Evaluator Agent
Evaluate documents against best practice and revisit previous evaluations.
AI workspace
AI assistance embedded in the work - not added as a generic chat window.
Use purpose-built agents for evaluation, document extraction, contract analysis and reporting, alongside assistants that receive the exact dashboard context a user is reviewing.
Purpose-built agentsFiltered data contextTenant-aware scopeHuman verification
Purpose-built agents
Choose the AI job before choosing the prompt.
Focused agent experiences help users begin with the right analytical workflow.
Document Agent
Extract key information, review analyses and create document-focused assistants.
Contract Agent
Extract key terms, analyse agreements and create contract-focused assistants.
Report Agent
Generate insight-rich reports, highlight findings and support follow-up action.
Connected workflow
Pass the visible operating context into the conversation.
The assistant interaction should remain connected to the dashboard, records and permissions already in scope.
- 1
Select
Choose a purpose-built agent or dashboard assistant.
- 2
Scope
Use the current organisation, role, filters and record set.
- 3
Package
Pass the visible data and workflow context into the prompt.
- 4
Analyse
Generate priorities, summaries, gaps or suggested actions.
- 5
Verify
Check output against source records and responsible judgement.
- 6
Act
Return to the underlying records, actions and workflow.
AI agent workspace
Manage assigned and available assistants from one place.
Launch assistants already available to the user, review models available for activation and configure access and model settings where authorised.
- Evaluator, Document, Contract and Report agents
- Assigned assistant catalogue
- Available models for activation
- Assistant administration and access configuration
- Direct launch into the focused chat experience
Platform capabilities
Use AI across the operational workspaces.
Dashboard-aware assistants and focused agents support different management jobs while preserving context and verification.
Performance assistant
Rank entities, summarise scores and identify weak or declining coverage.
Evaluation assistant
Review completion, currency, gaps and next actions.
Portfolio assistant
Prioritise projects, identify delivery gaps and frame optimisation.
Third-party assistants
Review supplier coverage, contract risk and remediation.
Incident assistant
Rank urgency, review deadlines and create follow-up plans.
DORA RoI assistant
Summarise output, data gaps, template coverage and readiness.
Operational questionsPriority Action
Ground recurring management questions in the current work set.
Each dashboard can offer focused prompts while still allowing users to ask their own question.
What needs management attention first?
Rank the visible records using the signals already in scope.
What practical follow-up should be considered?
Frame remediation without losing the source records behind the answer.
AI output is untrusted decision support and does not replace professional audit, legal, risk, regulatory or management judgement.
Expected management outcomes
Use AI to accelerate analysis without weakening control.
Keep the source context, permissions and verification expectations visible.
Faster first analysis
Start with a purpose-built agent or repeatable dashboard question.
More relevant answers
Include the filtered records and workflow context in scope.
Traceable follow-up
Return from the response to the records and actions behind it.
See the connected workflow
See AI working with the records behind a real management decision.
Choose a dashboard, document, contract or report workflow and review the context passed into the assistant.