Use the AI companion (and let it take actions)

The AI companion is on every page. Ask it anything, and in agent mode it can create goals, log habits, schedule tasks and more after you confirm.

Step 1: Open the companion

Click the floating “AI Companion” button at the bottom-right of any page.

Step 2: Ask in plain language

Type things like “plan my week” or “how am I doing on my savings goal?” — it already knows your data.

Step 3: Turn on agent mode

Toggle the ⚡ button in the chat header to let it take actions on your behalf.

Step 4: Confirm actions

When it proposes an action (e.g. “create goal”), review the preview card and click Confirm or Cancel.

Step 5: Use page prompts

Many pages show suggested questions — tap one to ask the companion about that page.