Using the Fullness AI Copilot

The Fullness AI Copilot is a chat assistant that understands your workspace and the Fullness product. You can ask it how to do things, navigate the app, get help with a feature, or hand off to the support team.

Open the copilot

Click the floating assistant button in the bottom-right corner of the dashboard, or go to Chat in the sidebar. The copilot opens as a side panel or a full page.

What you can ask

• How-to questions: "How do I create a budget?" or "Where do I find my net worth?"
• Navigation: "Take me to invoices" or "Show my expenses" — the copilot can open the right screen with one tap.
• Context-aware help: "What is Money Mode?" or "Explain this page" uses the screen you are currently on.
• Support handoff: Say "talk to support" or "I need human help" and the copilot will open a support chat with the Fullness team.

Suggested actions and nudges

When the copilot notices something useful — for example a bill due soon, a budget nearing its limit, or a new feature you have not tried — it may show a proactive nudge. Tap it to start a conversation or jump to the relevant screen.

Privacy and feedback

The copilot can see your workspace name, plan, language and basic counts (accounts, budgets, pending reviews) to give relevant answers. It does not store payment card numbers or passwords. Rate responses with the thumbs up/down buttons to improve answers.