Skip to main content
Beam AI is the assistant built into every workspace. On the workspace home it fills the page. Everywhere else it opens as a panel on the right, called the copilot, and it knows which page you are on and which agent you are looking at. Both places share one conversation, so a thread you start on the home is still there when you open the panel on an agent.
The Beam AI copilot panel open on the right of an agent's Flow page, with the Agent Flow context pill above the Ask anything composer

Agent → Flow → Toggle Beam AI copilot

Beam AI is turned on per workspace. If the Beam icon is not in the top-right of the header on an agent page, it is not enabled for yours. Ask your workspace admin.

​
What Beam AI copilot is

​
One assistant, two places

Beam AI shows up in two forms, and they are the same assistant with the same conversation. The panel keeps its state as you move around. Open it on one page and it is still open on the next. Close it and it stays closed until you open it again. The thread comes with you too, so you can ask a question on an agent’s Tasks page, move to its Flow, and carry on in the same conversation.
The header icon is not shown on the workspace home, because Beam AI already fills that page. Open any other page to get the panel.

​
It knows where you are

A pill sits above the composer and names the page copilot is reading: Inbox, Integrations, Views, Skills, Projects, or Workspace Settings at workspace level, and on an agent’s pages the page name followed by the agent’s name, such as Agent Flow, Tasks, Configuration, Analytics, or Learning. Inside a task the pill reads Task or Task Node. On a page copilot has no specific knowledge of, it reads Workspace. That pill is what makes the difference between a generic chat and a copilot. On an agent’s Flow you can ask it to explain the Flow or change a step. On Tasks you can ask why a task failed. In Inbox you can ask it to work through what is waiting on you. It uses the same connected integrations and skills as the workspace home, so it can also do work that has nothing to do with the page, such as drafting an email.
The bottom of the copilot panel showing the Tasks context pill with the agent name, above the composer with its plus button and send arrow

Agent → Tasks → Toggle Beam AI copilot

​
What is in the composer

The composer reads Ask anything… until you type. Enter sends, Shift+Enter adds a line. While copilot is working, the send arrow becomes a stop square. The + button in the composer opens a menu with three things:
  • Upload file attaches a document to your next message.
  • Add skills lists the workspace’s skills. Pick one and it is inserted into your message. Typing / in the composer opens the same list inline.
  • Integrations shows what is connected and lets you connect more without leaving the chat.
You can keep typing while copilot is busy. Up to five messages wait in a queue above the composer, shown as messages queued, and each is sent as the previous one finishes. Expand the queue to remove one, or select Clear All.

​
How it asks before acting

When copilot needs a decision, it asks in the panel rather than guessing. Some questions come as a set of options above the composer, one at a time, with Back, Skip, and Next or Submit underneath, and sometimes an Other choice for a free-text answer. Others are a plain question in the thread, and you reply in the composer.
Copilot acts on what you ask, and that includes editing a Flow or rerunning a task. Say exactly what you want changed, and read its reply, because the change shows up on the page behind the panel. Closing the panel while a question is waiting is safe: the question is still there when you reopen it.

​
Threads

Every conversation is a thread. The history icon in the panel header opens Chat History, where you can search for a thread and switch to it, and the + beside it starts a New chat. Threads are shared between the panel and the workspace home, and they are kept, so after a reload or a fresh sign-in you can pick any of them up from Chat History.

​
Where other features open into it

Some buttons around the product are shortcuts into the copilot with a message already sent.
  • Fix with AI on a failed integration step opens the panel with the diagnosis already running. See Fix with AI.
  • Try in chat on a skill card opens the panel and asks copilot to show how that skill works. See Workspace Skills.
  • New skill on Skills and New project on Projects open the panel with copilot ready to guide you through creating one.

​
Who can do what

Beam AI itself is on or off for the whole workspace. Inside it, three things depend on your role. Roles are covered in Roles and Permissions. If a control is missing for you and not for a colleague, that is why.

