https://knotcrm.com/assets/chat-with-ask-DdxNnNsU.js

1import{j as e}from"./index-D8ohhcv_.js";function r(s){const n={a:"a",code:"code",em:"em",h1:"h1",h2:"h2",li:"li",p:"p",strong:"strong",ul:"ul",...s.components};return e.jsxs(e.Fragment,{children:[e.jsx(n.h1,{id:"chat-with-ask-knot",children:e.jsx(n.a,{className:"heading-anchor",href:"#chat-with-ask-knot",children:"Chat with Ask Knot"})}),`
2`,e.jsx(n.p,{children:"Ask Knot is the AI chat assistant built into Knot. It searches your workspace and the web, answers questions, and proposes actions — creating records, updating attributes, drafting emails — that you approve before anything changes."}),`
3`,e.jsx(n.h2,{id:"where-to-open-it",children:e.jsx(n.a,{className:"heading-anchor",href:"#where-to-open-it",children:"Where to open it"})}),`
4`,e.jsxs(n.ul,{children:[`
5`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Home"})," — the chat box at the top of the home page."]}),`
6`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Sidebar"})," — ",e.jsx(n.strong,{children:"Chats"})," shows recent conversations; the ",e.jsx(n.strong,{children:"+"})," button starts a new one."]}),`
7`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Quick actions"})," — ",e.jsx(n.code,{children:"⌘K"}),", select ",e.jsx(n.strong,{children:"Ask Knot"}),", or type a prompt and press ",e.jsx(n.code,{children:"Tab"}),"."]}),`
8`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Record pages, notes, all-records, calls"})," — ",e.jsx(n.strong,{children:"Ask Knot"})," button top right."]}),`
9`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Call transcripts"})," — highlight a section and click ",e.jsx(n.strong,{children:"Ask Knot"})," to scope the chat to that excerpt."]}),`
10`]}),`
11`,e.jsx(n.p,{children:"The surface you open Ask Knot from sets the default context. A chat opened from a deal record prioritises that deal's data; the scoped item appears bottom-left of the composer."}),`
12`,e.jsx(n.h2,{id:"what-it-can-read",children:e.jsx(n.a,{className:"heading-anchor",href:"#what-it-can-read",children:"What it can read"})}),`
13`,e.jsxs(n.p,{children:["Ask Knot sees whatever you can see — same ",e.jsx(n.a,{href:"/help/reference/productivity-collaborating/sharing-and-permissions",children:"permissions"})," as your user. That includes:"]}),`
14`,e.jsxs(n.ul,{children:[`
15`,e.jsx(n.li,{children:"records, lists, and attributes across every object"}),`
16`,e.jsx(n.li,{children:"notes you have access to"}),`
17`,e.jsx(n.li,{children:"your own emails (subjects, bodies, participants) and calendar events"}),`
18`,e.jsx(n.li,{children:"call recordings and transcripts you can view"}),`
19`,e.jsx(n.li,{children:"workspace members and teams"}),`
20`,e.jsx(n.li,{children:"the live web, when allowed in settings"}),`
21`]}),`
22`,e.jsxs(n.p,{children:["To let Ask Knot work with your email and meetings, ",e.jsx(n.a,{href:"/help/reference/email-calendar/setup/connect-email-imap-smtp",children:"connect your mailbox"})," and ",e.jsx(n.a,{href:"/help/reference/email-calendar/setup/connect-calendar-ical",children:"calendar"}),". Your conversations are private to you; customer data is never used to train models."]}),`
23`,e.jsx(n.h2,{id:"the-composer",children:e.jsx(n.a,{className:"heading-anchor",href:"#the-composer",children:"The composer"})}),`
24`,e.jsxs(n.ul,{children:[`
25`,e.jsxs(n.li,{children:["Type a question, ",e.jsx(n.code,{children:"@mention"})," records / lists / members to pin them as context."]}),`
26`,e.jsxs(n.li,{children:["Start with ",e.jsx(n.code,{children:"/"})," to insert a ",e.jsx(n.a,{href:"/help/reference/knot-ai/ask/create-and-use-ask-prompts",children:"saved prompt"}),"."]}),`
27`,e.jsxs(n.li,{children:["Pick a model from the ",e.jsx(n.strong,{children:"Auto"})," menu — Sonnet, Opus, Gemini Flash / Pro, GPT — or leave it on Auto to route by task."]}),`
28`,e.jsxs(n.li,{children:[e.jsx(n.code,{children:"⋮"})," in the top right exposes ",e.jsx(n.strong,{children:"Open in full page"}),", ",e.jsx(n.strong,{children:"Copy chat ID"}),", ",e.jsx(n.strong,{children:"Delete"}),"."]}),`
