The Kepler Assistant

The Assistant is a chat interface over your whole workspace. Ask it questions the way you'd ask a colleague who somehow remembers every record — "who have we placed at fintech companies in Leeds?", "show me contract DevOps candidates available this month", "what's the state of the Acme account?"

Starting a chat

Open Assistant in the sidebar and type into the composer, or select Assistant in the page header to open it in a side panel on any page. The panel keeps your conversation as you move between pages. It shares the right side of the screen with the Help drawer: opening one closes the other. In global search, type your question and select Ask the assistant — or press Cmd/Ctrl + Enter — to send it to the Assistant. The new-chat screen offers your most recent conversation as a jumping-off point. Answers stream in as formatted text, above a single activity line saying what the assistant is doing as it works ("Searching candidates", "Loading record"…) — expand it to see each step.

What it can do

• Search candidates semantically — over profiles, CV content and recruiter notes, with structured filters (status, availability, location, source, dates) layered on top.
• Search all records — jobs, companies, contacts, applications, placements, tasks and lists.
• Count and list — "how many candidates did we add in June?"
• Drill into a record — full detail on a candidate (profile, recent notes, pipeline) or any job, company or contact.
• Shortlist for a job — rank candidates against the job's matching criteria.
• Read and draft email — read an email thread you can see and draft a reply or a new email for you to review and send.
• Find contact details — look up a missing email, mobile or LinkedIn profile for a person, which spends enrichment credits.

The Assistant can read and search CRM data, and can propose changes — including notes, tasks, stage moves, record updates and new records. Actions follow your workspace approval settings under Changes the assistant makes on Settings → AI. When confirmation is required, review the proposal before confirming it; action types set to Just do it are applied without a separate confirmation. Some actions, such as creating campaigns, adding people to campaigns, recording consent, marking a candidate as placed and finding contact details, always ask first. Check the action result to see whether a change is awaiting review or has already been applied.

@-mention records for precision

Type @ in the composer to search and attach specific records to your message. Mentioned records appear as chips, and the assistant works from the exact records you pointed at instead of guessing by name — essential when you have three John Smiths.

Dictate a message

Select the microphone beside the send button, or press Cmd/Ctrl + Shift + M in the composer, and allow microphone access if your browser asks. Speak, then press Enter or select Finish and transcribe; the words appear in the composer for you to check before sending. Press Esc to discard the recording. A recording stops at 5 minutes. The audio is used only to make the transcript and is not kept.

Ask about a file or image

1. Select Attach files or images below the composer, or drop files onto it. You can attach up to 5 files of up to 10 MB each: PDF, Word, text, CSV or Markdown documents, and PNG, JPG, WebP or GIF images.
2. Wait for the upload to finish. If an upload fails, remove it and try again before sending.
3. Enter a specific question, such as “Summarize this brief and identify the experience we should look for.” Add record mentions if you want the answer to relate to particular CRM records.
4. Review the answer against the source. Attaching a document to a chat does not itself confirm a proposed record change.

Include public web research

If your workspace allows web research, the composer includes a web research toggle. Turn it on for questions about public information, such as a company's recent news. Turn it off to answer from CRM data without web searches. Follow the source links in the answer to check the underlying information before acting on it. If the toggle is absent, web research is turned off for your workspace; an administrator can turn it on under Web research on Settings → AI.

Draft a workflow with the Assistant

Where Automations is available, describe the trigger, conditions and result you want. The Assistant can create or update a saved automation draft and test it; these draft edits do not publish the workflow. Open the draft, check its actions and test results, then publish when ready. See Create, test and publish an automation.

Chat history and sharing

• The chat history lists Mine and Shared conversations.
• Each conversation can be renamed, deleted, and switched with Share with team or Make private — share a research thread so a colleague can read your working.
• Only the chat's owner can send messages in it; teammates viewing a shared chat read along.

Getting better answers

• Say what you actually want to do next — "…so I can build a call list" gets more useful output than a bare query.
• Use @-mentions whenever the subject is a specific record.
• Use Copy on a finished answer to lift a shortlist or summary straight into an email.