The cfo.ai interface

The cfo.ai app has a navigation sidebar on the left and the chat or Page you are working in beside it. This page describes each part in the order you meet it, starting with signing in, with every label and message. It describes a desktop browser; for phones and tablets, see Phones and tablets. For keyboard shortcuts, see Keyboard shortcuts. The page is titled Sign in to cfo.ai.

Control	What it does
Continue with Google / Sign in with Microsoft	Signs you in with that account. When these are offered, the page reads Choose how you want to continue.
Work email	Your work address, with the note Use the address where you want to receive cfo.ai workspace updates. When only email sign-in is offered, the page reads Enter your work email and we’ll send a six-digit code.
Send code	Emails you a six-digit code and opens the code page.

A Google or Microsoft sign-in that fails shows We couldn’t complete sign-in. Please try again. The page is titled Enter your code, with We sent a six-digit code to [email]. Its footer reads Codes expire quickly. You can request a new one if needed.

Control	What it does
Code boxes	The code is checked as soon as you type the sixth digit.
Continue	Checks the code. It stays off while the boxes hold a code that was already refused.
Change email	Goes back to the email step.
Resend code	Sends a new code and says We sent a fresh code to [email].

When a Google or Microsoft sign-in matches an account that already exists, a code links the two sign-in methods. The page then says We sent a six-digit code to [email] to safely link your sign-in methods. and This protects your existing cfo.ai account when adding another sign-in method., and offers Start over instead of Change email.

Message	Meaning	What to do
That code does not match the one that was sent.	The code is wrong.	Check the code, or check that you entered the right email.
That code expired. A code works for 10 minutes after it is sent.	The code is more than 10 minutes old.	Select Resend code.
That code was not accepted. [n] codes were sent to this address in the last 10 minutes, and only the newest one works.	You typed an older code.	Use the code in the newest email.
That code was already used. A code works once.	The code was used before.	Select Resend code.
Too many wrong codes were entered, so that code no longer works.	Too many wrong codes were tried.	Select Resend code.
We couldn’t find the email for this verification step. Head back and start from the email step again.	The sign-in lost track of your email.	Select Start over.

For how many codes you can request and check, see Limits and file types. From top to bottom:

Control	What it does
Logo	The cfo.ai logo, or your workspace brand’s logo, is a link. Pointing at it shows where it goes: New chat when you can start a chat, or Open followed by the first Page’s name when you cannot. ⌘-click opens it in a new tab.
Collapse navigation	Folds the sidebar to a narrow strip (⌘ \, or Ctrl \ on Windows and Linux). On the strip, Expand navigation brings it back; pointing at the strip shows the sidebar over the page, and Keep navigation open pins it. Dragging the sidebar’s edge resizes it, and dragging it narrow enough folds it. In a chat on a narrow window, the sidebar stays folded and the strip offers Open navigation.
Search	Opens workspace search.
Chats	Your chats, newest activity first, with New chat and a filter. See The chat list.
Model	Select Model to open or close the section. It holds the Scenario picker (Main Scenario until you pick another) and the Pages of that Scenario, and New page (+) creates a Page. The section appears once the workspace has its first Page. See Scenario and version history controls and Create and organize Pages and blocks.
Connections	Your connected systems, each with its status, and Add integration (+). See Connection statuses and actions.
Feedback	Opens Share feedback.
Powered by cfo.ai	Shown in a workspace with a brand.
Your name and picture	Opens the account menu.

The sidebar remembers its Scenario for each workspace, so opening a chat does not change which Pages it lists. A Page you pick in the sidebar opens full-screen in the sidebar’s Scenario and closes the chat you had open.

Control	What it does
A Page row	Opens the Page. Pointing at it shows New subpage, Mention page in chat, and Delete page, and, on a Page with subpages, Expand subpages or Collapse subpages.

