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Tempo has its own chat. It’s the first item in the left sidebar of the web app, at /app/dashboard/chat. Chat is the fastest way to ask a question about your pipeline. You don’t need to connect an AI platform first, and you don’t have to leave the place where your deals already live. The empty state sums up what it’s for: Ask about risk, timing, champions, or next steps.

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Chat or your AI platform?

Both routes reach the same Tempo context — your deals, artifacts, observations, and action items.
  • Use chat when you’re already in the web app and want an answer next to the deals you’re looking at. There’s nothing to set up.
  • Use your AI platform over MCP when you’d rather bring that context into the tool you already work in, alongside everything else in that thread.
Pick whichever fits the moment. Neither is a strict superset of the other, so if you can’t do something in one, try the other.

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Ask a question

Type into the composer at the bottom of the chat. The placeholder tells you the two ways in: Ask about your deals, or type @ to reference one…
To point a question at a specific deal, type @ and pick the deal from the list that appears. The rest of the question reads normally around it.
The prompts in the Getting Started playbook are a good starting point here too — they ask for the same deal context chat draws on. Swap the bracketed account names for an @ reference.

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Composer controls

The composer has a few controls beyond the text field and the send button:
  • All Deals — the scope selector. Ask across all accessible deals, your own deals, one deal, or a selected set of deals. An @ reference in the message is another way to focus a question.
  • Search depth — choose Instant, Balanced, or High. Use Instant for the fastest answer on one deal, Balanced for everyday questions, and High when a broader question needs a more thorough search.
  • + — Add artifacts. Attach source context to the conversation and assign it to an opportunity.
  • Microphone — voice input. Speak the question instead of typing it.

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Set the scope before you ask

Choose the scope before sending the first message. Tempo locks that scope for the rest of the conversation so later answers use the same deal boundary. Start a new chat to use a different scope.

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Choose a search depth

Chat defaults to Instant when you start from one deal, and Balanced for broader scopes. Instant is unavailable for broad or multi-deal scopes.

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Add an artifact from chat

1

Open the artifact menu

Click Add artifacts in the composer.
2

Select the artifact type

Complete 1. Select artifact type.
3

Choose the opportunity

Complete 2. Choose opportunity. Tempo assigns the artifact to that opportunity.

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Return to an earlier chat

Tempo saves your conversations in Recent Chats. Open Chat history to search by title or filter conversations by opportunity. Select a conversation to reopen it, or click New Chat to start another one.

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Review answer sources

Chat answers include source cards and numbered citations when source context supports the response. Select a source card or numbered citation to open the artifact preview. Use the preview to check the supporting email, transcript, meeting note, upload, or saved chat.