Built for deal desk and sales ops
The AI that already has your context.
Attach the pages you are working on and ask. No long prompts, no re-explaining the background of every request.
Free. Works in Chrome, Edge, Brave and other Chromium browsers.
What people say about it
I often have DealHub, Ironclad, Jira, Gmail, multiple sfdcs pages, and several stakeholders involved in a single request. ... [With the AI Side Panel] I don't have to spend time writing long prompts or explaining the background of a request.
It's been a huge time saver when I'm trying to find customer info, especially stuff buried in Jira or shared Google Drive docs. ... I don't have ChatGPT or Claude open nearly as much anymore because the [AI] Side Panel handles a lot of those quick searches for me.
What people use it for
Work a request without rebuilding the picture
One request spans CRM, contracts, CPQ, tickets and email. Attach the tabs it lives on and get the answer plus the process guidance in one place.
For Deal Desk
Ask about an account without opening Salesforce
Ask from whatever tab you are in. Read-only, using the session you are already signed in with, so there is no separate login and no export step.
For Sales Ops
Find the related thread you would never have searched for
Connect the request in front of you to the earlier conversations about it, including the ones inbox search will not surface.
For Deal Desk
Get the answer out of the ticket nobody remembers filing
Ask in plain language and get the history, without knowing the project structure or the query syntax.
For Sales Ops
Find the doc you know exists but cannot name
Get answers out of shared docs and sheets by asking about the work, not by guessing at file names.
For Sales Ops
Built for work data
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Your chats are not stored on our servers.
Conversation history and page contents stay on your device. When the panel reads a system you are signed in to, it uses the session your browser already has, so those credentials never reach us either. We collect your email domain and anonymized usage statistics, never what is on your pages.
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It asks before it acts.
Anything beyond reading what you attached, including any change made on your behalf, needs your confirmation first. You can allow it once, allow it always, or refuse.
Good to know
- It works on what you can see. The panel reads the tab you are on and the tabs you explicitly attach. It does not read the rest of your browsing.
Stop re-explaining your own work
Install it, attach a page you are stuck on, and ask.