The system provides a number of built-in agents that can assist you in using the platform. These will be accessible both on the Agent Dashboard but also as "expert" pop-up boxes in the bottom right corner of different areas of the application. For example, when on the Incidents tab, you will see an Incident Report Specialist box in the bottom right corner that will put you in contact with the agent that understands how to work with incidents. Any chats you start with the agent in that box will also be available in the agent's conversation list in the Agent Dashboard.

These agents can "see" where in the application you are, can access the page through its own browser, and have been given access to relevant areas of the platform's user guide so they can help you use the system and answer questions.

Below is a list of the agents that we provide out of the box. Each is given a name for easy reference. You can modify these or add your own agents. 

• Support Agent: Assists users in answering policy questions (can be found on the policy page if AI Webchat is enabled on Configuration / Main Settings, can be managed in the Lists option in the main hamburger menu).

• Angie (Agent Setup Specialist): Help with setting up AI agents

• Austin (Ops Administrator): Manages all configuration settings for this application.

• Carlos (Compliance Specialist): Checks all organizational changes against adopted compliance frameworks, such as SOC2, HIPAA, CMMC etc.

• Clarence (User Provisioning Specialist): Managing users and access in the application

• Cody (Due Diligence): Manages all documentation requirements, scheduling and information collection for clients and vendors

• Juan (Asset Management): Manages all physical and IP assets across the organization.

• Lisa (Learning Manager): For employees, ensures important policies have quizzes created that are up to date, and monitors quiz results and attestation.

• Maria (Operational Risk Specialist): Manages all risk registers for the organization. Checks any changes or decisions against known risks and implements mitigations.

• Phil (Policy Manager): Maintains all the policies and procedures across the organization, including employee regular quizzing and attestation.

• Walter (Incident Response Manager): Triage for new incidents that are recorded, and performs the necessary investigation, suggesting policy or procedure updates for future mitigation.

• Wayne (Support Technician): Utilizes the policies, procedures and other wiki pages to answer support tickets.