Support / Using Pilea
Chat and cowrite
Chat is the fastest way to put Pilea to work. Click the Chat button in the top right and a side panel opens alongside whatever you’re doing - no context switch, no separate app. The input invites you to “Ask Pilea anything…” and means it.
Opening the panel starts a fresh conversation, with your history one click away. The empty chat suggests prompts that fit the page you’re on: “Clean up the backlog” or “Check for duplicates” on the backlog, an account recap on a customer page, and equivalents for mentions and themes.
Who answers
Every workspace has one agent, Pilea, so there’s nothing to route: Pilea answers. Its avatar, accent colour and writing style are set under Settings → Pilea (see Agents, skills, and pulses).
The three magic characters
Chat gets much more powerful once you learn its shorthand:
| Type | To do this |
|---|---|
| @ | Reference workspace items - backlog items, customers, tags, themes, surveys, documents and folders, and more |
| / | Run a skill as a slash-command |
| # | Reference tools |
So instead of describing an item and hoping Pilea finds the right one, you @-mention it directly. Pilea works from the actual record, not a paraphrase.
💡 Tip: Combine them. Reference a customer with
@, then run a skill with/- the skill executes with that exact customer in context.
What chat can actually do
This isn’t a read-only Q&A box. From the conversation, Pilea can:
- Draft and edit cowrite documents with you.
- Propose backlog merges and splits when it spots duplicates or an item that is really several. It shows a proposal card and tells you in plain words what it is about to do; nothing is merged or split until you confirm, and it reports back once it has.
- Create items, mentions, and tags, or update statuses for you.
- Run skills on demand, and help you write new ones.
In other words, chat is a way to operate Pilea, not just ask about it. “Mark those three as Won’t Do” is a valid instruction, not a support ticket.
While Pilea works, its tool use is collapsed into a single line - “searching mentions”, “reading the backlog” - that you can expand to see every step. If a reply fails, you get an inline error card with a Retry button that re-sends the same message.
Cowrite documents
Cowrite is Pilea’s collaborative editor, where documents are cowritten with Pilea. You write, Pilea drafts and revises alongside you, and the document takes shape in the conversation between you. When Pilea drafts a document, its first heading becomes the document’s title and isn’t repeated in the body.
Cowrite documents aren’t isolated, either:
- They can be analysed for feedback: click Analyse on the document and it feeds the same pipeline as your other sources, producing backlog items.
- They can be linked to backlog items and companies, so a spec or a customer brief lives next to the work and the account it belongs to.
- They sit alongside your uploaded files under Context, and can be
@-referenced from chat.
ℹ️ Note: Because documents link to backlog items and companies, cowrite works well for specs and customer-facing summaries - the evidence and the writing stay connected.
A workflow that ties it together
- Open Chat.
@-reference the backlog item you’re specifying.- Ask Pilea to draft a cowrite document for it.
- Edit together, then link the document to the item and the customers involved.
You’ve gone from raw feedback to a linked, Pilea-assisted spec without leaving the panel.
Stuck? Email us — a human answers, usually the same day.