Bonterra Que: Best Practices & Prompt Guide for Product Supprt
Que is your AI-powered assistant, built directly into the EveryAction dashboard. With Product Support, Que gives EveryAction users instant access to product support knowledge, sourced from Bonterra Central, so you can get accurate, step-by-step answers without ever leaving the tool you're already working in.
With a simple prompt, you can get help with how-to questions, navigate complex workflows, troubleshoot issues, and find the right documentation, for example, learning how to configure a donation form, set up a recurring giving upsell, or submit a support request.
Whether you're a brand-new EveryAction user or a seasoned Development Director, Product Support gives you the confidence to move faster and stay focused on what matters most.
Getting Started with Product Support in Que
Step 1: Open Que From your EveryAction dashboard, click the Ask Que button to launch the assistant.
Step 2: Use a Suggested Prompt or Type Your Own Try prompts like:
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How do I change the default gift amounts on a donation form?
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How do I create a segment using Create A List?
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How do I configure a recurring giving upsell?
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How do I submit a support request?
Step 3: Review Your Answer Que returns with:
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A step-by-step answer sourced directly from Bonterra Central
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Responses scoped to your organization and product
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Links to source articles and relevant trainings for you to explore further.
Step 4: Ask a Follow-Up or Keep Going
Product Support maintains context across your conversation, so you can keep asking without starting over.
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Can you show me where that setting is?
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What happens if I skip that step?
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Is there a related article I can share with my team?
Example Use Cases for Product Support
| Scenario | How Que Helps | Example Prompts |
|---|---|---|
| Learning a new feature | Walks you through how a feature works with step-by-step instructions |
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| Troubleshooting an issue | Surfaces the most relevant help documentation to diagnose and resolve the problem |
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| Navigating EveryAction settings | Tells you exactly where to find a setting and how to update it |
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| Preparing for a new campaign | Answers workflow questions so you can set up quickly and correctly |
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Prompt Guide & Best Practices: Product Support
Getting the most out of Product Support comes down to asking specific, action-oriented questions. Below is practical guidance paired with example prompts you can use in Que.
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Be Specific About the Feature or Task The more context you give, the more precise the answer. Include the feature name and what you're trying to accomplish.
Try prompts like:
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How do I add a recurring giving option to my donation form in EveryAction?
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How do I configure membership levels for my sustainer program?
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How do I bulk update donor records in Create A List?
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Ask About Step-by-Step Workflows Product Support excels at walking you through multi-step processes. Ask for the full workflow if you need it.
Try prompts like:
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Walk me through how to set up an online action from start to finish.
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What are all the steps to configure a targeted email in EveryAction?
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How do I create a new event and register attendees?
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Troubleshoot with Plain Language You don't need to know the technical term. Describe what's happening and let Que find the right answer.
Try prompts like:
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My donation form isn't showing the right gift amounts, how do I fix this?
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I can't find where to edit my email template. Where is it?
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Something looks off with my segment, how do I check what's in it?
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Ask for Source Links When You Need to Go Deeper If you want to read the full documentation or share it with a colleague, ask Que to point you to it directly.
Try prompts like:
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Can you give me a link to the help article for this?
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Is there a training video I can watch on this topic?
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Share the source documentation so I can read more.
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Use Follow-Up Questions to Stay in Flow Product Support remembers what you've asked, so you can keep the conversation going without repeating yourself.
Try prompts like:
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Now how do I publish the form?
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What's the next step after I save that setting?
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Can you explain that last step in more detail?
FAQs
| Question | Answer |
|---|---|
| Does Product Support replace Bonterra support? | No. Product Support is designed to handle how-to, navigation, workflow, and troubleshooting questions about EveryAction features. It is not a replacement for your support team. |
| Does Product Support consume Que credits? | No. Product Support consumes zero credits. You can always get product support help regardless of your organization's credit balance or plan tier. |
| What is Product Supporttrained on? | Product Support is powered by Maven, trained on the Bonterra Central help center, the same source used by the EveryAction support team. Responses are accurate, up-to-date, and scoped to your organization and product. |
| Can Product Support help with fundraising strategy or donor data analysis? | No. Those capabilities are handled by other Que skills, like Personalized Coaching and Donor Segmentation. Product Support is specifically for product support: how-to questions, navigation, workflows, and troubleshooting. |
What else do you need help with?
Interested in learning how Bonterra keeps your data safe? Read more about Bonterra's AI Responsibility and Data Security Practices here.
Ready to dive into Product Support now? Access these "How do I" articles:
Want to learn more about Bonterra Que Skills in EveryAction? Check out the Bonterra Que Skill Index here.
Not what you're looking for? Navigate to Understanding Que.