93 Compliance help Concepts

Discovery: your website and how you work

Give the assistant your website and real documents first, so policies describe what you actually do.

Before writing policies, the assistant can learn how your company really works. In the builder’s Discovery step:

  • Read your website: up to 25 pages. The assistant can then check that your public claims match your policies.
  • Add documents about how you work: runbooks, contracts, settings screenshots, rosters.

What it learns goes into Assistant’s notes, which it uses when it writes or changes a policy. You can read and correct them.

Try asking “Does our website match our policies?” once it has read your site.

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