Strategy ONE

Sort and Search Snapshots

Beginning in Strategy One (March 2025), bots have been enhanced to improve responses and the bot creation process. For more information on the enhancements, see Strategy One (March 2025) Enhancements.

  • You can continue to create bots, as well as edit and use bots created in previous versions. For an introduction, see Auto Bots: Customized Stand-Alone Bots (prior to March 2025).

  • To enable the new bots, contact Strategy support. For an introduction to the new bots, see Auto Bots: Customized Stand-Alone Bots. For steps to create a new bot, see Create a Bot.

Use the search box at the top of the My Snapshots Panel to search for messages. The keyword is used to match the question or answer summary. The keyword is not used to search for data in a visualization.

To sort messages, click Sort . You can sort snapshots by Date Created or Category.

The timestamp for Date Created refers to when the answer was generated, not when the snapshot was added.