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 1. Loopio Help Center
 2. Getting Started & Beyond
 3. Best Practices


ARTICLES IN THIS SECTION

 * Best Practices: Completing Projects
 * Best Practices: Magic
 * Best Practices: Creating Your Library Structure


BEST PRACTICES: MAGIC

Jodie Baer
 * 2 months ago
 * Updated

IN THIS ARTICLE:

 * Clean Up Your Library Entries
 * Be Targeted
 * Review Project Entries for Addition to the Library

Magic is Loopio's automation tool to populate Questions in your Project by
finding the best content from your Library. By using the tips below, you can
increase your Magic hit rate, reducing the amount of manual work required to
complete Projects.

 

Permissions Required: The permissions required to run Magic are:

• Loopio-wide Project, Level 1 (Participant) permissions or higher, and
• Ability to edit one or more Project Entries that are eligible for Magic.
Assignees may run Magic on Entries assigned to them, while Project Admins can
run Magic on all unanswered Entries, and
• Loopio-wide Library, Level 1 (Read Only) access to at least one Stack. Results
will only be returned from the Library Locations the User running Magic has
permission to access

 

Note: Your Customer Success Manager is a fantastic resource when it comes to
getting the most out of your Loopio subscription, including getting a higher
Magic hit rate. Start a conversation with them today!


CLEAN UP YOUR LIBRARY ENTRIES

By default, Magic searches the text of your Questions, Alternate Questions, and
Answers for potential matches. For now, let’s consider a few ways to clean up
your Questions.

 * Keep it specific: Make sure the question focuses on a specific topic rather
   than a long question that jumps from one topic to another. Magic will
   consider all of the words in your Question, so you want to make sure it’s not
   searching through words that are off-topic
   
 * Make use of Alternate Questions: It’s common for different companies to word
   their questions differently, even though they are looking for the same
   answer. Alternate Questions increase your chances of finding the correct
   answer, no matter how the question is asked

Read more: Alternate Questions


BE TARGETED

 

Note: Magic only runs on empty (unanswered) Project Entries. Read more: Project
Entry states

You are in control of how you want Magic to be run in your Project! Instead of
running Magic on the whole Project, try running Magic by Section:



This will help Magic focus on which part of the Library to search in. If you are
looking for content about your Executive team, you might not want to search in
your Product Stack or Category.

In being specific about what your requirements are, and where the answers should
come from, you can eliminate the possibility that irrelevant information is
being searched through, or added to your Project.

You can further narrow down the content being searched by using Category and
Subcategory filters to help Magic target the right content.




ADVANCED MAGIC OPTIONS

Click “See More Options” to view more Magic filters that can help to increase
hit rates.

 * Include Library Entries Under Review - Include or exclude Library Entries
   that currently require a Review. Depending on how your company has set up
   Library Reviews, these Under Review Entries may or may not be ready for use
   in a Project. By default, this option is selected
 * Include Exact match Only - filter your results to only Library Entries that
   exactly match the Project's Questions (Magic Strength will be disabled when
   this has been selected)
 * Magic Search Fields - Adjust the Library Entry fields Magic will consider
   when searching for a match. By default, Magic will search both Question and
   Answer text. Checking the additional option to search Tags can broaden your
   search to include more results
   
 * Magic Output - Indicate whether you want Magic to return Library Compliance
   Answers, long-form Answers, or both. By default, both are selected
   
 * Magic Strength - This ensures that questions answered with Magic are returned
   based on the percentage of keywords matched, with a minimum threshold that
   filters out false positive results. By adjusting the Strength, you change how
   high this threshold is. Flexible is the lowest threshold option, while Strict
   is the highest threshold option.         

What Option Should You Choose?

The Strength option you choose depends on your goal for Magic. If you use Magic
as a first pass and would like Magic to fill in as many questions as possible.
In this case, “Flexible” might be the best option. 

In other cases, you might want to reduce the false positives returned by magic.
In this case, “Strict” might be the best option.

 

Note: The accuracy of Magic is still primarily based on the structure and
content of your Library. However, with a change in your Magic Strength, the
results returned by Magic should be more consistent.


REVIEW PROJECT ENTRIES FOR ADDITION TO THE LIBRARY

Library Reviews from Projects allow you to feed new and updated content from
Projects into your Library, ensuring that all Project content goes through an
approval process before landing in the Library. 

It also gives you the option to add Alternate Questions, Create New Library
Entries, and update Answers in your Library if you’ve modified them in your
Project.

In the long run, this will help both you and Magic leverage the most up-to-date
answers for your future RFPs, RFIs, or Security Questionnaires.

Read more: Library Reviews from Projects


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RELATED ARTICLES

 * Best Practices: Creating Your Library Structure
 * Getting Started: Projects
 * Best Practices: Completing Projects
 * How Do I Manage Loopio Permissions? Platform-Wide Permissions and
   Project-Specific Permissions
 * Getting Started: Library



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