How to use the page assistant (sparkles / Ctrl+J)
The sparkles button in the header, or Ctrl/Cmd+J, opens the assistant attached to the page you are on. My already knows your open tasks, key results, and deals. Projects knows the board, tickets, ideas, and owners. Organization helps with people, invites, the org tree, announcements, generators, secrets, and brand voice. OKR talks about objectives and owners. CRM works with companies, contacts, deals, and lists. Forms helps you build a form and read submissions. Files knows folders and editors. Dashboards talks about the charts on that page. Config helps you edit models, pages, workflows, and permissions.
When you ask about workspace content, the assistant finds documents, tasks, deals, contacts, and OKRs by meaning, not just exact words. Semantic search also reads text inside PDF, Word, Excel, and PowerPoint files, and respects the same permissions you have.
That drawer is a conversation. You do not create “agent records” from Projects or CRM. If you need to change the instructions or tools, that is Config → Agents.
How to open it
- Stay on the page you want help with.
- Click sparkles in the header, or press Ctrl/Cmd+J.
- The drawer opens on the right. The name in the header is the agent for this page. Sparkles or Ctrl/Cmd+J opens it again later.
Walk me or ? in the sidebar starts a live click-tour of the screen. On the welcome step you can skip the walkthrough and open the assistant instead. The tour then walks the drawer: starters, composer, history.
How to ask
- Starter cards sit at the top. They are ready-made questions for this page. Click one, or type your own.
- Type in the composer at the bottom. Ask something this assistant can answer on this screen. Example on My: “What should I focus on today?”
- When those controls are on, you can pick another agent or change AI mode.
- Open History for past chats. + starts a blank conversation. Close the drawer when you are done.
What this is not
The tab on a project is the project chat. Type at the bottom of that tab. Check Ask to and pick an agent when you want a one-shot answer. The checkbox clears after you send. That is not the header sparkles drawer.
Brand voice (how the assistant should sound) lives under Organization → Settings. Adding a whole sidebar page with the assistant is Module builder. Reusable agents and their tools are Config → Agents.
You choose regional hosting in the EU, the USA or APAC. Your workspace data and the assistant's AI processing stay in that region.
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