Stop hopping between modules and filters to find what you need. The AI Assistant lets you ask about your live account data in plain language and get answers instantly, then act on them without leaving the conversation.
The challenge it solves
Your account holds data across compliance, DevOps, QA, sales, support, and more, but the answers you need are buried behind menus, filters, and separate reports. Pulling a quick status update means clicking through several modules or exporting spreadsheets. The AI Assistant reads your real data on demand, so a plain question replaces the manual hunt and everyone gets a fast, accurate answer.
What you can do
- Query live data across 10 domains: ask about compliance, DevOps, help desk, QA, tasks, incidents, sales, contacts, calendar, and notes from one My Data tab.
- Ask in plain language: skip filters and navigation, type a question the way you would ask a colleague, and get the answer drawn from your real records.
- Keep the thread going: multi-turn conversations remember what you already asked, so you can drill deeper without repeating context, then start fresh whenever you want.
- Create records by describing them: the Create tab builds records from a plain description and shows a confirmation card before anything saves, the same capability featured in Create with AI.
- Write compliance policies faster: the built-in AI policy assistant generates full policy templates and refines existing text with quick actions like Shorter, More Detail, and Fix Grammar.
- See only what you are allowed to: the assistant respects role-based access control and account feature flags, so answers and actions stay within your permissions.
Popular use cases
- Monday status check: ask what is overdue across tasks and issues to plan the week in seconds.
- Compliance readiness: check policy attestation rates and overdue procedures before an audit.
- Support workload: see open ticket counts, unassigned tickets, and SLA pressure at a glance.
- Sales pipeline review: view pipeline value, deal stages, and upcoming activities without opening a report.
- QA sign-off: review test cycle pass rates and blocked tests before a release.
- Quick capture: create a task, note, or calendar event mid-conversation by describing it.
Works with the rest of ISO Mate
The AI Assistant reaches across the platform in real time, including Compliance, DevOps, Help Desk, QA, Tasks, Incidents, Sales, Contacts, Calendar, and Notes. Its Create tab is the same capability highlighted by Create with AI, and the policy writing assistant lives inside the compliance policy editor. For product help rather than your account data, the Support tab draws on AI Support Chat. Everything honors the same role-based access control and account feature flags as the rest of ISO Mate.
Key benefits at a glance
- Answers in seconds: replace manual navigation with a plain-language question.
- One place for every domain: query ten modules from a single tab.
- Context that carries: multi-turn conversations keep the thread going.
- Safe by design: results respect your permissions and account settings.