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Where to Find and Use AI Sidekick

Here's where to open Spekit AI Sidekick and what you'll see once it's open, depending on your tools, permissions, and the page you're on.


1. Where can you access AI Sidekick?

You can open Spekit AI Sidekick in several ways, depending on how you work:

Access Method Where It Lives How It Works
Spekit Sidekick (Chrome Extension) Any webpage AI Sidekick opens by default when you launch the extension, giving you instant, in-context answers and recommendations.
Spekit Web App Spekit Web App Open Sidekick by clicking the AI Ask icon to ask questions and explore content.
Spekit Search Bar Spekit Web App and Sidekick Type a question into the search bar and choose Ask using Spekit AI Sidekick to route it to Sidekick.
Keyboard Shortcut Anywhere in your browser Open or close Sidekick instantly without interrupting your workflow.
Windows: Ctrl + Shift + K
Mac: Cmd + Shift + K

2. What will you see in AI Sidekick?

When AI Sidekick is open in the Chrome Extension, you may see different sections depending on your tools, permissions, and the page you're currently on.

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Feature Availability What it Surfaces
1. Deal Rooms Customers with Deal Rooms enabled View the Deal Room tied to the account, preview/edit/share content, and track deal-related materials as the opportunity progresses.
2. Content to Share Externally Customers with Trackable Links enabled Recommended buyer-facing content based on deal or account context; share guides, decks, and resources quickly.
3. Internal Knowledge All users Context-aware recommendations based on the page or tool you're using; find internal resources and best practices fast.
4. Pinned Topics All users Admin-pinned content relevant to the current platform or page, for fast access to high-priority information.
5. Pinned Guidance for Opportunities Salesforce only Opportunity-specific guidance pinned by admins, including process reminders, best practices, and field definitions.
6. Document these Opportunity Fields Salesforce only Highlights empty or undocumented Opportunity fields to ensure Salesforce data stays complete and accurate.

Related article: Want content to find you automatically? AI Content Recommendations proactively surfaces relevant Speks and Files based on the context of your current task or conversation—so the information you need comes to you, without searching.

 

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