Dashboard manual · Getting started

Talk to the AI: the panel's support side panel, with Ctrl J, cited sources and a question limit

The Talk to the AI panel lets you clear up doubts about using the platform without leaving the screen: the AI answers from the Help Center and the manual, cites the source and says when it doesn't know.

When it appears: It shows up when the panel is enabled for the account; until then, the button doesn't exist.

Who can use it

Role	What you see and do
Owner	Uses Support mode and reads their own conversations. Actions in Copilot mode show up in the account trail with the name of whoever asked.
Admin	Uses Support mode like the owner and reads only their own conversations.
Agent	Uses Support mode. The AI can only do what the agent profile can already do on screen.

Screens

"Falar com a IA" (Talk to the AI)

The Talk to the AI side panel lets you ask how to do anything on the platform and get the answer with its source, without leaving the screen you're on.

Address in the dashboard: /app

How to get there: Through the Talk to the AI button, at the top of every screen, or the Ctrl J shortcut (Cmd J on a Mac).

Panel header

The buttons at the top of the panel.

Buttons and actions

"Histórico de conversas" (Conversation history): Lists previous conversations; clicking one picks up where it left off.
"Nova conversa" (New conversation): Starts a blank conversation.
"Ampliar o painel" (Expand the panel): On a computer, it makes the panel wider. On a phone it already takes the whole screen.
"Fechar o painel" (Close the panel): Closes the panel; the conversation stays saved. Esc also closes it.

"Conversa" (Conversation)

The questions, the answers and what you can do with each one.

Buttons and actions

"Ver no guia: ‹guia›" (See in the guide: ‹guia›): Opens the Help Center guide the answer cited.
"Resolveu?" (Did it help?): Yes or No on each Support answer: it helps improve the guides and the FAQ.
"Abrir chamado" (Open ticket): Shows up when the AI doesn't know the answer and tickets are enabled for the account; it takes the question along.
"Tentar de novo" (Try again): Shows up when the answer didn't arrive; it sends the same question again.

The welcome says which screen you're on and brings ready-made questions.
Each answer shows the Source it came from: Help Center, full manual, release notes, Terms or approved FAQ.
When nothing in the sources answers, the AI says it can't answer with confidence, instead of making something up.

Question box and footer

Where you type and what the footer shows.

Fields and filters

"Mensagem para a IA" (Message to the AI): The question, up to 2,000 characters. Enter sends; Shift Enter adds a line break.

Buttons and actions

"Enviar" (Send): Sends the question.
"O que fica registrado e quem vê" (What is recorded and who sees it): Shows the panel's privacy; Back to the conversation returns.

The footer says which AI answers: the platform AI, at no cost, with 40 questions a day per person; or the company's own AI, at no cost per question, with a protection of 200 questions per hour.

Screen states

Loading: Three blinking dots while the answer is being written.
Nothing here yet: The welcome, with ready-made questions.
If something goes wrong: I couldn't answer right now. Your question was saved.
Reached the platform AI limit: You've used today's 40 questions, with the time it comes back and the shortcut to the Help Center.
Too many questions in a row with the company's AI: Too many questions in a row, with the time it comes back.

Step by step

How to clear up a doubt without leaving the screen

Click Talk to the AI at the top, or use Ctrl J.
Type the question and press Enter.
Read the answer and, if you want the full step by step, click See in the guide.
Answer Did this help? with Yes or No.

How to delete a conversation with the AI

Open the Talk to the AI panel.
Click Conversation history.
Click the trash can next to the conversation.

Frequently asked questions

Does the panel AI change anything in the account?

In Support mode, no: it explains and reads the account, with your profile's permissions.

Who reads my conversations with the AI?

You and the account owner. The platform team only in a support session the owner allows. Conversations don't train any model and are kept for 90 days.

What happens when the AI doesn't know?

It says it can't answer with confidence and, with tickets enabled, offers to open a ticket with the question.

Help center guide

"Falar com a IA" (Talk to the AI)

Ask how to do anything in the panel, from any screen: the AI answers from the Help Center and the manual, cites the source and, if it doesn't know, says so.

The Talk to the AI button, at the top of every screen, opens a panel next to the screen you're on. In Support mode you ask how to do something and the AI answers with what is written in the Help Center, the full manual, the release notes, the Terms and the FAQ approved by our team. It also looks at your account, read-only, with your profile's permissions.

Opening and closing the panel

Open it from any screen: Click Talk to the AI at the top or use Ctrl J (on a Mac, Cmd J). The cursor is already in the question box.
Ask: Type the question and press Enter (Shift Enter adds a line break), or click one of the ready-made questions in the welcome.
Close it: Use Esc, the panel's X or Ctrl J again. The conversation is still there when you open it again.

