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How to open Izy and ask a question

Izy is Cognizy's assistant. Ask in Portuguese, in your own words, and it replies with data from your company.

1 min readBasicUpdated on November 12, 2026

Where to find it in Cognizy

O que precisa de vocêInício

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Video lesson coming soon. For now, follow the steps below.

Izy knows Cognizy and your account data: conversations, calendar, tasks, sales. Instead of searching each screen, you ask and it answers. Each question uses AI credits.

Where to find it in Cognizy

O que precisa de vocêInício

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Before you start

  • All roles can use Izy. It only shows what your role is allowed to see.

Step by step

  1. Step 1:

    Izy is on the Home, in the field at the top of the screen. On any other screen, click the Izy button in the top right.

  2. Step 2:

    Type your question the way you would ask a person. If you prefer, click one of the ready-made suggestions right below the field.

  3. Step 3:

    Click Send, the arrow next to the field, or press Enter.

  4. Step 4:

    Izy replies in a few seconds, with the numbers and names from your account. Keep the conversation going in the Message to Izy field: it remembers what was already said.

  5. Step 5:

    To change the subject, click New conversation. Older conversations are in History.

How to know it worked

The reply appears on the screen, right below your question, with data from your company.

If something goes wrong

Izy said it doesn't have the information.

It answers with what exists in the account and in the knowledge base. If the data hasn't been added yet, it lets you know instead of making something up.

The reply didn't help.

Rewrite the question with more detail or click Regenerate below the reply.

Next step

Ask Izy to do something for you, like create a task.

Sign in with your Cognizy account to save your progress.

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