# How to ask Sidekick in Team Chat

> Mention Sidekick when you want help without leaving your team conversation. Sidekick can find clinic guidance, help with Tasks, and answer questions using information available to your clinic.

Markdown view of https://www.tabflows.com/university/library/team-chat/how-to-ask-sidekick-in-team-chat — the HTML page is canonical.

Product Library: Team Chat › Team Chat  
Part of Tabflows 101, Module 3: Team Chat (https://www.tabflows.com/university/tabflows-101/team-chat)  
Last checked: 2026-10-27 against Tabflows v3.10.63  
Replaces Help Center article: https://help.tabflows.com/en/articles/16987894-how-to-ask-sidekick-in-team-chat

> **Summary:** Mention **Sidekick** when you want help without leaving your team conversation. Sidekick can find clinic guidance, help with Tasks, and answer questions using information available to your clinic.

> **A note for non-human readers:**
>
> *Team Chat is a room the whole clinic team can see; My chat is the private room for one human. Mentioning Sidekick invites Tabflows’ assistant into the shared conversation, where it uses only the information and files already available there. A Task created in that room is attached to a patient automatically only when the @Sidekick message carries that patient’s chip—shared rooms are clever, but they do not read minds.*

---

## Ask Sidekick in a channel

1. Open Team Chat.
2. Start a message and type **@Sidekick**.
3. Add your question or request.
4. Send the message.

> **For example:**
>
> - ***@Sidekick***, *what is our cancellation policy?*
> - ***@Sidekick***, *find the open Tasks for tomorrow.*
> - ***@Sidekick***, *create a Task for Jordan Lee to follow up tomorrow.*

![Asking Sidekick in Team Chat.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/d130abd716a0dbe7.mp4)

---

## Ask Sidekick about a Team Chat file

> **A note for non-human readers:**
>
> *Do not assume Sidekick can access every file ever shared in Team Chat. File access is limited to the material available in the current context and the user's existing permissions.*

Mention **@Sidekick** and ask a specific question about the file you want it to use.

- Attach the file to the same @Sidekick message, or refer to a file that is still available in the current channel or thread context.
- Name the file and say what you want Sidekick to find, summarize, compare, or prepare.
- Sidekick cannot use a deleted, out-of-context, corrupted, or unreadable file.
- If the answer does not use the intended file, reattach that file and retry with a more explicit question.

Artifact links can render as cards. Open and review the returned Artifact before sharing it or acting on its contents.

When you ask from a new channel message, Tabflows opens the thread so you can follow Sidekick’s work and response. Everyone who can access the conversation can see the reply.

---

## Work with Sidekick in a Team channel

Mention **@Sidekick** in a Team channel when the result should be visible to the channel.

- The person who asks sees Sidekick work live and handles any approval.
- Everyone else sees the same reply and cards, but approval controls are read-only and may show **Waiting for [name]**.
- Keep the tab open until the active run reaches a result.
- Review the result and any linked Task, Artifact, or source before acting on it.

If a run is interrupted, return to the conversation, check whether a result appeared, and retry only when no usable result exists. Do not approve or rerun work on behalf of the original asker.

---

## Continue in the same thread

Mention **@Sidekick** again when you want to ask a follow-up. Keeping related questions in one thread gives your team one place to review the conversation.

---

## Create Tasks carefully

Tasks created by Sidekick from Team Chat are not automatically connected to a patient unless the **@Sidekick** message includes the patient’s chip (**#**). When the Task concerns a patient, include the patient’s name in the Task title.

---

## Keep patient information focused

People with access to the conversation can read its messages. Include only the patient details your team needs for the request.

When the patient matters, add the patient with **#** so teammates can open the right record. The patient chip links a Task created by Sidekick only when it is in the **@Sidekick** message, so name the patient in the Task title and verify the saved Task

---

## If Sidekick cannot reply

The person who asked Sidekick can select Retry. If @Sidekick does not appear, update Tabflows, reload the page, and try again. Contact Tabflows Support if it is still unavailable.

---

## Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

- Start a chat using the **Support** button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or message us right here in the chat

  [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa)

## Related Articles
- [Meet Sidekick and ask your first questions](https://www.tabflows.com/university/library/sidekick/meet-sidekick-and-ask-your-first-questions)
- [How to control Sidekick screen awareness](https://www.tabflows.com/university/library/sidekick/how-to-control-sidekick-screen-awareness)
- [How to use Sidekick to create an Elation non-visit note](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-create-an-elation-non-visit-note)
- [Use Team Chat to coordinate clinic work](https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work)
- [Use My chat for private notes and Sidekick questions](https://www.tabflows.com/university/library/team-chat/use-my-chat-for-private-notes-and-sidekick-questions)

## Related markdown

Section index: [Team chat](https://www.tabflows.com/university/library/team-chat.md)

Alongside this page:

- [Schedule and repeat messages in my chat](https://www.tabflows.com/university/library/team-chat/schedule-and-repeat-messages-in-my-chat.md)
- [Use my chat for private notes and sidekick questions](https://www.tabflows.com/university/library/team-chat/use-my-chat-for-private-notes-and-sidekick-questions.md)
- [Use team chat to coordinate clinic work](https://www.tabflows.com/university/library/team-chat/use-team-chat-to-coordinate-clinic-work.md)

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