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All guidesAI & copilotUse the AI copilotAI settingsControl what AI can see
User Guide › AI & copilot

Use the AI copilot

Ask questions and let AI prepare actions that you approve.

For: Everyone

Steps

  1. 1Press Ctrl+J (⌘J on Mac) or select AI Copilot in the top bar.
  2. 2Ask in your own words, for example “How do I turn on two-factor sign-in?”.
  3. 3Answers from your knowledge base show their sources — open them to check.
  4. 4When the copilot proposes an action (for example creating a task), review it and select Approve or Reject. Nothing happens without your approval.
  5. 5AI-generated text is always labelled; check it before you use it.

Related guides

  • AI settingsChoose the AI provider, turn features on or off, and add knowledge.
  • Control what AI can seeRedact personal data and keep chosen fields away from AI.

Still need help? Contact support

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