Applies to

Smartsheet

Find relevant answers with the get help AI tool

Get accurate answers to your Smartsheet-related questions, so you can complete your work faster.

PLANS

  • Smartsheet

With get help, you access an integrated in-app tool that can answer your questions and help you build solutions. Ask the get help AI tool your questions to get unstuck quickly, so you can focus on more valuable tasks.

A preview of the get help AI tool is rolling out to customers with Premium Support.

 To open the tool, follow these steps:

  1. Open the Help icon in the lower-left corner of your Smartsheet window, above your profile image.
  2. Select Get help with AI
  3. Enter your question
     

What you can do with the get help AI tool

Get answers to your questions in Smartsheet. Ask all your Smartsheet-related questions and get concise, helpful, and accurate responses.

What to ask the get help AI tool

While the tool can’t create solutions for you, it can help you understand how to create them yourself. Use it to get unstuck or figure out your next step.

Be detailed when asking questions or creating your prompts.

These are sample questions you can ask:

  • How do I create a workspace?
  • Help me with a project plan
  • How do I share a sheet?
  • How can I use Smartsheet to manage a construction project?


Limitations

At the moment, the get help AI tool can’t:

  • Build formulas based on sheet context
  • Conduct tasks for you in Smartsheet
  • Answer questions about any private data within a sheet, report, and more
  • Act as support agent, creating tickets and managing cases
  • Connect you to your Customer Success Manager (CSM)
  • Provide insights on specific data
     

AI data security

Smartsheet AI tools use large language models to interpret your questions and provide tailored answers. At this time, the get help tool only has access to the prompts users submit, and does not read any private data such as sheet data.

Smartsheet doesn't own your AI data and doesn’t use it to train models.

The Smartsheet Privacy Notice describes how Smartsheet collects, uses, and shares personal data and explains your related rights and choices. Learn more in our AI whitepaper.

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