Open Ask AI from the top bar or by searching for it, start a new chat, find an old one, and use the microphone.
Two doors in
Quick panel or full workspace
Both doors open the same assistant. The difference is how much room you get.
Ask without leaving your page
Click the Ask AI icon in the top bar and a panel slides open on the side. You can open it from anywhere.
Best for quick questions
Close it and keep working where you were
Your command center
Click Search at the top of your screen and type Ask AI, then open it for the full-screen workspace, with room for bigger jobs and long chats. You can also find it in your menu, but menus can be renamed, so search is the sure way.
Toggles for full screen and chat history sit at the top
New chat and Search live here
A view of template cards opens by default
Talk instead of type
The microphone icon in the message bar turns your voice into text. You review the text before you send it.
Your browser may ask for microphone permission the first time
Allow it before you record
Why it matters
What Ask AI saves you
It is a chat box built into your software that answers questions and does tasks after you say yes.
⚡
Speed
A question that took ten clicks now takes one sentence.
🧠
No memorizing
You do not have to know where every setting lives.
🧹
Less busywork
Summaries, drafts, and updates happen from one place.
🛡️
You stay in charge
Before it changes or deletes anything, it stops and asks you to confirm.
Key terms
Definitions
Tap any term to expand it.
The chat assistant built into your software that answers questions and does tasks.
The panel that slides open from the Ask AI icon in the top bar.
The roomy version of Ask AI. Search for Ask AI to open it.
The list of your older conversations, which you can search by keyword.
Help me do it
Things To Do
Finish these before moving to the next lesson. They only take a few minutes.
0 of 3 done
⚡ Tips
Keep one topic per chat so your history stays tidy.
Use the top bar for quick questions and search for Ask AI for bigger jobs.
Use Search in your history to find an old answer by keyword.
The template view you see first is a set of ready-made jobs. You will use it soon.
Check yourself
Quick Knowledge Check
Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.
0 of 4 answered
Which door is best for a quick question while you are working on a contact?
What does Ask AI do before it changes or deletes anything?
Click ____ to start a fresh conversation thread in Ask AI.
The ____ icon in the message bar lets you talk instead of type.
Help me apply it
Try This With Your Favorite AI
Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.
🔍 Plan my Ask AI tour
You are a software trainer helping me get comfortable with Ask AI in my account.
My context:
- [my business and what I sell]
- [the tasks I repeat most each week]
- [whether I mostly work on desktop or on the go]
Give me:
- A short checklist for opening the top bar panel and the full workspace
- Five simple first questions to ask about my account
- A note on when to use each door
Use plain words and keep it under 250 words.
Finish by asking me: "Which task do you want to try with Ask AI first?"
🗂️ Name my chats
You are a organizer helping me keep my Ask AI chat history easy to search.
My context:
- [my main work areas, like contacts, calendar, and invoices]
- [how often I use Ask AI]
- [who else uses my account]
Give me:
- A simple naming pattern for new chats
- Five example chat names for my work areas
- A weekly habit for cleaning up old chats
Keep names under five words and avoid jargon.
Finish by asking me: "How many chats do you start in a normal week?"
You now know both doors and the buttons you will use every day. Open Ask AI right now and ask it one simple question.
✨✨
✓
You did it!
You made it through every question. That's the lesson, locked in.