> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Agent Widget

> Your persistent, context-aware AI assistant.

The AI Agent Widget is your context-aware assistant, accessible via the [Widget Bar](/blocks/widgets/overview). Unlike general-purpose AI, the Custral Agent is deeply integrated with your organization's data, allowing it to provide precise answers and execute complex workflows.

## Interaction Modes

### Widget Bar Chat

The primary way to interact with the Agent. It lives in the global dock, allowing you to ask questions or issue commands without leaving your current page.

### Inline AI Actions

Many record fields and surfaces have "AI Spark" icons. Clicking these allows the Agent to perform localized tasks, such as summarizing a specific note or reformatting a text field.

### Agentic Workflows

The Agent can be triggered as part of a [Workflow](/automation/workflows/overview) to perform background data synthesis or automated customer outreach.

## Key Capabilities

* **Natural Language Querying**: Ask questions about your records, such as "Who are our top 5 customers by revenue?" or "Summarize the last three calls with Acme Corp."
* **Task Automation**: Command the agent to perform actions, like "Create a follow-up task for Tuesday" or "Draft a summary email for this deal."
* **Contextual Awareness**: The agent knows which page or record you are currently viewing and uses that information to provide more relevant answers.
* **Data Synthesis**: Extract insights from multiple sources, including conversations, meeting notes, and structured record fields.

## How to Use the Agent

The AI Agent is typically accessible via a chat icon in the Custral sidebar or footer. You can interact with it in several ways:

1. **Direct Chat**: Type your questions or commands into the chat box.
2. **Contextual Actions**: Use pre-defined "Quick Actions" that appear based on the record you are viewing.
3. **Voice Commands**: (If enabled) Use voice-to-text to interact with the agent hands-free.

## Configuration

| Setting        | What it does                                                                                |
| -------------- | ------------------------------------------------------------------------------------------- |
| Model          | The AI model that powers the agent (for example GPT-4 or Claude).                           |
| Temperature    | Balance creativity against accuracy in the agent's responses.                               |
| Knowledge base | Which objects the agent should prioritize when searching for answers.                       |
| Personality    | The tone and style of the agent's replies (for example Professional, Concise, or Friendly). |

## Privacy & Security

The AI Agent respects all existing **Access Control Lists (ACLs)**. It will never surface data to a user who isn't authorized to see it, and your organization's data is never used to train models for other customers.

***

## Example Prompts

* "What are the next steps for the 'Project Phoenix' onboarding?"
* "Find all support tickets related to 'API Timeout' from the last 24 hours."
* "Summarize the sentiment of the last 5 conversations with our Enterprise accounts."
* "Help me draft a renewal proposal for the 'Skyline Systems' account based on their usage data."


## Related topics

- [Widgets](/blocks/widgets/overview.md)
- [Get started with Blocks](/blocks/getting-started.md)
- [Blocks](/blocks/overview.md)
- [AI](/ai/overview.md)
- [Run a record's AI auto-fills](/api-reference/records/run-a-records-ai-auto-fills.md)
