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

# Command Bar

## Command Bar

The Command Bar gives you one place to find deals and work with AI agents without leaving your current screen.

## Quick start

Remember these three commands:

* Start typing to search for a deal.
* Type `@` to choose an agent.
* After choosing an agent, type `/` to add a deal to your request.

## Open the Command Bar

* **Mac:** Press **Command + K**
* **Windows:** Press **Ctrl + K**
* You can also select **Command** from the left navigation.

You can open the Command Bar from anywhere in Lendflow.

<Frame>
  <img src="https://mintcdn.com/lendflow-ph/D03fMJzyuz4WrdkF/images/Screenshot-2026-08-12-at-9.18.33-AM.png?fit=max&auto=format&n=D03fMJzyuz4WrdkF&q=85&s=9a2d14ebe841a2fea4af4d8c6c5681ab" alt="Screenshot 2026 08 12 At 9 18 33 AM" width="2550" height="1130" data-path="images/Screenshot-2026-08-12-at-9.18.33-AM.png" />
</Frame>

## Find and open a deal

Start typing a business name, contact detail, deal ID, or description. Results appear after a brief pause.

### Search examples

* `Acme Supplies`
* `owner@example.com`
* A full phone number, including the country code
* A complete deal ID
* `deals in Austin over 50k`
* `dead deals in Texas with offers over 100k`

For precise results, use a full email address, phone number, deal ID, or business name.

For broader searches, include details such as:

* Location
* Deal status
* Requested amount
* Revenue
* Product
* Offer amount

<Frame>
  <img src="https://mintcdn.com/lendflow-ph/D03fMJzyuz4WrdkF/images/Screenshot-2026-08-12-at-9.26.31-AM.png?fit=max&auto=format&n=D03fMJzyuz4WrdkF&q=85&s=71c607e14d65684f1501582ebb7ddac0" alt="Screenshot 2026 08 12 At 9 26 31 AM" width="997" height="654" data-path="images/Screenshot-2026-08-12-at-9.26.31-AM.png" />
</Frame>

### Work with search results

* Use **Up Arrow** and **Down Arrow** to highlight a result.
* Double-click a deal to open it in the same tab.
* Select **Open deal** to open it in the same tab.
* Select **Open deal in new tab** to keep your current page open.
* Press **Command/Ctrl + Enter** to open the highlighted deal in the same tab.
* Press **Shift + Command/Ctrl + Enter** to open it in a new tab.
* Press **Enter** to select the highlighted item. When building an agent request, selecting a deal adds it as context.

## Work with an AI agent

### Start a new agent session

1. Type `@` and begin entering the agent's name.
2. Use the arrow keys to highlight an agent.
3. Press **Enter** to select the agent.
4. Write what you want the agent to do.
5. If the request relates to a deal, type `/`, search for the deal, and select it.
6. Attach any supporting files.
7. Press **Enter** to start the session.

Example:

> `@Dexter Review the attached documents for /Acme Supplies and summarize anything that needs attention.`

When you open the Command Bar from a deal page, that deal is added to the request automatically unless you select a different deal.

Agent capabilities vary. Some agents answer questions, while others can review documents or perform configured actions. Describe the outcome you need and review the agent's response before continuing.

<Frame>
  <img src="https://mintcdn.com/lendflow-ph/D03fMJzyuz4WrdkF/images/Screenshot-2026-08-12-at-12.32.51-PM.png?fit=max&auto=format&n=D03fMJzyuz4WrdkF&q=85&s=b311b47cc15447ac50623cb47349eba4" alt="Screenshot 2026 08 12 At 12 32 51 PM" width="815" height="625" data-path="images/Screenshot-2026-08-12-at-12.32.51-PM.png" />
</Frame>

### Continue the conversation

After the session starts, use the chat to ask follow-up questions or provide more information.

* Press **Command/Ctrl + Enter** to send a message.
* You can also select **Send**.
* Type `/` to add another deal to a message.
* Use the paperclip or drag files onto the Command Bar to attach more documents.

