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Knowledge

A guide to your entire workspace

Every powerful tool has the same onboarding problem: the more it can do, the longer it takes to learn. New users open the workspace, see a dozen capabilities, and freeze — not because the product is bad, but because they don’t yet know which part does what they need. The usual fix is a pile of documentation nobody reads until they’re already stuck.

The Copilot is the shortcut. It’s the resident expert on your workspace — your chat, your agents, your connected tools, your saved skills — and it’s voice-first, so a stuck user just asks. “How do I connect our docs?” “Where do I run that report?” “Which agent handles outreach?” It doesn’t point at a help article; it walks them through it, right there.

Ask your way to productive

step 01

Ask in plain language

A new user doesn’t need to know the right term for anything. They describe what they’re trying to do — “I want to summarize these tickets” — and the Copilot maps that to the actual capability in your workspace.

step 02

Get walked through it

Rather than a link to read later, the Copilot gives the steps for your setup: which tool, which agent, what to click or say. Because it understands your workspace, the guidance fits what’s actually in front of them.

step 03

Or have it do the thing

For anyone who’d rather learn by watching, the Copilot can take the action while narrating it — kicking off the agent or pulling the report — so the first time isn’t a fumble. Show, then they can repeat it themselves.

The questions sound exactly like what a new teammate would say out loud:

An expert that knows your setup, not the manual

Generic help docs describe the product in the abstract. The Copilot knows your workspace specifically — which integrations you’ve connected, which agents and skills already exist, how your team has things arranged. So its answers aren’t “here’s how the feature works in general,” they’re “here’s how to do that, here, with what you’ve got.” And because it learns how you work, the guidance gets more tailored the longer you use it — onboarding that doesn’t end after week one.

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