Ask the Co-Pilot instead of clicking

Most things you can do by clicking through menus, you can also simply ask for. Describe the outcome in the chat — the Co-Pilot does the clicks. Next time you reach for a button, try typing the result you want instead.

What you can ask for

• Whole structures. Describe a project with its events, sessions and discussions in one message: "Create a project 'City Centre Dialogue' with three sessions, each with one discussion." The Co-Pilot proposes the structure as a Review setup card and builds it once you approve. Works in Agent and Plan mode.
• Documents. Create them from the chat, and edit the one that is open: "Rewrite the introduction for residents rather than experts." The changes arrive as red and green suggestions you accept or reject one by one. The Co-Pilot can also add comments to a document and apply them.
• Dashboard actions. With discussions in scope, ask for what the dashboard's AI Actions buttons do — and for the dashboard itself: "Build a dashboard for this discussion, extract the themes and tag every contribution." It can also manage tag categories, move a contribution to a different theme, and analyze sentiment.
• Images. "Generate a poster image for the closing event" saves the image as an artifact; "warmer colours, less text" adds a new version.

Document edits and dashboard actions run in Agent mode — the default setting of the mode button below the message box.

You stay in control

Asking does not mean giving up oversight. Structures wait behind the Review setup card: nothing is created until you click Approve, and Not now cancels without a trace. Document edits stay highlighted until you accept or reject them. Every image revision becomes a new version, and earlier versions remain available.

When clicking is faster

For one quick action — renaming a single session, bolding one word — doing it yourself beats describing it. Ask when the job has several steps, or when you know the outcome but not the path. And some things are not conversational yet: invite links, recording, and organisation settings you still operate by hand.

Related articles

• Meet your Co-Pilot
• When the Co-Pilot asks before acting
• Ask the Co-Pilot to create a document or dashboard
• Review AI edits before they land