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Referencing other claims

Type @ in the chat box to bring one of the account's other claims into the conversation. This lets you compare two claims, ask about a sibling claim without leaving the page you're on, or name the exact claim you want the assistant to act on.

The mention picker​

When you type @, a picker opens listing the claims on this account by their claim reference. Keep typing to filter the list by reference, then pick the claim you want — it's inserted into your message as a chip.

The picker searches the account's claims only. It never reaches claims on other accounts, so an @mention can't pull in a record outside the account you're looking at.

note

The picker shows up to 10 matching claims at a time and re-searches as you type. On an account with many claims, type more of the reference to narrow it down rather than scrolling.

Referencing claims in your questions​

Both the Account and the Claim chat support mentions. On the account page they let you aim a question at one specific claim:

  • "Why is @ACC-1_invoice_3 overdue?"
  • "What's the next step in the strategy for @ACC-1_invoice_1?"

On a claim page, they let you bring in a sibling claim to compare against the one you have open:

  • "How does this claim differ from @ACC-1_invoice_2?"
  • "Is @ACC-1_invoice_2 on the same strategy as this one?"

Referencing claims in Edit mode​

When you ask for a change, mentioning the exact claim removes any ambiguity about which record you mean:

  • "Resolve @ACC-1_invoice_2"
  • "Set the risk level on @ACC-1_invoice_3 to HIGH"

The assistant still asks you to confirm before it acts — naming the claim is not the same as confirming the change. See Making changes.

Limits​

You can reference up to 5 claims in a single prompt. If you add more, the send button is disabled until you remove some — split the request across a couple of messages instead.

tip

Mentioning a claim by reference is the quickest way to stop the assistant having to ask you which claim you mean — especially on accounts with several similar-looking claims.