AI
Send a request, a purchase order or a question from the one input in the platform and find every thread again.
Updated 23 September 2026
On this page
- Why
- Requests arrive as emails, POs and questions, and each needs the catalogue, the price and the engineering behind it.
- What
- One input for the whole workspace: paste a request, a purchase order or a question and get a cited answer.
- How
- The products you switch on decide what it can do, and every chat is kept in the menu under Recents.
Find it at /app: an area in the menu. Brought by every workspace.
Views
| View | What it shows | Added by |
|---|---|---|
| Request | Paste or forward a request: it is matched, priced and kept as a thread. | Every workspace |
| Order | Paste a purchase order to check it against its quote and draft the order. | Sales Engineer, Design Engineer, Service Centre, Wizard and Commerce |
| Question | Ask a technical or catalogue question and get an answer that cites its source. | Every workspace |
Parts you meet here
The three kinds of message
| Choose | Send it | What comes back |
|---|---|---|
| Request | An enquiry to price, an RFQ or a drawing. | Every line set out, matched against what you sell or service, then drafted into a quote. |
| Order | A purchase order. | Lines matched and checked against the quote they came from, then drafted into an order. |
| Question | A technical question or one about your own work. | An answer with its sources. |
Send a request
- Step 1.
Open
/appand choose Request under What you are sending. - Step 2.
Paste the RFQ, attach it or describe what the customer needs, then choose Send message.
- Step 3.
Read the answer in the thread. It is kept in the menu under Recents and opens again at
/app/r/<id>.
Question is always offered. Request and Order appear only with a product that quotes, a role of sales or above and Quotes or Orders in your access, as the AI interface sets out. Other areas link into it with a prepared prompt, such as Ask about this customer on a customer record, and nothing is sent until you send it.
Related
- The AI interfaceUse the one AI input: pick the right mode, find past threads and know what it can do in your workspace.
- Sending a requestSend a customer enquiry to the AI area as text, a file or a paste and get a structured answer back.
- Customer contextPin a customer to a thread so the AI answers with what you know about them, and nothing about anyone else.