Workspace AI
AutoPilot chat is redesigned, with private chats, tables and one-tap next steps
Chat with AutoPilot in a cleaner layout with private, renamable, pinnable chats and real tables, then run its suggested next steps with one tap.
A redesigned AutoPilot chat with private chats and tables
AutoPilot chat has a new look: a full-screen chat on phones, a chats list beside the conversation on tablets and desktops, and private chats you can rename, pin and delete. It is on every plan and is for anyone who asks AutoPilot about their workspace.
On phones, AutoPilot chat is a clean full-screen conversation. On tablets and desktops a chats list sits beside it, and you can show or hide it. Chats are grouped as Pinned, Previous 7 days, Previous 30 days and Older. Your chats are private to you, and only the person who started a chat can change it. You can rename, pin and delete them. Deleting removes the chat and all of its messages for good.
You can edit your last question and run an answer again. Only the latest message can be edited or run again. If the answer created or changed records, the app asks Run this again? first, because running it again may do that again. Rate a response with Good response or Bad response and say what went wrong: wrong information, it did not do what you asked, too long, or something else.
Lists of records appear as real tables. Records in a table link to open them, and you can copy the table or download it as CSV. A new chat shows shortcuts such as Plan my day, Draft an invoice and Review my workspace. Add your own, and hold or right-click one to edit or delete it. Mention a client, project or invoice in your message to point AutoPilot at it.
- Chats are private to you
- Rename, pin and delete chats
- Tables that open the record and download as CSV
- Rate answers, edit your last question, run it again
- Where to find it
- Sidebar
- AI AutoPilot
- Chat
- Plans
- Every plan
- Learn more
- AI chat
Suggested next steps under AutoPilot's answers
After an answer, up to three buttons offer the next step, such as sending a client a pay link, sending an invoice, or opening the Recurring view, a plan, a retainer or an invoice. Tap one to run it; sends ask you to confirm first. Actions follow your permissions.
Buttons that send something show as outlined buttons with an icon. Tapping one only proposes the action, and a confirmation card follows, so nothing goes out until you approve it. Buttons that open a page read as links with an arrow. They appear only under the latest reply, and only while nothing is running or waiting for your approval.
The chat shows whether AutoPilot is set to Ask first or Auto-apply. Ask first means it asks before it changes anything in the workspace. Auto-apply applies changes without asking, but it still asks before sending emails and texts. A button you do not have permission for is left out.
- Up to three buttons under the latest answer
- Sends ask you to confirm before anything goes out
- Buttons follow your permissions
- Where to find it
- Sidebar
- AI AutoPilot
- Chat, under the latest reply
- Plans
- Every plan
- Learn more
- AI chat
Quick answers
- Are my AutoPilot chats private?
- Yes. Your chats are private to you, and only the person who started a chat can change it. You can rename, pin and delete your own chats.#
- What happens when I delete an AutoPilot chat?
- Deleting removes the chat and all of its messages for good. Only the person who started a chat can delete it.#
- When does AutoPilot ask before changing my workspace?
- It depends on the mode shown in the chat. Ask first means it asks before changing anything. Auto-apply makes changes without asking, but it still asks before sending emails and texts.#
- Can I download a table from AutoPilot chat?
- Yes. Lists of records appear as real tables. You can copy a table or download it as CSV, and records in it link to open them.#
- Which plans include the redesigned AutoPilot chat?
- Every Workspace369 plan includes the redesigned AutoPilot chat, with private chats, tables and suggested next steps.#
Related updates
Copy a Claude Code command from AI connections
Add your CRM tools to Cursor or VS Code in one click
New workspaces get a Set up my pipeline starter in AI chatAutoPilot chat is redesigned, with private chats, tables and one-tap next steps, in your own workspace
Start your free trial, then find it under Sidebar.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.