Welcome to Your First Quest
In this tutorial, we’ll guide you through creating your first quest, logging insights, and collaborating with your team. Think of a quest as the backbone of your analysis—a structured way to document the journey from question to insight.
Key Concepts in reconfigured
Before diving into the steps, let’s explore some of the foundational concepts that make reconfigured unique:
Journal: This is your digital notebook where all your insights live. It’s designed to keep your notes, insights, and tasks organized and easily accessible. Keep it hidden or out of the way while you investigate.
Sidekick: The sidekick is essentially a text box you bring up with a command key where you can very quickly add notes, files, or even a voice message. It automatically relates notes to your active quest, ensuring that your ideas stay connected to the right context.
Quests: Instead of traditional tasks or projects, quests focus on the data questions or analytical projects you’re exploring. They’re designed for situations where the end result and the necessary steps aren’t clear from the start. Quests provide just enough structure to keep you organized without forcing you to manage separate to-do lists and notes.
Activity Trail: Activity trails are all the notes you have logged against your active quest. It serves as a timeline of your thought process, tied not only to time but also to the specific question at hand. Use the activity trail to log findings, conversations, queries, and more, keeping your analysis organized and transparent.
Chapters: Chapters are essentially your to-do items. They’re derived from the notes you take and presented as suggestions. If a chapter turns out to be more complex than expected, you can promote it to a standalone related quest. You can also create your own chapters from scratch to suit your workflow.
Step 0: Open the journal application on your desktop.
Step 1: Get Familiar with Command Keys and the Journal
reconfigured’s journal and sidekick are designed to overlay on top of your screen, allowing you to easily access or hide them as needed. The first steps to getting used to the main command keys:
Show and Hide the Journal: Use the key combination to toggle the journal on and off. Try it now to get comfortable with this essential command.
On Mac:
CONTROL + OPTION + COMMAND + R
On Windows:
CONTROL + ALT + WIN + R
Show and Hide the Sidekick: The sidekick is your quick-access tool for adding notes, files, or voice messages. Bring it up using the key combination. Keep in mind that you must have an active quest to add context. Practice bringing up and hiding the sidekick to familiarize yourself with its functionality.
On Mac:
CONTROL + OPTION + COMMAND + SPACE
On Windows:
CONTROL + ALT + WIN + R
Step 2: Create a New Quest
Click on the “New Quest” button which can be found on the top left corner. Alternatively use the provided command key.
Describe the data problem you are working on in as many words as possible, as free form as you can. This will help us initialize the quest for you.
Review what you see, add or remove text from the support. Accept any suggested chapters if relevant.
Set it as your active quest - this is very important and will enable you to use the Sidekick. You can do this by pressing the target button in the top right corner, or via the select quest command.
Step 2: Log your first finding
You're all set for now and no longer need to have the journal visible. Hide the journal using the command key.
Bring up the sidekick and write in your first note. Be as verbose as you can as this will make your journal smarter and will make it easier for you to understand yourself later. Save your entry with the provided command key.
Bring it back up and try out the alternative methods
Upload an attachment eg a screenshots
Add a link to a resource or slack conversation.
Record a voice note.
Bring back the journal and review your activity trail.
Edit one of your activity trails by clicking on the text.
Step 3: Accept or decline suggested chapters
You may have noticed a few suggestions in the chapters
Accept the relevant ones, decline others.
Mark a chapter as done by clicking on the circle next to it.
Step 4: Discuss Your Findings
Press the “Chat with Quest” button located on the top right corner of your active quest. This will open a chat window linked directly to your current quest.
In the chat window, ask: “Based on my current findings, what should I focus on?” Review the LLM’s response and consider how it aligns with your analysis.
Next, try asking a broader or hypothetical question to explore the chat's capabilities. For example: “What can you tell me about ERP data structures?”
Use this section whenever necessary, and especially when you are coming back to a quest.
Closing the chat window will record and summarize your chat in the activity trail.
Tips for Success
Start Small: If you’re unsure how to structure a quest, start with a simple question or task.
Record often: Regularly add context to your quests via sidekick. It takes a few tries to build a habit, but we try to make it as easy as possible.
That's it for now. Feel free to explore other functionalities and command keys within the app, and be on the lookout for new features. This application is early stage and gets upgrades on a weekly basis.
As the older kids would say 'go ham'