Built-in assistant
The built-in assistant works on the screen in view. It reads the record, does the legwork, marks what it proposes and waits for a person.
Discovery · found since last review
Call notes summariserMatched to vendor record
Unregistered endpointProposed: register, owner Digital
Notebook modelProposed: retire, notify platform team
Hardship agentNo change
Assistant
I matched one find to an existing vendor record and propose two changes. Nothing is applied until you approve.
Sources: platform connector, last sync 2 hours ago.
ApproveEditSkip
A worker on the screen, not a chat box#
| Principle | What it means |
|---|---|
| Screen-bound | It works on the record in view and knows its context |
| Shows its work | Steps done, sources cited, proposed changes marked in place |
| A person confirms | You approve, edit or skip each change before it is applied |
| Governed itself | Its own actions are checked like any agent and leave receipts |
Where it helps#
InventoryDiscovery triageMatch finds, propose owners, draft registrations.RiskReassessmentRead a change and propose new answers with sources.AssuranceAudit packsCollect evidence, find gaps, draft requests.
Using it#
- 01Open it
Open the assistant from the top bar. It slides in on the right and the page makes room.
- 02Give it a task, or accept the suggested one
It shows the steps it will take and works through them.
- 03Review proposals
Proposed changes are marked in the page and listed in the panel.
- 04Approve, edit or skip
Approved changes are applied and recorded with their origin.
Last reviewed October 2026Suggest a change