Assistant

Open the chat bar at the bottom of a page and describe what you need: "What changed at Acme this month?", "Draft a QBR agenda for Northwind", or "Find accounts with unresolved support issues before renewal".

Context and sources

The Assistant uses the page you are on as context. A company record supplies the account; an Inbox conversation supplies the email thread. Check the references attached to your message when you need to make the scope explicit.

Answers can use synced interactions, company records, metrics, signals, and the knowledge base. Click a source reference in a response to inspect the underlying record. Describe the account owner or segment you mean when asking about a portfolio.

Help from customer memory

Open a work item in Customer memory and choose a suggested assistance action or Ask about this. The chat opens with the item's relevant context attached. Inspect those references, then describe the result you need.

For example: "Prepare Pfizer's renewal evidence pack for Elena. Separate verified improvements from estimates, identify the missing Payroll evidence, and keep renewal approval as an open decision."

Attachments

Drop files into the chat or paste an image. You can attach up to eight files per message, up to 10 MB each.

For spreadsheet data, export a CSV or attach a readable screenshot. GIF, XLS/XLSX, DOCX, and PPTX are not supported chat attachment formats.

Dictation

Dictation is available for workspaces using the global AI region. This is your organization's AI processing setting, separate from the EU/US platform region selector on this documentation site.

Use the microphone control to dictate a message. Allow microphone access when your browser asks. The control shows recording duration and a transcribing state. Review and edit the resulting text in the composer before sending it.

If the control says Dictation isn't available in your organization's AI region yet, the workspace's AI region does not support it. A Microphone unavailable message instead means you should check browser microphone access.

Skills

Type / to find and run a skill. Skills package repeatable instructions such as a renewal brief or account review. You can also describe the task and let the Assistant select a relevant skill.

Documents and exported files

The Assistant can create a document artifact that opens beside the chat in a rich-text editor. Edit it directly, ask for revisions, and inspect earlier versions.

Document sharing offers private, workspace, and anyone-with-the-link access. Check the selected audience before copying a share link. Sharing applies to the selected document.

For tabular research, ask for a CSV export. The result appears as a file reference that you can open or download.

Approvals

When an action requires approval, Cust displays an approval card with the proposed operation. Review it, then approve or decline it. Creating tasks, goals, and success-plan items are examples of actions that normally require approval.

The approval menu can offer Always allow for this chat. This grants permission for that tool throughout the current chat, including other pending calls to the same tool. Connected external tools may also offer Always allow, which applies across chats until changed in Connectors settings.

Existing grants and a skill script's approval settings affect whether Cust pauses. A fresh approval card is therefore not guaranteed for every change. A generated email draft is not evidence that an email was sent. Configured workflow email sequences can send automatically when their approval option is off.

Sessions, stop, and retry

Chats are saved. Use chat history or the sessions list to reopen a conversation and review background work. You can send a follow-up while work is running; queued messages are processed as the run progresses.

Use Stop to interrupt a run. Partial output remains in the conversation, and queued messages do not automatically start another run after a stop. Stopping does not undo actions already completed.

If a response fails or is interrupted, Retry continues from the saved conversation. Check any completed actions before asking for them again.

Archiving an active session also requests a stop. It does not undo completed actions or guarantee that an external operation stops immediately.

Report a problem

Use /feedback in the Assistant to describe a problem and attach supporting context. Include the account or interaction involved and what you expected to happen.