> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Book chat

> Use AI chat from your Home page to ask questions, build reports, and take action across your entire book.

Book chat is the [AI chat](/records/households/chat) experience on your [Home](/dashboard/home) page. It has the broadest view of any chat context — it can query across all your clients, prospects, tasks, meetings, notes, and more in a single conversation.

Open the **Book chat** tab on your Home page to start a conversation.

<Note>
  Book chat is not currently available in all-books mode. Select a specific book to use it.
</Note>

For a full overview of what chat can do — including sending messages, uploading files, voice input, choosing a model, managing threads, and quick actions — see [household chat](/records/households/chat).

## What makes book chat different

While [client](/records/clients/overview) and [prospect](/records/prospects) chat focus on a single household, book chat works across your entire book. In addition to everything in [household chat](/records/households/chat), book chat can:

### Ask book-wide questions

Query across all your households at once:

* "How many clients do I have in tier A?"
* "What's the total AUM across all my clients?"
* "Which prospects haven't had a meeting in the last 90 days?"
* "What are the Smith household's current holdings?"
* "Show me recent transactions across all accounts"

### Build cohorts

When you ask for a list or report, book chat automatically creates a **cohort** — a saved group of records you can reference later:

* "List all clients with over \$1M in AUM"
* "Show me prospects we haven't contacted in 60 days"
* "Rank my top 10 clients by assets"

### Create new clients and prospects

Book chat can create new household records directly:

* "Create a prospect for John Smith with email [john@example.com](mailto:john@example.com)"
* "Add a new client for Sarah Davis"

### Create and assign tasks across your team

Book chat can create tasks for any household and assign them to any teammate on the book. Name the teammate in your request and the assignee is pre-filled in the task preview — otherwise the task is assigned to you.

* "Create a task for Sarah to call the Smiths about their RMD"
* "Add a task for Alex to send beneficiary forms to the Johnsons by Friday"

### Run financial calculations

Book chat can perform financial calculations including:

* Required minimum distributions (RMDs)
* Compound interest and growth projections
* Loan amortization schedules
* Tax projections
* Portfolio depletion analysis

### Browse household files

Search and analyze documents stored in your connected [file storage](/setting-up-slant/integrations/file-storage):

* "Find the Smith household's financial plan in Google Drive"
* "Look at this client's financial plan and pull out their target retirement age"

## What data book chat can access

Book chat has read access to all data in the book you're currently viewing:

* **[Clients](/records/clients/overview) and [prospects](/records/prospects)** — household details, service tiers, AUM, and custom fields
* **[People](/records/people)** — individual contact information, roles, email addresses, and phone numbers
* **[Other contacts](/records/other-contacts)** — professional relationships like CPAs and attorneys
* **[Tasks](/activity/tasks/overview)** — task titles, statuses, due dates, and assignees
* **[Meetings](/activity/meetings/overview)** — meeting details, attendees, and notes
* **Notes** — note content linked to households
* **[Projects](/activity/projects/overview)** — project details and milestones
* **[Opportunities](/activity/opportunities/overview)** — pipeline stages, probabilities, and values
* **[Accounts](/records/accounts/overview)** — custodian account details, current holdings and positions, account balances, and recent transactions
* **[Manual accounts](/records/accounts/manual-accounts)** — manually tracked accounts and their values
* **[Tags and custom fields](/account-settings/customization/custom-fields)** — any custom data you've added to records
* **Documents** — files stored in your connected [file storage](/setting-up-slant/integrations/file-storage)
* **Email addresses, phone numbers, and addresses** — contact details across all records

Book chat cannot see data from other books.

## Keyboard shortcuts

| Shortcut     | Action          |
| ------------ | --------------- |
| `g` then `b` | Go to book chat |

## FAQ

<AccordionGroup>
  <Accordion title="What can book chat do?">
    Everything listed in [household chat](/records/households/chat), plus book-wide capabilities like building cohorts, creating new clients and prospects, running financial calculations, and browsing household files.
  </Accordion>

  <Accordion title="Where does it pull information from?">
    Book chat queries all data in your current book — clients, prospects, people, tasks, meetings, notes, projects, opportunities, accounts, tags, custom fields, and documents in connected file storage. It can also search the web for current market data and financial news.
  </Accordion>

  <Accordion title="Why can't I see the book chat tab?">
    Book chat is not currently available in all-books mode. Switch to a specific book using the book switcher in the sidebar.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Household chat" icon="sparkles" href="/records/households/chat">
    Full overview of all AI chat capabilities.
  </Card>

  <Card title="Daily overview" icon="calendar-day" href="/dashboard/daily-overview">
    Check today's meetings, tasks, and nudges.
  </Card>
</CardGroup>