How do I use Ask Focal for a client?

Last updated: February 10, 2026

Answer

Open any client profile and click the Ask Focal tab to ask natural-language questions about that client. Focal answers based on all conversations you have had with that client.

Steps

  1. Go to Clients in the left sidebar
  2. Click on the client you want to ask about
  3. Click the Ask Focal tab
  4. Type your question in the input field (e.g., "What is this client's income?" or "What did we discuss last meeting?")
  5. Focal will respond with an answer based on all conversations with that client

Good to know

  • Ask Focal on a client searches across all conversations with that client, unlike Ask Focal on a single conversation which only searches that one meeting.
  • Chat history is temporary — it is not saved between sessions.
  • Example questions: "What are this client's financial goals?", "Did we discuss insurance?", "What was their retirement timeline?"

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