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

# Advanced Features

> Power user tips and advanced capabilities

# Advanced Features

Take your Ask Monty usage to the next level with these advanced features and techniques.

## Conversation Management

### Saving Conversations

Important conversations can be saved for future reference:

1. Complete your analysis in a conversation
2. Click "Save" in the conversation menu
3. Find it later in your "Saved" list

<img src="https://mintcdn.com/montereyai/hariULx8S2Znoypw/images/monty/saveChat.gif?s=457a337f12788371ae14d667732ec9f7" alt="save-conversation" width="1998" height="1308" data-path="images/monty/saveChat.gif" />

**Use saved conversations for:**

* Recurring analysis (weekly, monthly reviews)
* Reference examples for your team
* Templates for common questions
* Audit trail of insights

### Sharing Conversations

Share insights with anyone:

1. Generate a public share link
2. Recipients can view the conversation
3. They see all questions, datasets, and responses
4. No login required for viewers

<img src="https://mintcdn.com/montereyai/hariULx8S2Znoypw/images/monty/shareChat.png?fit=max&auto=format&n=hariULx8S2Znoypw&q=85&s=d27721abc7edc22318d6e206c71111b7" alt="share-conversation" width="1719" height="525" data-path="images/monty/shareChat.png" />

**What's included in shared links:**

* Full conversation thread
* All responses (text, charts, examples)
* Dataset information (not full data)
* Public view only (no editing)

**Use cases:**

* Share insights with stakeholders
* Include in reports and presentations
* Collaborate with other teams
* Customer-facing reports

## Alternative Entry Points

You can also start a conversation from the following places:

* Custom reports
* Filtered feedback snippet views
* The survey analysis page
* The interview analysis page

When coming from these locations, the original query will be pre-filtered based on the feedback filters present in the view.
For example, if you are coming from a report around "checkout bugs", and ask, "how's it been going the past week?", the chat will center around a dataset of checkout bugs from the last week.

<img src="https://mintcdn.com/montereyai/iKseqoce80g8thcY/images/monty/fromReport.gif?s=22afd2d501d52a255ac65f381173ff49" alt="alternative-entry-points" width="1998" height="1308" data-path="images/monty/fromReport.gif" />

## Metadata and Custom Fields

### Using Metadata in Questions

If you have custom metadata fields configured:

```
"Show feedback by app version"
"Compare feedback from paid vs free users"
"What are enterprise customers saying?"
"Chart bugs by operating system version"
```

### Available Metadata Types

* **Feedback metadata**: Version, platform, environment
* **Customer metadata**: Plan tier, signup date, status
* **Account metadata**: Company size, industry, ARR

To enable metadata for use in your worksapce, navigate to Settings -> Metadata, and enable "Chat Use" for each metadata key you want to use.
*Note: Metadata is only available for up to 10 metadata keys per workspace at this time.*

### Filtering by Metadata

```
"Summarize feedback where app_version is 2.5.0"
"Show bugs from users on the pro plan"
"Compare feedback across different company sizes"
```

<img src="https://mintcdn.com/montereyai/hariULx8S2Znoypw/images/monty/metadataFilter.png?fit=max&auto=format&n=hariULx8S2Znoypw&q=85&s=5359a11f759d2ecc2b6226756f910056" alt="metadata-filter" width="1144" height="572" data-path="images/monty/metadataFilter.png" />

## Competitor Analysis

If you have competitors configured:

### Creating Competitor Datasets

```
"What are customers saying about [Competitor]?"
"Show feedback mentioning [Competitor's feature]"
"Compare our pricing to [Competitor]'s pricing in customer feedback"
```

<img src="https://mintcdn.com/montereyai/iKseqoce80g8thcY/images/monty/competitors.png?fit=max&auto=format&n=iKseqoce80g8thcY&q=85&s=c45104aa18b200c71fc9f56de918b373" alt="competitor-analysis" width="1358" height="956" data-path="images/monty/competitors.png" />

### Competitor vs Your Product

```
"Compare feedback about our checkout to [Competitor]'s checkout"

→ Dataset 1: Your checkout feedback
→ Dataset 2: Competitor mentions in your feedback
→ Comparative analysis
```

### Analyzing Competitor Feedback

Monty can analyze:

* **Comparison mentions**: "X is better than Y"
* **Feature requests**: "Add Z like competitor has"
* **Migration reasons**: "Switched from/to competitor"