Docs section
AI Assistant guides
Matches the AI Assistant entry in the dashboard sidebar for record search, task help, proposals, and workflow shortcuts.
AI Assistant overviewUnderstand what the AI Assistant can help with, when to use it, and how your team stays in control.Use the AI AssistantOpen the AI Assistant, ask a clear question, review the answer, and use links to continue your work.Review AI proposalsCheck assistant-prepared cards before creating or changing records.