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Mentioning things in chat

Instead of describing something (“my Chase account, the checking one, not savings”), point at it. Lucius then works from that exact item’s current data rather than guessing from a name.

@ — mention something specific

  1. In the message box, type @ and start typing a name — an account, payee, category, holding, transaction, document…
  2. Pick a result. It becomes a chip in your message.
  3. Finish your question and send: “Why is @Chase Checking lower than last month?”

The list is grouped:

  • On this screen — things you can see right now, listed first.
  • Deeper sources — detailed data behind the current screen (for example the rows of a chart).
  • Then one group per kind — accounts, payees, transactions, categories, envelopes, holdings, documents, connectors, Automations, skills and more. A payee whose name matches as well as a transaction’s is listed before it.

Tabs along the top narrow the list: pick Connector (or any kind) to see only those — all of them, not just the few that fit in the mixed list — and All to see everything again. On a computer, ⌘← and ⌘→ step between tabs. Typing more starts again from All.

Type a kind instead of a name to list them — any kind works, singular or plural: @accounts, @payees, @connectors, @reports, and @docs or @files for your Documents. Put a kind before a name to search only that kind: @payee vietnam airlines, @account savings.

/ — run a skill

Type / to pick one of your skills, or type its name — /monthly-report August. This runs that playbook for certain, rather than waiting for Lucius to decide it applies. You can add up to six in one message.

Ask about something on screen

On most screens you can right-click a row — or press and hold it on a phone — and choose Ask Lucius about this. On a computer you can also drag a row into the chat. In Documents, Ask Lucius on a file does the same.

Screen awareness — Lucius sees what you’re looking at

With Screen awareness on, what’s on your screen is sent along with each message, so “why did this drop?” while looking at a chart is enough.

  • Turn it on or off with the Screen awareness switch just above the message box. Your choice is remembered in this browser (or this copy of the desktop app), for every screen. With it off, the bar reads Attach screen content as context, which is what turning it on does.
  • Choose how new devices start in Settings → Chat → Screen awareness by default. It’s on unless you change it. Changing it also resets the switch on the device you’re using; a device where you’ve already used the switch keeps your choice. On a phone, Lucius is a full tab that replaces the screen, so there’s no switch and messages never carry one.
  • See exactly what’s shared: click Peek next to the switch.
  • The main screens — the Dashboard, Accounts, Investments, Plan, Assets, Commitments, Connectors, Skills and Automations, among others — send structured details about the rows and figures on them. Other screens, including Settings, send their visible text.

Lucius can also look at your screen when he needs to, and he gets the same details a message would carry: if you ask about your screen with the switch off, on a voice call, where no message carries your screen, or if the page may have changed since you sent yours. The chat shows Read your screen when he does. The switch doesn’t affect this: it only decides whether your screen goes along with each message. He only looks at an app that is in view and showing this conversation. If you have the conversation open on more than one device, he reads the one running the call, otherwise the one you’re using. Telegram and Automations can’t look at your screen, and neither can the public demo.

Never sent: anything in a password, API key, token, one-time code, PIN, CVV, private key or recovery phrase field, and any area the app marks as secret.

Troubleshooting

Lucius picked the wrong account. Use @ and choose it from the list — a chip is never ambiguous.

My item isn’t in the @ list. Keep typing — the list searches everything as you type. For a file, check it’s in Documents.

Lucius doesn’t seem to know what I’m looking at. Check Screen awareness is on, and click Peek to see what he receives.