Open Account Records from AI Chat Responses
AI Chat automatically turns references to supported account items into clickable links. Use these links to open the referenced record directly instead of searching for it manually.
Prerequisites
- You must be logged into your InflatableOffice account.
- You need access to AI Chat from the Help menu.
- You need permission to view the record or setting referenced by the AI.
- No separate setup is required. Direct entity linking is active automatically for AI Chat users.
How to Open a Linked Record
- Open Help.
Click the question mark at the top of the software. - Open AI Chat.
Select the AI Chat option from the Help area. - Ask about an account item.
Include the item name or ID when possible. For example, ask AI to find a saved filter, customer, or lead. - Review the response.
When AI identifies a supported account item, its name or ID appears as a clickable link. - Click the linked item.
The referenced record or settings page opens in the main software window. - Verify the record.
Confirm that the opened item is the record referenced in the AI response.
Feature Options & Parameters
| Option | What It Does |
|---|---|
| Automatic Entity Linking | Formats recognized account items as clickable links in AI Chat responses. |
| Supported Account Items | Can include referenced leads, saved filters, and customer records. |
| Direct Navigation | Opens the linked record or settings page in the main software window. |
| Existing Permissions | Your account permissions continue to control which linked records you can view or edit. |
Use Cases
- Open a saved filter: Ask AI to find a filter, then click its linked name or ID to open the filter settings.
- Verify customer or lead information: Click a linked customer or lead in the AI response to review the referenced record.
Troubleshooting & FAQs
Q: Why did an item appear as plain text instead of a link?
A: AI may not have identified the text as a specific account item. Ask again using the exact record name or ID.
Q: The link opens a different record than expected.
A: Review the name or ID shown in the AI response. Provide the exact item details and ask AI to locate it again.
Q: I clicked a link but cannot access the record.
A: Confirm that your user account has permission to view that record type or settings page.
Q: Do I need to enable direct entity linking?
A: No. The feature is automatically available when using AI Chat.
Q: Which items can AI Chat link?
A: Supported items include leads, saved filters, and customer records. Other recognized account items may also appear as links when available.
Q: Can I still ask general software questions?
A: Yes. Entity links appear only when an AI response references a recognized item in your account.