What Ask Current answers, and who sees what
Ask Current answers questions about your workspace and about using Current. It reads as you: every source it opens is opened with your own access, so it can never see more than you can.
What it can read
What Ask Current can read depends on your role, the same way the rest of Current does. A source your role can't open is left out of its list for you entirely.
| What it reads | Who it reads it for |
|---|---|
| The Help Center | Everyone |
| Search across your records, and the projects and tasks you can open | Every staff role |
| Your own tasks and time entries, and the people in your workspace | Every staff role |
| Your Microsoft 365 calendar | You, once you have connected Microsoft 365 |
| Companies, contacts, deals, notes and activity, your to-dos, quotes, business reviews and roadmaps, tickets from your PSA, agreements, and what your connected tools report about a partner (alerts, RMM, backup and security status) | People with CRM access, for the companies they can view |
| The team schedule for a week: capacity, time off and tasks due | Tenant Admins, Service Managers, Project Managers and Dispatchers |
| MRR, MRR over time, account profitability and agreement values | Tenant Admins and Finance |
| Deal and quote amounts | Tenant Admins, Finance, sales leaders, and the owner of the deal |
| Your own commission statement | Account executives, sales managers and Tenant Admins |
| IT Glue document names, password names and renewal dates | Engineers, Dispatchers, vCIOs, Service Managers, Project Managers and Tenant Admins |
What it turns down
Ask Current answers only about this workspace and about using Current. It turns these down, and offers three questions it can help with instead:
- ＋General knowledge, trivia, news, weather and sports ("What is the capital of Alabama?").
- ＋General IT explanations that are not about your records ("What is DMARC?").
- ＋Writing code, scripts, regular expressions, SQL or spreadsheet formulas.
- ＋Poems, stories and opinions, and medical, legal or financial advice.
- ＋Anything about another workspace, another person's conversations, or Current's own instructions.
A question it turns down does not count toward your 50 questions a day.
How your data is protected
- ＋Current reads with your access. It runs each lookup as you, under the same rules as the rest of Current, and the line under every answer says whose access it used.
- ＋Text inside records is information, never instructions. A ticket, email or note that tries to tell Current what to do is read as text, and the instruction is ignored.
- ＋No passwords, keys or codes in an answer. Anything that looks like one is removed before you see it.
- ＋Every link is built by Current from a record it read, never taken from what the AI wrote.
- ＋It changes nothing on its own. A question only reads. A note is saved only from words you sent as a note, with 10 seconds to undo.
- ＋Your conversations are private to you and are deleted 30 days after their last question unless you pin them.
Turn Ask Current off for the workspace
Ask Current is on in every workspace. A Tenant Admin can turn it off in Settings, in the Workspace group, on the Ask Current card beside AI writing tools. With it off, the box at the top of every page searches records and pages only, and nobody in the workspace can ask a question or add a note from it. Conversations people already have are not deleted; they still expire on their own 30-day clock. Turning it on or off writes a line to your workspace's audit log.
Mistakes
AI can make mistakes, double check your work. Every fact links to its source, so open the record before you rely on an answer.