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About this resource
This guide explains how the Insight AI channel works and where to start. Insight AI is a separate licence with two main features: AskAI, a chat agent that answers staff questions using your own documents, and Content Authoring, which builds training from those documents. The guide provides a recommended setup order—starting with a 'Before you use Insight AI' card, then data privacy, AskAI usage, content authoring, keeping training current, and locking synthesized data. Tips include uploading your most-used documents first, reviewing AskAI questions to find training gaps, and refreshing trainin
Questions this resource answers
- What is Insight AI and what does it include?
- Insight AI is a separate licence that includes AskAI, a chat agent that answers staff questions from your documents, and Content Authoring, which builds training from those documents.
- What order should I follow when setting up Insight AI for the first time?
- Start with 'Before you use Insight AI,' then review data privacy, learn how to use AskAI, author content, keep training current, and finally lock and preserve your synthesized data.
- How can I get the most out of Insight AI?
- Upload the documents staff ask about most—policies, product sheets, procedures—review AskAI questions to spot training gaps, and refresh training whenever a document changes.
- How does Insight AI handle data privacy?
- The channel includes a dedicated resource explaining how Insight AI ensures data privacy and confidentiality, which is recommended reading during initial setup.