AI Assistant
The AI Assistant is a built-in compliance chat powered by Claude AI. It has live read access to all your records — inspections, incidents, training, documents, COSHH, and more — and answers questions in plain English. Use it to check your compliance status, find overdue items, summarise recent activity, or draft corrective action text.
Common actions
- 1
Open the chat: tap the gold sparkle button (✦) at the bottom right of any dashboard page, or click "AI Assistant" in the sidebar. The chat panel opens immediately — no setup needed.
- 2
Ask a status question: try "What's my current compliance score?" or "What modules are in the red?" for an instant overview. The AI calculates this live from your records.
- 3
Find overdue items: ask "Show me all overdue inspections" or "Which training records expire this month?" The AI queries your data and returns a list with details.
- 4
Get a summary: ask "Summarise recent incidents" or "What actions are due in the next 30 days?" for a plain-English briefing you can share in a team meeting.
- 5
Draft corrective action text: after an incident or failed inspection, ask "Draft a corrective action plan for [describe the issue]" and paste the result into the relevant record's notes field.
- 6
Ask about a specific record: mention the module and context — "Has the 18th tee mower been serviced this quarter?" or "When does the first aid training for the pro shop team expire?"
💡 Tip
The AI can see all your records but cannot make changes — it is read-only. For best results, be specific: mention the module, location, staff member, or timeframe you are asking about. The more context you give, the more precise the answer.