​
How to use Beam AI copilot

​
Open and close the panel

1

Open any page except the workspace home

An agent’s Flow, Tasks, Inbox, Integrations: any of them. The Beam icon is at the right end of the header.
2

Select the Beam icon

The panel opens on the right, headed Beam AI. An empty thread shows Describe a task. Beam handles it. above the composer. Otherwise it opens on the thread you last had open.
3

Resize it if you want

Drag the edge between the page and the panel. It stops at about 40 percent of the window.
4

Close it with the Close icon

The rightmost icon in the panel header closes it. The header icon comes back, and the panel stays closed on every page until you open it again.

​
Ask about the page you are on

1

Check the pill above the composer

It should name the page and, on an agent, the agent. If it reads Workspace, copilot has no specific knowledge of this page and answers in general terms.
2

Type your question and press Enter

Be concrete about what you want. “Why did the last task fail?” on Tasks, or “Add a Slack message after the summary step” on Flow.
3

Answer what it asks

If copilot needs a choice, pick an option and select Next or Submit, or choose Other and type. If it asks a plain question in the thread, reply in the composer.
4

Check the result on the page

A change copilot makes shows up on the page behind the panel. On a Flow, the canvas updates as it edits. Check the Flow before you publish it.
If you would rather understand than act, say so. “Explain, do not change anything” gets you a description and leaves the page as it was.

​
Use a skill or a file in a message

1

Select + beside the composer

The menu opens with Upload file, Add skills, and Integrations.
2

Pick what to add

Upload file opens a file picker and the file attaches to your next message. Add skills opens a searchable list; select a skill and it is inserted into the composer. For a skill, typing / in the composer does the same without the menu.
3

Finish the message and send it

Add anything else you want copilot to know, then press Enter.
The plus menu open beside the copilot composer, listing Upload file, Add skills and Integrations

Agent → Tasks → Toggle Beam AI copilot → +

​
Switch or start a thread

1

Select the history icon in the panel header

Chat History opens with your threads, newest first. Type in Search for a thread… to filter it.
2

Select a thread to switch to it

The panel loads that conversation. The context pill still reflects the page you are on, not where the thread started.
3

Select + for a new one

The New chat icon in the header, or the + at the top of Chat History, starts a fresh thread. The old one stays in the list.

​
Build an agent from the workspace home

1

Go to the workspace home

Select Beam AI in the left navigation. The page reads What do you want to work on?
2

Turn on Build agents

The switch is in the composer. The heading changes to What would you like to automate today? and the suggested prompts become agent templates.
3

Describe the agent

Say what it should do, when it should run, and which tools it needs. Copilot asks about anything it cannot infer, then builds the agent and posts a link to it.
4

Open the agent and check its Flow

The link takes you to the new agent’s Flow. The panel comes along with the same thread, so you can ask for changes right there.
Build agents is only on the workspace home. In the panel, copilot works in ask mode, and Add skills and Integrations are not available while Build agents is on.

​
Troubleshooting

Cause: Either you are on the workspace home, where the panel is not needed, or Beam AI is not enabled for this workspace.Solution:
  • Open any other page, such as an agent’s Flow. If the icon appears, you were on the home.
  • If it is missing everywhere, Beam AI is off for the workspace. Ask your workspace admin.
Cause: The page you are on does not share its context with copilot. Copilot still works, but it cannot see this page.Solution:
  • Move to the page that holds what you are asking about: the agent’s Flow, Tasks, or Configuration, the task itself, or Inbox.
  • Or tell it in the message: name the agent, the task, or the step.
Cause: Greyed out means Build agents is on. Missing means your role does not include the matching capability.Solution:
  • On the workspace home, turn Build agents off. Both items are usable again.
  • If they are missing, ask an admin to check your role: Skills under Beam AI for Add skills, and the Integrations capabilities for Integrations. See Roles and Permissions.
Cause: Five messages are already waiting while copilot works on the current one.Solution:
  • Wait for one to finish, or expand the queue above the composer and remove a message, or select Clear All.

​
Next steps

Fix with AI

The copilot’s repair loop for a failed integration step.

Workspace Skills

Browse the skills you can hand to copilot with Add skills or a slash.

Creating Agents

The other ways to start an agent, and what to do after copilot builds one.

Roles and Permissions

The Beam AI capabilities that decide who sees Add skills and Integrations.