Ask the assistant — in the app or on WhatsApp

Plain-language questions over your own data, answered where you asked them — with your permissions applied.

4 min read · Last reviewed 18 August 2026

In the app

  1. 1

    Open the assistant from the bubble in the corner — it travels with you on every page.

  2. 2

    Ask in your own words: “how many actions are overdue at Riverside?”, “which permits are open right now?”, “when is the forklift LOLER due?”.

  3. 3

    Dictate instead of typing when your hands are full — the microphone button transcribes.

What the answers are made of

  • Answers come from your workspace’s own records — the same registers the screens show — and link back into them.

  • Your permissions apply: the assistant sees what you see, no more. Confidential incident kinds stay confidential.

  • It is an assistant, not an oracle: it retrieves and summarises your data; judgements stay yours.

On WhatsApp

  1. 1

    Message the assistant’s WhatsApp number — no app to open, no dashboard to learn.

  2. 2

    The sender is matched to their user account, the request is scoped to their organisation, and the answer arrives in the same chat.

  3. 3

    Every inbound message is signature-verified before it is processed.

Tip: WhatsApp is the channel for the people who will never open a dashboard — supervisors get their numbers where they already are.

About this moduleAI assistantAsk about your operation in plain language — in the app or on WhatsApp — and get answers scoped to your own data.