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ai [2026/02/05 10:52] – Gareth Johnstoneai [2026/02/05 11:12] (current) – Gareth Johnstone
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 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. 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.
  
-{{:chat_main_interface.gif|The main chat interface showing a conversation history}}+<row> 
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 +<image shape="thumbnail">{{:chat_main_interface.gif|The main chat interface showing a conversation history}}</image> 
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 == Core Capabilities == == Core Capabilities ==
  
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   * **Standard Conversational Mode:** Uses the LLM (Large Language Model) to answer general questions, draft text, or summarize information already provided in the chat.   * **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.   * **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.
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 == Live Data Access (The "Tools") == == Live Data Access (The "Tools") ==
  
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 **Always try to specify: "Last Month", "Next Week", or "Since Jan 2024".** **Always try to specify: "Last Month", "Next Week", or "Since Jan 2024".**
 </note> </note>
 +</col>
  
-{{screenshot:chat_agent_tool_use.png?500|The AI using a 'Tool' to fetch live timesheet data}}+<col md="6"> 
 +{{:chat_tooling.gif|The AI using a 'Tool' to fetch live timesheet data}} 
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 +</row>
  
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 +{{:chat_emails.gif|Example of the AI drafting a formatted email}}
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 == Content Generation & Formatting == == Content Generation & Formatting ==
  
-One of the most powerful features is drafting communications. The AI has been trained on specific output formats to make copying and pasting easier. +One of the most powerful features is drafting communications.
- +
-== Emails == +
-If you ask the AI to "Write an email...", it will format the output with a subject line and body text, ready to copy into Outlook or the IQX Mailer.+
  
 +**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." > **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". > **AI:** Generates a professional email with the subject "Shift Confirmation - Tuesday".
  
-== Text Messages (SMS) ==+**Text Messages (SMS)** \\
 If you ask for a "Text message" or "SMS", it keeps the response concise and casual, suitable for mobile delivery. If you ask for a "Text message" or "SMS", it keeps the response concise and casual, suitable for mobile delivery.
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 +</row>
  
-{{screenshot:chat_email_generation.png?500|Example of the AI drafting a formatted email}} +<row> 
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 == Security & Privacy == == Security & Privacy ==
  
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   * **Encryption at Rest:** All chat logs stored in the database are **encrypted**. Even database administrators cannot read the raw message history.   * **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.   * **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.
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 +</row>
  
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 == Smart Features == == 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.   * **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.   * **Streaming Responses:** Answers appear in real-time as the AI "thinks," rather than waiting for the full response to load.
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 +</row>
  
 === Document Processing === === Document Processing ===
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   * **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]])   * **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.   * **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.   * **Audio Transcription:** Upload voice notes or interview recordings to receive an instant text transcript.
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-==== Privacy & Security ==== +=== Privacy & Security === 
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   * **Redaction:** When generating CVs, personal contact details (phone, email, address) are automatically redacted to protect candidate privacy.   * **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.   * **Secure Context:** The AI operates within the context of the specific record you are viewing. It does not "train" on your data.
 +</col> 
 +</row>
  • ai.1770288728.txt.gz
  • Last modified: 2026/02/05 10:52
  • by Gareth Johnstone