Skip to main content
Primo AI is an in-app assistant that answers questions and performs actions across your workspace. It understands the page you are on, reads your published knowledge base items, and can call the tools you expose through connectors.

​
What you can do

Primo AI works across the whole platform. You can ask it to:
  • Find information — “Which devices are non-compliant?”, “List employees with no assigned device.”
  • Summarize — a specific employee, device, or a period of onboardings and offboardings.
  • Report — “Generate a fleet health report”, “Do a SOC 2 audit.”
  • Act — perform tasks in Primo or in a connected system, with your approval.

​
Capabilities

Beyond answering questions, Primo AI can:
  • Search the web — pull in current information from outside Primo.
  • Create files — generate documents and exports from your request.
  • Build HTML reports — produce a formatted report you can preview in the chat.
  • Read your attachments — accept PNG images, PDFs, and other files you send.
  • Remember context — carry memory across a conversation so you can build on earlier answers.

​
Open the assistant

Primo AI is available from every page. Click the Chat icon in the top bar to open the chat panel. The panel adapts to your current page and offers ready-made suggestions for that context, for example: Click a suggestion to send it, or type your own request.

​
Add context

Type @ in the message box to attach context to your question — a connector or a knowledge base item. You can also attach files. Click Attach files and select the documents or images you want the assistant to consider.

​
How it works

Primo AI combines several sources when it answers:
  • All your Primo data — employees, devices, orders, SaaS, tickets, and more.
  • Page context — the record or list you are viewing.
  • Knowledge base items — your published skills and policies. See Knowledge base items.
  • Connectors — tools from any connected MCP server. Use the Connectors control in the message box to choose which connectors are active for a conversation. See Connectors.

​
Approve actions

When a request requires a tool that writes or changes data, the assistant asks for confirmation first. Review the action, then click Accept to run it or Cancel to stop.

​
Data security and privacy

Primo processes your data only to provide the service, as a processor under a Data Processing Agreement (DPA). To power its AI features, Primo sends the data needed to answer your request to its model providers, Anthropic and OpenAI. In that context:
  • The providers never use your data to train their models.
  • The providers delete your data within 15 days.
  • Standard Contractual Clauses (SCCs) cover transfers outside the EU.
Our DPA publishes the full list of sub-processors, including AWS, Anthropic, and OpenAI.

​
Manage conversations

Primo AI saves each chat as a conversation. Open the conversations menu to revisit past threads, rename them, or start a new one.