Message	Meaning
Ari is building this page	A mark on a Page that Ari is still building.
No pages in this scenario.	The Scenario you are viewing has no Pages.
Loading pages… / Couldn’t load pages. with Retry	The list is loading, or it could not load.
Creating page… / Could not create the page.	A new Page is being created, or it could not be created.

To move, nest, or rename Pages with the keyboard, see Keyboard shortcuts. To organize Pages, see Create and organize Pages and blocks.

A workspace with no Pages

A workspace with no Pages opens on Ready to model, [your name]?, with Create with Ari and Add block (Table block, Text block, or Canvas block). Someone who cannot create Pages sees No pages yet and the reason, such as This workspace has no pages. or Pages are read-only in this browser. Use Desktop Site to create a page. Select your name and picture at the bottom of the sidebar. From top to bottom:

Control	What it does
Your name and email	Shows which account you are signed in with.
Appearance	Auto, Light, or Dark for you alone. The current choice shows beside it.
Settings	Opens Settings. See Settings.
Help center	Opens the Help center (⌘ ?).
Manage memories	Starts a chat in which Ari shows what it remembers about you and the workspace and helps you change it. See What Ari remembers.
Manage triggers	Opens the Triggers page.
Workspaces	Every workspace you belong to, with a check beside the one you are in. Select another to switch to it; ⌘-click opens it in a new tab.
Create workspace	Opens a Workspace name field. Press Enter to create the workspace and open it. If it fails, the field says Unable to create workspace right now. See Create a second workspace or switch workspaces.
Log out	Signs you out.

The list under Workspaces is the workspace switcher; there is no other switcher control. Workspace search also finds your other workspaces by name.

Triggers page

Manage triggers in the account menu opens Triggers, marked Preview. It lists only your own Triggers. To set one up, see Schedule a recurring report with a Trigger.

Control	What it does
Write manually	Opens New trigger.
Build with Ari	Opens a chat that starts with Help me create a trigger for recurring work. Ask what I want Ari to do and when it should run, then set it up.
A row in Your triggers	The Trigger’s name, its schedule or Paused, and what happened last.
Run now	Starts one run right away, even when the Trigger is paused. The schedule does not change.
Edit trigger (pencil)	Opens Edit trigger.
Delete trigger (trash can)	Opens Delete [name]?: This trigger will stop running on its schedule. Runs already started will continue.
Schedule / Next scheduled	The schedule in your time zone, and the next run, or Nothing upcoming. Schedule and history are shown in your timezone.
Instructions	The saved instructions, with Show full instructions and Show less.
History	Open a run to see its conversation. Every run, newest first, with its start time, its status, and, for a run that did not complete, its reason. Show earlier loads older runs. With none: No history yet. Ari’s scheduled work will appear here.

With no Triggers, the page reads Put recurring work on a schedule and Build a trigger with Ari or write the instructions and schedule manually.

Run statuses

Status	Meaning
Pending	Queued and waiting to start.
Running	Ari is working on it.
Finished	The run reported the saved task done.
Did not complete	The run reported it could not do the task; its reason shows below.
Ended without a report	The run ended without reporting done or not done.
Failed	The run stopped with an error.
Interrupted	The run stopped, and nothing is working on it.
Needs response	The run’s chat has a question or card waiting for you.

A row in Your triggers shows the latest run’s status, or one of these labels about the last scheduled attempt:

Status	Meaning
Failed to start	The last scheduled attempt could not start a run.
Skipped: Ari was still busy	The last scheduled attempt came while an earlier run of the Trigger was still going or waiting, so no run started.
Started	The last scheduled attempt started a run.
No history yet	The Trigger has not run.

When the last scheduled attempt did not start a run, the Trigger’s details explain why:

Message	Meaning
The last scheduled attempt could not start, with the error, or Open a recent conversation or ask Ari to help check this trigger.	An error kept the run from starting.
The last scheduled attempt was skipped, with The run that started [time] was still going. No run has started since then., The run queued [time] was still waiting to start. No run has been queued since then., or Ari was still working on the previous task.	An earlier run of the Trigger was still going or waiting, so no new run started.

New trigger and Edit trigger

The form has Name (placeholder Weekday cash brief), Instructions, and Schedule. Repeat offers:

Every few minutes: 1, 2, 3, 5, 10, 15, 20, or 30.
Hourly: every 1, 2, 3, 4, 6, 8, or 12 hours, At minute.
Daily, Weekdays, or Weekly (On these days).
Monthly: Day of month, including Last day.
Advanced schedule: Edit advanced rule, Schedule expression (UTC).

The note under the schedule reads Times in [your time zone]. Saved in UTC., or Advanced rules use UTC. A monthly day after the 28th adds Months without this day are skipped. Choose Last day to run every month. Edit trigger also has an Enable trigger switch (Enabled or Disabled). The buttons are Create trigger or Save changes, and Cancel.

Trigger messages

Message	Meaning
Add a name, instructions, and schedule.	A field is empty.
Use up to 200 characters for the name and 10,000 for instructions.	A field is too long.
This trigger already has a queued or active run. Open its latest conversation.	You selected Run now while a run is going.
This trigger is no longer available. / This trigger is no longer available. Close this dialog and refresh the list.	The Trigger was deleted.
Could not save the trigger. Please try again. / Could not start the trigger. Please try again.	The change or the run failed.
Could not load triggers. with Retry triggers; Could not load history. with Retry history	The page could not load.
Creating a trigger requires permission to create chats in this workspace.	You cannot create Triggers in this workspace.

Help center

Open it with Help center in the account menu, or press ⌘ ? (Ctrl ?). It lists short interactive walkthroughs of the app. Search help at the top narrows the list as you type; with no match it says No help found and links to these docs. The sections, from top to bottom:

Section	What it holds
Recently viewed	Walkthroughs and explanations you ran since the app last loaded, including ones Ari made. Each has a button that asks Ari to refresh it with your latest numbers.
Getting started	Get to know navigating your workspace, Ask Ari to change your model, Start from a Canvas template, Find your way around the model, and Ask a human.
Tables & formulas	Get to know table blocks, Ask Ari about any number, Compare scenarios side by side, and See how a number is calculated.
Collaboration	Share pages with a link and Find and undo a change.
Data & integrations	Connect your data sources.
Keyboard shortcuts	The common shortcuts.
Additional resources	cfo.ai Docs (these pages) and System status (service availability and incidents). Both open in a new tab.

Ask Ari to change your model opens a new chat with suggested prompts, such as Explain my cash and Plan next year’s hiring, and puts the one you pick in the message box. Start from a Canvas template points at the palette button under the message box and opens the Canvas block library. An entry added in the last 30 days shows New until you complete it, and a completed entry shows a check. Selecting an entry shows what it covers, its number of steps, and Start walkthrough. If the walkthrough needs something the workspace lacks, the button is off and a line says what to add, such as This needs a table. Add a table to a page to try this., This needs a page. Add a page to your model, then start this again., or Open a page with a table, then start this again. Add it, then select Check again. Guides your team saved are not listed in the Help center; ask Ari to start one. See Walk someone through a Page with a Guide.

Contact support

You can reach a person at cfo.ai three ways.

Control	What it does
Help center → Getting started → Ask a human	Opens Ask a human, which sends a message straight to the cfo.ai team.
Feedback in the sidebar	Sends product feedback to the cfo.ai team.
Email success@cfo.ai	The Support link at the top of these docs.

Ask a human

The dialog is titled Ask a human, with Tell us what’s going on — this goes straight to our team.

Control	What it does
What can we help with?	Your message, up to 4,000 characters.
Screenshots	Up to 3 PNG, JPG, or WebP files of 5 MB or less each. Paste them, drop them on the dialog, or select Attach screenshots.
Send (⌘ Enter) / Cancel	Sends the message, or closes the dialog.

