Platform · Module
Desktop assistant
Bring Copilot to any desktop app with a hotkey and explicit, revocable grants
The desktop assistant brings Copilot to any application. A hotkey captures user-approved context, and the user can ask or trigger One3 Actions without switching apps.
Copilot outside the browser
Planned for Wave 4, the desktop assistant is a signed client for Windows and macOS with auto-update and sign-in through One3 Identity. It brings Copilot to whatever application the user is working in.
Capture only what you choose
A hotkey opens the assistant. Selected text or a screenshot is captured only on an explicit user action. Local file grants let the user pick specific files or folders; grants are revocable and there is no background scanning. Before anything is uploaded, a redaction preview highlights personal data.
Same rules as everywhere
Asking and acting go through Copilot's tools, with the same entitlement, permission, approval and audit rules as the web app.
Admin control
Admins set allowed capture types, turn file grants on or off and apply data-classification restrictions. MDM deployment packages and managed configuration are planned with the Device Management capability. An offline queue for drafts, with no Actions while offline, is planned for Wave 5.
How it fits
The desktop assistant is another surface for Copilot, not a separate AI. It uses the same Model Hub routing, the same data-classification rules and the same Approvals Inbox. A task created from the desktop looks exactly like one created in the web app, with the same audit trail and channel recorded. Classification restrictions can stop certain data classes from being captured at all, and every capture is logged. This keeps one set of rules across every place a person works.
Features
What Desktop assistant includes
Signed desktop client
Windows and macOS with auto-update and One3 sign-in. W4.
Hotkey capture
Selected text or screenshot only on explicit action. W4.
Local file grants
User-picked files or folders, revocable, no background scanning. W4.
Ask and act through Copilot
Same entitlement and permission rules. W4.
Redaction preview
Personal data highlighted before upload. W4.
Admin capture policy
Allowed capture types, file grants and classification restrictions. W4.
MDM deployment
Packages and managed configuration. W4.
Offline draft queue
Drafts only; no Actions offline. W5.
Workflow
Turn a spreadsheet row into a CRM task
- 1
User selects a row in a desktop spreadsheet and presses the hotkey.
- 2
The redaction preview shows what will be sent.
- 3
User asks Copilot to create a follow-up task on the matching deal.
- 4
Copilot shows an Action card and the user confirms.
AI
AI skills and Digital Employees
Context capture with redaction
Brings approved on-screen context to Copilot after a preview.
Copilot actions
Ask and act with normal Action rules.
Digital Employees that use this module
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
Does the desktop assistant watch my screen?
No. It captures text or a screenshot only when you press the hotkey and confirm, and it never scans files in the background.
Can IT control it?
Yes. Admins set allowed capture types and file grants, and MDM deployment packages are planned.
When is it planned?
Wave 4 (Year 3).
See Desktop assistant in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.