"Histórico de conversas" (Conversation history): The clock at the top of the panel lists previous conversations. Click one to pick up where you left off, or the trash can to delete it.
"Nova conversa" (New conversation): The plus sign starts a blank conversation.
"Ampliar o painel" (Expand the panel): On a computer, the panel gets wider. On a phone it already takes the whole screen.

How the AI answers

Each answer shows the Source it came from and brings the See in the guide button to open the full guide.
Below each answer comes Did this help?. Your yes or no helps our team improve the guides and the FAQ.
In Support mode the AI explains, but doesn't change anything in your account.

Copilot mode: the AI does it for you

In Copilot mode, besides explaining, the AI proposes the action and shows the "Vou fazer isto" (I will do this) card, with what changes and where. Queries about your numbers are read-only and do not ask for approval.

Manual: You approve each action: "Aprovar" (Approve) does it, "Cancelar" (Cancel) discards it.
Auto: Does it and lets you undo: the "Feito no modo Auto" (Done in Auto mode) card has the "Desfazer" (Undo) button.

Create a flow draft in "Automações › Fluxos" (Automations › Flows). It stays a draft: nothing is published and no lead receives anything.
Turn "Ler as imagens que o lead envia" (Read the images the lead sends) on or off, in "Configurações › IA" (Settings › AI). It takes effect on the next messages.
Create an AI agent as a draft (it has no Undo: to remove it, delete the draft in AI agents), pause or resume a published agent.
Change the business hours, keeping the account time zone.

Send a screenshot with your question

Attach: Click the paperclip next to the question box and choose the screenshot: JPG, PNG or WebP, up to 5 MB. The file name shows above the box; the X removes the attachment before sending.
Ask: Write what you want to know about the screenshot, or send just the screenshot. The AI looks at the image and answers with the Help Center, in either mode: a screenshot calls for an explanation, not an action.
Reopen: In the conversation, the file name stays on your question. Click it to open the screenshot again.

Support tickets

Account › Support holds your tickets with the team that serves your account: our team or, if you signed up through a partner, the partner's team. The partner sees only what goes in the ticket; they don't enter your panel.

Open: Click Open ticket, write the subject, choose the category and priority and tell what happened. If you leave it checked, the account's read-only diagnosis (connected channels and paused agents) goes along. In the Support mode of the Talk to the AI panel, Open ticket already carries your question.
Follow up: The answer arrives right away in the thread, in the bell and by email. Reply in the thread itself or click Solved, you can close it.
Rate or reopen: Once solved, give a rating from 1 to 5. If the problem comes back, use Reopen and tell what happened again.

What's new and roadmap

"Atualizações" (Updates): In Account › What's new, the versions that changed your panel, month by month, with the notes and a short presentation.
Roadmap: What is Planned (no date: the order changes with the votes), what is In progress and what has already Launched.
Vote: Click a card's arrow to vote; click again to remove the vote. Your votes add up with other customers' votes.
Images: Some roadmap cards carry images of the finished screen. Click an image to open it full size.

"Meu perfil" (My profile)

In Account › My profile you change your name and your photo (JPG, PNG or WebP, up to 5 MB), cropping it before saving. The photo shows at the top of the panel, in the Copilot and in the Inbox for the team, never to leads. The email is your login: to change it, talk to the account Owner.

How many questions you can ask

The account's AI	Limit	"Custo" (Cost)
Platform AI	40 questions a day, per person	No cost
Your AI (the account uses the company's model)	200 questions an hour, per person, only to protect the account from bots	Nothing per question with us

The panel footer shows which AI answers and how many questions you've asked. When you reach the limit, the panel tells you when it comes back; the Help Center stays open.

"O que fica registrado e quem vê" (What is recorded and who sees it)

What gets recorded: The questions, the answers, the attachments and, when there is one, each action, with date, time and who asked.
Who sees it: You and the account Owner. In an account hired through a partner, the partner doesn't see your conversations.
Our team: Only in a support session the Owner allows.
Model training: Conversations don't train any model.
For how long: 90 days. You can delete each conversation in the History.

I don't see the Talk to the AI button.: The panel reaches accounts gradually. When it's enabled for your account, the button shows up at the top of every screen.
Can the AI change anything in my account?: In Support mode, no: it only explains and reads. Changing something is for Copilot mode, which shows each action first and, in Manual, waits for your approval.
Can an agent do through the panel what they can't do on screen?: No. The AI can only do what your profile can already do on screen.