Using the AI Assistant

The AI Assistant is a threaded chat panel grounded in the IDN schema and CAFM best practices. It is designed to answer "how does this work" and "where does this live" questions about the platform.

Opening the assistant

1. Click the AI Assistant chip in the platform header (top-right, next to your avatar).
2. The panel slides in from the right. The assistant uses your account to keep conversations private and persistent.
3. Start typing in the message box at the bottom and press Enter to send.

Threads

Each conversation lives in its own thread, listed in the panel's sidebar. Threads are saved to your account, so you can close the assistant, navigate around the platform, and come back to the same history later. Use a new thread when you switch topics so older context does not bleed into a new question.

What the assistant knows

• The full IDN schema — 11 modules, 333 tables, 12,000+ fields.
• CAFM concepts — work orders, preventive maintenance, SLAs, asset lifecycle, space, EHS, materials.
• Partner workflows — how service partners use the platform day-to-day.

It does not have access to your live data. Treat it as a domain expert who has read the schema, not as a query engine.

Prompts that work well

• Which tables connect a work_order to the assets it touches?
• Explain the difference between preventive and corrective maintenance in the IDN model.
• What fields on the building table support space planning?
• How would I model an SLA breach across the work module?
• Summarize the EHS module in three sentences.

Formatting

Responses are rendered as Markdown. The assistant will use headings, bullet lists, and fenced code blocks when they make the answer clearer. You can copy any block straight into a query, document, or ticket.