Differences

This shows you the differences between two versions of the page.

--- ai [2026/01/29 17:49] – Gareth Johnstone
+++ ai [2026/02/05 11:12] (current) – Gareth Johnstone
@@ Line 1: / Line 1: @@
 <note warning>
-This page is a work in progress - none of the features listed here are available yet.
+This page is a work in progress - none of the features listed here are available yet, all features listed are subject to change and the information may be incomplete.
 </note>
 <note warning>
 **Early Access Disclaimer** \\
-This tool is currently in **Early Access**. While it has access to live data, always verify critical dates and financial figures against the main IQX tabs.
+This tool is currently in **Early Access**. While it has access to live data, always verify critical dates and financial figures against the data in IQX.
 </note>
@@ Line 14: / Line 14: @@
 ==== Key Capabilities ====
-=== 1. Live Record Interrogation ===
+=== AI Chat Interface ===
-IQXAssist has read-access to specific parts of the IQX database. It can look up real-time information for the candidate or contact you are currently viewing.
-**Supported Data Points:**
+The Chat interface is the central hub of IQXAssist. Unlike a standard "question and answer" bot, this chat is **context-aware**, meaning it knows which candidate or contact record you are currently viewing and can pull live data specific to them.
-  * **Timesheets:** Check pay status, hours submitted, and processing dates.
-  * **Shifts:** View past and upcoming booking details.
+<row>
-  * **Availability:** Check holidays and availability calendars.
+<col md="6">
-  * **Compliance & Questionnaires:** Verify license details, medical info, and compliance status.
+<image shape="thumbnail">{{:chat_main_interface.gif|The main chat interface showing a conversation history}}</image>
-  * **Notes:** Review history and contact events.
+</col>
+<col md="6">
+== Core Capabilities ==
+The chat operates in two distinct modes depending on your request:
+  * **Standard Conversational Mode:** Uses the LLM (Large Language Model) to answer general questions, draft text, or summarize information already provided in the chat.
+  * **Agent Mode (Live Data):** When you ask for specific records (e.g., "Show me timesheets"), the AI switches to "Agent" mode. It utilizes secure tools to fetch real-time data from the IQX database before answering.
+</col>
+</row>
+<row>
+<col md="6">
+== Live Data Access (The "Tools") ==
+IQXAssist has strictly defined "Tools" that allow it to read specific parts of a record. It cannot write to the database, only read.
+^ Data Type ^ What it can see ^ Best way to ask ^
+| **Timesheets** | Pay status, Hours, Rates, Processing dates | "Show timesheets from Jan 1st to Feb 1st" |
+| **Shifts** | Past/Future bookings, Locations, Roles | "List all shifts booked for next week" |
+| **Availability** | Holidays, Unavailability blocks | "Is this candidate available in March?" |
+| **Compliance** | License details, Medicals, Right to Work | "Check if the Driving License is valid" |
+| **Notes** | Contact history, Audit logs, User notes | "Summarize the last 3 months of notes" |
 <note tip>
-**Pro Tip: Use Date Ranges**
+**The "Date Range" Rule**
-When asking about Timesheets, Shifts, or Availability, try to be specific about the time frame. \\
+To prevent overloading the system, the AI is trained to look for specific timeframes. If you ask for "Timesheets" without a date, it may default to the last 30 days or ask you to clarify.
-* **Good:** "Show me timesheets from last month." \\
+**Always try to specify: "Last Month", "Next Week", or "Since Jan 2024".**
-* **Good:** "Is he available between 1st Jan and 30th Jan?" \\
-* **Vague:** "Show me timesheets." (This may ask you for clarification).
