The AI Assistant automatically uses the page you are on as context, so answers relate to what you are working on.
What context is detected
Depending on the page, the assistant can pick up the following as context:
- Company
- Person
- Job
- List
- Task
- Product
The current context appears as a chip at the top of the assistant.
Remove context
- To chat without a page reference, remove the context chip.
- Use Remove all to clear every context item at once.
Why this is useful
- Questions like "Summarize this company" or "Who are the decision-makers here?" work without extra details.
- The assistant can apply actions directly to the detected record.
Tips
- Check the context chip before approving an action to make sure the right record is targeted.
- Add extra context with mentions (see Add context with mentions).
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