If the AI agent is enabled on your account, the global search bar doubles as an entry point for natural-language questions — no need to open the chat window first.

When does the AI option appear?

An Ask the AI agent row appears above the search results whenever your query looks like a question:

  • You type 4 or more words, or
  • Your query ends with a question mark (e.g. "Why is SO 11965896 not shipping?")

The row appears while results are still visible, so you can compare record results and decide whether you need the AI or a direct link.

How to hand off to the agent

  1. Type your question in the search bar.
  2. When the Ask the AI agent row appears at the top of the results, click it or press Enter.
  3. Agent Chat opens on the right and starts answering your question right away. You don't need to send it again.

You can also click the Ask AI button in the search bar at any time to open Agent Chat directly.

If the AI row is at the top of the results, pressing Enter immediately sends your question to the agent without needing to click.

The AI option is not showing

  • If you do not see the Ask the AI agent row, the agent may not be enabled for your account. Contact your account administrator or Luminous support.
  • Queries that are short lookups (1–3 words, no question mark) route to record search only — rephrase as a full sentence or add ? to trigger the AI row.