> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getprimo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Primo AI

> Chat with Primo AI, a context-aware assistant that helps you search, understand, and act across the platform.

<video controls playsInline className="w-full aspect-video rounded-xl" src="https://production-bucket-public-files.s3.eu-west-3.amazonaws.com/Primo_AI.mp4" />

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](/ai/knowledge-base-items), and can call the tools you expose through [connectors](/ai/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:

| Page            | Example suggestions                                                                     |
| --------------- | --------------------------------------------------------------------------------------- |
| Devices         | "Which devices are non-compliant?", "List devices with no assigned owner"               |
| Onboardings     | "Which onboardings are behind schedule?", "List new joiners missing a device this week" |
| Offboardings    | "Which offboardings still have a device to collect?"                                    |
| Employee detail | "Summarise this employee", "Is this employee fully onboarded?"                          |

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](/ai/connectors) or a [knowledge base item](/ai/knowledge-base-items).

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](/ai/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](/ai/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.