How chat works

Chat is where you ask Parker questions and give it work. This page walks through the chat screen from your first message to a finished answer.

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Start a new chat

Select New chat in the sidebar, or press ⌘⇧O on a Mac or Ctrl+Shift+O on Windows. The arrow next to New chat also offers New Automation and New Routine. A new chat asks What can I help with, followed by your first name, and shows the message box. Under the message box, Parker may suggest next steps based on your Salesforce data and email. Select one to ask Parker about it, or select Not now to hide it.

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Send a message

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Use commands

Type / in the message box to see the commands. Use ↑ and ↓ to move, Enter to select, Tab to complete, and Esc to close.

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How does an answer appear?

While Parker works, the answer shows Generating response with a timer, and each step as Parker takes it, such as Crunching the numbers or Checking your profile. Then Parker writes the answer. When the answer is done, the steps fold into a single line, such as Worked through 3 steps over 22s · Salesforce via API. Select it to see each step again, including the Salesforce queries Parker ran and how many rows came back.

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What can an answer include?

Besides text, an answer can include:

• Tables. Long tables show the first rows, with Show N more rows and a count such as Showing 8 of 25. See Ask about your Salesforce data.
• Charts. See Charts and diagrams.
• Salesforce records, such as the receipt after an update. See Create and update records.
• Email drafts to review before sending. See Draft and send email.
• Confirm and Reject buttons when Parker wants to create a record. See Create and update records.
• Notes on this reply, such as a Stale note when the records Parker read haven’t been edited for a while.

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Where did this answer come from?

Parker marks records and facts in its answer with small numbered source markers.

• Hover over a marker to see the source, such as a Salesforce record, with Fetched live from Salesforce for this reply.
• Select a marker to open the record beside the chat.
• Select Sources in the chat header to see every source in the chat. A badge at the top, such as Verified, shows whether Parker’s figures were checked against their sources.

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Ask a follow-up

Keep typing in the same chat. Parker remembers the whole conversation, so you can say “now only the ones in Texas” or “turn that into a chart”.

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Ask about part of an answer

Select some text inside one of Parker’s answers. A small toolbar appears:

• Ask Parker pins the passage to the message box so you can ask about it.
• Explain asks Parker to explain it in more detail.
• Show records asks Parker for the records behind it.

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Stop, queue, or retry

• Stop an answer: select Stop generating.
• Send another message while Parker is answering: type it and select Queue message. It sends when the answer finishes.
• Get a new answer: under Parker’s answer, select Regenerate response.
• Change your question: on your message, select Edit message.

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Give feedback

Under each answer you’ll find these actions:

• Copy output copies the answer.
• Good response or Bad response tells Parker how it did.
• Save a memory teaches Parker something to use next time. See Memory.

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Example prompts

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Troubleshooting

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