> ## Documentation Index
> Fetch the complete documentation index at: https://docs.beam.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Beam AI Copilot
> Ask Beam AI for help from any page: the copilot panel knows which page and agent you are looking at, answers in place, and acts on what you ask.
Beam AI is the assistant built into every workspace. It fills the workspace home, and on any other page it opens as the copilot panel, which knows which page and agent you are on.
Agent \→\ Flow \→\ Toggle Beam AI copilot
> [!NOTE]
>
> Beam AI is turned on per workspace. If an agent page has no Beam icon in the header, ask your workspace admin.
## What Beam AI copilot is
### One assistant, two places
Both are the same assistant with the same conversation.
| Where | What you see | Best for |
| - | - | - |
| Workspace home | A full-page chat with a **Build agents** switch | Starting new work or building an agent |
| Any other page | The **Beam AI** panel, from the Beam icon in the header | Acting on the page in front of you |
### It knows where you are
A pill above the composer names the page copilot is reading, such as **Agent Flow** or **Tasks** with the agent's name. That is why you can ask it to explain a Flow, change a step, or say why a task failed.
Agent \→\ Tasks \→\ Toggle Beam AI copilot
### What is in the composer
**Enter** sends and **Shift+Enter** adds a line. The **+** button adds a file, a skill or an integration. Messages you send while copilot is busy wait in a queue.
### How it asks before acting
When copilot needs a decision, it asks in the panel rather than guessing.
> [!WARNING]
>
> Copilot acts on what you ask, including editing a Flow or rerunning a task. Say exactly what you want changed.
### Threads
Every conversation is a thread, shared between the panel and the workspace home. Threads are kept, so you can pick any up from **Chat History**.
### Where other features open into it
**Fix with AI** on a failed integration step and **Try in chat** on a skill card open the panel with a message already sent, as do **New skill** and **New project**. See [Workspace Skills](https://docs.beam.ai/05-resources/workspace-skills/workspace-skills.md).
### Who can do what
Three controls depend on your [role](https://docs.beam.ai/05-resources/roles-and-permissions/roles-and-permissions.md).
| Control | Needs |
| - | - |
| **Add skills** in the **+** menu | **Skills** under **Beam AI** |
| **Integrations** in the **+** menu | The **Integrations** group |
| **Build agents** on the workspace home | **Create & edit** under **Agents** |
## How to use Beam AI copilot
### Open and close the panel
**1. Select the Beam icon**
On any page except the workspace home, select the Beam icon at the right end of the header.
**2. Resize it if you want**
Drag the edge between the page and the panel.
**3. Close it with the Close icon**
The rightmost icon in the panel header closes it on every page until you reopen it.
### 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.
**2. Type your question and press Enter**
Be concrete, such as "Why did the last task fail?" on Tasks.
**3. Answer what it asks**
Pick an option and select **Next** or **Submit**, or reply in the composer.
**4. Check the result on the page**
Changes show up behind the panel. Check a Flow before you publish it.
> [!TIP]
>
> To understand rather than act, say "Explain, do not change anything".
### Use a skill or a file in a message
**1. Select + beside the composer**
The menu lists **Upload file**, **Add skills** and **Integrations**.
**2. Pick what to add**
**Upload file** attaches a file. **Add skills** inserts a skill, as does typing **/** in the composer.
**3. Finish the message and send it**
Press **Enter**.
Agent \→\ Tasks \→\ Toggle Beam AI copilot \→\ +
### Switch or start a thread
**1. Select the history icon in the panel header**
**Chat History** opens. Type in **Search for a thread...** to filter it.
**2. Select a thread to switch to it**
The pill still reflects the page you are on.
**3. Select + for a new one**
The **New chat** icon in the header starts a fresh thread.
### Build an agent from the workspace home
**1. Go to the workspace home**
Select **Beam AI** in the left navigation.
**2. Turn on Build agents**
The switch is in the composer.
**3. Describe the agent**
Say what it should do, when it runs, and which tools it needs. Copilot asks what it cannot infer, then links the new agent.
**4. Open the agent and check its Flow**
The panel keeps the same thread, so ask for changes there.
## Troubleshooting
> **There is no Beam icon in the header**
>
> The icon is hidden on the workspace home, so open another page. If it is missing everywhere, ask your workspace admin to turn Beam AI on.
> **The pill reads Workspace and copilot does not know what I am looking at**
>
> This page does not share its context. Move to the agent's Flow or Tasks, or name the agent, task or step in your message.
> **Add skills or Integrations is greyed out or missing from the + menu**
>
> Greyed out means **Build agents** is on, so turn it off. Missing means your role lacks the capability in [Who can do what](#who-can-do-what).
## Next steps
> **[Fix with AI](https://docs.beam.ai/03-running-operations/debugging-testing/fix-with-ai/fix-with-ai.md)**
>
> Repair a failed integration step with copilot.
> **[Creating Agents](https://docs.beam.ai/02-building-agents/agent-fundamentals/creating-agents/creating-agents.md)**
>
> Other ways to start an agent.
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