# Ask in Chat Select **Chat** at the top of the sidebar, type your question or request, and press Enter, or select one of the suggested questions under the box. The chat then moves into a panel at the right of the screen, so you can read the answer beside your work. **Chat** at the bottom right of the screen, or Ctrl+J (⌘J on a Mac) from anywhere, opens and closes the panel on the chat you had open, and Esc closes it while you are in it, unless you have started typing. On a phone, the panel fills the screen. The AI works as you, with your permissions. Select **Stop** to stop it while it is still working. You can also ask from **Search**. Type your question, then select **Ask in Chat**. When no items match what you typed, that row is selected already, so pressing Enter asks. The AI knows which view you have open. When you write "this view", it means that view. When a reply is about items, it shows each item as a card with its status, people and finish date. Select a card to open the item. A reply can end with suggested next steps; select one to send it. When you ask for a person, a demo or pricing, or the help does not answer a question about using Teamhood, the reply offers **Contact us**. If you can manage the subscription, it offers **Book a demo** too. ## Ask about items you selected or have open Select items in a view, then select **Ask in Chat** in the bar that appears. Or open an item and select the Chat button at the top. A new chat opens about those items, with suggested questions to start from. The chat stays about them until you select the **X** beside them in the message box, or start a new chat. ## Check changes to items before they happen When the AI wants to create, change, delete or link items, it shows a plan first. While it writes a long plan, the chat counts the changes written so far. One sentence says what the plan does. The rows are grouped under the item they belong to, and each group opens when you select it. A new project or plan starts small. Unless you say how big it should be, the AI proposes the top item and the level under it, such as a project and its phases. Once you apply it, the AI offers to fill in the next level, one or two items at a time. Clear the rows you do not want, then select **Apply**. Deletions start cleared. A row your role cannot change shows a lock and the reason, and the plan leaves it out. The changes are made as your own edits, so **Undo** in the sidebar takes the whole plan back. Once applied, the plan says what changed and lists any change that did not apply, with the reason. Select **Decline** to change nothing. To change a value in the plan, tell the AI what to change in the chat. A plan only uses options a field already has. If your request needs a new one, such as a new tag, the AI first adds the option to the field. That changes the field for everyone, so it always waits for you. The plan follows once the option exists. ## Make or change a view Ask for a view in your own words, such as "a list of tasks with the ICE fields". The AI can make a view of any kind or a folder, and change the view you have open. It can move a view into or out of a folder, and add, rename, remove or reorder a view's tabs. If you don't say what the view should show, it proposes one, such as your own open work. The plan shows the view's types, columns, filters, grouping and sort before anything is saved. On a new view you can change its name and its kind on the plan. A setting the new kind cannot show is dropped. Select **Apply** to save it. A new view then opens, and you change the rest of it there as you would any view. You can also tell the AI what to change in the chat. **Undo** takes it back. A new view starts as **Private**, so only you can see it. To share it, select **Anyone in the organization** on the plan before you apply. That choice needs a role that can edit views. A view made inside a folder is seen by whoever can see the folder. A change to a saved view changes it for everyone who can see it. The AI can also delete a view. Deleting a folder deletes every view in it, for everyone. The items stay. A delete on the plan is not selected until you select it. The AI can also change who sees a top-level view, sharing it with everyone or only with the people and teams you name. That change always waits for you, and **Undo** does not take it back. The AI cannot make a scatter or flow chart. ## Make or change an automation An automation sets or clears fields when a field changes. Ask for one in your own words, such as "when all subtasks are done, complete the parent". The AI checks the automations that already exist, then shows the new one as a sentence on a card. Select **Add automation**. The AI adds the automation switched off. Use the switch on the card to start it, and again to stop it. **Open in builder** opens the automation in the field's settings. The AI can also explain a field's automations, change them and delete them. A changed automation is switched off until you switch it on. The AI cannot write expressions. Make those in the field's settings instead. Only a role with **Manage fields & types** can make or change automations. By default, only administrators have it. For anyone else, the AI explains the automation and names who in your organization can add it. ## Choose what the AI may do without asking Creating, changing, deleting or linking items, and changes to views, always come as a plan, except a change to who sees a view, which always waits for you. The menu under where you type sets what happens to other changes, such as comments or invitations, in this chat. A new chat starts on **Ask before changes**. - **Ask before changes**: every change waits for you. - **Allow changes**: changes run at once. Removals and invitations still wait for you. - **Allow removals and invites**: changes, removals and invitations run at once. A change to the organization's setup always waits for you, whatever the menu says. That covers holidays, cost rates, item types, fields, automations, item templates, teams and their members, people's roles, deactivating people, who can see a view and revoking an invitation. A change to working weeks, time off or planned hours also always waits for you. A waiting change shows as a card that says what it does, such as **Add 2 holidays?**. When the change reaches the whole organization, changes people's hours, or sends email, the card says so above the details. Select the button that names the change to make it, or **Decline**. Select **Details** to see exactly what the AI sent. The menu's button turns amber while a chat is on **Allow changes** or **Allow removals and invites**. If you send a new message while a change waits, the waiting change does not run. ## Find a past chat Your chats are saved until you delete them. Only you can see your chats. A chat is named after your first message, and while the AI answers it, the AI gives the chat a short name, unless you have renamed it by then. Select the chat title at the top of the chat to switch chats. Rename or delete a chat from the menu beside the title. To start a new chat, select **New chat** at the top of the chat, or press Ctrl+Shift+O (⌘⇧O on a Mac) from anywhere. The chat you leave stays in the list under the title. If the AI is still answering, it stops. ## Turn Chat off for everyone Turn off **Offer Chat** in **Settings → Integrations → MCP**. You need a role that can change the organization's settings. By default, only administrators have it. After that, nobody in the organization sees Chat. Assistants connected with MCP keep working. ## Where your messages go Chat sends your messages to OpenAI, the company that runs its model. It also sends OpenAI the data it reads to answer you. ## Next - [Connect an assistant with MCP](../connect-mcp/) - [How do I make a field change automatically?](../../types-and-fields/automate-fields-with-rules/)