> ## Documentation Index > Fetch the complete documentation index at: https://docs.zuper.co/llms.txt > Use this file to discover all available pages before exploring further. # Ask Sense in the sidebar Ask Sense brings Zuper Sense into the page you're working on. It opens in a side panel on the right, alongside the list or record you're viewing, so you can explore your record without leaving the page or copying information into chat. Ask Sense uses your current page as context, so its capabilities depend on the page you're viewing: * **On listing pages:** Filter and sort records, manage saved views, and retrieve record details. You can also ask questions about the records in the list, including counts, totals, rankings, and trends. * **On details pages:** Summarize the open record, ask about its fields, and explore related records and activity history. On pages that don't support page-level actions, you can still ask questions about your data, but Ask Sense cannot change what's displayed on the page. > [!TIP] > > Ask Sense is in beta. You see it when Sense and Ask Sense are enabled for your account, and only admins can use it. ### Access the Ask Sense sidebar 1. Click **Sense** in the top bar. The sidebar opens on the right, beside the page you are on. ![Sidebarsens 01](https://mintcdn.com/zuperinc/2Azj9VYwpqhvB5Ws/images/Sidebarsens-01.png?fit=max\&auto=format\&n=2Azj9VYwpqhvB5Ws\&q=85\&s=1573632d24ab2d06e875168459d43172) 2. Click one of the starter cards, or type your question in the message box. 3. Press **Enter** or click the send arrow. ![Sidebar 02](https://mintcdn.com/zuperinc/snVk5mMlgpSUPJnL/images/sidebar-02.png?fit=max\&auto=format\&n=snVk5mMlgpSUPJnL\&q=85\&s=648143fb41bf020a418e90f419734f8f) The sidebar stays open as you move around Zuper, and the name updates to the page you land on, so your conversation carries over without you having to start again. ### Manage your conversations Each conversation with Ask Sense is a thread. Sense names the thread from your first question, and the panel title changes from **Ask Sense** to that name. Threads keep their own context, so start a new one when you move to an unrelated question. Click the panel title to open its menu. * **New thread:** Starts a new conversation. * **Chats:** Lists your earlier conversations. Click one to reopen it. ![Sidebarsense 03](https://mintcdn.com/zuperinc/snVk5mMlgpSUPJnL/images/sidebarsense-03.png?fit=max\&auto=format\&n=snVk5mMlgpSUPJnL\&q=85\&s=a332561910018a7f26d5ebc094637c19) The expand and close icons sit at the top right of the panel. * **Expand** continues the conversation on the full Sense page. * **Close** closes the panel, and **Esc** does the same. ![Sidebarsense 04](https://mintcdn.com/zuperinc/snVk5mMlgpSUPJnL/images/sidebarsense-04.png?fit=max\&auto=format\&n=snVk5mMlgpSUPJnL\&q=85\&s=56f1e54d849d0b95f7e1fa5b4eac4e3a) ## Listing pages Ask Sense helps you find records, filter and sort lists, manage saved views, and analyze list records. It works in list view and, where available, board (Kanban) view. ![Sidebar 02](https://mintcdn.com/zuperinc/snVk5mMlgpSUPJnL/images/sidebar-02.png?fit=max\&auto=format\&n=snVk5mMlgpSUPJnL\&q=85\&s=648143fb41bf020a418e90f419734f8f) > ****Supported listing pages**** > > * Jobs > * Contacts > * Organizations > * Properties > * Quotes > * Invoices > * Payments ### What you can do on a listing page | Action | What Ask Sense does | Example | | :- | :- | :- | | **Ask about the list** | Answers questions about records, including counts, totals, rankings, and trends. | *How many of these jobs are high priority?* | | **Summarize** | Summarizes the records in the current list. | *Summarize the records in this list.* | | **Filter** | Adds requested filters while retaining existing filters and search text. | *Show only jobs scheduled for next week.* | | **Clear filters** | Removes the applied filters from the list. | *Clear the filters.* | | **Sort** | Sorts the list by a supported field. | *Sort by Scheduled Date, newest first.* | | **Switch view** | Opens a saved view or the **All** view. | *Switch to my Overdue Jobs view.* | | **Save a view** | Saves the current list configuration as a new view, including supported filters, sorting, and columns. | *Save this as a view called Next week's jobs.* | | **Create a view** | Creates a view based on your requirements. | *Create a view of unpaid invoices due this month.* | | **Copy a view** | Creates a copy of an existing saved view. | *Copy my Overdue Jobs view.* | | **Update a view** | Updates an existing view, such as changing its filters or name. | Rename this view to Follow-up Jobs. | | **Delete a view** | Deletes a saved view after confirmation. Deleted views cannot be restored. | *Delete the North Region view.* | > [!TIP] > > **Tip:** A new view is visible only to you by default. Ask Sense to share it when you want your team to access it. ### Good to know * **Filtering records:** Ask Sense adds the requested filters to those already applied. To start over, ask it to clear the filters. * **Unsupported fields:** If a field isn't available for filtering or sorting, Ask Sense explains the limitation and may offer similar fields or the option to leave the list unchanged. * **Current list:** Ask Sense changes only the list you're working with. To filter jobs, open the **Jobs** list first. * **Page-specific capabilities:** Available filters, sorting fields, and saved-view actions may vary by listing page. ## Details pages On a details page, Ask Sense answers questions about the open record and its related data. It can summarize record information, explain field values, and help you explore linked records and activity history. > ****Supported details pages**** > > * Job > * Contact > * Organization > * Property > * Quote > * Invoice Ask Sense works on the full details page, not the preview that opens from a list. Payments aren't supported because they don't have a details page in Ask Sense. ![SCR 20261029 Pchw](https://mintcdn.com/zuperinc/gDhDRSLNnhoCB6Mp/images/SCR-20261029-pchw.png?fit=max\&auto=format\&n=gDhDRSLNnhoCB6Mp\&q=85\&s=ae2dbfcace85d5e9f4395d3ea33ee95c) ### What you can do on a details page Ask Sense is read-only on details pages. You can ask questions and get summaries, but you can't use it to update records or perform record actions. Support for record actions is coming soon. | Action | What Sense does | Example | | - | - | - | | Summarize the record | Summarizes the open record and its key information. | *Summarize this job.* | | Ask about the record | Answers questions about the record's fields and values. | *When is this invoice due?* | | Ask about related data | Retrieves information about data linked to the open record, such as tasks and invoices. | *What other jobs does this property have?* | | Review activity and history | Retrieves information from available activity and history, including status changes and notes. | What is the status history of this job? | ## Example prompts > ****Jobs**** > > * *Show only high-priority jobs.* > * *Sort by Scheduled Date, newest first.* > * *Which team has the most jobs in this list?* > * *Summarize this job.* > * *What is the status history of this job?* > ****Contacts, organizations, and properties**** > > * *Show contacts created this month.* > * *Summarize the records in this list.* > * *What open jobs are linked to this organization?* > * *When was the last job at this property?* > ****Quotes**** > > * *Show quotes in Draft status.* > * *What is the total value of these quotes?* > * *Who is the customer on this quote, and what is the total?* > ****Invoices and payments**** > > * *Show unpaid invoices due this month.* > * *Save this as a view called Due this month.* > * *How much is still due on this invoice?* > * *What invoices are linked to this job?* ## Related topics - [Zuper Sense FAQ](https://docs.zuper.co/Zuper_Sense/Resources/FAQ.md) - [Insights](https://docs.zuper.co/Zuper_Sense/Ask_Sense/Insights.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.