01Ask about the work in front of you
Use AURA to explore product guidance and operational questions about your workspace. Ask where to find a feature, how a process connects or what needs attention. Review the relevant records before relying on a summary or recommendation.
02Find records within your access
Available tools can search workspace records and open context for a company, deal or other supported record. Module access, record permissions and field controls determine the information these tools can return. Different team members may therefore see different answers and actions.
03Turn a suggestion into a reviewed action
Prepare notes, email drafts and follow-up tasks through the available tools. Actions follow their confirmation or approval requirements, and result records show their status. Check the proposed content, person responsible and resulting record before treating the work as complete.
04Choose the setup with your team
Built-in guidance and local workspace insights are available through the local mode. External AI adds language assistance when a provider is configured, subject to usage limits. Review the provider setup and the workspace context used with your administrator; AI answers need human review.