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The best requests name what you want, which records, people, or dates, and what shape the answer should take. You don’t need special syntax. Write the way you’d ask a colleague, and add detail when the first answer isn’t quite right.

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What makes a good request?

  • Name the thing. “Northwind Supply” finds the account faster than “that distributor we spoke to.”
  • Give a time frame. “Closing this quarter” or “since Monday” narrows the data Parker reads.
  • Say whose data. “My opportunities” and “all open opportunities” are different questions.
  • Ask for a format. Ask for a table, a chart, a short summary, or a draft email.
  • One task at a time. Finish one request, and then ask the next in the same chat.
Parker’s answers come from your live data and can vary from one run to the next. Check important figures against Salesforce before acting on them, and use the sources Parker shows to see where an answer came from.

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Example prompts

List your pipeline

Find stale deals

Create a task

See Ask about Salesforce and Update records.

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How do follow-ups work?

Parker remembers everything earlier in the same chat. Build on the last answer instead of starting over:
  • “Now only the ones over $50,000.”
  • “Add the account owner as a column.”
  • “Turn that into a bar chart.”
To ask about one part of an answer, select the text in Parker’s reply. A small toolbar appears:
  • Ask Parker pins the selected text above the chat box, under From Parker’s answer, so you can type a question about only that part. You can also press Q.
  • Explain asks Parker to explain the selection in more detail.
  • Show records asks for the records behind it.
Selected words in Parker's answer with a toolbar above them showing Ask Parker, Explain, and Show records.

Select text in an answer to ask about only that part.

Start a new chat when you switch to an unrelated topic. A fresh chat keeps earlier details from steering the new answer.

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Where can I find ideas?

When you open a new chat, Parker may suggest next steps under the chat box, based on your Salesforce data and email. For example, it may point out an opportunity with no recent activity. Select a suggestion to ask Parker about it, or select Not now to hide it.

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More ways to ask

  • Thinking. Turn on Thinking under the chat box before you send a message to give Parker more time to reason. Use it for harder analysis.
  • Attach files. Select Attach (the paperclip) to add a file to your message. See Files and attachments.
  • Slash commands. Type / in the chat box to see commands: /summarize, /rename, /pin, /search, /routine, /export, /new, and /settings.
  • Stop or queue. While Parker is answering, select Stop generating to stop it. If you type another message, the send button becomes Queue message, and your message sends when the current answer finishes.

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How do I find an earlier chat?

Press ⌘K on a Mac or Ctrl+K on Windows, or select Search & commands (the search button at the top of the sidebar). In the search box:
  • Type words to find chats and pages by their title or content. Before you type, you can select a filter: Chats, Pages, Pinned, From Parker, From me, or Past 7 days.
  • Select a result to open it.
  • Press ⌘↵ on a Mac or Ctrl+Enter on Windows to ask Parker what you typed.
  • Type a destination, such as Routines, to go there.
See Keyboard shortcuts for the full list.

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What works less well, and why?

Chat overview

Everything you can do in a chat.

What Parker can and can't do

Limits, and how to check an answer.

Keyboard shortcuts

Move around Parker faster.

Share and find chats

Share, pin, and find past conversations.
Last modified on October 12, 2026