Using context
Choose information Kimpton should use in an answer.
Open New Agent, type @ in the message box, and select an available document or portfolio. For example: "Using @Investment Mandate, summarize the sector limits and give the document date." The selected item appears in your message before you send it.
You can also choose a file from a connected source or select a Skill with /. See Referencing files and data. Kimpton checks access when you send the message. If you cannot find an item, check that it has finished processing, that you are in the right organization, and that it has been shared with you.
Review the answer against the original item. Update an outdated mandate before relying on it for research or a proposal.