Home (Assistant)

Home (nav id copilot) is the assistant-first entry point. Use it to ask questions about your workspace, draft workflows and agents, get setup guidance, and navigate to the right screen without memorising the sidebar.

First-run onboarding

When copilot.config.get reports onboardingComplete=false, Home renders assistant-first onboarding inside the conversation instead of an empty state:

1. Display name — collected as a short text reply.
2. Assistant name — collected as a short text reply.
3. Vertical — inline VerticalStep card (law, healthcare, marketing, coding, or other).
4. Tool selection — inline ToolSelectionStep card listing integrations and MCP tools for your vertical.
5. Configuration plan — inline ConfigurationPlanStep card with per-tool setup status and configure actions.
6. Provider setup — inline cards for LLM (LlmProviderCard), OAuth connectors (OAuthProviderCard), or API keys (ProviderConfigModal).

Progress is persisted through onboarding.session.upsert. Web first-access completion waits until the assistant flow reaches done.

Everyday chat

After onboarding, Home is a full-page chat grounded by workspace RAG (when knowledge sources are indexed — see Knowledge).

• Slash commands — type / to open the slash palette (copilot.slash.list / copilot.slash.parse).
• @-mentions — reference agents, flows, or tools inline (copilot.mention.parse).
• Proactive cards — system events can surface action cards (copilot.proactive.fromEvent).
• Tool proposals — destructive actions escalate to the Inbox for human approval.

Inline UI in chat

The assistant can render registered inline components (link cards, button groups, run summaries, workflow validation reports, provider setup cards, and onboarding steps). When you ask "show me options" or "where do I configure X", expect an inline card or a navigation button — not instructions to edit files by hand.

Command palette shortcuts

Press Cmd K / Ctrl K and search for copilot, assistant, chat, or help to jump back to Home from any screen.

Related screens