HelpUsing Era
How do I ask Era without leaving my list?
Use Era above the page or Ctrl + . to open the side chat. On supported lists, select rows and choose Ask Era to put record context in the composer. Review and send your…
Use Era above the page or Ctrl + . to open the side chat. On supported lists, select rows and choose Ask Era to put record context in the composer. Review and send your request. Closing the pane keeps the list open.
Full guide
Steps, screens, settings and limits.