The AI Coworker requires an available AI module and your organization’s configured access.
Give a concrete request
Open the Coworker on the page where you need help. Describe a specific outcome, such as: “Summarize this unit’s documents and identify open questions.”
Use @ to reference a record or document. Use / to select available capabilities or templates. Templates fill an editable request; review it before sending.
Review results
Open the displayed sources, record cards, and work steps. Check figures and conclusions against the underlying documents. For longer tasks, the Coworker shows work in progress; wait for the result.
Approve actions
Review approval cards before outward-facing or difficult-to-reverse actions. Check recipients, content, and affected records. Answer clarification requests when information is missing.
The Coworker acts with your permissions and object assignments. Referencing a record grants no additional access. If a required capability is unavailable, perform that step through the relevant product area.
