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:
- 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.
- 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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