---
id: ST-4
title: The overview
group: Chats
summary: The live summary of a chat's job — the ticket, the offer, the delivery — and where to find it
keywords: [overview, inspector, ticket, summary, sidecar, strip, panel]
---

The overview is a live summary of the job in a chat, kept up to date as the job moves. In the demo's Register it is the sale ticket: the customer, the items with their photos and prices, any offer and its status, the total, payments, the balance and the sales rep. In Approvals it is the offer; in Receiving, the delivery.

It is fetched straight from your organization's system, not written by the assistant, so it shows what the system holds.

## Where it appears

- **Mac, and iPad in landscape:** a panel docked to the right of the streamline's card, opened from the overview icon in the card's header (⌥⌘I on a keyboard). See The Mac window (MAC-1).
- **iPad in portrait or Split View:** the same panel, beside the one card on screen.
- **iPhone:** the overview button in the chat's header opens it as a sheet you can pull up, titled with the overview's name and the chat's title.

Not every streamline has an overview. If it has none, the button does not appear.

## When it updates

The overview refreshes after each step that could have changed it. While something is pending, such as an offer waiting for a manager, it checks every few seconds, and when the decision lands, a notice appears in the chat: *Marco countered at $4,500*.

The chat's title comes from the overview, which is how a chat comes to be called *Mrs Alvarez · $4,850*.