The editor's AI assistant

In the editor, the Assistant button (shown only when the assistant is open to you; on a phone, in the bottom bar) opens a column where you ask for a change in plain words: “make every question on this page required”, “ask for a photo when the answer is Non-compliant”, “add a manager signature at the end”. The assistant applies it to the template, and the editor updates right away. The suggestions shown at first fill the field: read, adjust, then Send.

Who can use it

The assistant is switched on for every organization on a free trial, within an allowance designed for your first templates, and stays on when you become a customer; otherwise, write to us at contact@verifline.com to switch it on. It needs your role to hold the Edit a template with the AI assistant permission, along with Edit and publish a template and its response sets (see roles and permissions), and a connection.

What it can do

Add, change, move or delete questions, sections and pages; change an answer type or a response set; set logic — a question can carry several rules —, follow-up questions included (“if non-compliant, ask for the cause”).

It works on the template as it is now, your edits included; it doesn’t see the file the template may have come from. What you don’t ask for doesn’t move. A rule that notifies people stays in your hands: it keeps it, but won’t remove it.

A question it has just added carries an Added mention on its card, until you leave the editor.

Aim at part of the template

• A selection: tick questions (the box to the left of each card), then open the assistant — or choose Assistant in the selection bar’s ⋯ menu. It says so — “I’ll only touch the 3 selected items” — and sticks to it.
• The open page: “here” or “this page” mean the page on screen.

A few precautions

• A question open for editing makes the assistant wait: close it first, it works on the saved version of the template.
• If the template changes while it works (in another tab, for instance), nothing is applied and your request comes back in the field: send it again.
• A request that would touch too many items at once (more than 60) isn’t applied: select part of the template, then ask again.
• The assistant needs a confirmed email address.
• The conversation stays in the editor; New conversation clears it, and it is erased when you leave the page.
• The assistant publishes nothing: its changes wait, like yours, for you to publish.