Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know how to use Neo to take action in Covercy One — creating or updating contacts and investing entities, assigning and scheduling tasks, drafting emails, and moving straight to the page or record you need — entirely through natural language, with your explicit approval before anything is saved.
Note
Neo never saves a change automatically. For every action that modifies data, Neo presents a confirmation card first. The change is only applied after you click Confirm, and it is carried out with your own permissions — Neo cannot create or change anything you could not create or change yourself.
Open Neo
- Click Ask NEO in the top bar — the button shows the keyboard shortcut hint next to its label — or press Ctrl+/ (Windows) or Cmd+/ (Mac) from anywhere in the GP experience.
- The Neo chat panel opens on the right side of the screen with a message input and any context-aware suggestions for the page you're on.
- Type what you want done in plain language and press Enter.
Tip
Neo's action requests all follow the same shape: say what you want in one sentence, review the card Neo returns, then confirm. You can keep going in the same conversation — a follow-up like "now assign it to Sarah" builds on what you just did.