Message	Meaning
Message sent	The message was sent to the cfo.ai team.
Could not send your message, with the reason	The message was not sent.
Could not attach screenshot, with Attach up to 3 screenshots., Screenshots must be PNG, JPG, or WebP files., or Screenshots must be 5 MB or smaller.	The screenshots you added were not attached: the message would have more than 3, a file is another type, or a file is larger than 5 MB.

Feedback in the sidebar opens Share feedback, with the placeholder Write your feedback and include any links here, the same screenshot rules and messages as Ask a human, and Submit feedback (⌘ Enter). It confirms with Feedback sent, or shows Could not send feedback with the reason.

Workspace search

Press ⌘ K (Ctrl K) or select Search in the sidebar. Press ⌘ K again or Esc to close it; a touch screen shows a close button. The box reads Search pages, chats, and more, and the window is marked Preview. Search covers the Scenario the sidebar shows and lists only what you can open. It is not offered while you view a past version, or before you finish signing up.

Before you type

The window lists the Pages you opened recently in this browser, under Today, Yesterday, Past week, and Past 30 days. The Page you have open is left out.

Results

Results are grouped, up to eight in each group. The group with the best match comes first.

Group	What it finds
Pages	Pages by title, and from two characters also by the words in their text. A Page found by its text shows the passage.
Blocks	Named tables, and titled charts and Canvas blocks
Variables	Variables that a table on one of your Pages shows
Dimensions	Dimensions that a table on one of your Pages shows
Dimension items	Items, such as a customer or a vendor, whose Dimension a table shows on its rows. Each names its Dimension and, for imported items, the connection it came from.
Workspaces	Your other workspaces, by name
Chats	Your chats by title. When none of the chats already loaded match, search also looks through your older chats once you pause typing.

How words match

Every word you type must match.
Case, accents, and punctuation are ignored: paid in finds Paid-In Capital.
A word matches the start of a word: rev finds Revenue.
From three letters, a word also matches inside a word: count finds Headcount.
From five letters, a small typo is forgiven: salry finds Salary.

Search keys and what a result opens

Shortcut	What it does
↑ / ↓	Move through results
Enter	Open the result
⌘ Enter, or ⌘-click	Open the result in a new browser tab
Esc	Close search

A Page opens full-screen in the sidebar’s Scenario. A block opens its Page, scrolls to the block, and flashes it. A Variable or a Dimension item opens the table that shows it and marks its row. A Page found by its text scrolls to the passage. A workspace switches to that workspace. A chat opens.

Search messages

Message	Meaning
Type to search your workspace.	Nothing typed and no recent Pages
No results for “…”	Nothing matched every word
Loading pages…	The Page list is still loading
Couldn’t load pages. Try again from the sidebar.	The Page list failed to load
Searching dimension items… / Searching chats…	A slower search is still running
Couldn’t search dimension items. / Couldn’t search chats.	That part of the search failed; the other results still show

The bar above a Page, from left to right:

Control	What it does
Scenario picker and /	Shown only when a chat is open beside the Page. Switches the Page’s Scenario.
Page icon	Pick or change the Page’s icon.
Page name	Opens Pages, the list of Pages in this Scenario, with Search pages and New page.
Merge	Shown when a chat is open beside a Page in a Scenario other than Main. See Merge a Scenario into Main.
Building…	Ari is building this Page.
Download spreadsheet	The download icon, on a Page with a Table block. See Download spreadsheet.
Share	Opens the Share panel. Shown to people who can share the Page. A link icon on the button means an external link to the Page is on.
Version history	The clock icon. Opens the version history panel. See Scenario and version history controls.
New chat	On a full-screen Page with no chat open. Opens a floating chat over the Page.
Collapse model pane	When the Page is beside a chat. Folds the Page to a narrow rail; Expand model pane opens it again.

Below the header, the Page’s title row holds the Page title, which you can click to rename the Page, and, on a Page with a table, a chart, or a Canvas block with data, the Page date range. Changing the date range sets it on every table, chart, and Canvas dataset on the Page.

A chat and a Page together

Control	What it does
Expand model pane / Collapse model pane	In a chat, shows or folds the Page beside the conversation.
Show page navigation / Hide page navigation	In a chat, shows or hides a list of Pages beside the Page.
Expand chat	On a floating chat, docks it beside the Page.
Minimize chat / Close chat	On a floating chat. Minimize keeps the conversation; a chat with nothing sent yet offers Close chat.

Download spreadsheet

Download spreadsheet, the download icon in the Page header, exports the Page’s tables as an Excel workbook. Its tooltip reads Download tables as a spreadsheet. cfo.ai has no button that downloads a Page as a PDF or a CSV; ask Ari for one. For what the workbook contains, see Export a Page to Excel; for a PDF, see Get a PDF report or slide deck. While an export runs, the button spins and its tooltip shows the stage:

Message	Meaning
Waiting for another spreadsheet to finish	Another export in this workspace is running; yours starts when it ends.
Spreadsheet queued	Your export is waiting to start.
Preparing spreadsheet	Your export is running.

When it finishes:

Message	Meaning
Spreadsheet download started, with the file name	The workbook downloaded.
Spreadsheet download started, with [file]: [n] cells hold values instead of a formula. The Export notes sheet lists them. and Ask Ari to fix	Some formulas could not be written as Excel formulas. Ask Ari to fix opens a chat that asks Ari to export the Page again and write a working formula into each of those cells.
Could not download spreadsheet, with [Page]: [reason]	The export failed.

When you open a Page, it looks for your own newest export of that Page in that Scenario: one still queued or running, or one that ended within the last hour. It looks even when the Page no longer has a table, though a Page without a table shows no Download spreadsheet button, only the notices below. On a Page that still has a table, a running export makes the button busy again, with the tooltips above. When it finishes, the file downloads if this tab asked for it before a reload; an export that a closed tab, another tab, or Ari asked for is offered with Spreadsheet ready instead. An export that already ended shows one of these notices. A tab reports an export once, across its reloads, and a new tab reports it again:

Message	Meaning
Spreadsheet ready, with [file], requested at [time] and Download	The export finished after you left, or another tab or Ari asked for it. Select Download to save the file; it does not download on its own. When some formulas could not be written as Excel formulas, the notice adds the cell count and the Export notes sheet, and Download then shows Spreadsheet download started with Ask Ari to fix.
Could not download spreadsheet, with [Page], requested at [time]: [reason]	The export failed after you left.

A failed export’s reason has up to three parts:

The export failed while [stage] and produced no workbook. The stage is starting, loading the saved model, reading the model calendar, calculating the page tables, calculating the inputs the page tables read, writing the workbook, or storing the workbook.
The cause, such as a formula whose input has no cell in the workbook, a formula that could not be written for Excel, The export reached its time limit, a Dimension whose list of items was larger than the export could read, or a table calculation that reached a limit: A calculation in table “[table]” in scenario “[Scenario]” reached its 180-second time limit and was stopped before it finished. or A calculation in table “[table]” in scenario “[Scenario]” reached the [n] MiB memory limit of one calculation worker and was stopped before it finished.
When it is known, whether to try again: The failure is temporary: a new export of the same pages can succeed. or A new export fails the same way while the saved model is unchanged. A calculation that reached its time limit is not tried again, because the next export reaches the same limit; narrow the table, or ask Ari why it is large.

Two reasons stand alone:

Message	Meaning
Add a table to this page before downloading a spreadsheet.	The Page’s last table was removed during the download.
The export was cancelled before it produced a workbook.	The export was cancelled.

