13.3 AI Chat Assistant

The AI Chat Assistant helps you perform advanced searches across your environment’s content through an easy-to-use conversational interface. It processes your search queries and returns relevant results, including direct links to objects, enabling quick access to the information you need.

In this topic, we offer a step-by-step guide on how to use the AI Chat Assistant, along with some example prompts, and current rules and limitations.

Setting Up the Assistant

To enable the AI Chat Assistant, admins must first create and maintain a search index for each environment. The assistant relies on this index to retrieve accurate and relevant results, so it is essential to keep the index regularly updated for optimal performance.

Using & Accessing the Assistant

1. Click the icon, accessible from anywhere in EPC.
2. Type your search request into the adjacent window or use the microphone button to dictate your query. Speech transcription starts when the microphone button is clicked and stops automatically when you finish speaking. The query is then submitted automatically.
   • To refine your search, click on and select the desired modules.

*For examples of effective prompts, see the section below

3. The Assistant will list relevant information and objects based on your query.
4. Click on the provided links to open the objects in a new tab.

Prompt Examples

Here are some examples of how to frame your queries:

• “What is entailed in the data management policy?”
• “Can you summarize the risk management section of the project plan?”
• “What are the main points of the compliance guidelines?”
• “Tell me about the objectives outlined in the marketing strategy document.”
• “Give me a summary of the company’s IT security policies.”

Rules & Limitations

To ensure optimal performance and efficient data processing, the AI is set by default to retrieve and analyze two objects per query. This approach balances data handling while ensuring the delivery of relevant results.

Organizations do have the option to customize the number of sources by adjusting the CHATBOT_SOURCE_COUNT field in the Advanced System Settings.