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Step-by-step guideiOS / AndroidOwner / Admin / Member

Use Ask and Account on mobile

What you will accomplish

You will ask a question, verify account context, change appearance, open Help Center, and sign out.

Who can do this

iOS and Android users can use Account. Ask requires AI Insights.

Before you start

Know the workspace, metric, and time period for your question.

Use Ask

  1. Tap Ask.
  2. For a text question, enter one focused question.
  3. For a voice question instead, tap the voice control.
  4. Speak one focused question.
  5. Review recognized text before submitting.
  6. Tap the submit action.
  7. Verify an important answer against the relevant View or track.

Use Account

  1. Tap the header avatar.
  2. Read Workspace and Signed in as.
  3. Under Appearance, tap Light or Dark.
  4. Under Notifications, read device status and use the offered recovery action.
  5. Tap Help Center to open the deployed public guides.
  6. Tap Sign out only when you are ready to end the mobile session.

Expected result: Account shows the active workspace and signed-in identity; appearance changes locally, Help opens in the browser, and Sign out ends the session.

Troubleshooting and recovery

  • Ask is absent: AI Insights may not be enabled.
  • A theme does not sync: the selected theme remains on the device and the screen offers retry guidance.
  • Help does not open: check network access and try again.
  • You are in the wrong workspace: verify Account before acting on records.

Last verified against the product on 2026-07-29.