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Customer context in AI

Pin a customer and the answer carries their own patterns and custom fields, never another customer's rows or any price, cost or margin.

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The request box with a request naming the Ashworth account. The customer chip offers Ashworth Aerospace Ltd because the request names it, but only pins it when the reader presses it.

Pressed, Ashworth Aerospace Ltd is pinned to the thread

Demonstration data, invented companies

What it adds

  • Only the composer's customer chip pins; a typed name never does.
  • A block of the customer's counts and dates sits beside the answer.

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