The workspace

Every page in Clapilot has the same frame: a tab bar at the top, your conversations on the left with the menu below them, your work area in the middle and the chat dock with the agent on the right. Once you know this frame, you will find your way around any module right away.

The screen at a glance

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1. Profile – your profile picture opens the settings.
2. Tab – every open page is a tab, just like in a browser. The name shows what you are working on, for example Emails – USt-Bescheid 2025.
3. New tab – opens another page next to the existing ones.
4. Page actions – the most important actions for the current page. On the dashboard, this is the plus button for new documents, tasks, notes and emails.
5. Session selector – switches between your conversations with the agent in the chat dock.
6. Chat input – this is where you write to the agent. It knows which page you have open.

Your conversations with the agent sit on the left of every page. One click opens a conversation in the chat dock, a second click in the full-size chat. Drag the column's right edge to change its width; Clapilot remembers it.

Working with tabs

Tabs are the fastest way to switch between several things at once – for example, replying to an email, checking the contact in a second tab and creating a task in a third.

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1. New tab – opens the page picker.
2. Choose a page – click a tile to open that area in the new tab.

• Change the page in a tab: Click the tab that is already active. The same picker appears, and the tab switches to the page you choose.
• Close a tab: Click the × on the tab. If you close the last tab, Clapilot automatically opens a new dashboard.
• Menu and tabs: Clicking an entry in the menu opens that area in the current tab. For an additional tab, use New tab.
• Up to 20 tabs can be open at the same time. Save unsaved input before you switch tabs – for example, save a reply as a draft.
• Activity dot: If the agent is working in a tab you can't currently see, a dot on the tab shows whether it is still working, has finished or has stopped. A notification with Open reply takes you straight there.

The menu

The menu sits in the bottom third of the left column, below your conversations – just like in the iPhone and Mac app.

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1. Areas and modules – every area and installed module as an icon. The open page is highlighted; a click opens the area in the current tab.
2. Chat – the full-size chat with all conversations.
3. Settings – your profile, your connections and – for administrators – administration. After it come Modules & skills and the Documentation.
4. Issue Reporter – reports a problem or request directly to the Clapilot team (see Help).
5. Log out – signs you out.
6. Collapse the column – the column shrinks to a single row of icons; conversations and areas stay within reach.

Which entries you see depends on the installed modules. You can change the order and visibility of individual entries under Settings → Profile → Customize menu (Settings).

The chat dock

The chat dock sits to the right of every page – except in Chat and Team Chat themselves. At the top, it shows where you are working, for example “You are working on this email”. Below that you see matching suggestions, such as Summarize emails in Emails or Summarize open tasks in Tasks. Everything else about the dock is covered in the chapter Working with the agent.

The arrow button at the top of the chat dock opens the conversation in the full-size chat.

If you need more space, turn on Allow collapsing the chat dock under Settings → Profile. You can then collapse the dock, and Clapilot remembers its state.

To change the dock's width, drag its left edge – in the browser as well as in the Mac and iPad apps. Clapilot remembers the width per device; in the apps, double-clicking the edge restores the default width.

Messages and notifications

Clapilot briefly reports results at the bottom of the screen: Done when something succeeded, Notice for information and Action failed when something went wrong. These messages disappear on their own after a few seconds.

The bell at the top right of the header collects your recent notifications: replies from the assistant, new Team Chat messages and actions waiting for your approval. The number on the bell shows how many are unread. Clicking it opens the list and marks everything as read; clicking an entry opens the chat, the room or the pending approvals. The bell is also in the iPhone, iPad and Mac apps – at the end of each area's title bar.

If the agent needs your consent, for example before it sends an email, an Approval card appears in the chat. See Approvals for details.

Keyboard shortcuts

On your smartphone

On narrow screens, Clapilot shows a bar at the bottom instead of tabs, with Clapilot (dashboard), Chat and Settings. You open the menu with the round button at the top left. There is no chat dock; use the Chat area instead. There are also native Clapilot apps for iPhone, iPad and Mac – ask your administrators for access.