Last updated 2026-08-07

Ask Oti — the in-app copilot

Ask Oti is the first item in the sidebar (🦦). It's a chat window that answers two kinds of questions:

  1. How do I use this? — "how do I request vacation", "where do I edit a work type", "how does approval work". Oti searches the same help docs you can read at /help and answers with the relevant passage plus a link to the full page, so you can always check the source.
  2. What's going on with my work? — "what's on my plate", "where did my time go last week", "how much PTO do I have left". These read your live data.

What it can see

Oti runs on skills — small tools it's allowed to call. Which skills exist for you depends on your role and module access, exactly like the rest of the app:

  • Everyone gets the help search, their own tasks, their own tracked hours, their own PTO balance.
  • Managers and admins additionally get rollups over the people they're responsible for.
  • Sales-team members get the Salesforce / pipeline skills.

Ask "what can you do?" and Oti lists every skill you currently have. If a skill isn't listed, it isn't available to you — asking again won't unlock it, and Oti can't read another employee's data on your behalf.

Tips

  • Ask in plain English; you don't need to know the feature's name.
  • If your question is ambiguous, Oti asks a short clarifying question instead of guessing.
  • Conversations are saved per person in the sidebar — reopen an old one or delete it any time.
  • Oti never invents product behaviour. If the help docs don't cover something, it says so — that's your cue to file feedback so the doc gets written.

The other ways to get help

  • Help & FAQ — every topic as a browsable card grid.
  • Your manual at /help/manual — every topic that applies to your role and module access, stitched into one printable page. Good for a new hire's first day.
  • Hover any sidebar item — each one has a one-line tooltip explaining what lives there.
  • Admins get a setup checklist on the admin dashboard that tracks first-run configuration.

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