The panel
Ask Rople opens a panel beside whatever you are looking at. Ask a question in your own words. If a record is open, Rople assumes you mean that record unless you say otherwise. Ask about this on a record opens the panel with that record in view, and a search in the sidebar can be sent to Rople as a question.
An empty panel offers a few starting points, chosen by your seat: what is stuck and how to unblock it, where work is piling up, which clients have not heard from you in a while, or planning your day. They are a shortcut. You can ask anything.
It is a conversation. Rople remembers what was said earlier in it, so "yes" or "do it" carries on from what it offered, and you do not have to repeat a name you already gave.
How it answers
When you ask about a problem, the answer comes in four short parts:
- What it sees. The facts, each linked to the record it came from. Press a link to open the record.
- Its read. Why it thinks the work is stuck or at risk, marked My read, with the evidence and how sure it is. A read is a judgement, not a fact, and it is kept apart from the facts so you can tell which is which.
- What it would do. One recommendation with one owner and one date, and at most one alternative.
- What is ready for your yes. The draft or the change, prepared.
A simple question gets a simple answer. Figures come from the same queries the screens run, so Rople does not add up or average numbers itself. If no record gives a figure, it says it cannot give it reliably rather than guess.
Your routines
Rople writes up to three briefs for you, shown on Home under Prepared for you:
- Morning brief, ready before 07:00 on working days: what needs you today, what changed, and what Rople has ready. Everybody gets it.
- Close of business, written when you open it after 16:00: what moved against the morning's plan, what slipped, and what to set up for tomorrow. For Level 2 and above, and owners.
- Weekly review, ready by 15:00 on Fridays: the week against your goals and targets, decisions taken and pending, and next week's risks. For Level 3 and above, finance and HR admins, and owners. The owner's review also drafts the board update.
Routines cost no credits. Turn each one on or off, and choose to have it emailed as well, in What Rople knows (rople.app/w/ai/settings). The email carries the same words. What it has prepared is still decided on Home.
How to unblock it
When something on your list is stuck, the brief opens with How to unblock it, up to three items, most consequential first. Each item has:
- The evidence. What the record shows, such as how long it has gone without moving, what it is waiting on, how full the owner's list is, and when the client last heard from you.
- Rople's read. Why it thinks the item is stuck.
- What to do. The recommended next step.
- What is prepared. A draft or a proposed change, waiting for your yes. A draft is not sent: copy it and send it yourself. A proposed change is the same card as anywhere else, and once you decide it here it leaves Ready for your yes.
If nothing is stuck, there is no section, and the brief says it is a quiet day.
Look into this
Look into this on an item asks Rople for a deeper look with live records, not just what the brief was written from. It opens the panel and starts straight away. It is a task, so it usually uses 3 to 5 credits, depending on how much it reads.
What it can and cannot see
Rople works as you, with your permissions. It reads only the records you can open, and a module your seat cannot open is one it will not answer from. If a record is out of your reach, it says so and, where it helps, says who can open it.
To work out why something is stuck, it can read:
- a record's timeline, meaning what happened on it, when and by whom;
- a project's status;
- a client account's full picture;
- the knowledge base;
- your My work, and the figures the screens show.
Text written by other people, such as a client's message, a website form or a forwarded email, is read as information and never as an instruction. If a record's text asks Rople to send or forward something, it will not, and it tells you if it matters.
What it may do, and what needs your yes
| What | How |
|---|---|
| Questions and drafts | Straight away |
| Your own tasks, leads and reminders | One tap, undo for 7 days |
| A colleague's work | Approval, or a request in their My work |
| Clients, money, configuration | Always an approval |
| Delete, pay out, change access, rate people | Never |
Nothing is done until the card says it was. Until then it is waiting for your yes. Anything it did for you is listed, with an undo where one is allowed, in Activity & undo (rople.app/w/ai/activity).
It describes work, not people. A read says "the list has six late tasks", never that someone is careless or a risk, and it will not recommend anyone for pay, promotion, discipline or exit.
Credits
A quick answer is 1 credit. A task that reads several records, compares or prepares changes is 3 credits for up to four steps, then 1 for each step after that, and never more than 10. Before anything likely to pass 5 credits, the panel asks first. The owner buys credit packs in Plan & billing.
Common questions
Why can I not find Ask Rople? Your workspace is on Free or Starter, or your seat does not include it. Ask your owner or an admin.
Does it change anything on its own? No. It reads and drafts freely. Every change is a card that waits for your yes, and the most it prepares unasked for one stuck item is two changes.
How do I know what is fact and what is Rople's opinion? Facts link to the record they came from. Rople's view is marked My read in the panel and Rople's read in the brief.
Can I send its draft as it is? Read it first. It is written for you to send, in your name, and the sentence that matters most is often the one you change.