Sidekick on Companies and Tenants

Sidekick is available on Company and Tenant pages. You can ask it questions about a customer's full thread history: useful before a call, when spotting recurring issues, or when you want a quick read on where things stand.

How to access Sidekick on a Company or Tenant page

1. Open any Company or Tenant page in your workspace

2. Click Ask Sidekick at the bottom of the page, or press B

3. Start asking questions about that customer

What you can ask

Sidekick reads all the threads in your current view for that company or tenant, including any filters you have applied.

Some examples:

• "Give me an overview of where things stand with this company"

• "What are their most pressing open issues?"

• "Are any customers showing signs of frustration?"

• "What patterns or recurring issues keep coming up?"

• "What should I know before a call with them?"

• "Which threads need a follow-up from us?"

• "What product feedback or feature requests have they raised?"

What Sidekick can and can't see

Sidekick reads the threads in your current queue for that customer, with your applied filters. If you have filtered to open threads only, it only sees those.

It does not have access to:

• Threads outside the current queue or view

• Your Help Center or knowledge sources

• Any tools or the ability to take actions on threads

For a version of Sidekick that can draft replies, search your documentation, or take action on a thread, see Sidekick.

Conversations

Your conversations with Sidekick on a company or tenant page are only visible to you.