The AI Assistant is a chat panel you open from the top toolbar. It has three tabs: Product Help for how ISO Mate works, My Data for questions about your own account, and Create for making records from a description. This guide focuses on asking about your data, and links to the other two.
Open the assistant
Click the AI Assistant icon (the sparkle icon) in the top toolbar to open the panel. Type a question and press Enter to send, or Shift and Enter for a new line. Use New Conversation to start over.
The three tabs
- Product Help: ask how to use ISO Mate, with answers that cite help articles. See Using the AI Support Chat.
- My Data: ask about your live account data, covered below.
- Create: describe a record and the assistant drafts it for your confirmation. See Creating Records with AI.
Ask about your data
Switch to the My Data tab and ask natural language questions about your account across every domain. For example, ask for the status of your current sprint, your overdue tasks and tickets, how your compliance is tracking, or a summary of your sales pipeline.
- The assistant reads your live data and answers, showing under Looked at which parts of your account it consulted and listing the Sources it used.
- Use the document filter (All, Policies, Procedures) to focus answers on policy or procedure documents when relevant.
- My Data requires permission. If you do not have it, the tab does not appear.
Good to know
- Answers stream in real time. If the connection drops, the assistant recovers and asks you to resend.
- There is a rate limit. If you reach it, the panel shows when you can send again.
- AI can make mistakes, so review important answers before acting on them.