> ## Documentation Index
> Fetch the complete documentation index at: https://help.gostanna.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lars Tips & Examples

> Practical examples for using Lars effectively

# Lars Tips & Examples

Learn how to use Lars effectively with these practical examples.

## Common Workflows

### Monday Morning Triage

**Goal**: Get a prioritized list of clients needing attention

**Ask Lars**:

```
"What clients need my attention this week?"
```

Lars will provide:

* Clients with declining health scores
* At-risk clients approaching renewal
* Clients you haven't contacted recently
* Suggested actions for each client

**Follow-up**:

```
"Create tasks for the top 5 priority clients"
```

### Pre-Renewal Check

**Goal**: Review renewals and their health status

**Ask Lars**:

```
"Show me all renewals in the next 30 days and their health scores"
```

Lars will provide:

* List of upcoming renewals
* Current health score for each
* Risk assessment
* Recommended actions

**Follow-up**:

```
"Create check-in tasks for any renewals with health below 60"
```

### Risk Intervention

**Goal**: Identify and address at-risk clients

**Ask Lars**:

```
"Which clients are at high risk of churning this quarter?"
```

Lars will provide:

* List of high-risk clients
* Risk factors for each
* Historical context
* Intervention suggestions

**Follow-up**:

```
"Create urgent follow-up tasks for clients with health below 35"
```

### Portfolio Analysis

**Goal**: Understand overall portfolio health

**Ask Lars**:

```
"Summarize my portfolio health changes this month"
```

Lars will provide:

* Overall health trends
* Clients with significant changes
* Common risk patterns
* Improvement opportunities

## Tips for Better Results

### Be Specific

❌ **Vague**: "Help me with clients"

✅ **Specific**: "Show me enterprise clients with declining sentiment in the last 30 days"

### Include Timeframes

❌ **No timeframe**: "Which clients need attention?"

✅ **With timeframe**: "Which clients need attention this week based on recent activity?"

### Ask Follow-ups

Build on previous responses to get more done:

1. "Which clients are at risk?"
2. "Create tasks for the top 3"
3. "What factors are causing the risk for TechCorp?"

### Use Client Names

When asking about specific clients, use their name:

```
"What's the health status of Acme Corp?"
"Show me recent interactions with TechFlow Inc"
"What should I do about DataCorp's declining sentiment?"
```

## Action Types

### Low Risk Actions

These can be auto-executed:

* Generate reports
* Create tasks
* Add notes
* Update tags

### Medium Risk Actions

These require approval:

* Update health scores
* Schedule meetings
* Modify client status

### High Risk Actions

These require confirmation:

* Send emails
* Modify client data
* Update contract information

## Troubleshooting

### Lars gives generic responses

**Solution**: Add more context to your question

* Include timeframes
* Specify client segments (enterprise, SMB, etc.)
* Mention specific metrics (health score, sentiment, etc.)

### Actions don't execute

**Check**:

* Did you click "Execute"?
* Do you have permission for this action?
* Is the client relationship valid?

### Response doesn't address your question

**Try**:

* Rephrase your question
* Break complex questions into smaller parts
* Ask for clarification on specific points

## Best Practices

1. **Start simple**: Begin with straightforward questions
2. **Be specific**: Include details like timeframes and client types
3. **Review actions**: Always check suggested actions before executing
4. **Use follow-ups**: Build on previous responses
5. **Provide context**: Help Lars understand your specific needs

## Next Steps

<CardGroup cols={2}>
  <Card title="Overview" icon="book" href="/ai-tools/ai-agent-overview">
    Learn more about Lars capabilities
  </Card>

  <Card title="Best Practices" icon="star" href="/ai-tools/ai-agent-best-practices">
    Advanced tips for power users
  </Card>
</CardGroup>