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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.

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What you can ask

Primo AI works across the whole platform. It draws on all your Primo data — employees, devices, orders, SaaS, tickets, and more — and on the record or list you are viewing. 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.” It can build formatted HTML reports you preview in the chat.
  • Act — perform tasks in Primo or in a connected system, with your approval.
  • Turn recurring work into an agent — when you ask for something you do again and again, Primo AI answers, then offers a custom agent for it: its name, what it does and when it runs. Click Set it up to draft the agent in the chat. Nothing is created until you confirm.
  • Search the web — pull in current information from outside Primo.
  • Create files — generate documents and exports from your request.
  • Read your attachments — PNG images, PDFs, and other files you send.
  • Follow your knowledge base — apply your published skills and policies. See Knowledge base items.
  • Use connected tools — call 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.
Primo AI carries memory across a conversation, so you can build on earlier answers.

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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.

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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.

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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.

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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.

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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.