the assistant role guides — what each role can do, step by step
How anybody at work asks a question and gets an answer from the company's own data — and how an administrator chooses the provider, holds the key and reads the bill. 9 steps across 2 roles, every one of them carried out in the product before it was published here.
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Anyone at work
Ask in your own words. Get an answer from your company's own data.
Ask a question in your own words and get an answer from your company's own data — inside whatever you can already see.
What you will be able to do
- Open the assistant from any page without losing your place
- Ask about what is on the screen in front of you
- Get an answer built from your data, not from the internet
- Have it do the small thing you were about to do by hand
What this role can and cannot do
| Can | Cannot |
|---|---|
|
|
5 steps, each one carried out in the product on .
Check that the assistant is yours to use #
Where Your name, top right » Profile
- Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
- Type the e-mail address your administrator set up for you, then your password.
- You land on the app launcher: a grid of the apps your company uses.
- Click your name, top right.
- Choose Profile.
You should see No special role is needed. Everybody can ask; what comes back depends on what that person is allowed to see.
Watch out What comes back is limited to what YOU may see. Two people asking the same question can get different answers, and that is correct.
Open the assistant from wherever you are #
Where Any page » the assistant button, bottom right
- Open any page with a list on it.
- Click the round assistant button in the bottom-right corner, or press ⌘J.
- Type a question in your own words and press Enter.
You should see It opens over the page you were on, so you do not lose your place — and it already knows which screen you were looking at.
Watch out Ask about what is in front of you. 'Who is on leave next week' works; 'what is our strategy' does not, because that is not in the data.
Worth knowing Ask about the screen you are on: 'who is on leave next week', 'which of these is overdue'. It reads that page's data.
Use the full assistant page for a longer session #
Where Assistant
- Open Assistant from the launcher.
- Ask a longer question, or one that needs a table or a chart.
You should see The same assistant, with space to read a table or a chart it produced.
Get AI writing help inside a text field #
Where My requests » New request » Description
- Open My requests and press New request.
- Type in Description.
- Press the sparkle at the field's corner (or Ctrl J / ⌘J).
You should see The menu opens under the field: Improve writing, Fix spelling & grammar, Make shorter, Make longer, Continue writing and the tones at the top; scroll it for formal Gulf business Arabic, Summarize, bullet points and translation between English and Arabic — or type what you want in the box at the top and press Enter.
Watch out Inside a text field Ctrl J opens writing help for that field; anywhere else it opens the assistant.
Worth knowing Fields that hold a password, a key, a card or an identity number never show the sparkle.
Check the suggestion, then accept it #
Where My requests » New request » Description » Fix spelling & grammar
- Pick an action.
- Read the suggestion.
- Press Accept, or Discard.
You should see Your field does not change until you press Accept, and the suggestion keeps your names, numbers and dates exactly as you wrote them.
Watch out If the suggestion adds a link, a number or an address that was not in your text, it says so in red before you accept.
Use cases — the work, step by step
Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.
dailyAsk about the screen in front of you #
The assistant already knows which page you are on, so the question can be as short as you would say it out loud.
Open a page with a list on it — the people directory, for example.
Any page » the assistant button, bottom right — verified: the page says “copilot” Press the assistant button (or ⌘J) and ask in your own words. The answer is built from the data you are allowed to see.
Any page » the assistant button, bottom right — verified: the page says “copilot” For a longer session, or when you want a table or a chart with room to read it, open the full assistant page.
Assistant — verified: the page says “Assistant”
dailyHave a rough note written properly #
A reason, a reply or a comment reads better in a few seconds, in English or formal Arabic — and nothing changes until you accept it.
Type your note the way it comes to you, then press the sparkle at the field's corner (or Ctrl J).
My requests » New request » Description — verified: the page says “Improve writing”; the page says “Formal Gulf business Arabic”; the control is offered Pick Fix spelling & grammar, Improve writing or a tone. Read the suggestion and press Accept — or Undo if you change your mind.
My requests » New request » Description » Fix spelling & grammar — verified: the control is offered; the page says “review before you save”
It can only see and do what YOU can. Ask it about a colleague's salary and it will refuse in exactly the same way the product would.
