Cómo funciona Cx Assistant, página por página.

Assets

What is an asset · Assets page overview and layout · Assets table columns

22 secciones · Actualizado el 2026-10-09

Cx Browser — the Chrome and Edge extension

What the Cx Browser extension is · How to get the extension · Signing in and connecting

7 secciones · Actualizado el 2026-10-19

AI assistant (Cx Assistant chat)

What is the Cx Assistant · Full chat page vs the chat drawer · How to choose which assistant answers

27 secciones · Actualizado el 2026-10-03

Connections — Outlook, OneDrive, SharePoint, Gmail, Notion, Autodesk and your own servers

What connections are — let the assistant work with Outlook, OneDrive, SharePoint, Gmail, Notion and Autodesk · Where to find your connections — Settings, Connections tab · How to connect Outlook mail

19 secciones · Actualizado el 2026-10-03

Dashboards

What are dashboards · The dashboards list · How to create a dashboard

18 secciones · Actualizado el 2026-10-08

Documentation

What is the Documentation module · Documentation page layout at a glance · Scopes in the left sidebar

23 secciones · Actualizado el 2026-09-19

Getting started — your first steps

Welcome to Cx Assistant · Create your account · Create your first asset

8 secciones · Actualizado el 2026-10-19

Home dashboard

What is the Home dashboard · KPI stats at the top of Home · Charts on the Home dashboard

8 secciones · Actualizado el 2026-09-19

Invites & joining projects

What are invites · Who can invite members · How to create targeted invites

11 secciones · Actualizado el 2026-10-03

Issues

What is an issue · Issues page overview and layout · Issues table columns

22 secciones · Actualizado el 2026-09-19

Layouts

What are layouts · The layouts list · The editor: view mode and edit mode

18 secciones · Actualizado el 2026-09-19

Sign in

How to sign in · Two-factor verification at sign-in · Signing in with a backup code

13 secciones · Actualizado el 2026-09-19

Map

What is the Map and how to open it · What the pins, lines and colours mean · How to move around: basemap, zoom, Fit all and pin grouping

17 secciones · Actualizado el 2026-09-19

Meetings

What is the Meetings module · How to create a meeting and write the minutes · Seeing every open action across meetings

9 secciones · Actualizado el 2026-10-03

Finding your way around

The search bar — search the whole app from any page · How to narrow a search with the chips · Recent searches and keyboard shortcuts in search

11 secciones · Actualizado el 2026-09-19

Notifications

Where to find your notifications — the bell icon · What the badge number means — seen vs read · All and Unread tabs, and marking everything read

9 secciones · Actualizado el 2026-09-19

Cx Assistant for Word & Excel — the Office add-ins

What are the Word and Excel add-ins · Where to find the add-ins from the web app · How to install the Excel add-in

6 secciones · Actualizado el 2026-10-03

Planner

What is the Planner · How to switch between Gantt, Table, Calendar, and Progress views · Gantt view basics: tree, zoom, Today, collapse

27 secciones · Actualizado el 2026-10-03

Project

What is a project · How to create a new project · Which starter template should I pick

25 secciones · Actualizado el 2026-09-19

Reviews

What are reviews · The review queue and the sidebar badge · How to create a review

15 secciones · Actualizado el 2026-10-03

RFIs

What is an RFI · The RFIs list page · Filter RFIs and share a filtered view

13 secciones · Actualizado el 2026-09-19

Scripts & Templates

What are scripts and script templates · How to create a script from a template · Recording results: Pass, Fail, N/A

15 secciones · Actualizado el 2026-09-19

Profile & Settings

How to edit your profile — name, email, avatar · Settings overview — the tabs and how to reach them · Account tab — language, timezone and job title

16 secciones · Actualizado el 2026-09-19

Sign up

How to create an account · Password requirements · Terms of Service and Privacy Policy

9 secciones · Actualizado el 2026-10-03

Support, Feedback & About

How to submit a support ticket · The support centre · How to send feedback — ratings, categories, and ideas

6 secciones · Actualizado el 2026-09-19

Trackers

What are trackers · The tracker library and mini previews · How to create a tracker

18 secciones · Actualizado el 2026-10-03

My Workspace

What is My Workspace (personal scope) · How to switch to My Workspace · What is available in personal scope

