Pulse AI isn't just a dashboard feature — it's also a contact in your Messages, just like your advisory partners. You can start a conversation with it, ask questions about your data, and get written answers, all in the same inbox you use for everything else. This guide shows you how.
💡 Tip — Who can use this Available to all clients. Find Pulse AI in your Messages contacts.
Quick reference
| Step | Action |
|---|---|
| 1 | Start or open a conversation with Pulse AI |
Step 1 — Message Pulse AI
Go to Messages in the sidebar. Pulse AI appears in your contacts with an "(AI)" label and a sparkles avatar.
To start or continue a conversation, either click the Pulse AI thread in your list, or click New Message, select Pulse AI from the contacts, and start. Type your question and press Enter to send — Pulse AI replies using your submitted data, just like in the Copilot chat.
📝 Note — Messaging Pulse AI costs tokens Each message to Pulse AI draws from your token balance or included quota, the same as the Copilot chat. The cost depends on the complexity of your question. You can check your usage under Settings → Usage & Billing.
💡 Tip — Save helpful chats Conversations with Pulse AI stay in your Messages, so you can revisit them later. You can also save a Copilot chat into Messages to keep it alongside your other threads.