The Era pane beside your page

The Era pane lets you ask for help without leaving a business screen. On web and desktop choose Era above the page or press Ctrl + . (⌘ + . on Mac keyboards). For example, chat opens beside Leads.

Bring page and record context

Selected records provide context. Try “Which of these needs follow-up today?” Hand-built lists without selection-context support may not attach the same context automatically.

You do not have to press anything: on the web and on desktop the screen beside the chat reaches Era by itself — the open page and record, the ticked rows and the list’s search, filters and sort. Say “cancel these” or “message everyone in this filter” and Era re-reads those records with its own tools, under your permissions, and acts. With a workflow designer open beside it, the chat can edit that workflow live.

Use the pane

Closing it leaves the business page open. On desktop drag its edge to resize; double-click restores the default width. On narrow screens it can occupy the full screen. Files, models and permission controls match chat.

Permissions and results

Selection does not expand access. Era uses the same role and row restrictions. “Delete these records” may request approval; asking a question is not itself a deletion instruction. If the list does not refresh after a write, refresh it to check results. Closing the pane does not reverse operations.

Try “Compare this customer's recent quotes.” “Summarize selected orders by product.” “Show proposed changes first and wait for approval.” See permissions.

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