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Ask Anything

What it is

Ask Anything is a conversational AI assistant that lives in a side panel on every page of your Space. You click the purple Ask Anything button in the top right, the panel slides out, and you can chat with the assistant without leaving the page you're on. The assistant knows what you're looking at — the current page, the record on screen, the list you're filtering — and can answer questions, take action, or summarise on the spot. Conversations are saved so you can come back to them later.

When to use it

  • You want to ask a question about the page you're currently on without losing your place.
  • You want to draft a report, summarise a document, or generate a plan from your data.
  • You want to explore something step by step without setting up a formal automation.
  • You want to keep a record of a conversation with the assistant for future reference.

Where to find it

Click the purple Ask Anything button at the top right of any page. The panel slides out on the right side of the screen and stays open as you navigate. The assistant is available across virtually every page of the product — task lists and details, dashboards, the workflow editor, payroll, theme settings, legal documents, the localization screens, blueprints, capabilities, and so on — and on each page it has the context, tools, and starter suggestions tuned for what you're looking at.

Each page you visit gets its own chat. Hub remembers the conversation you had on each page (up to the last twenty), so if you go back to a page you visited earlier the chat that was open there comes back too. The conversations you start are also saved in the conversation list, so you can find them by name regardless of which page started them.

If chat has not been enabled for this Space, the panel shows a short note saying so — contact your administrator.

How it works

Opening and closing:

  1. Click Ask Anything in the top right to open the panel.
  2. Click X in the panel header to close it. Your conversation is saved automatically.
  3. Use the columns icon in the panel header to switch between Side (narrow column) and Wide (a wider double-pane view, useful for reading longer answers or looking at artifacts).

Suggestions:

When you open a fresh chat, the panel shows a few suggestion chips tuned to the page you're on — for example, on the Tasks list you might see "Summarise the open tasks here", "What's overdue?", and "Create a new task". Click a chip to drop the suggestion into the composer, or ignore them and type your own message.

Starting a conversation:

  1. Type your message in the composer at the bottom of the panel and press Enter (or click Send).
  2. The assistant's reply streams in as it is generated. A small label above the reply tells you which AI provider is answering — for example OpenAI, Anthropic, or Google.
  3. Continue the conversation — each follow-up message on the same page stays in context.
  4. Click the + icon in the panel header at any time to start a fresh conversation on the current page.

Watching the assistant work:

When the assistant needs to look something up or take an action, a small timeline appears at the top of its reply showing each step. A shimmering dot means the step is running; a wrench means it finished; a warning triangle means it failed. Click any step to open a side flyout with the exact query the assistant sent and the response it received — useful when you want to understand what the assistant looked at before writing its answer.

Finding an earlier conversation:

Above the saved conversations list there is a search box. Type a word or phrase from an earlier chat and the list filters as you type. Clear the box to see all your conversations again.

Live updates after the assistant acts:

When the assistant creates, updates, or deletes something on your behalf — a task, a record, a project, a workflow — the page behind the panel refreshes itself the moment the action finishes. You don't need to reload to see the new row appear or the changed values pick up. The list, table, or detail page you were looking at simply catches up.

Conversation history:

Every conversation is saved automatically. Open the saved conversations list to find earlier chats and resume where you left off. Hover any row to reveal a three-dot menu — pick Delete to remove that conversation; Hub asks you to confirm before it goes.

Attaching files:

Click the paperclip icon in the composer, or drag and drop a file directly onto the chat panel — Hub flashes a Drop files to attach banner while you hover. Each attached file appears above the composer with a small progress indicator while Hub prepares it. The Send button stays disabled until every file is ready, then enables on its own. After you send, the files appear in a tidy stack above your message bubble so the rest of the conversation knows what you shared.

Artifacts:

When the assistant generates structured content — a block of code, an HTML page, a formatted document, or a spreadsheet — it appears as a card inline in the conversation. Click the card to open it in a wider split view, with your conversation on one side and the artifact on the other. This lets you read or interact with the artifact while still following the thread.

Copying code:

If the assistant returns a block of code, the block has a Copy button in its top-right corner. Click it to put the contents on your clipboard — the icon flips to a checkmark for a moment to confirm.

Saving prompts:

If you write a message you want to reuse, click the bookmark icon in the composer to save it. Your saved prompts appear when you click the bookmark-square icon, letting you insert one into the composer without retyping it.

Scheduling a prompt:

Open your saved prompts, find the one you want to run on a schedule, and click the clock icon. Choose a frequency (daily, weekly, or monthly), a timezone, and save. The prompt runs automatically at each scheduled time and creates an execution record with the result.

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