Using Fast Track AI
Everything you do with Fast Track AI happens through the AI Sidebar — a chat panel that stays with you as you move around the CRM. The pages in this section cover the building blocks of that experience: the sidebar itself, how conversations and tabs work, how the AI's outputs (artifacts) let you act on real entities, and the anchor tags that keep track of everything you've created.
A few terms worth knowing up front:
| Term | Meaning |
|---|---|
AI Sidebar (the rail) | The persistent AI chat panel docked to the side of any CRM page. |
Oracle | The previous full-page AI chat, now replaced by the sidebar. |
Tab | An individual conversation thread inside the sidebar. Several can be open at once. |
Conversation | A chat thread with Fast Track AI. Conversations are saved and can be resumed. |
Conversation history panel | The list of your past conversations, opened from inside the rail. |
Artifact (artifact card) | An inline card in the chat representing a platform entity Fast Track AI created or referenced. |
Anchor tag | A quick-link button shown under a conversation that points to an artifact's entity page. |