Agent responses may take a moment because requests are processed in the background. Keep the session open or return to it from the session sidebar.

## Attach files

You can attach one or more files in either of these ways:

1. Select the **paperclip** and choose files from your computer.
2. Drag files anywhere onto the open Command Bar and drop them when the upload area appears.

Common supported formats include:

* PDF
* Word
* Excel
* PNG
* JPEG
* GIF
* HEIC
* P12
* PFX
* PEM

Each file can be up to **100 MB**.

You can remove an attachment before sending your request. If a file is rejected, verify its format and size.

## Resume an earlier session

Use the left sidebar in the Command Bar to continue earlier agent work.

* Select a session to reopen it.
* Search by the first message, agent name, or application name.
* Select **New Session** to start over.
* Collapse or resize the sidebar when you need more room.

Only sessions available to your account are shown.

<Frame>
  <img src="https://mintcdn.com/lendflow-ph/D03fMJzyuz4WrdkF/images/Screenshot-2026-08-12-at-12.34.39-PM.png?fit=max&auto=format&n=D03fMJzyuz4WrdkF&q=85&s=d836dd4da2ce75a97718046eaaeb2315" alt="Screenshot 2026 08 12 At 12 34 39 PM" width="843" height="604" data-path="images/Screenshot-2026-08-12-at-12.34.39-PM.png" />
</Frame>

## Use voice input

Select the **microphone** to dictate a deal search or agent instruction.

Review the inserted text before sending it.

Voice input depends on browser support and is not available in Arc or Microsoft Edge on Mac.

## Keep the Command Bar open

* Select the **pin** to prevent Escape or outside clicks from closing the Command Bar.
* Select **X** to close a pinned Command Bar.
* Drag the panel to move it.
* Drag its edges to resize it.

## Customize the shortcut

Select the **cog** at the bottom of the Command Bar to view and edit keyboard shortcuts.

You can change a shortcut or restore the defaults.

## Keyboard shortcuts

| Action | Mac | Windows |
| - | - | - |
| Open the Command Bar | Command + K | Ctrl + K |
| Choose an agent | `@` | `@` |
| Add deal context | `/` | `/` |
| Navigate results | Up/Down Arrow | Up/Down Arrow |
| Select a result or start a session | Enter | Enter |
| Open a deal in the same tab | Command + Enter | Ctrl + Enter |
| Open a deal in a new tab | Shift + Command + Enter | Shift + Ctrl + Enter |
| Send a chat message | Command + Enter | Ctrl + Enter |

## FAQ

<AccordionGroup>
  <Accordion title="Why does a deal not appear in search?">
    Try the complete email address, phone number, deal ID, or business name. Confirm that your role has access to the deal. Recently updated deals may take a short time to appear in natural-language search, so use the regular **Deals** page when you need immediate access.
  </Accordion>

  <Accordion title="Why does an AI agent not appear?">
    Available agents depend on your workspace configuration and permissions. Contact your workspace administrator if an expected agent is missing.
  </Accordion>

  <Accordion title="Why can an agent not complete my request?">
    Confirm that you selected the intended agent, add the relevant deal with `/`, and describe the expected outcome clearly. Agent capabilities vary, so the selected agent may not support every action.
  </Accordion>

  <Accordion title="Why can I not attach a file?">
    Confirm that the file uses a supported format and is no larger than 100 MB.
  </Accordion>

  <Accordion title="Why is voice input unavailable?">
    Voice input depends on browser support. It is not available in Arc or Microsoft Edge on Mac.
  </Accordion>
</AccordionGroup>

## Next steps

<Card title="MCP Overview" icon="plug" horizontal href="/lendflow-external/docs/mcp-overview">
  Connect external AI tools directly to your permitted Lendflow data and actions.
</Card>

<Card title="Using the Deals Page" icon="magnifying-glass" horizontal href="/lendflow-external/docs/using-the-deals-page">
  Search, filter, and review deals from the full Deals workspace.
</Card>
