Meet Neo, your AI-powered Co-GP.
By the end of this guide you'll know how to open Neo, start and manage conversations, let Neo draft a report for you, and copy answers or send feedback on responses — everything you need to start using your AI assistant in Covercy One.
Note
Neo is available to GP users throughout the GP experience — you can open the chat panel from any page. Investors have their own version of Neo in the investor portal; this article covers the GP experience.
Open and close the Neo chat panel
- Click Ask NEO in the top navigation bar to open the chat panel. The input field is focused automatically so you can start typing right away.
- Alternatively, press Ctrl+/ on Windows or Cmd+/ on Mac from anywhere in the GP experience to toggle the panel open or closed. The Ask NEO button also shows the shortcut hint next to its label.
- To close the panel, click Ask NEO again or use the same keyboard shortcut.
Tip
When you open the panel on a page Neo understands — such as your contacts list, your holdings list, or a specific record — it shows a few pinned suggestions tailored to what you're viewing, with a header that names the page (for example, "On Contacts" or "For Acme Corp"). Click any suggestion to send it without typing. As you move between these pages, the Ask NEO button briefly animates to signal that Neo has context for the page you just opened.
Start a conversation
- Open the Neo chat panel. If no conversation is active, you'll see the empty state — headed "Ask NEO anything" — with suggested prompts to get you started.