Jarvis is the assistant that answers questions about your workspace: its numbers, its customers, its agents and what needs you. It replies in words with tiles, tables and charts, and it only reads what you are allowed to see.
Where it opens
- The Jarvis page. Click Jarvis at the top of the sidebar. This is the full chat, with Your conversations listed beside it.
- From any page. Press Ctrl+K (⌘K on a Mac). A box titled "Ask Jarvis about" your company opens over the page you are on, and that page is the context of your question.
- Voice mode. Click the small glowing sphere beside Jarvis in the sidebar, or press Ctrl+J (⌘J on a Mac). Hold the sphere or the Space key to talk, or tap once for hands-free. Esc closes it.
Ask a question
- Open the Jarvis page.
- Click a suggestion, or type in the Ask Jarvis… box. The suggestions are What needs me?, How are we doing?, My day, Who is complaining?, Where is growth stuck? and Roadmap.
- Press Enter to send. Shift+Enter starts a new line. Esc stops a reply that is still being written.
- Read the answer. It can hold tiles, a table or a chart beside the text.
- Ask a follow-up, or click New conversation.
What you can ask
- What waits on you: approvals, failed runs, conversations left open.
- How the company is doing: MRR, customers, retention, with a chart.
- Your own day, if you have connected your calendar and mail.
- Which customers are unhappy, and where growth is stuck.
Jarvis can also propose an action, such as a note to the team or a manual run of an agent. A proposal shows as a card that you approve or decline, in the chat or in the Inbox.
What you see on the page
- The microphone button lets you speak your question. The speaker button turns reading replies aloud on or off.
- Your conversations lists your earlier chats, newest first. Click one to continue it. Only you see your own conversations.
Good to know
- Everyone in the workspace can use Jarvis. Its answers follow your access: it does not show numbers from a department you cannot see.
- Each person has a daily limit on what Jarvis may spend for them. It is set in Settings, General, Jarvis.
- Jarvis knows who you are from your sign-in, never from your voice.