From anywhere in Continuum, open the Ask tab in the left sidebar to start a new chat.
Here, you can ask questions about your meetings, clients, and tasks, or request Continuum to generate follow-ups, agendas, or summaries.
You can try prompts like:
- Prep for my next external meeting and suggest an agenda.
- Write a follow-up email summarizing my last client call.
- What themes are emerging across my client base?
- Which clients have been quiet lately?
Tip: The more Continuum learns from your meetings and messages, the more personalized and context-aware your responses become.
What you can do on the Ask page
Ask Continuum to help you with every aspect of your practice:
- Prepare for upcoming meetings with agendas and talking points
- Follow up with emails, recaps, and next-step lists
- Summarize meetings, themes, and outcomes across time
- Identify patterns (quiet clients, recurring concerns, common action items)
- Turn conversations into action (task lists, outreach plans, reminders)
Chat history (continue past conversations)
You’ll see a chat history in the left sidebar. This is where Continuum keeps your recent AI conversations, so you can pick up where you left off.
Any conversation you start— **whether from the Ask page or the AI Ask Bar **—will also appear here, so you can always come back to it later and continue the same thread.
What you can do with chat history:
- Resume a conversation: Click any past chat to continue the thread with full context.
- Switch between topics: Jump between different chats without losing your place.
- Start fresh anytime: Create a new chat when you want to reset the context and ask a new question.
Tip: If the AI starts answering based on an older topic, start a new chat to avoid mixing contexts.
Prompt tiles (ready-made starting points)
At the center of the Ask page, you’ll see a set of prompt tiles (the cards with the purple icons). Think of these as shortcuts to high-value questions—designed to help you get a useful answer in one click.
How they work:
- Click a tile to instantly start a chat with a pre-written prompt.
- You can follow up after the AI responds to narrow it down. Add specifics like a time range (“last 30 days”), a client segment (“top 20 households”), or an output format (“give me a table”).
- Tiles are great when you’re not sure what to ask yet—they help you discover what’s possible on the Ask page.
