• How to Use the AI Assistant

  How to Use the AI Assistant In this article: Overview How to open the AI Assistant Asking a question Mentioning people and content with @ Asking about your data Asking how to do something Turning an answer into a graph Exporting an answer as CSV Context-sensitive suggestions Following up and managing conversations When it can't answer Giving feedback Things to keep in mind FAQs Who can do this Overview The AI Assistant answers two kinds of question aboutFew readers

• The AI Assistant Home Page

  The AI Assistant Home Page In this article: Overview How to open the home page What's on the home page Recent conversations The Conversations page Deleting a conversation Things to keep in mind FAQs Who can do this Overview The AI Assistant home page is a full-screen place to start a question, rather than the docked panel you get from the Ask AI button. It's the better surface when you want room to think: a large input, a set of suggested questions to get you goiFew readers

• How to Build a Pathway with the AI Assistant

  How to Build a Pathway with the AI Assistant In this article: Overview How to start a Pathway build The questions it asks Building on a document or a Knowledge article The outline card Editing the outline before you approve it Approving the outline Confirming the draft, and what gets created Opening the draft in the Pathway editor Undoing a draft Pathway Things to keep in mind FAQs Who can do this Overview The AI Assistant can build a Pathway with you. It intFew readers

• How the AI Assistant Makes Changes

  How the AI Assistant Makes Changes In this article: Overview How a change works, start to finish The confirmation card When the action affects a group of people When one request needs more than one action The receipt Undoing a change What can never be undone What the AI Assistant can change The safety rails Things to keep in mind FAQs Who can do this Overview The AI Assistant does more than answer questions now. Ask it to assign a Pathway, move a due date, crFew readers

• The Guided Setup Walkthrough

  The Guided Setup Walkthrough In this article: Overview Before you start How to start the walkthrough Step 1: your general details Step 2: features Step 3: the Library Confirming your settings Step 4: the look of your platform Leaving and coming back What the walkthrough does not cover What to do next when it finishes Things to keep in mind FAQs Who can do this Overview The guided setup walkthrough is a short conversation with the AI Assistant that gets a brFew readers

• How to Create a Workflow with the AI Assistant

  How to Create a Workflow with the AI Assistant In this article: Overview How to ask for a Workflow The questions the AI Assistant asks The triggers it can use The conditions it can put on a trigger The actions it can take The confirmation card Turning the Workflow on Editing the Workflow afterwards Undoing it What it will not do Things to keep in mind FAQs Who can do this Overview A Workflow is a standing rule: when something happens in your account, do somFew readers

• The AI Assistant Activity Log

  The AI Assistant Activity Log In this article: Overview How to open the activity log What each column shows The tabs and what each state means Searching and filtering What you can do from a row Who sees whose actions Things to keep in mind FAQs Who can do this Overview The activity log is the record of everything the AI Assistant has been asked to change: what was prepared, who asked for it, whether it ran, and what it did. Every row keeps its receipt, and anythingFew readers

• How to Build a Roadmap with the AI Assistant

  How to Build a Roadmap with the AI Assistant In this article: Overview How to start a Roadmap build Route 1: building by interview Route 2: importing a competency matrix from a spreadsheet What the proposed mapping card shows you Editing the mapping before you approve it When it says it could not read something Approving the mapping or the outline Confirming the draft, and what gets created Opening the draft in the Roadmap editor Undoing a draft Roadmap Size limitsFew readers

• How to Assign Learning with the AI Assistant

  How to Assign Learning with the AI Assistant In this article: Overview Starting an assignment The five questions What happens to people who already have it What the AI Assistant can assign Checking the preview before you confirm Removing someone before you confirm Confirming and reading the receipt Undoing an assignment What it will not do Things to keep in mind FAQs Who can do this Overview Assigning learning is the AI Assistant's flagship action. You descriFew readers

• How to Change Your Branding with the AI Assistant

  How to Change Your Branding with the AI Assistant In this article: Overview How to start it What the assistant reads, and where from Choosing your look Supplying an image of your own Having a picture created for you What "left as it is" means Confirming the new look Undoing back to your previous look Things to keep in mind FAQs Who can do this Overview Ask the AI Assistant to set up your branding and it reads your organisation's own public website, then puts evFew readers

• How to Change Account Settings with the AI Assistant

  How to Change Account Settings with the AI Assistant In this article: Overview How to ask What the assistant can change What it cannot change Confirming the change Undoing a settings change Settings the guided setup asks about Things to keep in mind FAQs Who can do this Overview You can ask the AI Assistant to change a bounded set of your account's settings in plain English, instead of finding the right tab yourself. It reads what the setting is now, shows you theFew readers