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For what the assistant is and where it appears, see Overview.

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Ask a question

  1. Open the companion. On a desktop page, click the ION pill in the bottom-right corner, click ION Intelligence in the sidebar, or press ⌘I (Ctrl+I on Windows and Linux). On a phone, open the ION tab in the bottom navigation.
  2. Type your question in the composer. Enter sends it; Shift+Enter starts a new line.
  3. Optional: in a browser that supports voice input, click Dictate prompt and speak instead of typing. Dictation writes plain text, so it is unavailable while a mention is attached; the control says so, and removing the mentions re-enables it.
  4. Read the answer in the thread. Follow up in the same composer to keep the same conversation.
Position the companion from the controls in its header: Float, Dock left, Dock right, and Minimize (or press Esc). It reopens in whichever of those you left it in.
A turn runs one at a time. While an answer is streaming, the composer is unavailable, so a second question cannot displace the answer you are waiting on. Opening a different conversation abandons the answer in flight.

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Attach context to a question

The assistant already knows the record whose page you are on. Attach anything else it should read.
  1. Click Add beside the composer.
  2. Pick a category, or type into the search box to search across categories:
    • People, Teams, and Roles read Browse and open as a list.
    • Issues, Parts, Runs, Procedures, and Steps read Search only, because those collections are too large to list. Type to search them. Where you have attached that kind before, the picker opens on those recent picks instead.
  3. Click a result. It becomes a chip above the composer and stays attached, across new conversations too, until you remove it.
To name a person inside the sentence rather than beside it, type @ in the composer and pick them. @ searches people only; every other kind is attached from Add. A typed mention renders as a pill in the text and as a chip above the composer, and removing either removes both. To detach something, click Remove on its chip. A chip that came from the page you are on has no Remove control, because it follows the page rather than the conversation.

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Reopen or delete a conversation

  1. Click Recent conversations in the companion’s header.
  2. To pick up an earlier thread, click its row. To start over instead, click New conversation.
  3. To remove a thread, hover or tab to its row and click Delete conversation.
  4. Confirm with Delete.
Deleting a conversation removes it from your history for good. Deleting the one you have open clears the thread and starts a new conversation.