Using Scoop in Direct Messages

Overview

Direct messages with Scoop provide a private space for in-depth data exploration. Perfect for:

• Complex analyses requiring multiple queries
• Sensitive data investigations
• Learning and experimentation
• Personal productivity

Starting a DM Conversation

Method 1: Direct Navigation

1. Find Scoop in your workspace members
2. Click to open profile
3. Click "Message" button

Method 2: From App Home

1. Go to Scoop App Home
2. Click "Start a Conversation"

Method 3: From Channel Response

1. Click "Continue in DM" on any channel response

![Screenshot: Three ways to start a DM with Scoop]

DM Advantages

No @ Mention Required

In DMs, just type naturally:

show me all customers
what's our average deal size?
create a trend chart for the last 12 months

Persistent Conversations

• Full conversation history maintained
• Context preserved between queries
• Easy to scroll back and reference

Rapid Iteration

Refine your analysis without worrying about channel noise:

You: show revenue by product
Scoop: [displays table]
You: add region to that
Scoop: [updates analysis]
You: now show me just APAC
Scoop: [filters results]

![Screenshot: DM conversation showing iterative refinement]

DM-Specific Features

File Uploads

Upload files directly in the DM:

1. Click the paperclip (📎) icon
2. Select your CSV or Excel file
3. Scoop automatically processes it

![Screenshot: File upload in DM with Scoop]

Extended Analysis Sessions

Perfect for:

• Data quality investigations
• Hypothesis testing
• Report preparation
• Learning Scoop's capabilities

Personal Datasets

In DMs, you can:

• Work with personal uploaded files
• Keep analysis private
• Build custom reports
• Test queries before sharing

Best Practices for DMs

1. Start with Overview Questions

describe this dataset
what columns are available?
show me summary statistics

2. Build Complexity Gradually

Simple: show me sales data
Add detail: break it down by month
Add insight: what's driving the spike in March?
Predict: forecast the next quarter

3. Save Important Queries

Keep a note of useful queries for future reference:

• Complex filters
• Useful visualizations
• ML model parameters

Sharing from DMs

Found insights worth sharing? You have options:

Share to Specific Channel

1. Click "Share with Channel" on any result
2. Select target channel
3. Add context if needed

![Screenshot: Channel selector when sharing from DM]

Export and Share Manually

1. Click "Export (Excel)"
2. Download results
3. Share file in appropriate channel

Common DM Workflows

Morning Dashboard Review

show me yesterday's key metrics
compare to same day last week  
any anomalies I should know about?

Deep Dive Analysis

show me all deals closed last quarter
which reps exceeded quota?
what characteristics did their deals share?
build a model to predict similar success

Report Preparation

create a summary of Q4 performance
add a chart showing growth trends
export this to Excel

Tips for Productive DMs

1. Use Natural Language: Scoop understands context
2. Ask Follow-ups: Build on previous responses
3. Experiment Freely: No one else sees your queries
4. Combine Features: Upload data, analyze, visualize, export

Next: Working with Datasets