Deep Dive gives you a full document instead of an answer in the chat. Ask the AI Assistant for a security review, a migration plan, an onboarding guide or a client-ready findings report, and you get a file you can open, download and share, written against your org's real components.
When to use it
Reach for Deep Dive when the answer needs to leave the chat window:
You need something a business user, client or executive will read
You are handing an org over, or bringing someone new onto it
You are scoping work and need to know what already exists
You want an audit you can work through, not a summary you have to re-read
Someone has asked you for a document and you would otherwise write it by hand
Formats
Documents come back as Markdown, CSV or HTML, and you can download any of them as a PDF or a Word file.
Ask for the format in the same message as the request:
HTML when it needs to look presentable, or carry a diagram
CSV when you want it in Excel
Markdown for everything else
How to create one
Open the AI Assistant and start a conversation
Type what you want, and say it should be a document
Wait for it to finish. A larger document takes two to three minutes, and you can watch the steps as it works
The document opens in a panel beside the chat. Use Open to view it in full, or download it in the format you need
Keep working on it
The document stays live in that conversation. Anything you type next updates it rather than starting over, so your edits build up in one place:
Add a section on rollback.
Cut this in half.
Rewrite it for a non-technical executive.
Change the styles, colors, fonts, branding.
Two words worth knowing. If you say add or underneath, the document keeps what is already there and grows. If you say turn this into, it rewrites, and the earlier version is replaced.
Sample prompts
Find the technical debt on our Opportunity and Account objects and write it up as a document.
Score this org's health out of 100 by domain and write it up for a client.
Write an onboarding guide for a new admin joining this org.
Draw me an ERD of Opportunity, Account, Contact and OpportunityContactRole as an HTML file, with the diagram drawn as inline SVG, no wider than 900 pixels.
There are many more in the Deep Dive prompt library, grouped by the job you are doing.
Tips
One subject at a time. A document about one object or one process comes back markedly more thorough than one covering the whole org. For something wide-ranging, produce several focused documents and ask the Assistant to assemble them.
Say who will read it. "For a new administrator", "for a non-technical executive", "so it is presentable to a client". This shapes the depth and tone more than anything else you can add.
Ask it to rank. "Rank by risk", "quick wins first", "order by business impact". Ranked output puts the useful part at the top.
Ask it to flag numbers worth confirming. Add "flag any number that should be confirmed with a direct query, and give me the query" and you get the figure plus the SOQL to confirm it before the document goes to anyone.
Get the answer first, then the document. Asking a question takes under a minute, and a document takes a few. On a call it reads better to ask "which of these already exist in this org?", talk through the answer, then say "write that up as a statement of work."