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Ask the assistant to create a goal and a goal is created. It runs the operation against your workspace and reports back what it did. Nothing you have to copy out of a reply and redo by hand.
Chat assistant

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Opening the panel

The panel starts minimised, as an Ask your Squad button in the bottom right corner. Click it to open. On a phone the same button sits in the pill at the bottom of the screen. Five modes are available, and whichever you pick is remembered between sessions. Switch between them from the ··· menu in the panel header. The expand icon toggles fullscreen and back to docked right. The minus minimises. The pencil starts a new conversation. Docked right is what you get the first time you open the panel, and it opens by itself on a brand new workspace so setup can start without you finding it.

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What it does to your workspace

The assistant carries a tool for nearly every operation the app exposes. It reads and writes the same records the UI does, scoped to the workspace you’re in.
Create, read, update, delete, list. See Goals.
Create, read, list, update, start, complete, snooze, dismiss, and link an action to the insight it came from. See Actions.
Create, read, list, and link an insight to a goal. See Insights.
List, read, dismiss, create one by hand, find related signals, and ingest external feedback as new signals. See Data signals.
List, read, and write a theme label onto a cluster. See Signal clusters.
Create, read, update, delete and tag documents, append blocks to an existing one, list the available templates, create and rearrange folders, search the knowledge base by meaning, and find documents related to one you name. It checks for a near-duplicate before it writes anything new. See Knowledge and documents.
Read and update the workspace record itself, which is how the setup conversation saves your product name and description. See Workspace settings.
Search the web, read a page, and start a background research run that keeps writing documents after the conversation moves on.
Search and read the built-in expert product-management guides, check whether your product already covers a capability, and search or resume your past conversations.
Every active integration contributes its own read and write tools, so with Slack connected the assistant can read and post in Slack from the chat. See Integrations.
One-pagers are the exception. The assistant does not draft them from chat. Generate a PRD or a decision brief from an action or an insight, and the drafting runs in the background.

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Sub-agents

For work too large for a single reply, the assistant hands off to one of three sub-agents and streams their progress into the conversation as their tools run.

Deep research

Searches the web, reads pages, checks the expert guides, and writes documents from substantial findings

Strategic advisor

Goal alignment, gap analysis, and prioritisation recommendations grounded in your goals and documents

Knowledge synthesiser

Cross-references several of your documents into one summary with citations

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Changes are real and shared

Everything the assistant does is a workspace mutation, not a draft. A goal it creates appears on the Goals page for every member of the workspace, live, without a refresh. An action it completes disappears from your dashboard and from theirs. Each change is recorded in Activity with Squad as the actor, so you can see afterwards what the assistant did and when. The Squad line on the dashboard’s Recent activity chart is that record plotted over fourteen days.
Deletions go through the same route. Ask the assistant to delete a goal or a document and it is deleted for everyone. Name the thing you want removed precisely.

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Writing to it

The input reads Ask, Search or Chat… (@ to mention). Mentions. Type @ to pull a specific record into the conversation. The picker searches your documents, folders, goals and insights. A mentioned record is loaded into context, so “summarise @Q3 pricing research against @Reduce churn” needs no further explanation. Attachments. The paperclip takes JPEG, PNG, GIF, WebP and PDF files up to 10MB each. Dictation. The microphone transcribes speech into the input. Integrations. The blocks icon lists your connected providers with a switch each. Turn one off and the assistant loses that provider’s tools for the rest of the conversation, which is a quick way to keep it away from a noisy source. An empty conversation offers four starting points: Deep Research, Analyze Patterns, Strategic Review and Knowledge Synthesis. Clicking one fills the input so you can edit it before sending. After a reply lands, follow-up suggestions appear above the input as chips.

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Conversations

Every conversation is saved and titled from its content. Open the title dropdown in the panel header for the full history and click one to resume it, with the whole thread intact. Reload mid-answer and the stream picks up where it left off. Your workspace context, meaning the product name, mission, top goals, knowledge base structure and connected integrations, is loaded into every conversation. You never have to re-explain your product.

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Getting more out of it

Be specific. “Rank the top five insights by how well they support our retention goal, then tell me which action to start” gets a better answer than “what should we do?” Point at records with @ rather than describing them. Ask for follow-through, since the assistant can create the goal and the action rather than recommending that you do it. Then check the result on the page it changed.