Screen-Aware Assistant

The Screen-Aware Assistant concept puts a conversational panel next to the record on screen and gives it that record as context. Rather than opening a separate chat and re-describing which subscription is meant, the panel already knows: it shows the subscription it is scoped to, and answers about that subscription's plan, price, renewal timing and invoice history without the user restating any of it.

General chat assistants fail on this kind of work for a simple reason — the answer depends on data the user cannot paste. Questions like when does this renew, what has it cost me this year, or what can I do from here require the plan, the billing cadence, the invoice ledger and the renewal timeline at once. The design solves it by scoping the assistant to the open record and letting it read the same fields the page is displaying.

The illustration shows a subscription detail page with the assistant docked on the right. The page itself carries the essentials — amount per month, how many days until renewal shown as an attention state, when the relationship started, and a health score — with panels beneath for the plan and billing interval, the payment instrument on file, the entitlements with their type and used-against-quota counts, a renewal timeline of recent events, and the documents attached to the subscription.

In the panel, a context chip names the subscription in scope. A sample question asks when the subscription renews and what it has cost this year, and the reply combines both halves of that answer: the days until renewal, the plan and its monthly price, and the number of invoices recorded this year with their total. Below the conversation, suggested questions offer starting points — what can be done on this screen, listing recent invoices, how providers work — and an input invites a further question about this subscription.

The panel is the conversational face of the wider agents concept. Where agents run on a schedule against the whole portfolio under posture and policy rules, the assistant answers in the moment about one record, and its invitation to manage subscriptions, providers and invoices from this screen points at the same governed actions the rest of the product exposes.