Presentations

Build a client presentation in a Workspace chat. Athena writes it into your own PowerPoint template from the client's knowledge base, and you refine it by chatting. What you see is a render of the real PowerPoint file, so the file you download is exactly what you reviewed.

Presentations aren't limited to advice. Use them for an SoA presentation, an annual review, an education session, or any other client meeting.

Before you start

• A client with the right documents. Athena builds from the client's knowledge base, including meeting summaries, Statements and Records of Advice, and uploaded files. For an SoA presentation, make sure the SoA is in the client's knowledge base.
• A template (optional). A presentation template is a PowerPoint file (.pptx or .potx) whose layouts, theme, fonts and colours Athena builds from. Without one, Paradino's built-in design is used. See Presentation templates.

Building a presentation

1. Open the client's Workspace and start a new chat.
2. Add a template (optional). Click + in the chat box and choose Upload a PowerPoint template, or drag a .pptx or .potx file into the chat box. If you skip this, your organisation's default template is used.
3. Ask for the presentation. Either:
   • click the SoA presentation suggested prompt above the chat box. It builds a presentation from the latest Statement of Advice in the client's knowledge base, in a structure suited to the advice meeting, or
   • write your own request (see Example prompts).
4. Athena plans the slides, builds them in your template and checks the result. The presentation opens in the panel beside the chat when it's ready. This usually takes a few minutes.

Example prompts

Create a Statement of Advice presentation using the latest SoA in the knowledge base. It is for me to present in the advice meeting.

Build a 10-slide annual review presentation for the client: their goals, progress over the last year, current portfolio and next steps.

Create a short education presentation explaining how a transition to retirement pension works, using the client's own figures.

Reviewing the presentation

The presentation panel shows every slide at full size, with a thumbnail rail on the left.

• Move between slides by clicking a thumbnail or scrolling, or with the ↑ and ↓ keys while the panel is focused.
• The header shows the number of slides, the version, the template used and when it was last updated.
• If the chat also has a document, use the Document | Presentation switch in the panel header to move between them.

Refining with Athena

Every change goes through the chat. Ask for what you want, and Athena updates the presentation and publishes a new version. While Athena works, the panel shows Updating the presentation… over the current version.

On slide 6, turn the bullet points into a bar chart comparing current and proposed fees.

Remove slides 9 and 10, and add a next steps slide at the end.

Make the headings on the strategy slides name the client's goal each one addresses.

Athena can change text, add or remove slides, turn figures into charts and tables, and restructure the deck. Refinements use the presentation's own template.

Downloading

Use the icons in the panel header:

• Download PowerPoint (.pptx) for final edits or to present from PowerPoint.
• Download PDF to share a read-only copy.

Every presentation you build is listed on the client's Presentations tab in the Workspace. Open one to return to its chat.

Presentation templates

Your organisation can keep a library of presentation templates in Settings → Formatting → Presentation templates. Every member can use it.

1. Click Upload template and choose a .pptx or .potx file (up to 30 MB).
2. Paradino reads the slide layouts. The status moves from Queued to Reading slides… to Ready.
3. Click Set as default on the template your organisation should use. The default is marked Default.

Paradino picks the template for a presentation in this order:

1. A template attached in the chat, for that chat only.
2. When refining, the template the presentation was built with.
3. Your organisation's default template.
4. Paradino's built-in design.

Tips for a good template

• Include a variety of slide layouts: title, section divider, one column, two columns, and a layout with room for a chart or table.
• Use real placeholders (title, body, picture) rather than free-floating text boxes.
• Keep example text generic. Remove client names, figures and anything confidential.

Plans

Advice presentations from Strategy Assist

The Advice Presentation button in Strategy Assist and Create → Presentation on a client now start by offering the new presentation in Workspace:

• Open in Workspace starts a new Workspace chat for the client, ready for you to add a template and ask for the presentation.
• Continue to advice presentation opens the original advice presentation, built from a strategy or an uploaded SoA. It remains available on Pro Max.

Troubleshooting

Athena answered but didn't build a presentation

• Check your plan. Once your free chats are used, presentations need Pro or Pro Max.
• Ask explicitly, for example "Create a presentation…". Athena builds presentations only when asked.

The presentation doesn't use my template

• Check that the template's status in Settings → Formatting is Ready. Templates that are still being read, or that failed, aren't used.
• Attach the template in the chat to use it for that chat only, or set it as your organisation's default.

Figures or sections are missing

• Make sure the source document (for example the SoA) is in the client's knowledge base and is the latest version.
• Mention the document in your request and ask for the specific section, for example "Add the cost of advice table from the SoA".