Filo tips and best prompts

A few habits make Filo noticeably more useful. The pattern is simple: be specific, give context, and refine in place.

Write specific prompts

Vague prompts get vague answers. Add the record type, a filter, and what you want back.

Instead of	Try
“Show orders.”	“Show overdue sales orders shipping this week.”
“What’s low?”	“Which items are below their reorder point at Warehouse B?”
“Supplier info.”	“Summarize open POs for Acme Supply by due date.”

Refine in the same thread

Filo remembers the conversation. Narrow results step by step rather than rewriting the whole question — “only the ones over $500”, “sort by due date”, “just last month”.

Ask it to summarize and explain

Beyond lookups, Filo can condense and teach:

1. “Summarize this customer’s order history.”
2. “Explain how to create a work order.”
3. “What changed on this purchase order recently?”

When a result looks surprising, ask Filo to show its reasoning or the records behind the number before you act on it.

Know when to escalate

Filo is built to get you unblocked quickly. If it can’t resolve something, use the Still need help? box at the bottom of any Help Center page to reach our team.

Next steps

See how Filo handles your information in Filo and data privacy.