Motivation

The traditional process of managing and complying with directives is cumbersome and time-consuming. Employees often struggle to keep up with frequent updates and complex regulations, requiring them to cross-reference multiple sources. This manual approach can lead to inefficiencies and errors. The Directives Assistant aims to streamline this process by providing instant and accurate access to updated policies and procedures, ensuring consistent understanding and compliance across the organization.

Goal

The goal of the Directives Assistant is to enhance compliance and efficiency by automating the process of directive management. By offering quick and reliable access to the latest rules, procedures, and regulations, the assistant supports employees in maintaining adherence to organizational standards and regulatory requirements. This tool significantly saves time and reduces effort for employees, enabling them to focus on more impactful tasks.

• Improved Efficiency: By minimising the time spent searching for and cross-referencing directives, the assistant boosts overall productivity within the organisation.

• Enhanced Accuracy: The assistant ensures that employees always have access to the most current and accurate information, reducing the risk of regulatory non-compliance.

Structure and Logic of Assistant

1. The assistant uses Document Search (or Document Search V2) module and can be configured to limit it’s search to a specific scope that points to directives in it’s “Configuration”. Document Search

2. The “Tool Definition” of Document Search is designed to infer location/territory/country (as appropriate for the directive selection) from the user message as one of the “parameters”.

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3. A “smartRule” in Advance configuration is designed to filter the correct sources based on user metadata and tool parameters (specified in step 2). Smart Rules and Dynamic Parameters

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4. Functionality:

   1. The above configuration enabled focused document filtering and allows the LLM to zero in on accurate data to be able to respond to the users with precision.

Possible Adaption of Assistant

The Directives Search assistant can be adapted and customised:

• Enhanced Prompting: The system can be tailored by enhancing the prompts of Document Search. Here for instance, we could inform the system about hierarchies in the directives so that the appropriate directive is found.

• Precision filtering: The smart rules can be configured to define very precise filtering of documents based on user and file metadata.

Required and optional modules

The following modules are required/optional for this assistant:

Example AI Assistant Configuration:

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1. Download the above TXT file and upload it into a new space as an AI Assistant configuration.

2. Configure the Advanced settings with the following text:
   
   

   { "isPinned": true, "smartRules": { "path": [ "location" ], "value": "<toolParameters.location>||<userMetadata.location>||UNKNOWN", "operator": "equals" }, "modelChoosing": "BY_FUNCTION_CALL", "showPdfHighlighting": true, "replaceAcronymsInChat": true }

Metadata management