Atlas AI (Beta) brings AI-powered assistance directly into EOS One, helping teams quickly access information, manage work, and take action across their organization.
What Is Atlas AI?
Atlas AI is EOS One’s built-in AI assistant that helps users search organizational information, manage EOS One workflows, and interact with company data through a conversational chat experience.
Users can access Atlas AI globally throughout EOS One using the left sidebar navigation.
How to Access Atlas AI
Log in to EOS One.
Select the "Chat" option on the left-hand sidebar
Start a conversation by pressing the "New Chat" option, or pick up where you left off by selecting an existing chat from the history.
What Atlas AI Can Access
Atlas AI can reference and work with information across several EOS One data areas, including:
Vision/Traction Organizer (V/TO)
Accountability Chart (A/C)
Meetings
Rocks
To-dos
Issues
Headlines
Measurables (Scorecard)
Process Documents
What You Can Use Atlas AI For
Atlas AI can assist with a variety of EOS One workflows and day-to-day tasks.
Create and Update Rocks
Use Atlas AI to help manage Rocks by:
Creating new Rocks
Updating existing Rocks
Reviewing Rock progress
Finding Rock-related information
Example prompts:
“Create a new Rock for improving customer onboarding.”
“Show me my current Rocks.”
“Update the status of my Q2 Rock.”
Manage To-Dos
Atlas AI can help users stay organized by:
Creating to-dos
Updating to-do status
Finding assigned to-dos
Reviewing open action items
Example prompts:
“Create a to-do for updating the sales presentation.”
“What to-dos are assigned to me?”
“Mark my onboarding task as complete.”
Work with Issues and Headlines
Users can quickly interact with meeting and organizational items by asking Atlas AI to:
Find Issues
Review Headlines
Organize meeting discussions
Surface important updates
Example prompts:
“Show unresolved Issues from this quarter.”
“What Headlines were discussed in the last meeting?”
“Find Issues related to customer support.”
Access Meeting Information
Atlas AI can help users retrieve information from meetings, including:
Meeting discussions
Previous meeting details
Related action items
Team updates
Example prompts:
“What was discussed in last week’s leadership meeting?”
“Summarize the latest Level 10 Meeting™.”
“Show meeting notes related to hiring.”
Search Organizational Data
Atlas AI can search across connected EOS One data to help users quickly locate information.
Example prompts:
“Find Rocks related to revenue growth.”
“Search Process Documents for onboarding.”
“Who owns the customer success function on the Accountability Chart?”
Best Practices for Using Atlas AI
To get the best results from Atlas AI:
Use clear and specific prompts
Reference teams, meetings, or topics when possible
Ask follow-up questions to refine results
Use natural language questions and requests
FAQ
Can Atlas AI make updates in EOS One?
Yes. Atlas AI can assist with workflows such as creating and updating Rocks, managing to-dos, and working with Issues and Headlines.
Where can I access Atlas AI?
Atlas AI is available globally within EOS One through the left sidebar using the Chat toggle.
What organizational data can Atlas AI access?
Atlas AI can reference information from the Vision/Traction Organizer (V/TO), Accountability Chart (A/C), Meetings, Rocks, To-dos, Issues, Headlines, Measurables (Scorecard), and Process Documents.
Does Atlas AI save conversation history?
Yes. Atlas Chat includes conversation history so users can revisit previous interactions.
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