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The AI assistant can answer questions about your documented processes. It can explain them, provide step-by-step guidance, and help you understand how everything works.

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Adding Process Context to Your Chat

To ask questions about specific processes, you need to add them to your chat context first.
Context selection is only available when you’re on a Core Process page. Navigate to a Core Process, then use the [Context] tab in the AI chat to select which blueprints and activities you want to discuss.

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How to Add Process Context

1

Navigate to a Core Process page

Go to Process Framework > Business Processes, then open any Core Process.
2

Open the AI chat

Click the blue AI button in the bottom-right corner to open the chat pop-up.
3

Click the [Context] tab

Switch from the [Chat] tab to the [Context] tab at the top of the chat window.
4

Select your context

Choose which blueprints and activities you want to add to the conversation.
5

Return to [Chat] tab

Switch back to the [Chat] tab and start asking questions about the selected processes.
If you’re not on a Core Process page, you’ll see a message: “Context selection is only available on Core pages. Navigate to a Core page to select blueprints and activities.”

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Types of Questions You Can Ask

Once you’ve added process context, you can ask detailed questions:
What you can ask:
  • “What is the purpose of the [process name]?”
  • “When should I use the [process name]?”
  • “How long does [process name] typically take?”
  • “What are the main steps in [process name]?”
Example: “What’s the invoice approval process used for?”
What you can ask:
  • “Who is responsible for [activity name]?”
  • “Who do I need approval from in [process name]?”
  • “Who should I consult about [step]?”
  • “Who needs to be informed about [activity]?”
Example: “Who needs to approve expense reports over $1,000?”
What you can ask:
  • “What’s the first step in [process name]?”
  • “What do I do after [specific step]?”
  • “What happens if [scenario] in [process]?”
  • “What documents do I need for [activity]?”
Example: “What do I do if a customer wants to escalate an issue during onboarding?”
What you can ask:
  • “What information do I need to start [process]?”
  • “What forms are required for [activity]?”
  • “Are there any prerequisites for [process]?”
  • “What systems do I need access to for [process]?”
Example: “What information do I need to onboard a new vendor?”
What you can ask:
  • “How long does each step take in [process]?”
  • “What’s the total timeline for [process]?”
  • “When do I need to start [process]?”
  • “What are the deadlines in [process]?”
Example: “How long does the hiring process usually take from posting to offer?”

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Getting Specific Answers

The more specific your question, the more helpful the answer. Include process names and specific details.

General Question

“How does the approval process work?”Gets a general overview

Specific Question

“In the Marketing Approval process, who needs to approve external campaigns over $10,000?”Gets an exact answer

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Comparing Processes

The AI can help you understand differences between similar processes. Make sure both processes are added to your context first. 
You: "What's the difference between the vendor onboarding
process and the contractor onboarding process?"

AI: "Based on the processes in your context:

Vendor Onboarding:
- Used for companies providing goods or services
- Requires tax documentation and insurance certificates
- Involves procurement team approval
- Takes 5-7 business days

Contractor Onboarding:
- Used for individual contractors
- Requires background check and I-9 verification
- Involves HR and hiring manager approval
- Takes 3-5 business days"
Ask the AI to help you discover related processes from those you’ve added to context:
  • “What activities are part of the customer onboarding process?”
  • “What category does [activity name] belong to?”
  • “Who is responsible for most activities in [process]?”
  • “What blueprints are available in [process]?”
If you’re not sure which process to ask about, describe what you’re trying to do. The AI can provide general guidance and suggest where to look in your process framework.

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Understanding Process Details

Ask about specific elements of processes you’ve added to context: 
You: "What are the RACI assignments for the budget approval activity?"

AI: "In the budget approval activity:
- Responsible: Finance Team
- Accountable: CFO
- Consulted: Department Head
- Informed: Project Manager"

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Example Questions by Scenario

1

Starting Something New

“What are the first steps in the employee onboarding process?”
2

Understanding an Activity

“What does the ‘Initial Assessment’ activity involve in the customer onboarding process?”
3

Finding Requirements

“What documents are needed for the vendor approval process?”
4

Understanding Responsibilities

“Who is accountable for the contract review activity?”

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Best Practices

Be Specific with Process Names
Mention the exact process or activity name when asking questions for the most accurate answers. Add Relevant Context First
Make sure the processes you want to ask about are added to your context through the [Context] tab. Ask Follow-Up Questions
You can have a conversation about the processes in your context. Ask clarifying questions as needed. Navigate to Core Pages
Remember that context selection only works when you’re viewing a Core Process page.
The AI can only provide detailed answers about processes that you’ve added to the chat context. If you need information about a different process, use the [Context] tab to add it first.

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Limitations

Context Must Be Selected Manually
The AI doesn’t automatically know which process you’re viewing. You need to select it in the [Context] tab. Only Works on Core Pages
Context selection is only available when viewing Core Process pages, not on the Dashboard or other sections. Based on Documented Information
The AI can only tell you about processes that have been documented and added to your context.

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What’s Next?

Learn how the AI can help you with other tasks: