Using the Assistant

Select Ask Blue beside the notification bell or in the bottom bar. Both open the same assistant and chat history. The top-bar icon closes an open panel and reopens the current chat.

• Ask product questions without connecting an AI provider. Answers use Blue’s documentation and include source links.
• Connect your organization’s provider under Settings > AI > General to use workspace tools. Continue in the same conversation after setup. Workspace access still follows your permissions and AI access settings.
• Use the empty-state links to open documentation, tutorials, shortcuts, changelog, roadmap, apps, or human support.
• Select New chat to start another conversation, or Chat history to open a previous one.
• Choose a floating panel or dock it to the right. Blue remembers your layout when you open or create chats. Minimize keeps open chats in the dock; close removes a chat from the dock without deleting its history.

When your organization has a provider key, that provider handles all chat questions. Blue does not switch to its own key if the organization’s provider fails or reaches a limit. A disabled organization configuration stays disabled until an administrator enables it. Documentation links remain available.

Contact Support

Select Contact Support to continue the current chat with Blue. Describe what you tried, what happened, and what you expected. Include steps to reproduce the problem and attach screenshots, documents, videos, or other relevant files.

Blue can answer product questions and ask follow-up questions to clarify the issue. It can inspect supported documents and, when your model supports images, screenshots. Videos and other unsupported files are attached for the support team to review.

When the details are ready, Blue proposes a support request. You can also select Send to support to prepare one. Review the request and approve Send to support to send the entire conversation and all attachments to the Blue team. Cancel sends nothing. Send or remove any unsent text and files before you approve.

You can continue chatting after submission. Later messages do not update the submitted request. Another approved submission creates a new request. If chat is unavailable, Contact Support opens the support form.

Add Context

When workspace AI is available and you are outside support intake, Blue provides that workspace as context. The assistant can look up the databases of the workspace and their fields.

Enter @ in the composer to reference a specific record or workspace. Select an item from the suggestions instead of entering an ID.

Select an Autonomy Mode

Select a mode from the composer before you send a message:

• Plan: The assistant reads information and proposes steps. It does not change Blue data.
• Ask: The assistant reads without approval. Each write appears in an action card with Execute and Cancel.
• Auto: Blue can run a reversible, single-item write after the checker model classifies it as safe. Bulk, destructive, non-reversible, and uncertain writes still require approval.

Ask is the default. If you change the mode, the new mode applies to your next message.

For the detailed rules around bulk changes, destructive actions, and @Blue comment approvals, see Safety and Approvals.

Apply a Skill

Skills are saved instructions that apply to one message.

1. Open Skills in the composer, or enter / and select a skill.
2. Send your message. Blue includes the selected skill’s instructions in that turn.
3. To create or edit a skill, select Manage skills….

• Personal skills are visible only to you and are available across your organizations.
• Org skills are visible to organization members. Organization owners and administrators manage them.
• Built-in skills are available to everyone and cannot be edited.

Rename a Chat

Enter /rename followed by a name, such as /rename Q3 planning.

If you enter /rename without a name, Blue generates a name from the conversation.