Open Occam
Click Ask Occam in the floating bar at the bottom-right of any Dashboard route, or press ⌘+J (macOS) / Ctrl+J. A chat panel docks above the bar. The maximise toggle in the panel header expands it to a full-height side panel; Esc shrinks a maximised panel back to docked, then hides it on a second press. Closing the panel does not end the active conversation — re-opening returns you to it.Send a message
Type into the prompt input at the bottom of the panel and press Enter (or the send button). Responses stream in as Occam composes them. The input is disabled while a reply is in flight. A blank conversation shows quick prompts as one-click starters:- Check system status — a short fleet summary plus suggested next actions.
- Create node — walks you toward deploying a node.
- Add a user — opens the invite-member dialog directly.
Occam sees the screen you’re on
Occam reads the current page and the active tab, so prompts like “explain this screen” or “open the logs tab” work without you spelling out where you are. It works from your session, so it can only see and reach what your role already lets you access.Tool calls and confirmations
Occam can pull read-only data about your org — current node and executor status, events, and incidents — to answer a question. Reading data needs no confirmation. (Metrics/telemetry history is not yet wired and returns no data.) The one thing Occam can do beyond reading is fill a form for you. When it offers this, a card appears in the panel:- It states exactly how many fields it will fill, with a Fields disclosure listing each value.
- Nothing happens until you click Fill form.
- After filling, you review the values and continue manually. Occam never clicks Next or Deploy — the final submit is always yours.
Sources
When an answer draws on a specific node, event, or screen, Occam attaches Sources. Expand them to jump straight to the screen behind the data — for example, the node details page a status came from. Sources turn an answer into a starting point for your own investigation.Switch and delete conversations
The history popover (clock icon) in the floating bar lists every conversation you’ve started, newest first, with a Search chats box to filter by title or last message. From there you can:- Start a new chat with New — the current conversation is preserved, not deleted.
- Switch to an earlier conversation by clicking it; its messages load back into the panel and you continue in that context.
- Delete a conversation with the per-row trash button (asks to confirm). Deleting the active conversation resets the panel to an empty chat.
What Occam can do
- Answer questions about your fleet from read-only data — current executor and node status, events, and incidents.
- Open the right screen or node tab, and highlight the field worth rechecking.
- Pre-fill a form for your review (gated by Fill form; it stops before submit).
- Walk you through a flow — “how do I rotate an executor API key?” — and link to the matching docs page.
- Cite Sources inline so you can jump to the screen behind an answer.
What Occam won’t do
- Change your fleet without you confirming and submitting yourself — it never clicks Next or Deploy.
- Act outside your permissions. An action you couldn’t perform yourself is one Occam can’t perform for you; it can’t escalate access.
- Operate from the Admin Panel — it is Dashboard-UI only.
- See more than you can. It uses your session and is scoped to your active org.
Privacy and data handling
Conversations are stored server-side and scoped to your user within your organization — they’re private and not visible to other members. Deleting a conversation removes it from the server. Occam receives only what it needs to answer: your message stream plus the read-only context and data it resolves for the active org. For a form-fill, the exact field values are shown in the panel before you click Fill form.Permissions
- Open Occam and chat — Org Owner, Org Admin, Org Member.
- Anything Occam fills or opens is bounded by your own role. Occam acts as you, never above you.