Available Tools

You do not need to read this to use Exec through an assistant. Ask in plain language and it works out which capability to use. This page exists for the reader who wants to know exactly where the edges are, which is usually somebody doing a review. Everything below is subject to your own Exec permissions. Having a capability listed here does not mean you can use it on data you cannot otherwise see. See What the AI can see.

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Reading your workspace

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Practice and results

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Skills and scenarios

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Assignments

Status values are not started, in progress, completed, past due, and did not pass. Each row carries the due date, the best score and rank so far, and attempts against what was required.

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Building a roleplay

Building takes anywhere from under a minute to a few, and your assistant checks back on its own. It always describes the draft before publishing. Stopping part way keeps whatever was already written to the draft. Publishing enforces your workspace’s limit on custom scenarios, so if you are at your limit it will say so. One quirk worth knowing: scenario requests are checked for content that reads as code or as instructions to the assistant, and those are rejected with a note asking you to rephrase. If you paste a formatted scenario spec and it is refused, describe it in plain sentences instead. That is the most common surprise in this whole feature.

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Charts and dashboards

Charts come out in Exec’s colours and use Exec’s vocabulary. They need an assistant that can display interactive panels. In a text-only assistant you get the numbers instead, and nothing breaks. See Limits.

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Everything else in Exec

Courses, certifications, programs, and call scoring have no dedicated capability, but an assistant can still query them, so questions like which courses has [name] completed? generally work. Expect an extra step or two while it works out how to ask. For call scoring specifically, what comes back is whatever your scorecards and call categories are configured to capture, not a fixed set of measures. A question about objection handling lands if objection handling is one of the things you score. If it comes back thin, ask in the language of your own criteria. This path is read-only. Requests to change anything are rejected before they run. Knowledge Hub content is not reachable this way. It can be used as source material when building a scenario, but it cannot be searched or read back to you.

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