What AI Compliance Search Does
AI Compliance Search lets you ask natural language questions about your published policies and procedures and receive a written answer drawn from those documents. Each answer includes citations to the specific source documents, so you can verify the response and open the full document for more detail.
It searches only published policies and procedures within your active account. Unpublished drafts are never included, and results are isolated to your account.
Accessing AI Compliance Search
- Open the chat panel from the top navigation bar.
- Switch to the My Data tab. This tab queries your live account data, while the Product Help tab answers questions about ISO Mate documentation.
- If you do not see the My Data tab, your role is missing the Compliance AI: Search permission, or the AI feature is not enabled for your account.
Asking a Question
- Choose a document type filter at the top of the panel: All, Policies, or Procedures. Use All to search across both.
- Type your question in plain English. For example, “What is our password rotation requirement?” or “What is the procedure for reporting a data breach?”
- Send the question. The answer streams in word by word as it is composed.
- Review the answer and the list of source documents shown beneath it.
Understanding Citations
Each answer lists the policies and procedures it drew from, referenced by their actual document name rather than an internal identifier. Use these citations to confirm the answer and open the source document when you need the full context. The assistant only cites documents from your own account.
When No Match Is Found
If no published policy or procedure matches your question, the assistant tells you it could not find a relevant document and suggests rephrasing your query or confirming that the relevant policies and procedures have been published. It does not invent an answer.
Follow-Up Questions
The assistant remembers the context of your recent messages within a conversation, so you can ask follow-up questions without repeating background. To clear the context and start fresh, begin a new conversation.
Tips for Better Results
- Publish your documents first: Only published policies and procedures are searchable. Draft documents will not appear in answers.
- Be specific: “What is our data retention period for closed accounts?” returns a sharper answer than “data retention”.
- Use the document type filter: Narrow to Procedures when you want step-by-step operational guidance, or Policies for high-level statements.
- Open the cited sources: The answer is a summary. The source documents hold the authoritative, complete text.
How It Differs From Other AI Tools
- AI Compliance Search: Answers questions from the text of your published policies and procedures, with citations.
- AI Assistant (My Data): Answers questions about structured data across compliance, DevOps, QA, sales, and other modules. Compliance Search is part of the same My Data experience.
- AI Policy Editor: Generates and refines policy text inside the policy editor, rather than answering questions.
Permission Requirements
- The Compliance AI: Search permission, assignable from role management under Compliance and Security.
- The AI feature must be enabled for your account by an administrator.