Using the Assistant

The chat panel, autonomy modes, mentions, and skills.

Once an owner or admin has enabled the AI Agent and granted you access, open it from the AI Agent button in the sidebar. New AI chat starts a fresh conversation; Chat history lists your previous ones.

If you don’t have access yet, the panel shows a locked state instead of a composer — owners see a shortcut straight into Settings to turn it on; everyone else is told to ask an organization owner.

Bringing context into a conversation

The assistant automatically has context on the workspace you’re currently viewing when you open the panel. To reference something else — a specific record, or a different workspace — type @ in the composer and pick it from the suggestions.

Autonomy modes

Every conversation runs in one of three modes, chosen from the dropdown in the composer:

  • Plan — read-only. The assistant investigates and proposes a plan but never calls a tool that would change data.
  • Ask — the default. The assistant can read freely; any action that would change data (creating or updating a record, editing a checklist, posting a comment, etc.) surfaces as a card with Execute and Cancel buttons, and waits for you to decide.
  • Auto — the same action cards appear for anything destructive, bulk, or ambiguous, but lower-risk actions are classified automatically (using the Checker model from your organization’s AI settings) and execute without waiting for you.

You can change modes at any point in a conversation — it applies to the next message you send.

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

Skills

Skills are reusable instructions you can attach to a message instead of retyping them. Open the skills menu next to the composer (or type / and start typing a skill’s name) to pick one for your next message, or choose Manage skills… to create your own.

A skill can be saved as:

  • Personal — only visible to you.
  • Org — visible to everyone in the organization.

Blue also ships a small set of built-in skills (like Best Practices) that are always available and can’t be edited.

Renaming a chat

Type /rename followed by a name (e.g. /rename Q3 planning) to rename the current conversation. Without a name, /rename on its own lets the assistant pick one based on the conversation so far.