Tenant Administrator
Your AI, your provider, your key — and a bill you can read.
Chooses the AI provider, holds the key, and decides which parts of the assistant the company uses.
What you will be able to do
- Choose the provider and the model the company uses
- Keep the key in your own settings rather than ours
- See what is being asked and what it costs
- Switch parts of it off when you want them off
What this role can and cannot do
| Can | Cannot |
|---|---|
|
|
4 steps, each one carried out in the product on .
Choose the provider and the model #
Where Settings » AI
- Open Settings, then AI.
- Choose the provider, paste the key, pick the model.
- Save, then use the test button to prove it answers.
| Field | What to put in it |
|---|---|
| Provider | Who runs the model — your company's account with them is what is used. |
| API key | Your key. It is stored encrypted and shown masked afterwards; saving without retyping it keeps the existing one. |
| Chat model | The model used for questions. A bigger model costs more per question and is not always better at reading your own data. |
| Language | Arabic makes the assistant answer in Arabic — the prompts change, not just the interface. |
You should see The company's own account and key — the assistant runs on your contract, not on somebody else's quota.
Watch out Changing provider changes cost and tone. Test one question before telling the company it moved.
Worth knowing A saved key is shown masked afterwards, and saving without retyping it will not overwrite the real one.
Use the suggestions written for that screen #
Where Finance » any page » Ask the copilot
- Look above the list on a page — a row of suggested questions.
- Click one.
You should see The suggestions are written for that screen's data and filtered by what you may see, so a prompt you would not be allowed to run is never offered. Today they are written for the finance screens; other modules use the assistant button instead.
See what it is being used for #
Where Settings » AI usage
- Open AI usage.
You should see You can answer 'what is this costing us' without opening a provider dashboard.
Watch out Usage climbing on one screen usually means the suggestions there are doing their job, not that somebody is abusing it.
See how the writing assistant is used, and set its limits #
Where Settings » AI usage limits » Writing assistant in text fields
- Open Settings, then AI usage limits.
- Scroll to Writing assistant in text fields.
| Field | What to put in it |
|---|---|
| Requests per person per minute | 1 to 120; 20 to start. |
| Autocomplete requests per person per minute | 1 to 240; 40 to start. |
| Requests per minute for the whole company | 1 to 5000; 600 to start. |
| Longest answer (model tokens) | 128 to 4000; 1200 to start. |
You should see Only counts are kept — never the text anybody wrote. The on/off switches for the assistant and for suggestions as you type are in Feature flags.
Use cases — the work, step by step
Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.
yearlyPoint the assistant at your own AI account #
The key is yours, the bill is yours, and the assistant answers inside each person's own permissions either way.
Open Settings, then AI, and choose the provider and model.
Settings » AI — verified: the page says “provider” Paste your key and save. It is stored encrypted and shown masked afterwards.
Settings » AI — verified: the page says “provider” Come back to AI usage after a week and read what it is being used for and what it costs.
Settings » AI usage — verified: the page says “usage”
monthlyShow a team the prompts written for their screens #
A blank box is intimidating; a row of questions somebody already wrote is how people start using it.
Open a finance page and read the suggestion strip above the list — the prompts are filtered by what the reader may see.
Finance » any page » Ask the copilot — verified: the page says “Ask the copilot” Check usage afterwards: a rise on one screen usually means the suggestions there are doing their job.
Settings » AI usage — verified: the page says “usage”
monthlyKeep the writing assistant within limits #
Writing help is on everybody's text fields; a quick look each month shows who uses it and keeps the cost predictable.
Open Settings, then AI usage limits, and read the Writing assistant card: requests, people, answered and answer time.
Settings » AI usage limits » Writing assistant in text fields — verified: the page says “Writing assistant in text fields”; the page says “Requests per person per minute” Set the requests per person and for the whole company a minute, and the longest answer, then press Save limits.
Settings » AI usage limits » Writing assistant in text fields — verified: the page says “Writing assistant in text fields”; the page says “Requests per person per minute”
The assistant answers inside each person's own permissions, so switching it on does not widen anybody's access by a single record.