Ask the AI assistant

The assistant answers questions about your own work in plain words: what is waiting for you, what your mail says, what is on your calendar. It can also draft things and act for you, but it always asks first.

There are two ways to open it:

• Full page: AI Assistant in the Workspace part of the menu.
• Side panel: the sparkle button at the top right of every page. It opens beside the page you are on, and knows which page that is (for example, which mailbox you have open).

1. Show or hide conversations. Opens or closes the list of your earlier conversations.
2. Conversations. Every conversation you have had, newest first. Select one to carry on where you left off.
3. New conversation. Starts a fresh conversation. The old one stays in the list.
4. Introduction and suggestions. A reminder of what you can ask, with ready-made questions underneath (such as What’s on my calendar this week?). They change with what is waiting for you, for example unread mail or approvals. Select one to ask it.
5. Message box. Type your question and press Enter, or select the arrow. Shift + Enter starts a new line.

Ask a question

1. Open the assistant. Use the full page for a longer conversation, or the side panel for a quick question.
2. Type what you want in your own words. For example: “What is waiting for my approval?”, “Summarise my unread mail” or “What’s on my calendar this week?”
3. Read the answer. While it works you see Thinking…. When it looks something up, a small card shows what it read, such as Read pending approvals or Read mail. To stop a long answer, select the square Stop generating button.
4. Ask a follow-up. It remembers the rest of the conversation, so “and the second one?” works.

1. History. Your recent conversations; select one to reopen it.
2. New conversation. Starts a fresh conversation.
3. Open full page. Moves the conversation to the full-page assistant.
4. Message box. Where you type.

What it can do

The assistant works with your own account and your own permissions. It can only see and do what you could see and do yourself in the suite.

Look things up

Your home page summary, approvals waiting for you, your requests and the request types you can submit, memos, notifications, events and meetings, projects, customers, your mail and mailboxes, and your profile.

Draft

A memo, from the topic, audience and deadline you give it. You review and send it yourself.

Act for you

Approve or reject a request, create a request, create an event, add a customer, or mark a notification as read.

It asks before changing anything

Before the assistant changes anything, a card appears in the conversation saying what it is about to do. Nothing happens until you answer.

1. Read the card carefully. It names the request, event or item and what will change.
2. Select Confirm (or Approve) to let it go ahead, or Cancel (or Deny) to stop it.
3. Check the result. The card then shows Done, or the reason it failed.

Manage your conversations

• Rename: in the full-page list, open the menu on a conversation and select Rename. Type the new name and press Enter.
• Delete: same menu, Delete, then confirm. This cannot be undone.
• Your conversations are private to you. A very long conversation shows only its latest 200 messages.

Limits

• It can be wrong. Check names, amounts and dates against the real record before you rely on them.
• It cannot see what you cannot see. If you ask about a request or mailbox you have no access to, it will not find it.
• It is not a place for official decisions. Keep comments and decisions on the request or memo itself, where they form the official record.
• It may be switched off. If the assistant is not in your menu, your role does not include Access AI Assistant or the module has been turned off for the hospital. If the page shows an error, try again later and tell ICT if it continues.

Related

• AI Assistant reference
• Tour of the home page (the ask box on the home page)
• Read and send mail