Ask Auron
A chat about your organization's data as a whole, which can also put an agent to work for you.
Ask Auron answers questions across the whole organization. Where a record chat knows about one account, Ask Auron looks at accounts, signals, meetings and pipeline together, which makes it the place for questions that start with "which" or "how many". It can also hand work to an agent, such as researching a prospect, once you approve it.
The screen is titled Ask Auron, with "Chat about your organization's data" underneath.
Starting one
The box on Home
Type a question and send it to start a chat with it already asked. Tap into the box for starter prompts and your five most recent chats. Send with nothing typed for a blank chat.
The History tab
Past chats are listed with everything else, and under their own Auron Chat filter.
Starter prompts
An empty chat asks "What can I help with?" and offers six prompts in two groups. Tap one to send it.
| Group | Prompts |
|---|---|
| Put an agent to work | Research a prospect, Run an account report, Watch a competitor weekly |
| Explore your data | Who needs my attention?, Prep me for my next call, Which deals went quiet? |
What it can show you
Replies come back as they are written, and can include charts, tables and stat cards alongside the text, as in a record chat. Each lookup Auron runs appears in the thread as its own row, named and marked with a spinner while it runs, so the reply reads in the order it happened. The rows are labels, not buttons. Reasoning collapses into a chip that reads Thinking… while Auron works and Thought afterwards; tap it to read the reasoning. See Interactive answers in chats.
Putting an agent to work
Ask for a piece of work an agent can do, such as researching a company or running a report on an account, and Auron replies with a proposal card in the chat. The card names the agent, what it will work on and the details it will use. Nothing runs until you tap Approve; Dismiss drops it.
Ask for something to repeat, such as "every Monday give me a report on Hartley Foods", and the proposal shows the schedule, when it ends and the next run. Approving it runs the agent now, unless you switch off Also run now, and then on the schedule. You can ask Auron what runs on a schedule, or tell it to stop one. Schedules in the menu lists the same things with a Stop button on each.
Auron can also find and read what agents already wrote for you, so "what did last week's brief on Acme say" works.
The full lifecycle of a proposal, and what happens after you approve it, is in Agents and their cards.
What it already knows about you
You never have to introduce yourself. Every question arrives with your name, email, organization role, teams, the current date and time, and the records assigned to you. Ask "what is still open for me this week" and it resolves both the week and the "me" on its own. With nothing assigned to you it answers across the organization and says that is what it did.
Copying a message
Press and hold any message, yours or Auron's, and tap Copy. The text goes to your clipboard and a "Copied" note confirms it.
How it differs from a record chat
An Ask Auron chat has two tabs, Chat and Artifacts. The Artifacts tab gathers the charts and tables from the conversation so you can find them without scrolling back.
There is no call button and no + menu, so you cannot attach images, knowledge stores or files to an Ask Auron chat, and it cannot be turned into a meeting.
Naming and cleaning up
A new chat names itself after your first exchange, so the History list reads as a set of questions rather than a set of timestamps. In History, press and hold a chat to rename it or delete it.