Assistant is used to dig deep into a single or limited set of documents, either by selecting it from a list or uploading it directly. The Assistant feature is designed so you can interact with documents and ask it questions.
How To Access The Assistant
Click “Assistant” on the left-hand bar, as shown in this figure, to take you to the Assistant portion of Readily.
How To Use The Assistant
Uploading Documents:
Using the Folder Icon: Click the folder icon at the end of the Assistant toolbar.
Select the regulation in the window that will then pop up.
If you are looking for your own policies and procedures (P&Ps), you will need to scroll down as seen in the image above until you see the list “P&Ps”. From there, select the document you wish to interact with.
Click the + sign. Locate the file on your computer. Then click and drag the file onto the Assistant interface, releasing it in the designated upload area.
File Upload
Click the + button and choose the file you want to upload.
Ask The Assistant Questions
Enter your questions into the search box.
The Assistant’s question interface is similar when you use OpenAI’s ChatGPT, Google’s Gemini, and other AI applications. However, the Assistant AI specifically covers data sources, policies, and regulations.
Note: For best results, be detailed when you're adding your prompt.
How to Use the Chat Feature (Assistant) in Search and Regulatory Change Management
Click on the document you want to work with.
Once the document is open, locate and click the Chat
Ask questions about the document:
Type your question directly into the chat. The Assistant will focus specifically on the content of that document.
Get targeted answers: The Assistant uses the document as its source, so responses are tailored to that file, helping you summarize, clarify, or find specific details quickly.
Refine your queries: Ask follow-up questions to dig deeper or get more precise information.
Tip: Be specific in your questions (e.g., “Summarize section 2” or “What are the key requirements?”) to get the most accurate results.
Deleting Conversations/Questions in Assistant
Delete questions/conversations in Assistant by clicking the 3 dots in the history on the side, and clicking delete. Note: Make sure you are in the new experience for this to work!
