Your Assistant

Meet Your Assistant

What your assistant is, what it can see in your workspace, and what it will never do without you.

Ask a Question

Open the chat pane, ask for something useful, and read the answer it hands back.

Give It Context to Work From

Attach a deal, contact, task, document, or email thread so the answer is about the right file.

Have It Show You Where Something Is

Ask how to do something and let your assistant open the page and point at the control.

Find an Earlier Conversation

Go back to something your assistant told you, and carry on from there.

Text Your Assistant

Verify your mobile number once, then message your assistant by text from anywhere.

What It Suggests Before You Ask

Review the changes your assistant worked out on its own, before any of them are saved.

Decide What It May Do on Its Own

Choose whether your assistant acts in the background or hands you every change to approve.

Write Instructions for Your Assistant

Tell your assistant how you want it to work, in your own words, filed by when the rule applies.

What Your Assistant Knows About You

Read and edit the short profile your assistant builds from your mailbox and reads on every run.