Chat and assistant · Documentation

Kibo's assistant works on your data with your permissions: it sees only what you see, and does only what you could do.

What it can do

Create and edit tasks and projects: "create three tasks for the launch, assign them to Luke, due Friday".
Plan from a document or a description: it proposes a plan (phases, tasks, dates) that you open and confirm.
Answer questions about what is in uploaded documents and past conversations.
Find things: "where are the overdue tasks in project ABC?", "who is the head of IT?".
Prepare drafts of automated actions and automated procedures, which you open in the editor and save yourself.
Find a template and open its creation page for you, already filled in.

What it does not do

It does not delete without confirmation: it shows a card with what goes away and how much it contains.
It does not fill in forms or write custom fields: a person does that.
It does not save automated actions or procedures: it prepares the draft, you save it.
It does not read your mail: the only emails Kibo sends are those from the automations you have set up.

The project in context

When you open a project, that project's chat appears in the panel: one conversation per project, which you find again when you come back. The label above the input box shows which project is in context; "this task" and "the selected one" refer to what you have on screen.

Confirmations and plans

For a request with several steps, the assistant shows a short plan and waits for your yes. A "yes, always" applies only in the conversation where you say it.

Languages

Two independent settings: the interface language (among those available) and the language you want answers in (any). The first is in My account → Profile → Language and region, the second in My account → Assistant.

Credits

Every chat message uses credits in proportion to the text the assistant reads and writes, counted once even if it performed nine actions. See Plans, seats, credits and storage.