Where the assistant appears
What the assistant can see
Two channels feed a question, and both render as chips above the composer. Page context comes from the URL, so the assistant knows which record you are looking at without you attaching it. Depending on your settings, it may not be released to your organization yet:
Attached context is what you add yourself, from Add or by typing
@.
If a chip’s label fails to load, the question still uses the record behind it.
Conversations
A conversation is a thread the assistant follows for its own duration. New starts a fresh one, and Recent conversations lists the ones you have already had, so you can reopen or delete one. Reopening replays the thread. Conversations are private to your account. The Add picker’s recent picks are remembered in the browser you used, so they do not follow you to another device.Suggested-action cards
Three tiles put a queue in front of you and hand the assistant the findings behind it, so the conversation opens on specific records instead of on a blank question. Clicking a tile opens the companion with those findings already sent. The assistant recommends and links; it changes nothing on its own. Stale purchase orders needs in-app analytics turned on.
Clicking Kits awaiting picking also filters the Kits table to exactly the kits it counted.
Pending Restock is a review queue rather than a defect list. Returning a canceled run’s
stock to Available is intended behavior, and a lot whose other run completed is legitimately
available, so the assistant asks you to confirm before recommending a move or a scrap.