How the AI knows your workspace
Context, attached docs, and help articles.
How the AI knows your workspace
The co-pilot grounds every answer in three sources.
- Operating context from your workspace: recent tasks, pipeline, and finance figures.
- Documents you attach to a message with the paperclip. Only documents you can already access are available to attach, so nothing leaks.
- Help center articles that are published. That is why keeping these docs current makes the co-pilot smarter.
The co-pilot never touches users, vault secrets, auth, or integration settings, and it stages any change for your approval.
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