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Mentions

Mentions

Two kinds of "mentions" live in the editor: people mentions (@name) that notify teammates, and entity mentions — typed references to workspace objects that stay live and clickable.

People mentions

  • Type @ in the editor to mention a member, team, or agent.

  • The picker filters valid handles as you type.

  • Mentioned people get notified (per their notification settings) — the standard way to pull someone into a doc review.

Entity mentions

An entity mention is an inline chip that references a workspace object and links to it:

Type

Chip label

Task

Task

Epic

Epic

Deal

Deal

Contact

Contact

Company

Company

Conversation

Conversation

Doc

Doc

Typing one

Type @ followed by a type word to scope the search — for example @deal Acme lists matching deals, @task checkout lists matching tasks. Aliases like @tasks, @companies, @support, @docs all work. Then pick the record; the mention renders as a chip (with the entity's icon) and resolves to a live link.

Click behavior

Clicking a mention opens the object — the task, epic, CRM record, or support conversation. If the object was deleted or you lack access, the chip renders in a muted state with a tooltip instead of a broken link.

Mentions vs embeds

  • Mention = compact inline reference; use inside sentences.

  • Embed (entity card) = a block with more metadata; use when the object deserves space. Both follow the same access rules, so what a reader can see is consistent.

Entity mentions point at the object itself rather than a URL, so they survive renames and moves, render correctly for every reader with access, and degrade gracefully for readers without access.

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