For time and size limits, see Limits and file types. Share in the Page header opens the panel, titled Share [Page], or Share [n] pages when the link opens several, with Close. From top to bottom:

Part	What it does
Pages to share	Lists the Page you started from, marked Opens here, and the other Pages in this Scenario you can share. Select Pages to add them to the link. Below it: The first page opens when someone follows the link. Up to 50 pages can be shared.
External access	Create link, and the links that already exist. With none, it says No one outside your workspace has link access. A Page can have up to 100 links.
A link	Its address; Anyone with this link can view. Updated [time]; the names of the Pages it opens; Copy external link; and Turn off external link (the trash icon).
Edit share preview	On a link without a password. Opens the Share preview dialog.
Link settings	Opens under a new link. Shared scenario picks the link’s Scenario. Require password turns the password on; turning it on fills in a generated password. The password field has Show password (Hide password) and Generate password. Save changes appears after a change; saving replaces the link with a new address, and the old address stops working.
Footer	Model data on this page may also be used on other pages.

Turning a link off opens Turn off this external link?, which says Anyone who has the link will no longer be able to open it. The checkbox Also remove access already granted by this link is checked, with Recommended for financial information. Direct invitations stay unchanged. Select Cancel or Turn off link. An old link that opens a Page in every Scenario shows All scenarios as its Shared scenario, and only someone with full access to the Page can turn it off: Only a page-wide owner can turn off this legacy link.

Message	Meaning
Checking external link access…	The panel is loading the Page’s links.
External link access could not be fully verified.	Not every link could be checked; Create link stays off.
External links could not be loaded. Try again later.	The links failed to load.
Checking page access…	The panel is checking which Pages you can share.
Access to a selected page could not be verified. Remove it or retry after access refreshes.	One of the Pages you picked could not be checked.
Could not check access to some other pages. Retry after access refreshes.	Some Pages are missing from Pages to share.
Remove [n] pages before creating a link.	More than 50 Pages are selected.
Could not create an external link. Try again.	Creating the link failed.
Enter a password before saving link settings.	Require password is on with an empty password.
This link password could not be revealed. / This link password could not be loaded.	The saved password could not be read.
Could not update this external link. Its old settings are unchanged.	Saving settings failed and the old link still works.
Could not copy the external link.	Your browser refused the copy.
Could not turn off this external link. Try again.	Turning the link off failed.

Edit share preview opens Share preview: This is how your page appears when someone shares the link.

Part	What it does
Preview	Shows the card’s picture, Built from the content on this page., with Live, Ready to publish, or Creating artwork…. This page changed after the preview was made. Create new artwork to bring it up to date. appears when the Page changed. Social apps may take a while to refresh a preview they have already seen.
Social copy	Written from the shared page. Edit it before publishing if you like. with Headline and Description
Publish changes	Saves the card. Confirms with Preview published.
Create new artwork	Makes three new pictures (Creating three new options from this page.). They appear under New artwork: Choose an option, then publish it with your social copy. Selecting one says Option selected. Publish when it looks right. If some fail: Some covers could not be generated. You can use a ready option or generate new ones.
Public link	Anyone with this link can view the page. We do not list it publicly. with the address and Copy link (Link copied.)
Memorable address	A readable address, such as `revenue-plan`, with Update (Public address updated.). Optional. Memorable addresses can be guessed. Changing one retires the old address.

A memorable address has 3 to 64 lowercase letters, digits, or single hyphens between them; capital letters are made lowercase. Some words, such as admin, docs, help, login, settings, share, and support, are reserved.

Message	Meaning
use 3–64 characters: letters, numbers, or single hyphens between them	The address breaks the rule above.
this address is reserved	The address is a reserved word.
this address is already reserved	Another link uses the address, or used it before it was retired.

