When the Sales Agent is on a record page, or in the utility bar while you have a record open, it knows which record you are looking at. This is called record context. This article explains what that means and how to turn it off for a question.
The record banner#
At the top of the panel, a banner shows the object's API name and the name of the current record, followed by a badge:
- ⬤ IN CONTEXT: the record's data is sent to the AI with your chat questions. You can ask "summarise the last activities on this account" or "who is the decision maker here?" without naming the record.
- ○ DETACHED: the record's data is not sent with your chat questions.
While the record is loading, the banner shows ⟳ Loading....
Detach and re-attach the record#
- Click ⬤ IN CONTEXT. The badge changes to ○ DETACHED.
- Ask your question. For example, "show all open opportunities in Germany" gets a general answer instead of one about this record.
- Click ○ DETACHED to re-attach the record.
When you open a different record, the context is attached again automatically. In the utility bar, the Sales Agent keeps the last record you opened in context until you open another record, even on pages without a record. Detach it when you want answers about other data.
Detaching affects questions you type in the chat and ✉ Analyze Email. The buttons in the actions bar, such as ▶ Next Steps and 📅 Meet Prep, always work on the current record.
What record context includes#
- The record's name and the fields your admin enabled for this object in AI Engine. Other fields are not read, and fields from related records (for example the account name on an opportunity) are not part of the record context.
- Depending on your admin's setup, recent activities (tasks, events and Chatter posts) and related records, up to 10 of each.
- Only data you can see. Fields hidden from you by field-level security are left out.
Depending on your admin's settings, personal data such as email addresses and phone numbers may be replaced with placeholders before anything is sent to the AI provider. See PII masking.
Without a record#
On an app page or a tab, or in the utility bar before you open a record, the chat works without record context. Questions about your data work the same way. The built-in actions need a record. If your admin created global prompts, the actions bar shows only the ◈ Actions menu and the language selector; otherwise the bar is hidden. See The actions menu.
Troubleshooting#
- Object not enabled for AI Agent: this object is not enabled for AI Engine. Until your admin enables it, the record is not sent as context and the actions bar is hidden on this record. You can still ask the chat about other data. See Agent Objects.
- The banner keeps showing ⟳ Loading...: AI Engine could not read the record for you. The usual causes are that you do not have the
AI_Engine_Userpermission set, or you cannot see the fields enabled for this object. Ask your admin. - The AI seems to ignore the record: check that the badge says ⬤ IN CONTEXT.
- The AI does not mention a field you can see on the page: the field is probably not enabled for AI Engine. Ask your admin to add it.