New Parker guide
We rebuilt this guide from the ground up to match Parker as it works today. Start with the Quickstart, or browse by task in the sidebar. Admins have their own Admin tab, starting with the Admin quickstart.Recently added
- Maps and location search. Ask which records are near a suburb, address, or store, and get a ranked table with a map. See Find records near a place.
- Automations, redesigned. Describe an automation in a sentence, preview it, then turn it on. When you turn it on, choose whether to also draft emails from the last 3 days. See Automations.
- Parker writes like you. Parker learns your style from your sent mail. Use Does this sound like you? to keep or remove what it learned, and set your Sign-off. See Writing style.
- Reorganized Settings. Settings opens over the page you’re on, grouped into You, Parker, Knowledge & rules, Connections, and Workspace. See the Settings reference.
- Ask about part of an answer. Select text in an answer and choose Ask Parker, Explain, or Show records. See Chat overview.
- Refresh a page with live data. Re-run a saved page on today’s numbers, or keep it updated daily or weekly. See Pages.
- Salesforce records beside the chat. Open a cited record to see its fields and related lists, then ask about it. See Salesforce questions.
- Office files in Knowledge. Upload Word, Excel, and PowerPoint files as knowledge. See Knowledge.
- Files (Beta). Find files you attached and exports Parker made in one place, and use them in another chat. See Files.
- Work panel (Beta). Open a source, record, table, chart, or design beside the chat. See Work panel.