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Ask the assistant

  1. Click the sparkle icon at the top right of any page, or press ⌘ J (Ctrl J on Windows and Linux). A panel opens on the right; on a phone it fills the screen.
  2. Click New chat, or pick an earlier conversation to continue it.
  3. Type your question and press Enter. Use Shift Enter for a new line.

The reply appears as it's written. The assistant knows which page you're on, so you can ask "what's in this list?" or "how many open records are in Projects?".

To get back to your conversations, click the back arrow at the top of the panel. You can keep using the app while the panel is open.

Good to know:

  • Your conversations are yours; other people don't see them.
  • Ask it to take you somewhere, such as a record or a wiki page, and it offers a Go to button.
  • If it says it can't do something, your role probably doesn't allow it, or the data isn't there.

Next: Make changes with the assistant