Chief sees what you see, and shows its work

Chief knows which page you are on. Ask “how is this client doing?” with a client open, “chase these” with invoices ticked in the list, or “what needs my attention here?” on any page, and Chief works on exactly that without you naming it. The line above the Chief box says what it can see, for example “Chief can see: Invoices”.

• What it seesThe page you are on, the record you have open, rows you have ticked in a list, what is typed in the list’s search box, the headings and first rows of the table on screen, and the fields of a form you have open.
• It reads the whole page when your question needs itThe glance above covers the first rows. Ask about everything on the page (“who in this list joined in August?”, “how many of these are overdue?”, “what is in the third row?”) and Chief reads the whole page first: it scrolls down and presses Load more so every row is loaded, then takes every numbered row, every field with its value, and every tab and button, and answers from all of it. You see “Reading the whole page” while it does. The same rules apply: passwords, keys and card numbers are never read, and the Secrets, API keys and sign-in security pages are never read in full.
• What it never seesPasswords, card numbers, bank account and routing numbers, keys, tokens, connection strings, one-time codes, hidden fields and file uploads are never read, whatever the page, and forms on the pages that hold keys and secrets are not read at all. Nothing about your screen is stored; it goes with your message and is gone.
• It only sees what you can seeChief looks up the open record itself, through your own access. A record you cannot open is described to Chief only as “a record you cannot read”, never by name.
• Text written by outsiders stays informationOn pages that show what people outside your workspace wrote (the inbox, leads, support tickets, form answers), Chief treats that text as information, never as instructions, and anything it would change on that turn waits for your yes.
• Turn it offPress Turn off on that line and Chief stops looking at the page, on this browser, until you turn it back on.
• Point at something and it explains itWith a mouse, rest the pointer on a button, tab, column or field for a few seconds and the character walks over, points at it and offers to explain it. Say yes and the explanation appears in her bubble: what it is, what it does here, and, if there is something you should do about it, a suggestion and an offer to do it for you (anything that changes your data still asks for your approval first). Each thing is offered once a day, at most twenty a day, never while you type or have a window open, and never on a phone. Password fields and anything marked private are never offered. Turn it off under her settings: Explain what I point at.
• Ask it to explain the pageThe first time you open a page, the character on the page offers to explain it. Say yes and you get a short overview right there: what the page is for, the main things you can do on it and where, and anything on screen that needs attention, with two or three “tell me more” buttons for the detail, step by step. You can ask any time: tap the character and choose Explain this page, or press the information button at the top of the Chief panel. The offer comes once per page, at most three times a day, never while you type or have a window open; Not now keeps it quiet for the day.
• It knows where everything isAsk “where do I change the logo?”, “how do I turn on two-step sign-in?” or “does WorkBOS do call recording?” and Chief looks it up in a complete map of the product, cut down to the menus, pages and tabs your role and plan include. It answers with the path (for example Settings > Appearance > Brand), opens the right page and tab for you, and says when something needs a higher plan or an owner. When WorkBOS has nothing by that name, Chief says so and offers the closest thing instead of guessing.

While Chief works, the panel lists each step as it happens (for example “Checking overdue invoices” or “Looking up Acme”) with a Stop button. Stop halts it before its next step, including a form it was about to fill on the next page: anything already done stays done. After the answer, the steps fold into one line you can open again. Answers now appear word by word as Chief writes them, and they start sooner.

Describe a form, a project or an invoice in your own words and Chief builds the whole thing in one go: “a form for catering orders with the date, number of guests, menu choice and a phone number”, “a project for the Acme website with tasks for design, build and launch”, “invoice Northwind for 10 hours of consulting at 150”. You see one card listing exactly what will be created, every question with its type, every task with its date and owner, every line with its price and the total, and nothing is made until you press Approve. Then the finished form, project or invoice opens. When you are on a New form, New project or New invoice screen, Chief offers to build it for you.

• Forms open ready to editEvery question gets its proper type, so names, emails and phone numbers from submissions become leads as before. The form is a draft until you publish it from the studio, unless you asked Chief to publish it. Only owners and admins can make forms, the same as on the Forms page.
• Invoices are always draftsChief never sends an invoice and never marks anything paid. The number comes from your invoice counter, the amounts are worked out by WorkBOS from the lines, and the client’s currency and payment terms are used when you named a client it knows.
• Explain this pageAsk Chief to explain the page you are on and you get a short overview of what it is for, the main things you can do there, and anything that needs your attention, with follow-ups you can tap for the details.