Opening Sources
Click the database icon on the right half of the client chip in the top bar, next to the client picker. The Sources drawer opens from any product — Chat, Workflow, or Agents — and always shows the pinned client. A dot on the icon warns when some of the client's platforms aren't connected.
Note: Sources are client-specific, so you'll need a client pinned in the top-bar client picker. If nothing is pinned, the drawer will prompt you to pick a client first.
What you'll find in the drawer
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.
Data 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. Sync now re-checks nova for newly registered connections (a new source's first data load can still take up to a day), and Manage integrations in Nova opens the client in nova.
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.
Google Drive. Browse and pull files in from Drive so Iris can use them as context.
Power View Sync. How much platform data is available for this client and when it last refreshed. Syncing happens automatically each day; Refresh status re-reads what you're seeing.
OMS / Commerce. Whether the client's order system is connected, and through which platform.
Standing instructions. The client's always-on guidance for Iris, pinned at the bottom of the drawer. Edit it here or in Settings — they're the same instructions.
The same Data integrations card also sits in Settings → Client settings → Integrations, alongside the client's Drive folder, Asana boards, and Search Console.
Checking where a number came from
When an answer drew on data, a collapsible Sources list can sit under it, naming what the answer used — a warehouse query, a client document, the knowledge graph, Looker, or the web. Client documents link to their Drive copy when they live in the client's synced folder. That list is the fastest way to QA an answer: open it, see what the number was built from, and check it against the source.
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: Sources opens from the top bar on every product, 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. The Manage integrations in Nova link on the Data integrations card takes you there. 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.