AI assistants in Connect

Assistants are built into Connect. You do not install them. Use the right one for the surface you are on, then put lasting work on a Case with an Assigned Team.

Assistants you will meet

Assistant	Where	Role
Connie	Header Ask Connie; job side chat; contact drawer; Advanced search	Operational questions, briefs, cited answers; can work Cases and Teams
Tia	Knowledge base document (Ask Tia)	Document-grounded chat
Salma	Quote Document detail (Ask Salma)	Letter, lines, and price — apply or discard her proposals

Connie, job chat, contact chat, and Salma share the same chrome: New chat, Sessions, and Close in the header; + for saved prompts; the mic on the composer for a voice note.

When to use which

Company-wide or ambiguous operational questions → Ask Connie
Questions about a PDF or uploaded doc → open the document and use Tia (Knowledge base)
Questions about a VH3 follow-on draft → open the Quote Document and use Salma
Something that needs an owner → create or update a Case and assign a Team after the brief

Quotes listed under Sales performance are Quotient records. Salma for VH3 drafts lives on the Quote Document.

Habits that improve answers

Say what is on your mind, name the audience, invite pushback. Full playbook: Working with your operation and Connie.

Ask Connie
Quote Documents
Cases
Teams
Generative UI (developers embedding components — not the Connect product UI)