> For the complete documentation index, see [llms.txt](https://help.rankability.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rankability.com/serena/using-advisor.md).

# Using Serena chat

Open Chat for a client to ask Serena questions, use client context, attach supported material, and move useful work into Rankability.

## Open Serena

1. Select a client.
2. Open **Chat** in the client sidebar.
3. Ask a question or describe the result you want.

Serena uses the selected client’s sources, settings, connected data, memory, and available Rankability tools. Starting a new chat does not change the selected client.

## Attach screenshots

You can attach up to four screenshots to one message. Use screenshots when the visible page, chart, layout, or error message is important to your question.

## Actions and charges

Chat itself is free. Some actions Serena can start—such as audits, research, tracking, or content generation—use credits. Serena and the product show the action and its cost before a metered run begins. Actions that change external systems require approval where the product presents an approval step.

## Get a better answer

* Name the page, keyword, market, or date range you mean.
* Connect the relevant data service in client settings.
* Add authoritative client sources instead of asking Serena to infer private facts.
* Open a separate chat when you switch to a different goal.

## Related articles

* [Serena sources and connections](/serena/advisor-knowledge-base-and-data-connections.md)
* [Using the Tasks board](/tasks/tasks-board.md)
* [Using Serena with connected apps](/serena/serena-integrations.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.rankability.com/serena/using-advisor.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
