Assistant limitations and common misunderstandings

Step by step

Finding out why the assistant “doesn't know” about an area

1. Ask directly about the area you cannot access — for example, “sales summary.”
2. Read the message. AI is not configured for this company. means no AI integration is connected (Configuring the assistant — integration, model, prompts, and costs). No plugins available. means you lack permissions: the integration works, but your role does not grant access to any data area.
3. Report the second case to your roles administrator. They can check Configuration → Team and access → Roles and permissions: click the pencil icon next to the role (Edit role) and open the Module permissions tab.
4. You need Read permission on the module for that area. Questions about automations use the Settings module (there is no separate workflow permission); diagnostic functions use Advanced (IT / diagnostics); sales reports and the dashboard use Reports.
5. After clicking Update role and confirming the code in the 2FA verification required window, the available functions are recalculated when you ask your next question. Just ask again; you do not need to sign in again.

Disabling the bubble in the corner of the screen

1. Open the assistant panel using the top-bar icon.
2. Click the gear icon in the panel heading; its tooltip says Assistant settings.
3. Turn off Keep the bubble in the corner after minimizing. The other switch is Sound when the assistant replies.
4. This setting is saved in this browser, not on your account. Turn it off again on another computer or in another browser.
5. The bubble appears only after you click Minimize. Close closes the panel without leaving a bubble.

When the assistant loses the thread or refuses to answer

1. During a longer analysis, repeat important decisions in your next question. The context retains the last 10 messages, and the session expires after 30 minutes of inactivity. There is no notice when it expires; your next question simply starts a new conversation.
2. If the assistant suddenly stops responding while several people are using it, the likely cause is the rate limit: 10 questions per minute for the entire company. There is no dedicated message for this; the panel shows the English text Connection error occurred. Please try again. Wait a minute and try again.
3. The Clear button clears only the screen. The conversation remains on the server and is still listed in Sessions on the assistant's full page. Do not use it to remove sensitive content.
4. The Copy link to message icon in the side panel displays Copied!, but copies nothing to the clipboard. Copy a link to an answer from the assistant's full page (Tools → AI Assistant).

1. Answers depend on the questioner's permissions

The assistant receives only the functions available to your role. Two people can therefore get different answers to the same question, and both can be correct.

If the assistant “doesn't know” about the area you ask about, the usual cause is a missing permission, not a missing function.

2. Two different messages mean two different things

• “AI is not configured for this company” — no AI integration is connected (Configuring the assistant — integration, model, prompts, and costs).
• “No plugins available” — the integration works, but your role does not grant access to any area.

Report the second message to your roles administrator, not technical support.

3. Questions about automations require Settings permission

Workflow rule functions are protected by the Settings permission, not a separate automation permission. Anyone with read access to settings can ask about them.

Similarly, diagnostic functions require Advanced permission; sales reports and the dashboard require Reports permission.

4. “Clear” does not delete the conversation from the server

The clear button removes messages only from your screen. The session and its contents remain saved; there is no way to delete a conversation from the interface.

Do not treat clearing as deleting sensitive content.

5. The assistant remembers only the last 10 messages

During a longer analysis, the start of the conversation falls out of context. A session also expires after 30 minutes of inactivity (Configuring the assistant — integration, model, prompts, and costs).

Repeat important decisions in your next question instead of assuming they are remembered.

6. The rate limit is shared across the company

10 questions per minute for the entire company. One person sending questions in quick succession can temporarily block everyone else.

7. The entire company can see the operations log

The record of changes made by the assistant is available to everyone with access to the assistant module, not just the person who made them (Can the assistant change data? Plans and approvals).

Small details

• The corner bubble appears only after minimizing the panel and floats over every screen, so it can cover buttons in the lower-right corner. You can turn it off in the panel settings.
• Answers can be wrong. They are based on real data but formulated by a language model. Check the source before making costly decisions.
• Questions are not used to train models — the panel footer says so.