Switching to the Sources view
The left rail in Chat has two views: Chats (your conversation history) and Sources (the pinned client's data). Use the toggle at the top of the rail to switch between them.
Note: Sources are client-specific, so you'll need a client pinned in the top-bar client picker. If nothing is pinned, the panel will prompt you to pick a client first.
What you'll find in the panel
Client info and standing instructions. A shortcut to Settings, where the client's background details and standing guidance for Iris live. These apply across the whole platform, not just Chat.
Synced Files. Every document synced for this client — briefs, plans, reports — with when each was added. Click a file to open it, or use the search box when the list gets long.
Power View Sync. How much platform data is available for this client and when it last refreshed. Syncing happens automatically each day; the Sync Now button refreshes what you're seeing.
Google Drive. Browse and pull files in from Drive so Iris can use them as context.
Integrations. The client's connected marketing platforms, grouped by platform with account counts — this is the quickest way to see at a glance what Iris can and can't analyze.
Standing instructions. The client's always-on guidance for Iris, pinned at the bottom of the panel. Edit it here or in Settings — they're the same instructions.
Why this matters
If you ask Iris about a channel that isn't connected, it can't give you numbers for it. Checking Sources takes ten seconds and answers the question "is Iris seeing what I think it's seeing?" before you build analysis on top of it.
Tip: The same Sources panel is available in the rail on the Workflow and Agents products too, so you can sanity-check a client's data from wherever you're working.
Spot a gap?
If a platform or data source is missing for your client, connect it through nova — that's where client and account connections are managed. Once it's connected, the new source flows into Omega and Iris can start using it.
Note: As always, verify AI-generated insights against the source platforms before acting on them.