Ask Remark

Ask Remark is an AI assistant built into the Remark dashboard. You describe what you want in plain language, and Ask Remark looks up the data, drafts the change, and waits for your approval before saving it. It works across experts, intents, the Encyclopedia, workflows, Playground chats, and the other areas listed below. Ask Remark acts as you. It can only see and change what your own team member permissions allow.

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Open Ask Remark

Open Ask Remark in any of these ways:

• Select Ask Remark at the bottom of the navigation rail.
• Press Cmd+/ on Mac or Ctrl+/ on Windows. Press it again to close the panel.
• Open the command menu with Cmd+K or Ctrl+K and choose Ask Remark.

The panel opens beside the page you’re on and stays open as you move between pages, so you can keep a conversation going while you check the results. On small screens, the panel fills the screen. Your conversation history is private to you. Other team members can’t see your conversations. Two pages also hand work to Ask Remark directly:

• On an empty Encyclopedia, select Ask Remark to start building it from your documents.
• On Message feedback, select Ask Remark to help on an unresolved negative feedback item.

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What Ask Remark can do

Ask Remark answers questions about your workspace and makes changes in the areas below. Each area needs the permission shown. “Every team member” means the task is part of the baseline access described in Team member permissions. Areas that depend on a workspace setting, such as the Encyclopedia and Workflows, work in Ask Remark when they’re enabled for your workspace. Ask Remark reads Playground chats but can’t start a chat, send test messages, or leave feedback. It doesn’t publish Encyclopedia articles, so new and edited articles stay drafts until you select Publish. Ask Remark can also answer questions about Remark from this documentation, search the web, and read web pages you link to. To share a file, select Attach file, drag the file into the message box, or paste an image. Ask Remark accepts PDF, PNG, JPEG, WebP, GIF, text, Markdown, CSV, JSON, XML, Excel, and Word files up to 128 MB each, and it can analyze spreadsheets and data files.

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Approve changes

Before Ask Remark saves a change, it pauses and shows a card that starts with Ask Remark wants to perform and lists each change. The card names the record it will change and, where it can, shows the current value next to the new one.

• Select Approve all to make the changes.
• Select Reject all to cancel them.
• Type a new message instead to reject the changes and tell Ask Remark what to do differently.

A few actions run without a card because they don’t change live behavior:

• Creating an empty workflow from outside the workflow editor. Each step Ask Remark then adds still needs your approval.
• Testing a workflow. As with the editor’s Test button, most steps return their mock output, but HTTP GET and Transform steps run for real.
• Suggesting an Encyclopedia edit or flagging missing information. These create suggestions for you to review.

On settings pages, Ask Remark can fill in form fields for you. Filled-in fields stay unsaved so you can review them on the page. Ask Remark saves the form only when you ask it to, and saving also needs your approval. In the workflow editor, each change Ask Remark makes to the draft needs your approval. While a change is waiting, the editor shows Ask Remark is editing this workflow and locks the editor. If you leave the page before approving, Ask Remark cancels the pending change. Select Stop while Ask Remark is working to end the response. Changes you already approved stay in place.

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Reference articles, intents, and other objects

Type @ in the message box to search your Encyclopedia articles and intents by name. Select a result to add it to your message as a chip. If you type @ with nothing after it, the articles and intents you opened or discussed most recently appear under Recent. Archived intents and deleted articles don’t appear. On Message feedback, selecting Ask Remark to help adds the feedback item as a chip and starts the message “Help me resolve this feedback:” for you to finish. Ask Remark opens the full article, intent, or feedback item behind each chip before it answers, so you don’t need to paste its contents. Write the rest of the message around the chip to say what you want done with it, such as “compare,” “shorten,” or “find what’s missing.” Ask Remark also knows which dashboard page you’re on and which record is open. On an intent or article, a message like “summarize this” refers to the record on screen.

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Permissions

Ask Remark runs every lookup and change as the signed-in team member, with that member’s permissions. Approving a change doesn’t grant extra access. If your role doesn’t include a permission, Ask Remark can’t use it either, and it tells you which permission the task needs. For example, a staff member with only the Conversations permission group can ask Ask Remark to summarize this week’s conversations. If they ask it to rewrite an intent, the change fails, because editing intents needs Knowledge & AI content. Owners and admins have every permission. To change what a staff member can do, see Team member permissions.

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Write good prompts

Ask Remark works best when you name the record, the outcome, and any limits. Use @ to point at the exact article or intent. Attach source files or paste links when Ask Remark needs your content. For a change that spans several records, ask for a plan first and approve it before Ask Remark starts. After Ask Remark creates or edits an intent or article, test the result in the Playground before turning it on for live conversations.

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Troubleshooting

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Ask Remark doesn’t appear

Ask Remark is enabled per workspace. Contact support@remark.ai to turn it on.

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Ask Remark says it can’t make a change

Your role is missing the permission that change needs. Ask a workspace owner or admin to review your permission groups in Settings > Team members.

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Encyclopedia requests don’t work

Ask Remark can work with the Encyclopedia only when the Encyclopedia is enabled for your workspace. See Encyclopedia.

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An approval card disappeared

Sending a new message rejects any changes still waiting for approval. In the workflow editor, leaving the page also cancels a pending change. Ask again to get a new card.

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Form changes didn’t save

Ask Remark leaves form fields unsaved until you save the form on the page or ask Ask Remark to save it.