The AI Policy Editor is the AI Assist panel built into the ISO Mate policy editor. It drafts new policy content from an instruction you type and refines text you have already written, either with one-click quick actions or your own custom instruction. The result streams into a preview so you review it first, then choose to insert it at the cursor or replace the whole document.
Open the AI Assist panel
- Go to Compliance > Policies and open a policy for editing, or click Create to start a new one.
- In the content editor toolbar, click the AI Assist button (the sparkle icon).
- The panel opens with a Generate tab. A Refine tab also appears once the editor already contains content.
This is the same editor AI panel used in other compliance editors, so the steps below also apply when you draft a procedure in Managing Procedures.
Generate new policy content
- On the Generate tab, type what you want the AI to write in the instruction field, for example “A data retention policy for a SaaS company covering purpose, scope, and responsibilities”.
- Click Generate. Because the panel runs in the policy context, the output is written as a policy document.
- Watch the content stream into the preview in real time, then apply it as described below.
Be specific with your instruction. “Information security policy for remote workers” produces a sharper draft than “security policy”. Your instruction can be up to 4000 characters.
Refine existing content
The Refine tab appears when the editor already has content. Use a quick action chip for a common change, or type a custom instruction for something specific. The quick actions are:
- Shorter: condenses the content while keeping the key points.
- Longer: expands the content with more detail and context.
- Formal: rewrites the text in a more formal, professional tone.
- Simplify: rewrites complex language so it is easier to understand.
- Fix grammar: corrects grammar, spelling, and punctuation while keeping the tone and content.
For anything more specific, type your own request in the Custom instruction field and click Refine. For example, “Add a section on data classification levels” or “Make the responsibilities section specific to an engineering team”.
Preview, then insert or replace
Both Generate and Refine produce their result in the same Preview area, so you always review before anything touches your document. Once the result is ready you have two options:
- Insert: adds the generated content at your current cursor position, keeping the rest of your document.
- Replace: swaps the whole document content for the generated text. Use this when starting fresh or when the output is a complete rewrite.
If the result is not what you want, use the Clear control on the preview to discard it, adjust your instruction, and run it again. Nothing is saved to the policy until you apply the content and then save the policy itself, so preview carefully before you replace existing work.
Tips for effective use
- Generate, then refine: draft a starting point on the Generate tab, then use Refine to tailor it to your organization.
- Refine in steps: apply one change at a time, for example Longer to expand, then Formal to adjust the tone.
- Add context: mention your industry, team, or the regulation you follow in a custom instruction for more relevant output.
- Review before replacing: the AI drafts content, so read it for accuracy before you use Replace.
Permission requirements
- The Use AI writing assistance inside editors permission, from the Editor AI category in role management, is required for both Generate and Refine.
- AI features must be enabled for your account by an administrator.
Once policies are written, publish and roll them out in Managing Policies and Attestations, and answer questions about them with Searching Policies and Procedures with AI.
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