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Use the assistant chat panel

Use the assistant chat panel to ask questions, run quick actions, approve automated tasks, and submit extra details the assistant needs.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the assistant chat panel​

Open the assistant chat panel from your dashboard so you can start a new conversation with the project assistant.

Open the assistant chat panel

Step 2: Start a new conversation​

Type your question or instruction into the message box at the bottom of the panel and select Send to message the assistant.

Start a new conversation

Step 3: Use quick actions to get started faster​

When there is no conversation yet, choose one of the suggested quick actions such as "What tasks are due this week?" to let the assistant draft a response for you.

Use quick actions to get started faster

Step 4: Browse the task catalogue from the chat​

Select the option to browse tasks from within the chat panel to open the task catalogue drawer and find available automated tasks.

Browse the task catalogue from the chat

Step 5: Attach supporting files to your message​

If the attachment button is visible in the composer, use it to attach relevant documents or files before sending your message to the assistant.

Attach supporting files to your message

Step 6: Review and approve suggested actions​

When the assistant proposes actions, review each confirmation card, then select Approve to run the action or Reject to cancel it.

Review and approve suggested actions

Step 7: Provide additional task input when requested​

If the assistant displays a task input form, fill in the required fields and submit the form so the assistant can continue with the task.

Provide additional task input when requested

Review the assistant's formatted reply, including lists, tables, and links, and open any relevant links to view further detail in the app.

Read rich responses and follow links

When a message includes a Copy button, select it to copy the link to your clipboard and share it with your team or paste it into another tool.

Copy shared links from assistant messages

Step 10: Expand or collapse the chat panel​

Use the expand or collapse control in the chat header to switch between a compact view and a maximised view while you work.

Expand or collapse the chat panel

Last updated: 2026-06-24