Chief drives the app

Ask Chief to open a record or start a new one and it takes you there and fills in what you told it, on your screen, exactly as if you had typed it. "Open the client Acme and change its phone to +1 555 0100" opens Acme in the Clients editor with the new number already in the Phone box. "Go to leads and start a new lead for Jane at Northwind" opens the New lead form with the name filled in.

• It never presses Save, Delete, Send, Pay or Approve on its ownChief prepares the form and then stops. The panel says "Waiting for you to press Save" and asks "Press Save?": Yes presses it for you, No leaves the form open for you to check. Nothing changes until one of you presses it, and if you close the form instead, nothing was changed.Buttons that pay, refund, void, delete, remove, merge, send, publish, approve or confirm are never pressed by Chief, even when you say yes. Those stay yours to press on the page.
• Move, resize and dim the Chief windowDrag Chief’s window by its title bar to put it anywhere, and drag the bottom-right corner to make it bigger or smaller. The adjust button in the title bar has a See-through slider so you can keep working on the page behind it; the window turns solid again while you point at it or type. Reset size and place puts it back. A click anywhere outside the window, or Escape, tucks Chief away; tick Keep open while I work on the page to keep it beside you instead. Your choices are remembered on this browser.
• Faces for your AI employeesAsk Chief "give the agents faces that match their names": it reads each name and gives a woman’s name a female character and a man’s name a male one, without repeating a face where it can. Change any face yourself on the agent’s page.
• Chief follows the conversation and answers brieflyChief reads the latest messages of your chat and remembers what you asked earlier in it, so "do it", "the second one" or "and for Acme?" carry on from where you were. Answers are a few lines by default; say "details" or "explain" when you want the full picture. Start a new conversation with the eraser button.
• It only sees what you can seeChief works inside your own session. A page you cannot open, a record you cannot read or a field you cannot edit is out of its reach too, and it says so instead of pretending.
• Call a teammateSay "call Aqsa" and Chief finds her and rings her in the app straight away, the same call the Call button places. It finds people by how their name sounds, so a name the microphone spelled "Aksa" still reaches Aqsa. Ringing a colleague this way works on every plan and needs no WorkBOS phone number, because it is the colleague product rather than the phone system. An outside phone number goes into the dialer, and you press Call; that is a telephone call, so it needs Pro or above and a WorkBOS number on the workspace. Chief asks both questions separately and, where the answer is no, says which one it was instead of promising a call it cannot place.
• Message a teammateSay "tell Aqsa the demo moved to 3" and Chief writes the Team Chat message, shows you the exact words, and sends it in your name only when you say yes. Anything but a clear yes leaves it unsent, and you can change the wording first.
• Read the whole pageAsk about what is on the page you have open (“read the whole list and tell me who joined in August”, “how many of these are overdue”, “what is in the third row”) and Chief reads the page itself: every loaded row, every field with its value, every tab and button, scrolling down to load more first. You see “Reading the whole page” and then the answer from everything on it, not only the first few rows. It never reads the Secrets, API keys or sign-in security pages.
• Work the page“Scroll down”, “search for August”, “switch to the All tenants tab”, “sort by Joined”, “filter to overdue”, “next page”, “open the third one” and “tick the first two” all work on the page you are on, exactly as if you had done it with the mouse. These are ways of moving around a page: none of them saves, sends, pays or deletes anything, and Save, Delete, Send, Pay and Approve stay yours to press.
• Exact totals"What are our total expenses?" is answered by adding up every matching record, the same figure the Dashboard shows, never by adding up the first page of a list.
• Finding a page or a tabSay "take me to" and the place, the way you would say it: half a word, a typo or a different word all work ("take me to inovices", "phone recording", "two factor", "billing invoices"). Chief opens the exact tab inside a page when you name one.When two places are equally likely it asks which one you meant, with a numbered list; say the number or the name.It only offers places the menu shows you: a page your role cannot see, a page an owner has hidden, or an admin-only tab is never offered, the same rule the sidebar and search use.
• Where it can goClients, Leads, Projects, Tasks, Vendors, Deals and Contacts, Invoices and Employees. It opens a record by name (Chief looks the record up first) or the "new" form for that module.
• What it cannot doMoney changes, approvals, sending messages, deleting or archiving anything. It cannot press buttons on pages it has not opened, and it will not fill a field it cannot find on the screen; each step is reported in the panel so you can see what happened.