AI Sidekick is your AI Sales Coach — instant answers, the right content, and coaching guidance, Deal rooms and more all without leaving whatever you're working in. This article covers what it is, where to find it, what automatically appears the moment you open it, and how to ask it a question directly.
What you'll see the moment you open AI Sidekick
This is the part that surprises new users: you don't have to ask anything to get value from Sidekick. The moment you open the Chrome Extension, before you type a single word, Sidekick automatically populates with content and guidance relevant to the page you're on.
This is Sidekick working proactively — reading the context of the page you're viewing (a Salesforce Opportunity, a Gmail thread, a Gong call) and populating itself accordingly, without you asking a question first.
What populates depends on your tools, your permissions, and the specific page you're on — not every section below will show up every time. Here's what each one means and what it's actually recommending to you:
| What you'll see | When it appears | What it's recommending |
|---|---|---|
| Deal Rooms | If your org has Deal Rooms enabled, and you're on a page tied to an account | The Deal Room for the account you're currently viewing — you can preview, edit, share, or track it directly from here, without navigating to the Deal Rooms tab separately |
| Content to Share Externally | If your org has Trackable Links enabled | Buyer-facing content Spekit thinks is relevant to this specific deal or account — decks, guides, resources it recommends sharing right now |
| Internal Knowledge | Always, for every user | Internal Speks and Files it's recommending based on the page or tool you're currently using — this is the core "here's what you probably need right now" recommendation |
| Pinned Topics | Always, for every user | Content your Admin has specifically pinned as relevant to this platform or page — not AI-generated, but curated by your team for fast access |
| Assigned Learning Paths | Only when you haven't taken it for that application | Learning Path your admin has specifically targeted to the application you're on. |
| Pinned Guidance for Opportunities | Salesforce only | Opportunity-specific guidance your Admin has pinned — process reminders, best practices, field definitions tied to this exact deal |
Everything in this section shows up automatically, based on where you are — you didn't ask for any of it. This is different from typing a question into the chat input (covered next in Section 4), which is you actively asking Sidekick something. Both live in the same sidebar, but one requires nothing from you at all, and the other requires you to type.