 </note>
+</col>
-=== 2. Document Processing ===
+<col md="6">
-  * **CV Reformatting:** Upload a raw CV (PDF or Word) and have the AI extract the data, redact personal contact info, and reformat it into a standardized, branded IQX PDF profile. (For generating CV Templates see here: [[https://cvtemplatebuilder.iqxusers.co.uk/|CV Template Builder]]
+{{:chat_tooling.gif|The AI using a 'Tool' to fetch live timesheet data}}
-  * **ID Scanning:** Upload an image of a passport or driving license. The AI will identify the photo, crop it perfectly, and allow you to save it directly to the record.
+</col>
-  * **Audio Transcription:** Upload voice notes or interview recordings to receive an instant text transcript.
+</row>
-=== 3. Content Generation ===
+<row>
-Stop writing from scratch. Ask IQXAssist to:
+<col md="6">
-  * **Draft Emails:** "Write a polite email to this candidate confirming their shift for next Tuesday."
+{{:chat_emails.gif|Example of the AI drafting a formatted email}}
-  * **Compose SMS:** "Draft a short text message checking if they are free for a night shift."
+</col>
-  * **Summarize:** "Summarize the last 5 notes on this record."
-----
+<col md="6">
+== Content Generation & Formatting ==
-==== Example Prompts ====
+One of the most powerful features is drafting communications.
-Here are some real-world examples of how to interact with IQXAssist:
+**Emails** \\
+If you ask the AI to "Write an email...", it will automatically create a contact event ready email response.
+> **User:** "Write an email to this candidate confirming their shift on Tuesday at 9am."
+> **AI:** Generates a professional email with the subject "Shift Confirmation - Tuesday".
-^ Task ^ Prompt ^
+**Text Messages (SMS)** \\
-| **Check Compliance** | ''Does this candidate have a valid Driving License and what are the details?'' |
+If you ask for a "Text message" or "SMS", it keeps the response concise and casual, suitable for mobile delivery.
-| **Finance Queries** | ''Summarize the timesheets submitted in December 2024. Were any unpaid?'' |
+</col>
-| **Booking Checks** | ''List all shifts booked for next week.'' |
+</row>
-| **Communication** | ''Draft an email to this candidate explaining that their compliance creates a gap in their availability for the upcoming role.'' |
-----
+<row>
+<col md="12">
+== Security & Privacy ==
-==== Privacy & Security ====
+We have built IQXAssist with a "Privacy First" architecture.
+  * **Encryption at Rest:** All chat logs stored in the database are **encrypted**. Even database administrators cannot read the raw message history.
+  * **Context Isolation:** The AI session is tied to the specific record you are viewing. If you navigate to a different candidate, a new chat session begins to prevent data cross-contamination.
+</col>
+</row>
+<row>
+<col md="12">
+== Smart Features ==
+  * **Auto-Titling:** The system automatically generates a concise title for your chat session based on the first few interactions, making it easy to find later in your history.
+  * **Streaming Responses:** Answers appear in real-time as the AI "thinks," rather than waiting for the full response to load.
+</col>
+</row>
+=== Document Processing ===
+<row>
+<col md="12">
+  * **CV Reformatting:** Upload a CV (PDF or Word) and have the AI extract the data, redact personal contact info, and reformat it into a standardized, branded PDF CV. (For generating CV Templates see here: [[https://cvtemplatebuilder.iqxusers.co.uk/|CV Template Builder]])
+  * **ID Scanning:** Upload an image of a passport or driving license. 1) The AI will identify the photo, crop it perfectly, and allow you to save it directly to the record. 2) The AI can extract information from the ID and use it for registration.
+  * **Audio Transcription:** Upload voice notes or interview recordings to receive an instant text transcript.
+</col>
+</row>
+=== Privacy & Security ===
+<row>
+<col md="12">
   * **Redaction:** When generating CVs, personal contact details (phone, email, address) are automatically redacted to protect candidate privacy.
   * **Secure Context:** The AI operates within the context of the specific record you are viewing. It does not "train" on your data.
-  * **Guardrails:** The AI is instructed to refuse questions about system configurations or sensitive backend data.
+</col>
+</row>