Ask in business terms, not technical ones
"Who is at risk of churning?" beats "Run the agent-vault book scan with churn_score > 0.7." Ambrose maps business intent to tool calls.
Mention the head if you want to skip routing
"Sam, what is the latest CMS marketing rule on misleading benefits?" goes straight to Sam (Research) without Ambrose's triage step. Faster, fewer tokens.
Use attachments
- Drop a PDF (carrier email, intake form, plan summary) → it is parsed and used as context for the answer.
- Drop a CSV → it is loaded into a temporary table the heads can query.
- Files attached in chat are never persisted to the vault unless you opt in.
Voice input
The mic icon dictates straight into the input. Voice clips never leave your device unless you hit Send.
PHI mode switch
Top-right of the chat — Fast (scrub) / Private / BAA. Default is Fast (scrub) which aliases identifiers before egress. See PHI mode.
Stop button
Every running answer can be cancelled with Stop. The button replaces Send while a response is streaming and turns the drawer header amber.
Resume vs reset
Each new question continues the same chat thread by default. The "New chat" button at the top discards context and starts fresh — useful when switching from a marketing question to a Medicare quote, so context does not bleed across.