Skip to main content

Start Chat From Records

Use this workflow when you want AI chat to focus on a specific set of records instead of the full library.

Starting chat from selected records narrows the context to the material you choose, which helps when you want answers based on a defined set of customer conversations.

Before You Start​

  • Make sure the records you want to use are already available in the Records library.

Steps​

  1. In Records Library, select the records you want to use as context.
  2. In the selection panel, click Start chat.

When Should I Use Chat From Selected Records?​

  • When you want answers based on a specific interview set, customer segment, or timeframe.
  • When you want to compare a small group of records without pulling in unrelated context.
  • When you want to summarize or explore themes from a targeted set of conversations.

Tips​

  • Select only the most relevant records before opening AI chat.
  • Use tags in the library first if you need help narrowing the set of records.
  • Keep the selected set small when you want tightly scoped answers.

Example​

This example selects two records and starts chat from the bulk action panel so the chat uses only those records as context.

FAQ​

Q: Does AI chat use the whole library when I start chat this way?​

No. This workflow starts chat from the records you selected in the library.

Q: Why start chat from selected records instead of all records?​

It gives the AI a narrower and more relevant context, which is useful when you want focused answers.