When you want Ann's answer to be about a specific record (a particular client, a particular deal), attach the record as context before asking. Her answer will focus there.
Why Attach Context
- Cleaner answers. Without context, "what's the status?" is ambiguous. With a client attached, it's clear.
- Faster answers. Ann doesn't have to figure out who you mean.
- Better cross-references. Ann can pull related records (open portals, recent reports, last outreach) for the attached resource.
Opening The Resource Picker
In the Ann pane, look for the paperclip icon (or "+ Add Context") near the message input.
Click it to open the resource picker. You can search for and attach:
- A client by name.
- A refinance candidate by name.
- A renewal candidate by name.
- A portal session.
- A recent report that was sent.
Pick one (or more). It appears as a chip above your message input.
What Changes With Context Attached
With a client attached:
- "What's the status?" → status of that client (where they are in your pipeline, last outreach, last report sent).
- "Send a renewal email" → composes for that specific client.
- "Show me their equity" → returns their equity card directly.
Without the context attached, you'd have to specify "for Sarah Lee" every time.
Stacking Context
You can attach multiple resources. For example:
- Two clients → "Compare these two for me."
- A client plus a lender → "What would [client]'s payment look like with [lender] at their best rate?"
Stacking is powerful but can get confusing - keep it to 2-3 attached resources max.
Removing Context
Click the X on a context chip to remove it. The next question is asked without that scope.
If you start a new question with no attached context, Ann interprets it broadly across your whole book.
A Common Workflow
A useful pattern:
- Click into a client from your refinance list.
- Open Ann with that client implicitly in context (if Ann supports auto-context - and even if not, attach manually).
- Ask follow-ups about that client: "Best rate options for them", "Send a candidate report", "What's their consolidation savings opportunity?"
You stay focused on one client while Ann does the work.
What To Do Next
- See common question patterns: What You Can Ask Ann.
- Manage past conversations: Conversation History With Ann.