AI Companion

Use the AI Companion

Ask questions from the owner's indexed workspace knowledge and share the best resources.

For: Owners, admins, and direct members

1. Confirm the workspace has AI

   AI is enabled per owner workspace. Owners, admins, and direct members can use AI when the owner workspace has AI turned on. Regular members should not see AI controls unless they are made Direct.

2. Open the AI chat

   Use the Chat button from the app. Ask for scripts, videos, files, product notes, follow-up ideas, or resources that already exist in the workspace.

3. Check the sources

   Good answers should show workspace sources or shareable links. Open, copy, or share those resources so the answer can be used in Messenger, SMS, or another chat app.

4. Keep the question grounded

   If the answer sounds generic, ask for a specific resource type, folder, topic, or audience. For regulated topics like health, finance, real estate, or insurance, use AI for general support and point people to qualified professionals when needed.

If something looks wrong

• Saved chats keep important conversations easy to continue later.
• The AI works best after the owner has indexed the workspace knowledge.
• Admins and direct members can use the owner's knowledge index. If they add their own AI key, their prompts use their own key instead of the owner's limits.