Open and start a chat
Open and start a chat
Open Njord AI when you want to ask DOE a direct business question. You can use it from the Njord AI page, the app sidebar, a signal, a record page or a shortcut.
The main rule is simple: one chat should stay focused on one objective. Earlier messages and attached records continue to shape follow-ups, so a clean chat makes answers easier to understand.
Image guide: This screen shows the chat sidebar. Use New chat for a new task, Search chats to find old work, and the chat list to return to an earlier conversation.
Open Njord AI
Where you open Njord AI from can set the starting point.
| Open from | Best for |
|---|---|
| Njord AI page | Starting a normal chat or browsing shortcuts. |
| Sidebar | Asking a quick question while working elsewhere in DOE. |
| Signal row | Understanding a recent event. |
| Account, stakeholder or deal page | Asking about the record you are viewing. |
| Shortcut | Starting a guided workflow with selected records or a time span. |
If the question is important, still mention the record name in the prompt. That helps you confirm that the chat and the question are aligned.
Start a new chat
Use New chat when the customer, record type or objective changes. Start a new chat for a different account, stakeholder, deal, campaign, meeting brief or list review.
Do not keep adding unrelated questions to the same chat. Later questions can use earlier messages and attached record context.
Use the message box
Include three things:
- The subject: account, stakeholder, deal, signal, campaign or list.
- The period: for example, last 7 days, last 30 days or exact dates.
- The output: summary, list, ranking, meeting brief, next actions or comparison.
Guided shortcuts offer Weekly, Monthly and All time. For another period, write it in the question.
Know what stays with the chat
Accounts, stakeholders and deals are attached to the chat. They remain until you remove them, replace them or start another chat. One attached set uses one record type at a time.
Facts, Knowledge sources, workspace files and private uploads are for the next message only. Attach them again when a follow-up must use the same item. See Attach records and time range.
Check context labels
Before sending, check the labels near the message box. They show the records and items you deliberately selected, but they are not a complete list of every permitted workspace source Njord AI may consult.
Remove a label when it belongs to an old question, names the wrong record, points to the wrong file or is not needed for the answer. If several records of the same type are attached, ask a comparison or list question. For depth, attach one record.
Continue an existing chat
Continue the same chat when you are refining the same answer. Useful follow-ups include:
- "Make this shorter."
- "Add the evidence."
- "Use only the last 30 days."
- "Turn this into a list."
- "Give me the next three actions."
Reattach any one-message Fact, Knowledge source or file that the follow-up must use.
Start from a signal
When you open Njord AI from a signal, the signal becomes the starting point. Ask what the signal means, what other evidence supports it and what action should happen next.
Good first signal prompt:
"Explain this signal. Tell me whether it needs action today, and what I should verify first."
If the first answer is weak
Ask a specific follow-up such as "Use only the attached account", "Focus on website activity" or "Separate facts from recommendations." Start a new chat when the old chat has the wrong customer, record type or too much unrelated context.