What a link’s reader sees

Screen	What it shows
Opening	Opening shared link…, then Taking you in…
Password	Enter the link password, with Ask the person who shared this page for its password., a Password field, and Open shared page. A wrong password shows That password does not match and Check the password you were given and try again. When the workspace’s Show the brand on link previews setting is on, the brand strip shows above the prompt.
Link turned off, wrong, or to Pages that were all deleted	Link not found, with This share link may have been revoked or never existed. A link that opens several Pages keeps opening while one of them exists.
Link expired	Link expired, with Ask the sharer for a fresh link.
A memorable address that cannot load	This shared page is temporarily unavailable. Please try again.
Other failure	Something went wrong, with Please try again in a moment.
Strip above the Page	For a reader who is not signed in: your brand’s logo and name with Powered by cfo.ai, or, without a brand, Like what you see? Build a model like this for your own business. with Start your free trial now, which the reader can dismiss
Keep your access	A card for a reader who is not signed in: Sign in to hold on to the pages shared with you., with an email field

A link’s preview card in chat and social apps, and the browser title of the link’s own page, name cfo.ai. When the workspace’s Show the brand on link previews setting is on, they name the brand instead, and the card’s picture shows the brand’s dark-mode logo, or its name when it has no dark-mode logo, with Powered by cfo.ai; see Settings. The card shows Shared page unavailable and This link has expired or is no longer available. once the link is off.

Canvas blocks

Canvas block controls

Control	What it does
Add	At the block’s top corner, for people who can edit the Page. Opens the Canvas block library to pick components and templates for Ari to add.
Select element	At the block’s top corner. Click one part of the block to add it to the chat as a reference.
Mention in chat	At the block’s top corner. Adds the block to the chat’s message box.
Inspect data	At the block’s top corner, on a block that reads Model data, for workspace admins only; its tooltip reads Inspect the data behind this Canvas block. Opens the Canvas data dialog, which shows each data view the block reads as its own read-only table. A table’s header offers Add to page, which puts a copy of that table on the Page just before the Canvas block and then reads Added to page. The copy is an ordinary Table block, so you can edit it as you would any table; cells a connected system fills stay read-only there too. Add to page needs edit access to the Page and is unavailable in a historical view and for a view that reads another Scenario.
Browse library and Mention block in chat	On a blank block, under Build something custom and Chat with Ari to generate custom visuals and interactive tools.

A blank block on a deleted Page that you open from version history reads This Canvas block was empty when the page was deleted., and a blank block you cannot edit reads This Canvas block is empty. A button inside a Canvas block can open another Page or block, put a message for Ari in the message box for you to review and send, or start a new chat that sends its message at once, such as a request to start a Guide. A button that hands work to Ari shows a trailing arrow. No button changes the Model. A Canvas block can open your browser’s own dialogs: a print button prints that block alone, and a block can ask you to confirm a step or type a short answer. These dialogs come from the block, not from cfo.ai. A Canvas block cannot show images from the web or from a file.

Canvas block messages

Message	Meaning	What to do
This Canvas block didn’t start because its libraries from esm.sh failed to load.	The block’s software did not load.	Select Retry.
This Canvas block didn’t start because its runtime stopped with an error before it was ready.	The block’s software stopped before the block started.	Select Retry.
This Canvas block was still loading its libraries from esm.sh after 15 seconds.	The block’s software is loading slowly.	Select Retry, or wait.
This block failed to render., with the error	The block stopped with an error while drawing.	Select Fix to hand the block to Ari, or Mention in chat.
This block’s “[data]” data didn’t load because the connection to cfo.ai failed.	Your connection to cfo.ai failed.	Wait. The block asks again when your connection returns.
This block’s “[data]” data failed to load.	The data the block reads failed to load.	Select Mention in chat and ask Ari to check the data the block reads.
This Canvas block no longer exists in this scenario.	A saved change deleted the block after the Page loaded.	Nothing. The block leaves the Page when it next loads.

A block that stopped with an error tries again by itself once after 2 seconds, and any block that did not start tries again when your connection to cfo.ai returns.