8 secciones · Actualizado el 2026-09-19

Assets

What is an asset · Opening the Assets screen · Assets list layout

20 secciones · Actualizado el 2026-09-19

Chat — AI assistant

The assistant is your home screen · The chat header — project chip, new chat, and badge · How to choose which assistant answers

25 secciones · Actualizado el 2026-10-03

Documents

What are documents · Opening the Documents screen · Documents screen layout

17 secciones · Actualizado el 2026-09-19

Home — project insights

What is the Home insights screen · Choosing the chart colours — app palette vs project status colours · Refreshing the insights

6 secciones · Actualizado el 2026-09-19

Issues

What is an issue · Opening the Issues screen · Issues list layout

20 secciones · Actualizado el 2026-09-19

Layouts

What are layouts on mobile · The layouts list and creating a layout from the phone · Moving around the 3D plan

8 secciones · Actualizado el 2026-09-10

Sign in & Authentication

How to sign in · Remember email · Show or hide password

13 secciones · Actualizado el 2026-09-19

Map

What is the Map on mobile and how to open it · What the pins, lines and colours mean · The map buttons: grouping, basemap, fit all pins and my location

12 secciones · Actualizado el 2026-09-19

Navigation & App Basics

How to open and close the navigation drawer · What is in the navigation drawer · The Sync row in the drawer

19 secciones · Actualizado el 2026-10-03

Notifications

The notifications inbox — what it shows · Badge vs unread — what clears what · Filtering unread and marking all read

10 secciones · Actualizado el 2026-09-19

Planner

What is the planner calendar · How to open the planner and switch between month, week, and day views · Reading the month view

16 secciones · Actualizado el 2026-09-19

Profile & Account Settings

Opening your profile · Profile screen overview · Update or remove your avatar (profile photo)

14 secciones · Actualizado el 2026-09-19

Projects — Join & Switch (Mobile)

Creating a project — web app required · How to create a project from the web app · Join a project with an invite code

9 secciones · Actualizado el 2026-09-19

RFIs

What is an RFI · Opening the RFIs screen and browsing the list · Search, filter, and sort RFIs

12 secciones · Actualizado el 2026-10-03

Scripts

What are scripts · Opening the Scripts screen and finding a script · Why there is no create button on mobile

16 secciones · Actualizado el 2026-10-03

Security — Two-Factor Authentication & Active Sessions

Opening the Security screen · What is two-factor authentication · Set up authenticator app (TOTP)

15 secciones · Actualizado el 2026-09-19

Create an Account

How to create an account · Registration field guidance · Show or hide password during registration

8 secciones · Actualizado el 2026-10-03

Support

How to submit a support ticket · Where to find Support in the app · Other ways to reach support — email and web

4 secciones · Actualizado el 2026-09-19

Account and security in the Word add-in

How to open the account view · Profile — your name and avatar · Security — two-factor authentication, backup codes, and password

6 secciones · Actualizado el 2026-09-19

Using the assistant in Word

Tour of the chat pane · How to ask the assistant a question · Chat history — finding your previous chats

17 secciones · Actualizado el 2026-09-19

What the assistant can do in your document

What the assistant can do in your Word document · Reading your document — selection, outline, full map, search, statistics · Inserting rich content — headings, lists, tables, code, and charts

11 secciones · Actualizado el 2026-09-19

Getting started with the Cx Assistant Word add-in

What is the Cx Assistant Word add-in · How to install the add-in from the Office Add-ins store · How to open the Cx Assistant pane

10 secciones · Actualizado el 2026-09-19

Account and security in the Excel add-in

How to open the account view · Profile — your name and avatar · Security — two-factor authentication, backup codes, and password

6 secciones · Actualizado el 2026-09-19

Using the assistant in Excel

Tour of the chat pane · How to ask the assistant a question · Chat history — finding your previous chats

13 secciones · Actualizado el 2026-09-19

Getting started with the Cx Assistant Excel add-in

What is the Cx Assistant Excel add-in · How to install the add-in from the Office Add-ins store · How to open the Cx Assistant pane

10 secciones · Actualizado el 2026-09-19

What the assistant can do in your workbook

What the assistant can do in your Excel workbook · Reading your workbook — the workbook map · Reading ranges, formulas, and your selection

13 secciones · Actualizado el 2026-09-19