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Gen3 Gt Helper Overview

GT AI OS Release edited this page Jun 11, 2026 · 2 revisions

GT Helper

Start Here

  1. Look for the ? bubble fixed on the tenant shell (lower-right on most pages).
  2. Click ? to open the GT Helper help shelf—a focused chat surface for product questions.
  3. Type a substantive question and send it; answers ground in your role-scoped instructions wiki and current-page context when enabled.
  4. Use New question in the thread rail when you want a fresh conversation without deleting older threads.
  5. Open GT AI OS Instructions from the account menu when you need the full wiki drawer for long articles, search, and browse-and-read mode.

GT Helper help shelf with thread rail and Ask GT Helper chat

Why this matters

GT Helper is the fastest way to get conversational, tenant-specific guidance without leaving GT AI OS. The ? help shelf is optimized for multi-turn chat while you work. The GT AI OS Instructions drawer is optimized for reading full articles with navigation, search, and screenshots. GT Helper is not a favorited agent on Agents—it is a built-in instructions assistant backed by the tenant wiki corpus.

Details

? help shelf vs Full instructions drawer

Surface How to open Best for
? help shelf (GT Helper) Fixed ? control on the tenant shell Multi-turn GT Helper chat on the page you are on
GT AI OS Instructions Account menu (sidebar footer) → GT AI OS Instructions Wiki search, tree navigation, long-form reading, printing

Both surfaces share the same instructions corpus and role filters. The help shelf is chat-only—it does not include wiki search, page suggestions, or Open page instructions controls. Use the Instructions drawer when you need those browse-and-read affordances.

Float vs Split layout modes

Use the Float / Split toggle in the help shelf header to choose how the panel sits on screen.

  • Float — A movable, resizable panel over the page (default on narrow viewports). Drag the header to reposition; use the resize handle on supported layouts.
  • Split — Docks the shelf beside page content and shrinks the main column. Requires a viewport at least 900px wide; below that width, Split is unavailable and the shelf stays floating.

Your layout preference is remembered per browser session. When the Instructions drawer is open on a wide screen, Split can also dock the help shelf beside the drawer so you can read wiki articles and chat with GT Helper side by side.

Help shelf chat

The help shelf is a focused GT Helper chat surface:

  • Multi-turn chat grounded in instructions wiki excerpts, optional current-page context, and prior threads.
  • Include current page/chat context (checkbox) — when enabled, sends the active pathname and linked chat workspace metadata so answers can reference what you are looking at.

Casual greetings (for example hi, thanks) receive a brief reply without wiki retrieval. Ask a substantive product question when you need grounded steps or configuration detail.

Thread rail, New question, and prior threads

The left Prior GT Helper threads rail lists your saved helper conversations.

  • New question — Starts a fresh thread without deleting older threads.
  • Prior threads — Select a thread to reload its transcript; search and time filters narrow the list.
  • Collapse the rail to hide thread history and show only Expand and New question above the chat pane, preserving full chat width.

Threads are per signed-in user, not shared across accounts.

Copy and DOCX export on messages

Each completed user and assistant message in the help shelf exposes:

  • Copy — Places the message content on your clipboard (rich text when supported).
  • Download DOCX — Exports the message as a Word document.

Export actions appear only when the message has content. They are independent of GT Chat message download behavior.

Not an agent on the Agents page

GT Helper is integrated into the instructions system. It does not appear as a favorited or configurable agent on Agents. Tenant chat agents remain separate; use GT Helper only through the ? shelf for product documentation questions.

Grounding policy

Question type GT Helper behavior
GT AI OS screens, routes, roles, workflows, settings, in-app affordances Answer from instructions wiki excerpts, live wiki search tool results, and current-page UI context. Do not invent product steps.
General knowledge (industry concepts, generic OIDC/SAML theory, markdown syntax) Allowed — answer from general knowledge and clearly separate it from GT AI OS guidance.
Mixed questions Use general knowledge for the non-product portion; use wiki-backed guidance for the GT AI OS portion.
Missing wiki evidence for a product question State what is missing; suggest GT AI OS Instructions or a narrower question — no guessing product behavior.

Passive retrieval ranks wiki excerpts by keyword match, route boost, and title embedding similarity. When excerpts are insufficient, GT Helper can call an instructions wiki search tool through the resource cluster before answering.

Read-only account limits

When your account is read-only, GT Helper explains view-only workflows and does not describe create, edit, import, or delete actions. Assist suggestion cards that would mutate agents or conversations are omitted for read-only viewers.

Authorization is not bypassed—if your role cannot access a feature, GT Helper cannot grant it.

Multi-turn context

Each GT Helper thread keeps prior user and assistant messages for context (up to the configured context window). Follow-up questions can use pronouns; GT Helper resolves them from thread history, answers only your latest message, and avoids repeating introductions every turn.

Configuration (Control Panel)

Tenant GT Helper chat requires a deployment-wide default model:

  1. Open Control Panel → ModelsDefault Models.
  2. Set Default GT Helper model to an enabled chat-capable catalog model.

If this setting is unset or invalid, tenant GT Helper chat returns 503 Service Unavailable with a configuration error until a Super Admin saves a valid model.

Control Panel operators should also review GT Helper (Control Panel) for the operator help shelf, observability, and helper-specific settings.

Embedding for passive wiki ranking uses the tenant default embedding model; both chat and embedding defaults must be configured for full hybrid retrieval.

Observability

All signed-in tenant roles can open ObservabilityGT Helper tab for help-shelf usage (tenant traffic only—not Control Panel helper traffic):

  • Usage — threads, messages, inference and embedding tokens, top cited wiki topics, and per-user activity when your role allows filtering.
  • Threads — searchable helper transcripts with page path and source articles per turn.

Assist actions (approve / reject)

When you have edit permissions and ask for concrete changes (for example updating an agent's system prompt or attaching datasets to a conversation), GT Helper may attach suggestion cards below its reply. Each card proposes a single mutation.

  • Approve — Applies the change through the server after your confirmation.
  • Reject — Dismisses the proposal without changes.

Suggestions expire after 30 minutes. GT Helper never claims a change was applied unless you approved a card and the server succeeded.

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