Atlas AI is EOS One’s built-in AI assistant that helps you find information, work with information in EOS One, and take action through a conversational chat experience.
What Is Atlas AI?
Atlas AI helps you work with information already available in EOS One using natural-language questions and requests.
You can use Atlas to find organizational information, review your work, create or update items, and get help with workflows across EOS One.
How to Access Atlas AI
You can open Atlas AI from anywhere in EOS One.
Log in to EOS One.
Select the Chat icon from the left sidebar.
Select New Chat to start a conversation, or select an existing conversation from your chat history.
Information Atlas AI Can Work With
Atlas AI can reference information across EOS One, including:
Vision/Traction Organizer (V/TO)
Accountability Chart
Meetings
Rocks
To-dos
Issues
Headlines
Measurables on the Scorecard
Process Documents
The information available to Atlas helps provide context when answering questions or assisting with EOS One workflows.
What Can Atlas AI Help With?
Atlas AI can support different workflows across EOS One. Select the topic below for more detailed instructions.
Scorecards
Use Atlas to review your Scorecard, look at how your numbers are trending, create a Measurable, or suggest Measurables.
See Using Atlas AI with Scorecards.
Rocks
Use Atlas to analyze existing Rocks or get help setting and creating Rocks.
See Using Atlas AI with Rocks.
To-Dos, Issues, and Headlines
Atlas can help you find and work with to-dos, Issues, and Headlines.
See Using Atlas AI to Manage To-Dos, Issues, and Headlines.
Meetings
Atlas can help you find information from Meetings and work with Meeting-related information.
See Using Atlas AI with Meetings.
Daily and Weekly Planning
Use the Daily and Weekly Planner for Atlas-guided planning in EOS One.
See Daily and Weekly Planner: Overview and How to Use It.
Search EOS One
Ask Atlas to help locate information across EOS One, such as Rocks, Process Documents, or ownership on the Accountability Chart.
See Searching EOS One with Atlas AI.
Confirm Changes Before They Are Made
Atlas may ask you to confirm certain changes before updating EOS One.
When confirmation is required, Atlas summarizes the proposed change and waits for you to approve it before completing the action. This gives you an opportunity to review the information before it is changed.
Best Practices for Using Atlas AI
For better results:
Be clear and specific about what you want.
Include the relevant Meeting, team, person, or topic when helpful.
Ask follow-up questions when you want Atlas to refine an answer.
Use natural language. You do not need to format your request as a special command.
Example prompts
“Show me my current Rocks.”
“Who owns the customer success function on the Accountability Chart?”
“What to-dos are assigned to me?”
“Review my Scorecard.”
“What was discussed in our last leadership Meeting?”
Q&A
Where can I access Atlas AI?
Select the Chat icon from the left sidebar in EOS One. You can start a new conversation or return to an existing conversation from your chat history.
Can Atlas AI make changes in EOS One?
Yes. Atlas can assist with workflows that create or update information in EOS One. Depending on the action, Atlas may ask you to confirm the change before it is completed.
Does Atlas AI save my conversation history?
Yes. Your Atlas chat history allows you to return to previous conversations.
What information can Atlas AI use?
Atlas can work with information available across EOS One, including your V/TO, Accountability Chart, Meetings, Rocks, to-dos, Issues, Headlines, Scorecard Measurables, and Process Documents.
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