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The AI assistant is always ready to help you with your work. You can access it via the floating chat button or the main sidebar. This is the quickest way to access the AI assistant from anywhere in the application.
1

Find the chat button

Look for the blue chat icon button in the bottom-right corner of your screen. It’s always there, on every page of the application.
2

Click the chat button

Click the floating chat button. The chat window will pop open from the bottom-right corner.

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Method 2: The AI Chat Page

You can also access a full-page version of the AI assistant.
1

Find 'AI Chat' in the Sidebar

Look for the “AI Chat” option in the main platform sidebar on the left side of your screen.
2

Open the Chat Page

Click on “AI Chat”. This will open the full-page “AI Chat Assistant” interface.
Use the floating button for quick questions while you work. Use the full page for longer, more in-depth conversations.
The chat window (both the pop-up and the full page) is simple and powerful.
  • Input Box: Type your question in the “Ask a question…” box at the bottom.
  • [Chat] Tab: This is the main conversation tab for general questions.
  • [Context] Tab: This powerful feature lets you add your specific processes, blueprints, and activities to the chat so the AI can give you answers based on your team’s work.
  • [Checkpoint] Tab: View and undo AI-generated changes to your business processes (see “The Checkpoint Feature” section below).
  • History Icon (<icon-clocks>): Click this to see “Recent Sessions” and start a new session.
  • New Chat Icon (+): Click this to start a new, blank chat.
Context selection is only available on Core pages. You may need to navigate to a specific Core Process page to select its blueprints and activities as context.

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Switching Between Sessions

You can easily switch between different conversations.
1

View your sessions

Click the History icon (clock) at the top of the chat window to see all your “Recent Sessions”.
2

Select a session

Click on any previous conversation to continue where you left off.
3

Start a New Session

Click ”+ Start New Session” from the History panel to begin a new topic.

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Closing the Chat Pop-up

When you’re done with the pop-up chat:
  • Click the X button in the corner of the window.
  • Or, click anywhere outside the chat window to close it.
Your conversation is automatically saved.

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The Checkpoint Feature

The AI assistant includes a powerful checkpoint system that acts like a “time machine” for your business processes. Every time the AI makes changes to your cores, blueprints, or activities, a checkpoint is automatically created so you can undo those changes if needed.

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How Checkpoints Work

1

Automatic Creation

When you ask the AI to create or modify processes, a checkpoint is automatically created before the AI makes any changes. You don’t need to do anything—it happens in the background.
2

Change Tracking

As the AI creates cores, updates blueprints, or modifies activities, every database change is tracked and associated with the checkpoint.
3

Smart Descriptions

After the AI completes its work, each checkpoint gets a human-readable description like “Created 3 cores, Updated 2 blueprints” based on what actually changed.

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Viewing Your Checkpoints

1

Open the Checkpoint Tab

In the AI chat window, click the [Checkpoint] tab to see all changes made during the current conversation.
2

Review the History

You’ll see a list of checkpoints, newest first, showing:
  • Description: What changed (e.g., “Created 1 core, Updated 3 activities”)
  • Your Message: The original question you asked the AI
  • Change Count: Total number of database changes
  • Timestamp: When the changes were made
3

Expand Details

Click on any checkpoint to see detailed information about exactly what was created, updated, or deleted.

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Undoing AI Changes

If you want to revert changes the AI made, the undo feature makes it easy and safe.
1

Select a Checkpoint

In the Checkpoint tab, find the point in time you want to go back to.
2

Click Undo

Click the “Undo to here” button on the checkpoint. This will undo that checkpoint and all changes made after it.
3

Confirm the Action

A confirmation dialog will show you what will be undone. Review it carefully, then click “Confirm Undo”.
4

Automatic Redirect

The system will undo the changes and automatically redirect you to a safe page if any entities you were viewing were deleted.
Important: When you undo to a checkpoint, you’re undoing that checkpoint and everything after it. For example, if you undo checkpoint #3, checkpoints #3, #4, and #5 will all be undone.

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Conflict Detection

The system is smart about detecting potential issues:
  • Concurrent Edits: If someone else modified the same records after the checkpoint was created, you’ll see a warning.
  • Safe Redirects: If undoing changes deletes entities you’re currently viewing, you’ll be redirected to the parent page automatically.
  • Validation: The system checks whether it’s safe to undo before actually making changes.
Checkpoints expire after 24 hours to keep your workspace clean. If you think you might need to undo something, do it within a day!

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What Gets Tracked?

The checkpoint system tracks changes to:
  • Business Process Cores
  • Blueprints
  • Guides
  • Content and Content Versions
AI “TODOs” (the progress indicators you see during AI work) are not tracked in checkpoints. They’re temporary UI elements that help you see what the AI is doing, not permanent business data.

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What’s Next?

Now that you know how to open the chat and use checkpoints, learn about what the AI can do for you.