Automation and AI
Polaris
GreenVee's built-in, shared AI chat assistant — always available, no setup required.
Polaris is GreenVee’s built-in AI chat assistant. It’s shared across your whole organization and always available — there’s no Agent to create or activate first. Open Polaris from the navigation to start chatting.
What Polaris can use
Section titled “What Polaris can use”By default Polaris has no special access beyond its own instructions. Your team opts capabilities in explicitly:
- Agent Skills with their “Use in Polaris” switch turned on
- MCP Servers (and their allowed Tools) with their “Use in Polaris” switch turned on
This keeps Polaris’s toolset intentional — a Skill or MCP Server built for one specific Agent doesn’t automatically leak into the shared assistant.
Conversations
Section titled “Conversations”Each chat with Polaris is a conversation: a multi-turn thread with its own history, kept in the conversation list on the left. Conversations:
- Get a short, auto-generated title after the first exchange (you can rename it)
- Show an unread indicator when there’s new activity you haven’t seen
- Can include file attachments alongside your messages
Chatting with a specific Agent instead
Section titled “Chatting with a specific Agent instead”Starting a new chat, you can pick a specific active Agent (Usage main or both) instead of the shared Polaris default. The conversation then runs with that Agent’s own model, instructions, Skills, and MCP Servers rather than Polaris’s — everything else about the chat (history, title, attachments) works the same way.
Watching a conversation work
Section titled “Watching a conversation work”While Polaris (or a bound Agent) is working on a reply, the info panel alongside the chat can show:
- To-dos it’s tracking for a multi-step task
- Subagents it has spawned to handle part of the request, so you can see delegated work in progress
- Any working files it has produced
Related pages
Section titled “Related pages”- AI Glossary — plain-English definition of Polaris
- Agents — configuring the Agents you can chat with directly
- Agent Skills — the “Use in Polaris” switch
- MCP Servers & Tools — the “Use in Polaris” switch
- Workflow Executions — conversations and subagent runs both show up there as runs