Why don't I see Ask AI?
Why don't I see Ask AI?
Ask AI is part of the AI Chat Assistant paid add-on. If your organization doesn’t have it, the Ask AI button and tabs don’t appear, and the Reports Ask AI tab shows that AI chat isn’t enabled.Your organization can’t turn on a paid add-on from the Apps & features page. Contact Relyant support or your account manager to add it. See Billing.On the Reports and Education Insights pages, the top-bar Ask AI button is hidden on purpose. Use the Ask AI tab on those pages instead.
Can Ask AI change my data?
Can Ask AI change my data?
Yes, but only with your confirmation. From the top-bar Ask AI panel, the home page, and the Reports Ask AI tab, Ask AI can create and update some records, such as work requests, work orders, bookings, supply requests, draft purchase requests, school tasks, activities, and HRIS recognitions.Before anything changes, Ask AI shows a Confirm action card. Nothing happens until you click Confirm. Ask AI can’t delete records, change permissions, or change settings. See Actions that change data.
What data can Ask AI see?
What data can Ask AI see?
Ask AI acts as you. It can only see the records your role lets you see, in the organization you have open. For example, a requester only sees records they submitted, are assigned to, or are linked to.It can’t see salaries, staff HR records, credentials, or system configuration. Data from Education, HRIS, Scribe, and Sell is only available when your organization has that app turned on.
Does Ask AI work in Education and Sell?
Does Ask AI work in Education and Sell?
Yes. In Education, the top-bar Ask AI button covers students, classes, attendance, behavior, tasks, and activities, alongside facilities requests and bookings. The Ask AI tab in Education Insights answers questions and builds reports on school data, but it’s read-only.In Sell, the Ask AI tab in Sell Reports answers questions about sales, orders, payments, and customers. It’s read-only and needs Point of Sale turned on.
Why can't I create a task or log an incident from the Insights tab?
Why can't I create a task or log an incident from the Insights tab?
The Ask AI tabs in Education Insights and Sell Reports are read-only. To create tasks, log activities, or submit requests, click Ask AI in the top bar instead.
Ask AI says it doesn't have permission. What do I do?
Ask AI says it doesn't have permission. What do I do?
Ask AI follows your role’s permissions. If your role can’t view or create a type of record in Relyant, Ask AI can’t either. Ask an Owner or Admin to review your role in roles and permissions.
Who can see my conversations?
Who can see my conversations?
Your conversations are saved to your account in your organization, and only you can open them. You can rename or delete a conversation from Recent chats, or click Clear to delete all of them.Owners and Admins can see in the audit log that you sent a message to Ask AI, along with any change you confirmed. The audit log doesn’t show your message text.
Is my data used to train AI models?
Is my data used to train AI models?
For details on how AI providers process your data and whether it’s used for training, contact Relyant support.
Can I attach files?
Can I attach files?
Yes. Click Attach files to add up to three images or PDFs per message, up to 8 MB each. When Ask AI submits a work request for you, it saves the attached images onto the request.
Why did Ask AI say I'm sending messages too quickly?
Why did Ask AI say I'm sending messages too quickly?
Each person can send up to 5 messages a minute and 30 messages an hour. Wait a moment and try again. Messages are also limited to 2,000 characters.
Can I use Relyant from Claude or ChatGPT instead?
Can I use Relyant from Claude or ChatGPT instead?
Yes. You can connect Claude, ChatGPT, and other assistants that support remote MCP servers to Relyant with read-only access. It also needs the AI Chat Assistant add-on. See Connect an AI assistant.