Overview
AI Workspace Chat allows you to leverage AI chat capabilities to analyze multiple documents simultaneously in the workspace. Fieldguide AI is aware of the documents in the workspace and the data fields on the left-hand side. This lets you ask questions about a control's documents while referencing other information from your sheet, like the requirement or test.
Chat with Fieldguide AI
Open the workspace and click Fieldguide AI to open AI Workspace Chat.
Enter a prompt or question about your documents and Fieldguide AI will respond.
Examples
Analyze HITRUST requirements
Fieldguide AI can look at your HITRUST requirements and check whether the current policy and procedure documents include the necessary elements.
For example, open the Workspace and ask Fieldguide AI whether the documents fulfill all 6 elements of the requirement/control:
Fieldguide AI responds with the name of the document and page number that relates to each element:
Other examples
There are infinite possibilities for AI Workspace Chat. Below are even more sample prompts to help you get started.
Prompt example | What it does |
Do the documents provided by the client address all aspects of the control with no exceptions noted? Provide a response with reasoning on a document-by-document basis using a list format with sub bullets. | Determines how well a set of documents address a given control. |
Do any documents have deficiencies that would lead to having an exception noted that is not otherwise compensated for by other documents? | Determines if a document set has deficiencies. |
In the context of the control, how must the documents be improved to fulfill the stated requirement? | Gathers suggestions on how document(s) must be improved. |
Caveats
It may take a few minutes for Fieldguide AI to process recently uploaded documents. If files were just uploaded, the chat panel may not be visible available right away.
AI Chat doesn't currently support analyzing Fieldguide Sheets. Other than that, most files types (.pdf, .docx, .xlsx, images, etc.), files within workspace folders, and reference files within the workspace are supported.
It's important to recognize that AI language models may occasionally generate inaccurate information about individuals, locations, or facts. Therefore, please use AI-generated outputs as a reference rather than a substitute for your own judgment.
AI Chat can currently only process 30 or fewer documents simultaneously.
Providing feedback
Providing feedback where you see "How would you rate this suggestion" will allow us to improve the AI to make it as productive as possible for you—a simple click to thumbs up or down is all that’s required.
You can optionally give additional feedback after providing a rating. We'd love to hear your thoughts!




