Using the AI assistant

The Help Centre and Bluplai’s in-app assistant work together. From any guide, select Ask Bluplai to ask a question in plain language. The assistant retrieves the relevant help articles and can also use the workspace data your role allows it to access.

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How it works

When you ask how to use Bluplai, the assistant finds the most relevant passages from the Help Centre before it answers. When you ask about your accounts, projects, stakeholders, or tasks, it uses the same permission-scoped workspace tools as the rest of the in-app assistant.

• Help answers are grounded in the same articles you can open and verify inside Bluplai.
• Workspace answers never exceed your organization, account, project, or role permissions.
• If your role allows AI actions, the assistant can create or update supported records after you ask it to.

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What it’s good at

• “Where do I do X?” — Mapping a task to the right module (for example, “how do I mark a milestone complete”).
• “What is X?” — Explaining objects and concepts like initiatives, stakeholders, the Customer Success Plan.
• “How do I set up Y?” — Walking through the flows we’ve documented (inviting a teammate, creating a project, generating an MCP token).
• Lifecycle framing — Helping you understand where a feature sits in Discover → Qualify → Plan → Engage → Deliver → Expand.

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Permission boundaries

• It cannot read an account, project, or module your seat cannot access.
• It cannot make changes when your role is read-only.
• It cannot grant itself or another person additional permissions.
• It should say when the Help Centre does not yet document a feature instead of inventing instructions.

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When the assistant says “I don’t know”

The honest answer is useful signal — it means there’s a gap in the docs, not necessarily in the product. Two things to do:

1. Open the most likely Help Centre section from the left navigation.
2. Ask again with the feature name or task you are trying to complete. “Invite a guest” and “add an external user to the workspace” can surface different guidance.

If you’ve tried both and still nothing useful surfaces, check the most likely module page directly — the sidebar on the left groups pages exactly as the app does.

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Page and workspace scope

The assistant works in two scopes:

• Page-scoped — open it on a specific account, project, or module and it reasons over that surface. “Give me a quick summary of this account,” “What’s at risk on this initiative,” “Who are the champions here.”
• Workspace-scoped — open it from Home and it reasons across every account you have access to. “What’s the state of the portfolio this week,” “Which accounts haven’t had an interview in 60 days,” “Where is adoption slipping.”

It can also populate modules from raw input — paste or upload a meeting transcript, a discovery PDF, or a set of notes, and the assistant extracts the relevant entries (goals, challenges, tech stack items, actions) into the right modules instead of you re-keying them. The exact surfaces and upload points are rolling out per module — check the assistant panel on each module page for the current coverage.