Helix AI Assistant
Meet Helix
Get to know DNA's built-in assistant, understand the two modes, and see how usage limits work on each plan.
Introduction
Helix is DNA's built-in assistant. Ask it questions in plain language and, when you want, have it propose changes to a client file that you approve before they run. This page covers what Helix is, the two modes it runs in, and how usage works.
Where to find Helix
Helix lives in two places: a general-purpose surface from the main sidebar, and a client-scoped surface inside every client file. The surface you open decides what Helix can see.
The two modes
Helix behaves differently depending on which surface you open. Knowing the difference matters, because asking global Helix about a specific client will return generic answers.
Global Helix | Client-scoped Helix | |
|---|---|---|
What it sees | Nothing about your clients. | The full client file: assets, debts, coverage, beneficiaries, notes, and any indexed document text. |
Best for | Industry questions, sales process help, skill-building, compliance prompts. | Client-specific advising, preparing for meetings, spotting gaps or inconsistencies on a file. |
Can it propose actions? | No. | Yes. See The action queue. |
If you catch yourself asking global Helix something like "what coverage does John need?", you are on the wrong surface. Open the client file and jump to Helix from the sidebar there instead.
Conversation history
DNA saves every conversation. The left sidebar on any Helix page lists your recent chats. You can rename, archive, delete, or search across them. Opening an older conversation resumes it exactly where you left off.
Usage on Starter
Starter includes 6 Helix questions per 2-hour window. The windows are fixed, not rolling. If you use your 6 questions at the end of a window, you can ask again as soon as the next window starts.
When you hit the limit, DNA shows an upgrade prompt the next time you try to send a message. Pro and Team accounts have no limit.