
Where you can chat
Ask AI runs in three contexts, and the context determines what the AI can see:
Start an organization chat from Ask AI in the sidebar, or open a chat from any opportunity or pursuit.
Chats are stored where you start them. A chat started inside a pursuit has all the context from that pursuit’s files, and it lives in the pursuit’s Ask AI tab: it won’t appear in the sidebar’s Ask AI chat list.
The chat workspace
The chat is a multi-pane workspace: your conversation, the files in scope, and the sources behind each answer sit side by side. You can keep multiple chat tabs open, expand AI-generated tables (headers stay pinned while you scroll), and copy results out.Agentic behavior
- Subagents. For questions that require digging, the AI runs subagents that search your pursuit and files for requirements, compliance details, and supporting documents, then report back with citations linked to the source.
- Interactive clarifications. When your request is ambiguous, the AI presents clickable options instead of guessing.
- Tool use. The AI chooses among Library search, pursuit search, federal award data, connected integrations, and web search based on your question. You can also direct it explicitly; see the Prompting Guide.
Collaborate in chat
Share a chat with teammates as view-only or as collaborators: multiple people and the AI in one thread, in real time. New people default to view only; switch them to Can collaborate to let them participate. You can also copy the full chat to your clipboard.
Share responsibly: responses may draw on files some teammates can’t access, and follow-up questions may reveal details beyond the current transcript.