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The settings assistant is an AI assistant in your workspace settings. Ask it how your workspace is set up, or tell it in your own words what to change, so you don’t have to hunt through each settings page. It shows you each change and makes it only after you approve.
The settings assistant beside workspace settings, showing a change waiting for approval with Cancel and Apply change buttons

The assistant asking you to approve a change

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Opening the assistant

Open the assistant from your workspace settings. It opens beside the settings page you’re on, so you can see your settings while you chat. The assistant answers in the language you write in. It doesn’t use your credits, whether you ask a question or change a setting.
What you need for the assistant:
  • Availability: The assistant is rolling out gradually, so you may not see it yet.
  • Plan: You need the Starter plan or higher. On the Free plan, the assistant button is locked.
  • Role: Only workspace owners and admins can change settings with the assistant. Other members can ask it questions.
To open the assistant:
  1. Click your workspace name at the bottom left of your account.
  2. Click Settings.
  3. Click the assistant icon next to Search.
Workspace settings with the assistant button next to Search outlined

Opening the assistant from your workspace settings

Already typed something in Search? Click the assistant icon, and the assistant gets your search text as its first message.

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Asking questions

Ask the assistant how your workspace is set up, or where to find a setting. It knows which settings page you’re on, and when the answer is on another settings page, it opens that page for you. For example:
You can also ask about your plan and billing, such as what your plan includes. To show the assistant what you mean, click the + icon in the message box and attach an image, such as a screenshot of a setting.
The settings assistant answering how many credits are left, with the Credit usage page it opened beside the chat

The assistant answering a question about your workspace

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Changing settings

Tell the assistant what you want to change, such as inviting members, changing roles, creating groups, verifying your domain or setting who can publish apps. Nothing changes until you approve it. If your request could mean more than one thing, the assistant asks you a question first and gives you options to choose from. If a change could lock someone out, such as requiring two-factor authentication, the assistant tells you who’s affected before you approve. If your plan doesn’t include a setting, the assistant tells you which plan does. To change a setting:
  1. Click your workspace name at the bottom left of your account.
  2. Click Settings.
  3. Click the assistant icon next to Search.
  4. Type what you want to change. For example:
  5. Check the change under Approval needed. It shows where the setting is and what’s changing, such as the email and role for an invite, or the current and new value for a setting you edit.
  6. Click Apply change, or click Cancel to leave the setting as it is. When you apply it, the change shows You approved this change, and the assistant tells you how it went.
To change many members at once, click the + icon in the message box and attach a CSV file with a header row, such as email and role columns. The assistant lists every row for you to check before you approve them all at once.

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Managing conversations

Each conversation starts fresh, and the assistant doesn’t carry what you said in one conversation into another. You can reopen a past conversation from Past conversations and pick up where you left off.
  • Start a new conversation: Click the New chat icon at the top of the assistant.
  • Open a past conversation: Click the Past conversations icon, then search or pick one from the list.
  • Hide the assistant: Click the hide icon at the top left of the assistant, or click the assistant icon next to Search again.
The assistant's Past conversations list open, showing today's conversations and a search box

Your past conversations with the assistant

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What the assistant can’t do

The assistant acts as you, so it can only do what your role and plan let you do. It also can’t:
  • Change, switch or cancel your plan. To do that, go to Plan & Subscriptions in your workspace settings.
  • Move where your workspace data is stored.
  • Create a new workspace.
  • Create API keys or personal access tokens.
When only Customer Care can help, the assistant offers to write your request for you. Click Open a support request, check what the assistant wrote, then send it to Customer Care.