29`,e.jsx(n.li,{children:"The star icon favourites a chat; the clock opens chat history."}),`
30`]}),`
31`,e.jsxs(n.p,{children:["Under any response you can ",e.jsx(n.strong,{children:"Copy"}),", ",e.jsx(n.strong,{children:"Retry"})," with the same or a different model, or ask for a ",e.jsx(n.strong,{children:"more detailed"})," or ",e.jsx(n.strong,{children:"more concise"})," rewrite. Editing a sent message regenerates the reply; arrows under the bubble let you toggle between versions."]}),`
32`,e.jsx(n.h2,{id:"what-it-can-do",children:e.jsx(n.a,{className:"heading-anchor",href:"#what-it-can-do",children:"What it can do"})}),`
33`,e.jsxs(n.ul,{children:[`
34`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Records"})," — answer questions about a record, summarise its history, create a new person or company, or propose attribute updates for you to approve."]}),`
35`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Notes"})," — search by author, date, or content; summarise a stack of notes; create, edit, or delete a note with confirmation."]}),`
36`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Tasks"})," — suggest follow-ups from a call or create a specific task on your request."]}),`
37`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Meetings and calls"})," — recap, extract objections, prepare for an upcoming call, find comparable calls across the library."]}),`
38`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Emails"})," — draft a message with tone and recipient guidance, revise it, save as draft, or send (always after your explicit approval — Ask Knot never sends without you)."]}),`
39`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Web research"})," — pull recent news, funding, or public info and merge it with record context. By default it asks permission before searching; you can change this in settings."]}),`
40`]}),`
41`,e.jsx(n.p,{children:`It handles cross-source questions ("look at every call, note, and email with this account and tell me what I need to know before tomorrow's meeting") and works across languages — you can ask in one language and get hits from source content written in another.`}),`
42`,e.jsx(n.h2,{id:"personal-settings",children:e.jsx(n.a,{className:"heading-anchor",href:"#personal-settings",children:"Personal settings"})}),`
43`,e.jsxs(n.p,{children:["Go to ",e.jsx(n.strong,{children:"Account settings → Ask Knot"}),":"]}),`
44`,e.jsxs(n.ul,{children:[`
45`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Privacy → Web search"})," — ",e.jsx(n.em,{children:"Always ask"}),", ",e.jsx(n.em,{children:"Always allow"}),", ",e.jsx(n.em,{children:"Don't allow"}),"."]}),`
46`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Privacy → Share downvoted messages"})," — whether to share downvoted conversations with the Knot team for improvement."]}),`
47`,e.jsxs(n.li,{children:[e.jsx(n.strong,{children:"Model → Default model"})," — the model used when Auto is off."]}),`
48`]}),`
49`,e.jsx(n.p,{children:"Downvote any unhelpful response with the thumbs-down button; your feedback reaches the team directly and is never used to train models."}),`
50`,e.jsx(n.h2,{id:"see-also",children:e.jsx(n.a,{className:"heading-anchor",href:"#see-also",children:"See also"})}),`
51`,e.jsxs(n.ul,{children:[`
52`,e.jsx(n.li,{children:e.jsx(n.a,{href:"/help/reference/knot-ai/ask/create-and-use-ask-prompts",children:"Create and use Ask Knot prompts"})}),`
53`,e.jsx(n.li,{children:e.jsx(n.a,{href:"/help/reference/knot-ai/ai-attributes",children:"AI attributes"})}),`
54`,e.jsx(n.li,{children:e.jsx(n.a,{href:"/help/reference/email-calendar/setup/connect-email-imap-smtp",children:"Connect your mailbox (IMAP/SMTP)"})}),`
55`,e.jsx(n.li,{children:e.jsx(n.a,{href:"/help/reference/email-calendar/setup/connect-calendar-ical",children:"Connect your calendar (iCal URL)"})}),`
56`]})]})}function a(s={}){const{wrapper:n}=s.components||{};return n?e.jsx(n,{...s,children:e.jsx(r,{...s})}):r(s)}export{a as default};