Skip to main content

​
Overview

The command palette is one keyboard shortcut, ⌘K (Ctrl+K on Windows), that does three things at once: search across your workspace (records, conversations, views, workflows), run actions for whatever page you’re on (“Archive this record”, “Enable this workflow”, “Go to Settings → Users”), and reach the assistant (“New chat”, or send what you typed straight to it). It’s the fastest way to get anywhere or do anything without hunting through menus.

​
How it works

Press ⌘K to open it, then just start typing. What you see adapts to the page you’re on:
  • Quick actions: page-aware actions for the record, conversation, workflow, or inbox you’re currently viewing.
  • Assistant: start a new chat, or press ↵ on “Ask the assistant: …” to send your text to the assistant with the current page attached.
  • Recent: items you’ve viewed recently, when the search box is empty.
  • Results: live search across your workspace as you type (records, conversations, pages, objects, workflows).
  • Emails: matching messages from all your inboxes, from any page, ranked first when you’re already on the inbox.
  • Go to: jump to any product area or settings page.
Narrow your search with filters: in: scopes to an object, type: filters by result kind (records, conversations, pages, objects, workflows), and title: matches titles only. Start typing a prefix and press Tab to accept a suggestion; Backspace on an empty box removes the last filter chip. Searching from inside an object auto-scopes to it. To ask the assistant, just type your question and press ↵. The “Ask the assistant” row sits at the top, so Enter sends it straight there. Navigate with ↑ / ↓, run the highlighted item with ↵, and close with esc. Destructive actions (like deleting a record) always ask for confirmation first. The palette replaced the classic search, so both ⌘K and ⌘/ open it. You can customize the shortcuts under Settings → My Account → Keyboard.

​
Using it

1

Open the palette

Press ⌘K from anywhere in the app.
2

Search or run an action

Type to filter. Actions for the current page appear under Quick actions; typing a name searches your whole workspace under Results.
3

Run it

Use ↑ / ↓ to highlight, then ↵ to open the result or run the action.

​
Troubleshooting

When reporting an issue, include the request id shown in the error toast, it links the in-app error to the server logs.
  • AI assistant: the palette’s “New chat” and “Ask the assistant” entry points.
  • Views & search: what the Results section searches across.