# AI Assistant > A company-aware chat copilot that answers from your knowledge and data — and takes action across the platform with your confirmation. Category: Operations Source: https://doc.checkgrow.com/docs/ai-assistant ## Overview The AI Assistant is your home screen in Checkgrow and a chat copilot that knows your company. Landing on it, you get a live mini-dashboard beside the chat — knowledge score, insights, active campaigns, team, competitors and trends — and a composer ready for anything. It answers from your company knowledge, uploaded files, and connected data — and it acts: it can read and update the Knowledge Center, create and edit [Campaigns](https://doc.checkgrow.com/docs/campaigns), pull exact numbers from [Insights](https://doc.checkgrow.com/docs/insights), summarize [Competitors](https://doc.checkgrow.com/docs/competitors), traverse the [Knowledge Graph](https://doc.checkgrow.com/docs/knowledge-graph), and run [AI Agents](https://doc.checkgrow.com/docs/ai-agents). It also appears as a docked side chat across the platform — in the [Tasks](https://doc.checkgrow.com/docs/tasks) detail view, the Knowledge Center, campaign details, and agent pages. > **You always confirm changes** > > The Assistant never changes your data on its own. Every data-changing action shows a confirm card first — click **Apply** to accept or **Cancel** to reject. Nothing is written without your confirmation. ![Image #1 — AI Assistant home with the greeting, starter pills and the live mini-dashboard sidebar](https://doc.checkgrow.com/images/docs/ai-assistant-home.jpg) ## Who needs it Anyone who would otherwise dig through dashboards or documents: - **Founders** — ask for a performance summary instead of opening every report. - **Marketers** — create or edit a campaign directly from chat. - **Knowledge owners** — upload a document and let the Assistant propose [Company Profile](https://doc.checkgrow.com/docs/company-profile) and Knowledge Center updates. - **Analysts** — pull exact ads, analytics, and funnel numbers from [Insights](https://doc.checkgrow.com/docs/insights) in plain language. > **Setup nudges in chat** > > When a data source is missing, the Assistant shows amber setup cards such as "Connect Google Analytics", "Connect Meta Ads", "Create a campaign", or "Fill your Knowledge Center" — with **Connect** or **Create** buttons to fix it on the spot. ## How to use it 1. **Start a conversation**Open **AI Assistant** from the sidebar. Pick a starter pill — **Create and manage Campaigns**, **Insights from your data**, **Study your Competitors**, or **Update your Knowledge** — or type in the composer ("Ask anything about your company..."). 2. **Pick a model and language**Use the model selector in the header to choose between GPT-4o, Gemini 2.5 Pro, Claude Sonnet 4.6, and other models, and set your language. Turn on **Auto-fallback** to switch models automatically if one is unavailable. 3. **Add context**Click the paperclip to attach up to 10 files per message (PDF, Office documents, images, CSV, and more) or drag files in. Flip the **Web** switch for web search, or use the URL selector to include scraped company pages. 4. **Act on an answer**Under any answer, open the **Action** dropdown to choose **Generate presentation (1920×1080)**, **Generate A4 document**, **Generate Task**, **Send to Integration**, or **Generate PDF**. A presentation or A4 document is designed in your brand from that answer and appears as a card under it. You can also copy the response, humanize it, or download it as a PDF. ![Image #2 — A data answer with the Action dropdown open — Generate Task, Send to Integration, Generate PDF](https://doc.checkgrow.com/images/docs/ai-assistant-action-menu.jpg) ## Updating your Knowledge Center from chat The Assistant can read and update the Knowledge Center — from single fields in your [Company Profile](https://doc.checkgrow.com/docs/company-profile) to whole documents, all connected through the [Knowledge Graph](https://doc.checkgrow.com/docs/knowledge-graph). Updates are always proposed first, never applied silently. 1. **Upload a document**Attach a file — a pitch deck, product sheet, or notes — and ask the Assistant to update your knowledge with it. 2. **Review the proposed updates**The Assistant shows a card titled **Proposed Knowledge Center updates (n)** with a pre-checked list of changes. Untick anything you don't want. 3. **Apply what you approve**Click **Apply selected (n)** to write only the checked updates. For single changes, the confirm card offers **Apply** or **Cancel**. ## Chat tools in detail Everything else the chat interface offers, at a glance. ### Chat history and sharing Click **Show History** to open the "Chat History" panel — search with "Search conversations...", rename, **Share conversation**, or **Delete conversation**. In the header, **Share** copies a link to the current chat and **New Chat** starts fresh. ### Per-answer actions Each answer supports comments, **Copy response**, humanize ("Humanise this response (1 credit)", then toggle **Show original** / **Show humanised**), PDF download, and the **Action** dropdown. ### Running AI Agents from chat Ask the Assistant to find and run an [AI Agent](https://doc.checkgrow.com/docs/ai-agents). It confirms before running (credits are charged per run) and returns an agent-result card — "Content generated successfully" with a **View response** button. ### Disambiguation and generation control When your request is ambiguous, the Assistant asks "Which one?" with options to pick from. While an answer is generating, click **Stop generation** to interrupt it. ## Related features [AI Agents — specialized workers the Assistant can find and run](https://doc.checkgrow.com/docs/ai-agents) [Tasks — turn any answer into a task with Generate Task](https://doc.checkgrow.com/docs/tasks) [Campaigns — create and edit campaigns from chat](https://doc.checkgrow.com/docs/campaigns) [Knowledge Graph — the connected knowledge the Assistant reads and updates](https://doc.checkgrow.com/docs/knowledge-graph)