ISO Mate lets you ask plain-English questions about your published policies and procedures and get a written answer drawn from those documents, with citations to the sources it used. You ask in the My Data tab of the AI Assistant, optionally narrow the search to policies or procedures, and open any cited document to verify the detail. The search only reads published documents in your active account, so drafts and other accounts are never included.
Open the AI Assistant
- Click the AI Assistant icon (the sparkle icon) in the top toolbar.
- Switch to the My Data tab. It queries your live account data, while the Product Help tab answers questions about ISO Mate itself.
- If you do not see the My Data tab, your role is missing the required permission or AI features are not enabled for your account.
Ask a question
- Choose a document type filter: All, Policies, or Procedures. Use All to search across both.
- Type your question in plain language, 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.
- Read the answer and the list of sources shown with it.
Understand the citations
Each answer lists the policies and procedures it drew from, referenced by their actual document name rather than an internal identifier. Use the 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, and the answer is a summary, so the source documents hold the authoritative, complete text.
Ask follow-up questions
The assistant keeps the context of your recent messages within a conversation, so you can ask a follow-up without repeating the background. To clear the context and start over, use New Conversation. If no published policy or procedure matches your question, the assistant tells you it could not find a relevant document rather than inventing an answer, so try rephrasing or confirm the relevant documents are published.
Tips for better results
- Publish first: only published policies and procedures are searchable, so publish documents in Managing Policies and Attestations and Managing Procedures before you rely on search.
- Be specific: “What is our data retention period for closed accounts?” returns a sharper answer than “data retention”.
- Use the filter: narrow to Procedures for step-by-step operational guidance, or Policies for high-level statements.
- Open the cited sources: the answer summarizes, the source documents are the record of truth.
How it differs from other AI tools
- Policy and procedure search: answers questions from the text of your published policies and procedures, with citations. It is part of the AI Assistant My Data experience, which can also answer about structured data across compliance and other modules.
- AI Policy Editor: generates and refines policy text inside the editor rather than answering questions, covered in Using the AI Policy Editor.
Permission requirements
- The Search policies and procedures via AI permission, from the Compliance AI category in role management under Compliance and Security, is required to use the My Data tab.
- AI features must be enabled for your account by an administrator.
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