How do I use Euclid in the dashboard?

Ask for help and review changes before approving them.

Euclid is in beta and on by default for every dashboard team. An admin with Manage organization settings can turn it off in Settings > Tiquo AI.

Select Open Euclid, then type a specific request. Name the record, location, and outcome you need. Voice is available after you allow microphone access; a short chime plays once voice is connected.

Replies appear as Euclid writes them. For longer requests, a Task steps checklist shows what is done and what is left. Each time you open Euclid it starts a fresh conversation; scroll up and select Show past messages to see earlier ones.

If Euclid asks Which customer do you mean?, select the right customer or add their email or phone number to your message.

Euclid opens pages and finds records without asking. Before it creates or changes anything, review the proposal and approve it with the button on the review card (for a task, Yes, approve), or select Cancel. A spoken or typed yes does not approve a change.

Minimise keeps the conversation and work available through Resume chat. Stop cancels ongoing work; it does not undo a saved change. If you click in the dashboard while Euclid is working, choose Keep working or Take over.

See Euclid for permissions and controls that need your help.