Ask Aero: Your Global AI Companion in OnRamp

Ask Aero is the agent that lives with you everywhere in OnRamp. Open it from any page — whether you're deep in a project, browsing your library, or staring at a dashboard — and it's ready to help you answer questions about what's happening across your portfolio.

Who Can Access Ask Aero

Ask Aero is available to users with one of the following permission roles:

• Super Admin
• Creator
• Integrator

If you don't see Ask Aero from your account, your permissions don't include access. Reach out to a Super Admin on your team if you think that should change.

What Ask Aero Does

Ask Aero has two main jobs, and you can move between them in the same conversation:

• Create and edit Playbooks: Build and edit playbooks from anywhere in the product
• Chat with your data: Ask questions about your projects, tasks, comments, and more, and get answers grounded in your actual OnRamp data — right in the chat, no exports or dashboards required.
• Retains Chat History: Access previous chats from up to 30 days ago to restart the conversation.

You don't need to pick a mode. Just ask, and Aero will figure out whether you're trying to build something or learn something.

Create and Edit Playbooks

The same creation and editing power you have in the Library and Playbook editor is available globally through Ask Aero. That means you can:

• Start a brand-new playbook from a description, an outline, or a file you upload
• Edit an existing playbook — add modules, rework tasks, adjust dates, refine names
• Iterate on the fly without navigating away from whatever you were working on

If you want a deeper walkthrough of what Aero can build and the file types it accepts, see the help article on creating and editing playbooks with Aero.

Chat With Your Data

Ask Aero can answer questions about the work happening across your OnRamp account. It pulls from the data you already have in OnRamp — no setup, no exports, no separate reporting tool to learn.

You can ask Aero about:

• Projects — status, progress, who owns what, where things stand
• Tasks — what's overdue, what's due this week, what's blocked, who's assigned
• Modules — how a project is organized and how each section is progressing
• Comments — unanswered threads, recent activity, where conversations are happening
• Resources — what's been shared on a project
• Statuses — the state of any object across your projects
• People — project members, customer users, and internal teammates

Some examples to get you started:

• "Which of my projects have overdue customer tasks?"
• "Who on my team has the most open tasks right now?"
• "How many projects are more than 25% behind schedule?"
• "Which customers have had no activity in the past two weeks?"
• "Are there any unanswered comments on the Acme rollout?"

How Page Context Works

Ask Aero knows what page you're on — and uses that context automatically across every page in OnRamp.

Whether you're on your dashboard, inside a project, browsing the library, viewing a workflow, or looking at an Insights chart — Aero reads your current location and uses it to understand what you're asking about.

Page context shapes how Aero interprets your question. It does not change what data you can see — that's controlled by your account permissions.

How Chat History Works

Using the clock icon inside of Ask Aero allows you to access previous chats for the last 30 days. This is a great way to leverage previous conversations and jump back into work as needed.

Best Practices

A few tips to get the most out of Ask Aero:

• Be specific about timeframes — "overdue by more than a week" is more useful than "overdue."
• Name the project or customer when you can — especially if you're asking from a page that doesn't already imply context.
• Chain your questions — once Aero shows you a list, follow up with "of those, which haven't been touched in 5+ days?" and let it narrow down.
• Ask for exact numbers when you need them — Aero can return precise counts and breakdowns on the spot, so you don't have to build a report or dig through a View.
• Click the links Aero provides — when Aero lists results, it often includes direct links to the items it found. Use them to jump straight to the source.