How to use the AI Assistant?
The AI Assistant opens on top of your current page — you stay in the section you are working in and ask questions in that context.
When you need this
- You need a hint about the current section or where to find a feature.
- You want to change settings by describing what you need (if your role allows it).
- A multi-step task — review a plan first, then confirm.
- Step-by-step navigation in the UI — a UI tour.
- You need current information from the internet or data from a public website — if an admin enabled web search / URL fetch (see dedicated guide).
Good to know
- The assistant button is the spark icon in the top bar (when enabled for your instance and role).
- The panel title is AI Assistant.
- Chat history is stored locally in the browser — it may not appear on another device or after clearing site data.
Before you start
Step by step
1. Open the AI Assistant
- Click the spark icon in the top bar.
- The AI Assistant panel opens on the left or right.
- Empty state shows How can I help?; otherwise you see previous messages.
Tip: dock left/right or use a floating window — buttons in the panel header.
2. Choose a mode (optional)
- Open Mode below the input.
- Choose:
- Ask — answers only, no system changes;
- Agent — normal work with actions;
- Plan — plan first, then confirmation.
3. Send a request
- Type your question or task in Ask a question about your platform....
- Optionally attach a file (paperclip) if the file type is allowed in operator panel file settings.
- Send or press Enter.
While processing, a status appears (e.g. Searching documentation..., Generating response...). Use Stop to cancel.
4. Use an agent skill (optional)
- Type
/in the input. - In the skill list (Skills in the UI), find the area you need (e.g. settings, clients).
- Select a skill — a chip with its name appears.
- Add your request text and send.
Remove a skill with × on the chip (UI hint: Remove skill).
5. Take a UI tour (if offered)
- When the assistant offers to show the path in the UI, the chat shows Show me / No thanks.
- Click Show me — step hints with highlights appear on screen.
- Follow the steps or close the tour when done.
6. Approve a plan (Plan mode)
- After your request, review Execution plan — steps and risk level.
- Approve — the assistant runs the steps.
- Revise — describe what to change; an updated plan appears.
- Cancel — no changes are made.
7. Chat history
- Open Chat history in the panel header.
- New chat — a separate conversation topic.
- Rename or delete via the menu next to the chat name.
After you finish
- The answer appears in the chat; for complex actions the assistant may refresh the page so you see updates.
- Verify important results — the assistant uses documentation and can be wrong on edge cases.
How to verify
- The answer matches your request; changes (if any) are visible after a page refresh.
- In Plan mode, changes happen only after Approve.