> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stage3.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Asking About Processes

> Learn how to get information about your business processes from the AI

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.

## Adding Process Context to Your Chat

To ask questions about specific processes, you need to add them to your chat context first.

<Info>
  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.
</Info>

### How to Add Process Context

<Steps>
  <Step title="Navigate to a Core Process page">
    Go to Process Framework > Business Processes, then open any Core Process.
  </Step>

  <Step title="Open the AI chat">
    Click the blue AI button in the bottom-right corner to open the chat pop-up.
  </Step>

  <Step title="Click the [Context] tab">
    Switch from the \[Chat] tab to the \[Context] tab at the top of the chat window.
  </Step>

  <Step title="Select your context">
    Choose which blueprints and activities you want to add to the conversation.
  </Step>

  <Step title="Return to [Chat] tab">
    Switch back to the \[Chat] tab and start asking questions about the selected processes.
  </Step>
</Steps>

<Note>
  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."
</Note>

## Types of Questions You Can Ask

Once you've added process context, you can ask detailed questions:

<AccordionGroup>
  <Accordion title="Process Overview 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?"
  </Accordion>

  <Accordion title="Responsibility Questions">
    **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?"
  </Accordion>

  <Accordion title="Step-by-Step Guidance">
    **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?"
  </Accordion>

  <Accordion title="Requirement Questions">
    **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?"
  </Accordion>

  <Accordion title="Timeline Questions">
    **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?"
  </Accordion>
</AccordionGroup>

## Getting Specific Answers

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

<CardGroup cols={2}>
  <Card title="General Question" icon="message">
    "How does the approval process work?"

    Gets a general overview
  </Card>

  <Card title="Specific Question" icon="message-check">
    "In the Marketing Approval process, who needs to approve external campaigns over \$10,000?"

    Gets an exact answer
  </Card>
</CardGroup>

## 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"
```

## Finding Related Processes

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]?"

<Tip>
  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.
</Tip>

## 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"
```

## Example Questions by Scenario

<Steps>
  <Step title="Starting Something New">
    "What are the first steps in the employee onboarding process?"
  </Step>

  <Step title="Understanding an Activity">
    "What does the 'Initial Assessment' activity involve in the customer onboarding process?"
  </Step>

  <Step title="Finding Requirements">
    "What documents are needed for the vendor approval process?"
  </Step>

  <Step title="Understanding Responsibilities">
    "Who is accountable for the contract review activity?"
  </Step>
</Steps>

## 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.

<Note>
  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.
</Note>

## 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.

## What's Next?

Learn how the AI can help you with other tasks:

* [Opening and Using AI Chat](/ai/opening-chat)
* [AI Capabilities Overview](/ai/ai-capabilities)
* [Having Effective Conversations](/ai/having-conversations)