We are thrilled to introduce AI Ask, our new intelligent assistant designed to help you quickly find the information you need from your Way We Do account. Whether you need a quick refresher on a company policy or a specific step in a procedure, AI Ask is here to help.
Here is everything you need to know about using AI Ask to navigate your policies, processes, and procedures.
How to Ask a Question
Using AI Ask is quick and easy:
Locate AI Ask: Simply click on AI Ask in the top navigation bar of your Way We Do account.
Type your query: Ask a question about any of the policies, processes, or procedures stored within your account.
Review the response: AI Ask will process your question and generate a response.
Understanding Citations: When AI Ask provides a response based on a specific document in your Way We Do account, it will include citations. If you click on a citation, a tooltip will display an excerpt from the procedure and the corresponding procedure card will conveniently open in the right-hand column so you can click to read it in full context.
Note: Generally, AI Ask cannot access content outside of Way We Do. If you receive a response that does not include any citations, this indicates the AI is drawing on general knowledge rather than a specific document in your account.
What AI Ask Can Do
Currently, AI Ask is laser-focused on one primary capability: querying your documented knowledge. It is designed specifically to search through the policies, processes, and procedures you have built in Way We Do and provide direct, helpful responses based on those documents.
What AI Ask Cannot Do (Yet)
As we continue to develop AI Ask, there are a few limitations to keep in mind for this current version:
Account Activity: You cannot ask questions about dynamic activity in Way We Do (e.g., "How many checklist instances or forms are still to be completed?" or "What documents need accepting?").
Attached Files: The AI does not currently have the ability to read or extract information from files attached to your documents.
Content Generation: AI Ask is a search and retrieval tool; it does not generate new content, build files, or write new procedures for you at this time.
Managing Your Conversations
You can have an unlimited number of conversations with AI Ask! To get the best results, keep the following in mind:
Start fresh for new topics: We highly encourage you to start a new chat whenever you ask about a completely different topic. This ensures the AI doesn't get confused by the context of your previous questions.
Session limits: Typically, a single conversation thread will remain active for a maximum period of time before it automatically resets.
Best Practices: Avoid Duplicate Content
To help AI Ask give you the most accurate answers, it is important to keep your Way We Do account tidy.
If you have duplicate content -- meaning the exact same or similar information is stored in multiple different documents -- the AI may get confused. In these cases, it might only return one of the duplicated documents in its response. We highly recommend reducing duplicate content wherever possible to ensure the AI always points your team to the single source of truth.
Give Us Feedback!
We built AI Ask for you, and we want to know what you think!
Do you like it?
How can we improve the experience?
Are there any specific AI capabilities you would love to see us develop in the future?
Please reach out to our Customer Success team and let us know your thoughts. Your feedback directly shapes the future of Way We Do!