Ask a question in Ask Oracle

Use Ask Oracle in the global navigation to ask a natural-language question about QuickStart records, workflows, or Help content. The assistant opens a chat, displays its response and supporting links in the panel, and can request approval before performing an available action that changes data.

Before you begin

You need access to Ask Oracle. Open it through New Chat in the global navigation.

The information and actions that Ask Oracle can use depend on your permissions and the capabilities enabled for your account. Supported capabilities can include finding and reading records, running and configuring reports, reviewing supported notifications and tasks, reviewing or changing supported preferences, preparing record changes, and submitting a Contact Support request. Ask Oracle can dismiss eligible notifications for your user when requested; tasks remain read-only. Ask Oracle asks for approval before protected actions run.

Ask a question

  1. In the global navigation, select New Chat.
  2. In Ask a question, enter your question or describe what you want to do.
  3. Select Submit or press Enter.
  4. Review the response. If Ask Oracle proposes an action that changes QuickStart data, review and approve or reject the action before it continues.

The conversation is saved in Your chats after it has started. QuickStart uses AI and may make mistakes. Verify responses and review the underlying QuickStart records before relying on a result.

Open a page or review a chart

You can ask Ask Oracle to open a page, report, or specific record. It resolves a destination available to you and can open it directly. If your request is ambiguous, it asks for clarification instead. Opening a destination does not change the record.

Responses can include bar, line, pie, or combination charts when the available data supports the request. Review the chart labels, values, and the records or report behind the answer. Chart values can be calculated or grouped for the response; a chart is not a separately saved report. Charts remain part of the saved conversation.

Learn more