Rocky is the chat assistant built into the Ceum web app. Open it from the floating chat button in the bottom-left corner of the app, or with Cmd/Ctrl+/, and ask a question in plain language. Rocky answers from Ceum's knowledge base and, when you allow it, from your own data — and it can take actions on your behalf.
How Rocky answers
Rocky uses retrieval-augmented generation (RAG): it searches the most relevant help articles (and, with your permission, your own tasks, projects, documents, and clients) and answers from what it finds rather than guessing.
- Citations — when an answer leans on a source, Rocky marks it inline with a number like
[1]and lists the sources beneath the reply. Click a number or a source to open it. Knowledge-base sources open in a new tab; links to pages inside Ceum take you straight there. - Honest gaps — if the docs and your data don't contain the answer, Rocky says so and points you to where to look instead of inventing one.
- Earlier messages — the chat keeps your history; scroll up to load older messages from the current conversation.
Letting Rocky use your data
By default Rocky only answers from the public help content. You can widen what it can do from Assistant settings:
- Enable assistant — a master toggle at the top of the page. Turn it off to switch Rocky off entirely.
- Read access — lets Rocky look up your own tasks, projects, documents, and clients to answer questions like "what's overdue this week?". A reminder banner stays visible while read access is on.
- Write access — lets Rocky create or change your data (for example, add a task or update a project). Write access requires read access first. Every change Rocky proposes is shown to you for approval before it runs — nothing is written silently.
Limiting which tools Rocky can use
Under an optional, collapsed advanced section you can narrow Rocky to a specific subset of tools instead of everything your read/write toggles allow. Leave it empty to permit every tool that fits your current access; pick tools to restrict Rocky to just those.
Usage limits
The settings page also shows your assistant usage — daily and weekly windows, each with a progress bar for how much you've used and how much remains.
Toggling these is enough to enable the matching capability. You do not need a separate token or integration for the in-app assistant — that's only for connecting external tools like Claude Desktop or Cursor (see Integrations and MCP). If you ask Rocky to do something it isn't currently allowed to, it will tell you what it could do and point you to the settings to enable it.
Every action Rocky takes on your data is recorded in your MCP events log just like any other change — see Sessions and MCP events.
Giving feedback
Each of Rocky's replies has a thumbs up / thumbs down — your choice is saved and stays highlighted, even after you reload. When a chat session ends you can also rate it (answer quality, speed, and how intuitive it felt) and leave a comment. This feedback helps tune the assistant.
Workflows
Ask about your own data
- Open Assistant settings and turn on read access.
- Open Rocky from the chat button and ask, e.g. "Which invoices are overdue?".
- Rocky answers from your data and cites the records it used.
Let Rocky make a change
- In Assistant settings, turn on read access, then write access.
- Ask Rocky to do something, e.g. "Create a task to follow up with Acme tomorrow".
- Review the change Rocky proposes and approve it — Rocky then runs it and confirms.
On mobile
Not available on the mobile app — Rocky is part of the web app.