Using the AI co-pilot

Reach the co-pilot from the floating Ask AI dock on any page, or the full Chat page.

Ask and act

1. Type a question for analysis, or ask it to make a change.
2. Answers come back as a message. Changes are staged as a proposal.
3. Press Approve to apply a change, or Reject to discard it. Nothing happens until you approve.

Ground the answers

1. Use the paperclip to attach documents so it answers from their contents.
2. It also reads every published help article automatically.

Manage chats

Start a fresh thread with New chat, delete a chat with the trash icon, or share it with a teammate from the chat header.

Example flow

It is month end and you want to log a new subscription.

1. Ask: "Add a recurring payment for Figma at 45 a month under Software".
2. The co-pilot stages a recurring payment proposal.
3. Review the amount and category, then press Approve.
4. It now shows under Finance and rolls into burn and runway.