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The AI Coworker requires an available AI module and your organization’s configured access.

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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.

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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.

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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.