=r&sig=LGxow3IQPAYZIonUIEnFtuf8O3v9cNybVlWHKyWZizU%3D)** ## Conduct interviews Use Slate AI as an automated video interviewer for alumni, applicants—anyone. **📖 Further reading:** [AI interviews](/v1/docs/ai-interviews) ## Create tasks Slate AI is fully integrated with Projects & Tasks. Here are just a few things you can do with it: - Start a prompt with something like `Email Alexander Hamilton...` or `Remind me to...`, and Slate AI will create a task based on your input. - Add a deadline, like `follow up with an alumni by June 29th` or `remind me to call Alexander Hamilton next week` and Slate AI will add a deadline to the task. **📖 Further reading:** [Projects & Tasks](/v1/docs/projects-tasks-overview)