Get Help with Documents from the AI Assistant

The AI Assistant is a chat tool inside Recoble where you can ask questions and get help with drafts, summaries, and organizing ideas. When you ask, it also looks through your space's notes, workboards, events, and more, and carries out tasks.

Open the AI Assistant

  1. On desktop, click the round sparkle button (Open AI Assistant) in the bottom-right of the screen.
  2. On mobile, tap AI in the bottom bar. If it is not there, find it in More.
  3. Type a question or request in the input box and send it.
  4. The AI's answer is added to the conversation.

💡 Tip: Include your goal, background, and the format you want for better answers.

Hand Over Notes and Materials

  1. Click + (Add and tools) in the input box.
  2. Find and add the note or workboard you want the AI to work from.
  3. If needed, choose a skill under Skills.
  4. To add files, click attach. You can add image, PDF, CSV, and MD files.

💡 Tip: Instead of typing, you can also speak your request with Voice input.

Use It for Note Work

  1. Ask it to organize a meeting notes draft.
  2. Ask it to summarize a long text.
  3. Tell it the format you want, such as a checklist, schedule, or email draft.
  4. Click Add to note under an answer to put it straight into a note. To use it elsewhere, click Copy.

Manage Chats

  1. Choose a previous chat from Chats at the top of the window.
  2. Start a New Chat for a new topic.
  3. In the chat options, you can choose Rename or Delete.
  4. On desktop, you can switch the window to Sidebar, Floating, or Fullscreen, whichever suits you.

✋ Note: What you enter is sent to an external AI service and saved in the conversation. If you enter a resident registration number or a card number, a warning appears. Do not enter sensitive information.

AI Agents and Skills

  1. To hand off a set task again and again, open AI Agents in the icon bar on the left.
  2. There you can create and run agents and skills.
  3. You can choose the skills you made from the + menu in the assistant's input box.

Frequently Asked Questions

Can the AI read my notes?

Yes. When you ask, it finds and reads notes in the current space, and it can also create or edit notes. To have it work from a specific note, add that note from the + menu in the input box.

Can I use the answers as they are?

Always have a person review important documents, legal, financial, and customer-facing content before you use it.

Is there a limit on AI use?

Using AI uses up your space's AI credits. When you run out of credits, a notice appears.

I do not see the AI Assistant button.

The button is hidden on the Chat, AI Agents, and Settings screens. Try opening it from another screen, such as a note. View-only members of a space and guests who only received shared items cannot use AI in that space.

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