# How it works

## Creating Data Rooms

**Always create a new data room (folder) for each conversation or meeting.**

Separating your documents for each conversation or meeting helps the AI understand relevant contexts better. Putting everything into one data room would cause the AI to mix up different topics.

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**Tip:** Name data rooms e.g. "Date - Client Name" for easy overview.

<figure><img src="https://content.gitbook.com/content/IabFtGTeQzwfWCzp8vd6/blobs/sVcZsZI6bIzNulLzy8XO/image.png" alt="" width="281"><figcaption></figcaption></figure>

## Adding Content

You can add content to data rooms in three ways:

1. Type notes directly
2. Record voice messages (automatically turned into text)
3. Take photos (e.g., business cards, documents)

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## Syncing with Desktop

* Everything you add in the mobile app appears at the same time in the 'Mobile App Nexus Bot' on your desktop Web App version.
* You can edit content directly in the mobile app or later on your desktop

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There are more options on the desktop version like sharing documents, connecting database sources or insights to the data room which is not yet accessible on the mobile app version.

## Using AI Agents

* Select one or more documents in a folder
* Choose an AI agent template (e.g., Sales Report)
* The AI will create a new document based on your input

<figure><img src="https://content.gitbook.com/content/IabFtGTeQzwfWCzp8vd6/blobs/6QBvEkkMKjKQ6tVGACE9/image.png" alt="" width="281"><figcaption><p>KI-Helfer Vorlagen auswählen</p></figcaption></figure>