Workleap

FAQ: Workleap AI

Get real-time insights, actionable advice, and task support to help your team work smarter

Workleap AI

What can Workleap AI do?

Uncover the mechanics behind Workleap AI's responses and how you can help refine them.

Understanding responses in Workleap AI

Workleap AI usage and credits

Learn what Workleap AI is, what it can do, and how to start using it.

Getting started with Workleap AI

Add knowledge to Workleap AI

This guide walks through how to set up Workleap AI to use knowledge from Confluence.

Connect to Confluence

Connect Workleap AI to Slack

A step-by-step walkthrough for connecting SharePoint data to Workleap AI.

Connect to SharePoint

Add the Workleap AI app to Microsoft Teams

Add the Workleap AI app to Slack

Connect JIRA as a knowledge source for Workleap AI

Connect Workleap AI to a private Slack channel

Connect Notion to Workleap AI

Connect Workleap AI as a custom connector so your AI tool can use your Workleap context.

Use the Workleap Agent in Claude, ChatGPT, and other AI tools (MCP)

Connect knowledge sources

How Workleap AI keeps your data secure

How to share access to Workleap AI with your team

Adding your team

Security, access, and admin controls

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

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Empty Help Center

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Home

Search results

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Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.