Using Eric
This page covers the user-facing Eric workspace at /eric.
Starting a conversation
Section titled “Starting a conversation”You can open Eric from:
- The message icon in the app header
- The Eric item in the main navigation
- A direct link to
/eric
If your company has not finished AI onboarding yet:
- Admins are taken into the onboarding wizard
- Non-admins see a blocker until an admin completes setup
Conversation list and session behavior
Section titled “Conversation list and session behavior”Eric stores work in conversations.
What the session list does
Section titled “What the session list does”- Shows saved conversations in reverse-updated order
- Lets you start a New conversation
- Lets you rename a conversation
- Prevents deleting a conversation while it still has an active run
- Shows a running indicator when Eric is still working in another session
Back behavior
Section titled “Back behavior”The Back button returns you to the last non-Eric page you came from. If you opened Eric directly, Back falls back to Dashboards.
Pinned context and dataset mentions
Section titled “Pinned context and dataset mentions”Above the message list, Eric shows a Chat context area.
What you can pin
Section titled “What you can pin”You can pin:
- Base datasets
- Modified Datasets
- Joined Datasets
Pinned context limits the chat to the specific data sources you choose. If nothing is pinned, Eric searches the accessible datasets he thinks are relevant.
Two ways to add context
Section titled “Two ways to add context”- Click Add context and search the picker
- Type
@in the message box and pick from the inline mention list
The context picker and mention list both filter out items you do not have access to.
Sending messages
Section titled “Sending messages”- Press Enter to send
- Press Shift+Enter to insert a new line
- Type
@to search available context items inline - Click the paper-plane button to send
If Eric is already responding and you send another prompt in the same conversation, the next prompt waits behind the active run instead of interrupting it.
While Eric is working
Section titled “While Eric is working”During a run, the send button changes into a Stop control.
You can:
- Watch streaming status updates and tool activity
- See the current run phase as it changes: Prep, Context, Plan, Tools, Draft
- Cancel the active run with Stop
- Re-attach to a still-running response if the stream was interrupted and Eric offers a Re-attach button
Reading Eric’s responses
Section titled “Reading Eric’s responses”Eric responses can include several UI elements:
| UI element | What it means |
|---|---|
| Context sources panel | Shows the dataset/context snippets Eric used for that answer |
| Tool activity chips | Shows tools Eric ran while answering |
| Final answer cards | Structured answer blocks, including text and tabular outputs |
| Company memory proposals | Suggestions to remember a definition, formula, or reporting rule |
| Context memorized cards | Confirmation that a dataset context update was saved |
| Copy button | Copies the assistant message content |
| Helpful / Not helpful | Sends feedback tied to that assistant run |
Company memory proposals
Section titled “Company memory proposals”When Eric notices a reusable concept, he can ask whether to keep it:
- Just for this chat
- For the company
If you accept For the company, the memory becomes available across future chats for your company. If you keep it Just for this chat, it stays local to the current conversation.
Credit limits
Section titled “Credit limits”If your company runs out of AI credits for the week, Eric shows a quota message and will not start new runs until the weekly period resets. Admins can view credit usage and reset times in AI Assistant settings.
Trust and data boundaries
Section titled “Trust and data boundaries”Eric’s chat UI includes a trust strip with three important reminders:
- Resplendent does not train on your data
- Third-party AI providers are used with zero retention
- Eric can only use datasets you are already allowed to access
That last point matters most operationally: if you cannot reach a dataset in Resplendent, Eric cannot use it either.
Feedback and iteration
Section titled “Feedback and iteration”Use the feedback buttons on assistant messages to tell Eric whether a response was helpful.
This is best when:
- The answer was clearly correct or clearly wrong
- A tool failed
- The response was too slow
- The answer was unclear
Admins can go deeper than feedback by opening the Run Inspector and Trace Viewer.