Help Topic: Eva & Agentic | EVA

In this lesson we cover:

• Who is EVA?

• How can I access EVA

• Using EVA & Prompts

• Copy & Save Prompts

• Recommended, Saved & Recent

EVA is Tracker's built-in AI assistant.

She lives right inside the platform, on the record you're already working, and you just talk to her, by typing or by voice, in plain language.

No separate tab, no prompt engineering, nothing to learn before you get value out of her.

You can access Eva in two ways:

From within a record you can use the EVA icon in the productivity bar to open a side panel, which sits right alongside whatever record you're already in.

The second way is via the main menu AI & Agentic group and New Chat, which is your starting point for anything. This opens the full chat window.

In the chat window, whether via the sidebar or full chat, you can click the microphone to record a question, or just start typing.

If you're ever not sure what or how to ask, the suggested prompts are right there, and Eva will often suggest a logical next step after she answers, which you can action with a single click, her suggestions aren't filler, they're genuinely good next moves.

If she mentions a record, like a job, client, contact or candidate, you can go straight to that record from her, no separate search needed.

EVA isn't limited to one instruction at a time, you can stack multiple into a single ask.

You can copy any of Eva's responses out, handy when you want to paste it into another field, or just send it straight to a colleague without retyping it.

And you can save prompts you use often.

If you've got a prompt that works, save it, and you’ve easy access for next time.

This is the Search Prompts button.

This is where you see your Saved prompts, along with Recommended and Recent.