AI Assistant Overview
The AI Assistant lets you query your live account data using natural language. Instead of navigating to different modules and applying filters, ask a question and get an instant answer drawn from your real data.
Accessing the AI Assistant
- Click the AI chat icon in the top navigation bar to open the chat panel.
- Switch to the My Data tab. This tab connects to your live account data.
- Type your question in the input field and press Enter or click Send.
- The assistant queries your data and responds with relevant information.
The Support tab answers questions about ISO Mate documentation, while the My Data tab queries your actual account data.
What You Can Ask
The AI Assistant covers 10 domains within your account. Here are example questions for each:
Compliance
- “What is our overall compliance percentage?”
- “Which policies are below the attestation threshold?”
- “Show me overdue procedures”
- “How many controls are not yet implemented?”
DevOps
- “What is the status of our current sprint?”
- “How many bugs are in progress?”
- “Show me high-priority issues assigned to me”
- “What is the progress on the latest release?”
Help Desk
- “How many tickets are open right now?”
- “Show me overdue tickets”
- “What are the ticket volume trends this month?”
- “List my assigned tickets”
QA
- “What is the pass rate for the current test cycle?”
- “How many test executions are blocked?”
- “Show me failed tests from this week”
- “What test cases are assigned to me?”
Tasks
- “Show me my overdue tasks”
- “How many tasks are pending?”
- “What tasks are due this week?”
- “What recurring tasks are active?”
Incidents
- “Are there any critical incidents open?”
- “Show me incidents under investigation”
- “How many data breaches have been reported?”
- “What incidents are assigned to me?”
Sales
- “What is the total pipeline value?”
- “Show me my deals”
- “How many leads came in this month?”
- “What opportunities are in qualification?”
Contacts
- “Find contacts from Acme Corp”
- “Show me recently added contacts”
- “How many contacts do we have?”
Calendar
- “What meetings do I have today?”
- “Show me events for this week”
- “What is coming up in the next 7 days?”
Notes
- “Find notes about architecture”
- “Show me recently updated notes”
- “What notes are in the Meeting Notes folder?”
Multi-Turn Conversations
The AI Assistant retains context within a conversation. You can ask follow-up questions without repeating yourself:
- Ask: “How many open incidents are there?”
- Follow up: “Which ones are critical?”
- Drill down: “Show me the data breaches”
The assistant remembers the previous context and narrows the results accordingly. Start a new conversation by clicking the “New Chat” button to reset the context.
Tips for Better Results
- Be specific: “Show me high-priority bugs assigned to me” works better than “show me stuff”.
- Use domain terms: Use terms like “sprint”, “test cycle”, “pipeline”, or “framework” to help the assistant understand which module you mean.
- Ask one thing at a time: Break complex questions into smaller follow-ups for more accurate results.
- Specify time ranges: Add “this week”, “last month”, or “today” to narrow results by date.
Permission Requirements
The AI Assistant respects your role-based permissions. You will only see data from modules you have access to. For example, if your role does not include compliance permissions, the assistant cannot retrieve compliance data for you. The tools available to the assistant are filtered based on:
- Your assigned role permissions
- Your account’s enabled feature flags
Contact your account administrator if you need access to additional modules.