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Manage Ask Attio settings

Manage settings and preferences for Ask Attio.

Table of Contents

Ask Attio has two levels of settings: personal settings that apply only to you, and workspace settings that apply to everyone in the workspace. Workspace settings can only be configured by admins.

Access Ask Attio personal settings

To open your personal Ask Attio settings:

  • Click your workspace name in the top left.

  • Click Account settings.

  • Select Ask Attio in the left-hand sidebar under Personal.

Changes you make here only affect your own experience and don't change how Ask Attio works for other workspace members.

Update web search preferences

On the General tab under Privacy > Web search, choose when Ask Attio is allowed to search the web:

  • Always ask: Ask Attio requests permission before searching the web.

  • Always allow: Ask Attio searches automatically when it determines web results would be useful.

  • Don't allow: Ask Attio will not use web search in any chats.

Share downvoted messages

On the General tab under Privacy > Share downvoted messages, choose whether conversations are shared with Attio when you downvote a response:

  • Always share: Downvoted conversations are automatically shared to help improve Ask Attio.

  • Ask each time: You decide whether to share each time you downvote.

  • Don't share: Conversations are never shared, and you won't be prompted to share them.

Set a default model

On the General tab under Model > Default model, choose the AI model Ask Attio uses by default. You can still switch models within an individual chat at any time.

To learn more about each model, refer to the vendor documentation:

Add custom context

Custom context lets you give Ask Attio extra instructions and preferences that apply to every conversation. Use it to share details about your role, preferred communication style, output format preferences, or anything else that helps Ask Attio give you more relevant responses.

Open the Custom context tab, and under Your context, type your context in the text field. Ask Attio will apply it automatically in all your new conversations.

Note: Your custom context is personal to you. It is not visible to or shared with other workspace members.

Access Ask Attio workspace settings

You must be an admin to configure workspace settings. To open your workspace Ask Attio settings:

  • Click your workspace name in the top left.

  • Click Workspace settings.

  • Select Ask Attio in the left-hand sidebar under Workspace.

Changes you make here affect how Ask Attio works for all members of the workspace.

Add workspace custom context

Workspace context lets admins give Ask Attio instructions and context that apply to every conversation across the workspace. Ask Attio applies it to every conversation across the workspace. Use it to share details about your business, how your team uses certain terms, or any other context that helps Ask Attio give everyone more relevant responses.

To add workspace context:

  • Open the Custom context tab.

  • Type your context in the Workspace context field.

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