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Continuum’s built-in AI chat helps you find insights, summarize interactions, and take action across your firm’s data. Whether you’re preparing for a meeting, reviewing a client relationship, or following up afterward, you can simply ask Continuum—no need to dig through notes or emails.

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You can access this intelligence in 3 different ways:

1. The Ask Continuum page: Your dedicated space for deeper thinking, planning, and exploration with AI. It’s ideal for more comprehensive insights across your clients and recent activity. 2. The AI Floating Bar: Designed for quick, contextual questions. It gives you fast, on-the-spot assistance based on the page you’re viewing. 3. Ask AI buttons throughout the app: These buttons appear in strategic locations whenever the app detects an insight worth expanding, so you can learn more about the topic you’re seeing.

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When to better use the Floating bar vs. the Ask Page

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Use Ask Continuum when you want:

  • A bigger-picture view of your day or your clients
  • Reviewing conversations across several clients at once
  • To explore planning opportunities
  • Planning outreach or review cycles
  • Analyzing trends across multiple meetings
  • Drafting longer or more polished outputs (emails, summaries, agendas)
Here, the AI is not limited by a single page context — it looks across your overall activity.
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Use the Floating AI Bar when you want:

  • Quick, on-the-spot help
  • Something contextual tied to the page you’re viewing
  • A short briefing before joining a meeting
  • To clarify something during a meeting
  • A super fast reminder or summary
  • A quick checklist or “just-in-time” insight
The floating bar is built for speed.
Ask Continuum is built for depth. Learn more about how each of these two options works here:

Global ask

Deeper thinking and broader insights.

AI Floating Bar

Quick, contextual, just-in-time help