Policy Q&A
Ask how something is done and get an answer from your own policies and guides, with a link to the source.
- Live
- Web and the mobile app
See it in action
In the mobile app, a support worker opens the assistant, picks the policy suggestion, asks what to do when a client refuses their medication, and gets an answer citing the organisation's medication policy, whose passage opens from the citation.
How it works
Full guide in Help · 5 steps →Tap the floating chat button — or, if it is tucked against the screen edge, the arrow. This example types its question rather than using voice. If the button is not there, go back to a screen that supports it and check your feature access.
Good to know
The assistant opens from its floating button, on the screens where it appears. This walkthrough asks a clock-in question, checks the guide behind the answer, and comes back to it through History.
AI answers can be incomplete or wrong. Open the linked source and check it before you act.
What it does
- Ask a practical question, such as how to clock in to a shift.
- Answers come from your knowledge base and library documents, not the open internet.
- Each answer names the source it used, so you can open it and check.
- Ask from the web or from the chat button on the mobile app.
- Find past questions and answers again in your chat history.
- For
- Support workers · Managers
- Works on
- Web and the mobile app
- Plans
- Every plan
Works with
Not sure where to start?
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