Squirrel
Your AI asset manager: ask in plain language, and it works the platform the way you do.
What Squirrel is
Section titled “What Squirrel is”Squirrel is the assistant behind the AI Chat panel. You ask it a question in plain language and it answers from your own data: your documents, your assets, your tasks. It answers, and it acts. Squirrel uses the same tools you have, reading documents, searching, looking up facts, drafting records, so when it answers it is answering from the platform.
Asking a question
Section titled “Asking a question”Open the panel from the right edge of any page. Type your question, or start from one of the prompts under “Try Super Squirrel for”. To point Squirrel at a specific thing, type @ and mention it: an asset, a document, a task. The mentions guide covers this. Your chats are kept, so you can return to a thread from “Recent chats” and carry on.
It uses the same tools you do
Section titled “It uses the same tools you do”Squirrel is not a separate system bolted on the side. It works the platform through the same actions you have, which is why its answers line up with what you see. It can:
- Find and read. Search and summarize assets, systems, and components; find, read, and search across your documents.
- Look things up. Pull extracted facts from documents, and find tasks, reminders, recurring obligations, findings, and events.
- Draft, for your confirmation. Pre-fill a new finding, event, or contact for you to review, and propose suggestions you accept, dismiss, or ask it to revise.
- Act in place. Post a comment on a record, and remember your preferences across conversations.
- Go deeper. Hand a harder question to a background helper without making you wait for the reply.
How it works, step by step
Section titled “How it works, step by step”Squirrel is agentic: it plans, takes a step, checks the result, and takes the next one, rather than answering in one shot. You can watch it work. Above each answer it shows its activity steps, so you can see it read documents, look up facts, and pull the numbers together. Then it answers with the evidence in hand, and links back to the documents it used.
Answers you can act on
Section titled “Answers you can act on”Because Squirrel works from your records, an answer is something you can open and act on. It cites the documents behind a claim, and you click a citation to reveal the exact source (see the lineage guide). It returns assets, tasks, and documents as clickable mentions that open the record. And when it proposes work, it comes as a suggestion you accept, dismiss, or send back for a change. Nothing it drafts is committed until you say so: Squirrel proposes, you decide.
