You do not have to ask AI Sidekick anything to get value from it. The moment you open it, it fills with content tied to the page you are already on. This guide covers what appears automatically, why, and what to do when nothing does.
ℹ️ Everything here shows up on its own, based on where you are. That is different from typing a question into the chat input. Both live in the same sidebar, but one asks nothing of you and the other needs you to type.
1. What appears when you open Sidekick
Sidekick reads the page you are viewing, such as a Salesforce opportunity, a Gmail thread or a Gong call, and fills itself accordingly. Recommendations appear as expandable cards.
Which cards you see depends on your tools, your permissions, and the specific page you are on. Not every card appears every time.
| Card | When you see it | What it holds |
|---|---|---|
| Deal Rooms | Your org has Deal Rooms enabled and you are on a page tied to an account | The Deal Room for the account you are viewing. Preview, edit, share or track it without opening the Deal Rooms tab |
| Content to Share Externally | Your org has Trackable Links enabled | Buyer-facing content Spekit thinks fits this deal or account, such as decks, guides and resources |
| Internal Knowledge | Always, for every user | Internal Speks and Files based on the page or tool you are on. This is the core "here is what you probably need right now" recommendation |
| Pinned Topics | Always, for every user | Content your admin pinned for this platform or page. Curated by your team, not generated by AI |
| Assigned Learning Paths | Only when you have not taken it for that application | A Learning Path your admin targeted to the application you are on |
| Pinned Guidance for Opportunities | Salesforce only | Opportunity-specific guidance your admin pinned, such as process reminders and field definitions |
💡 Pro Tip: Open Sidekick before you start writing, not after. The content it offers on an account page is usually the thing you were about to go looking for.
2. Why you see what you see
Recommendations are grounded in context: the page or tool you are on, the account or opportunity tied to it, and recent call activity where that is connected. Cards are grouped under headings such as share content externally, review internal guidance, and share content based on recent call.
Sidekick only surfaces content you already have permission to see.
3. Recommendations inside a Deal Room
A Deal Room has its own Recommendations tab, which is a different thing from the cards above. Those recommendations are tied to a specific call on that deal.
- Open the Deal Room in AI Sidekick.
- Select the Recommendations tab. A count badge shows how many are waiting.
- Under Add recommended content to your Deal Room, check which call they came from.
- Use the theme chips to narrow the list. Each chip carries its own count, and All shows everything.
- Select a recommendation to add it to the room.
Themes come from your calls, so they read like the deal rather than like a content library.
💡 Pro Tip: Go to the theme that matches your next conversation, not the biggest one. Four items tied to security beat 20 general items before a security review.
4. When no recommendations appear
| What you see | What it means |
|---|---|
| A message saying no recommendations are available | Spekit could not find a strong match for this page. It does not force irrelevant suggestions |
| An error message | Recommendations cannot reach its service provider right now |
| Nothing at all | Try closing and reopening the Spekit sidebar |
5. Best practices
| Best practice | Why it matters |
|---|---|
| Open Sidekick on the account page, not a blank tab | Recommendations are built from context. No context, no recommendations |
| Check the Deal Room Recommendations tab after every call | They are generated from that call and are most relevant right after it |
| Treat pinned content as the house answer | Pinned Topics and Pinned Guidance were chosen by your admin, not generated |
| Read the call recap before adding content | It tells you what the buyer actually asked for |