Chart blocks

New charts are Canvas blocks; the Add block menu has no chart option. A chart block a Page already has can still be restyled:

Control	What it does
Show chart setup / Hide chart setup	At the left of the chart’s header. Opens the chart’s sidebar.
Chart title	Type to rename the chart.
Compare	In the chart’s header. None or Scenarios, and whether colors follow the Dimension item or the Scenario.
Setup tab	The chart type (Line, Bar, Bar Stacked, Bar Stacked Normalized, Pie, Combo, Donut, Nightingale, Area, Area Stacked, Area Stacked Normalized, Waterfall); X-Axis with the date grain; Y-Axis (or Values on a pie, donut, or Nightingale chart) with each Variable’s Pick color, Segment by, and Remove; a combo chart’s line or bar choice per series; a waterfall’s Positive, Negative, and Total colors.
Display tab	Show chart title and Chart title text; Show legend and its Position; Show X axis, Show X axis title, and X axis title; Show Y axis, Show horizontal grid lines, Show Y axis title, and Y axis title
Open Chart Options (…)	Reset chart

Phones and tablets

A phone or tablet browser opens the same workspace in a reading layout, one screen at a time. A tablet gets the desktop layout only when its browser asks for the desktop site.

Control	What it does
Open navigation	Opens a drawer with the logo, Search, your chats, the Model section with its Pages, and Connections. Picking a chat, a search result, or New chat closes it; so does Close navigation.
Open page panel	In a chat’s header. Opens the Page beside the conversation.
Back to chat	On a Page opened from a chat. Returns to the conversation.
New chat	On a Page. Starts a chat.

Pages are read-only in this layout, whatever your access. You can read tables and Canvas blocks, and a table’s Table block settings menu offers Show formula bar and Show formula columns, but you cannot edit cells, add rows or blocks, or create Pages or Scenarios. The Page header shows only the Page’s name: Share, Download spreadsheet, and Version history are not offered. Empty states say Pages are read-only in this browser. Use Desktop Site to create a page. and Scenarios are read-only in this browser. Use Desktop Site to create one. To edit on a phone or tablet, ask your browser for its desktop site. You get the full desktop app, editing included.

Overview

Using cfo.ai

Formulas

Data

Account

Examples

Navigation sidebar

Pages in the sidebar

A workspace with no Pages

Account menu

Triggers page

Run statuses

New trigger and Edit trigger

Trigger messages

Help center

Contact support

Ask a human

Workspace search

Before you type

Results

How words match

Search keys and what a result opens

Search messages

Page header

A chat and a Page together

Download spreadsheet

What a link’s reader sees

Canvas blocks

Canvas block controls

Canvas block messages

Chart blocks

Phones and tablets

​Sign-in page

​Sign-in code page

​Sign-in code messages

​Navigation sidebar

​Pages in the sidebar

​A workspace with no Pages

​Account menu

​Triggers page

​Run statuses

​New trigger and Edit trigger

​Trigger messages

​Help center

​Contact support

​Ask a human

​Share feedback

​Workspace search

​Before you type

​Results

​How words match

​Search keys and what a result opens

​Search messages

​Page header

​A chat and a Page together

​Download spreadsheet

​Share panel

​Share panel messages

​Share preview

​What a link’s reader sees

​Canvas blocks

​Canvas block controls

​Canvas block messages

​Chart blocks

​Phones and tablets

​Related

Sign-in page

Sign-in code page

Sign-in code messages

Navigation sidebar

Pages in the sidebar

A workspace with no Pages

Account menu

Triggers page

Run statuses

New trigger and Edit trigger

Trigger messages

Help center

Contact support

Ask a human

Share feedback

Workspace search

Before you type

Results

How words match

Search keys and what a result opens

Search messages

Page header

A chat and a Page together

Download spreadsheet

Share panel

Share panel messages

Share preview

What a link’s reader sees

Canvas blocks

Canvas block controls

Canvas block messages

Chart blocks

Phones and tablets

Related