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Staff Assistant

Staff Assistant

Answers for your staff from your own policies and guides, on Microsoft Teams, Slack or WhatsApp.

Indite assistant

Microsoft Teams

Where is the latest hand-hygiene SOP?

Here is the current version, with the steps for ward staff. Source: Infection Control SOP.

Open source document
Answer shows its source
Requests become tasks

Overview

Staff in hospitals and clinics regularly need answers about policies, procedures and forms. Finding them often means searching shared drives or asking a colleague. Indite sets up an AI assistant that answers from your own documents in the messaging tools your staff already uses, and creates tasks for the right team when action is needed.

You decide which documents the assistant can use, such as SOPs, HR policies, IT guides and department handbooks. Answers can link to the document they came from, and when a request needs someone to act, the assistant creates a task and asks for approval before anything changes.

What staff can ask

  • What’s the process for reporting a needle-stick injury?
  • Which form do I use for a leave request?
  • What are the visiting hours for the ICU?
  • How do I reset my email password?
  • The infusion pump in ward 3 is faulty. Who should fix it?
  • Where is the latest hand-hygiene SOP?

Challenges

Policies are hard to find

SOPs, policies and guides are spread across shared drives, intranets and email.

Senior staff get interrupted

Routine questions often go to managers and senior colleagues, pulling them away from their work.

Documents change

Staff may follow an older version of a policy without knowing it has been updated.

Requests get lost in chat

Requests made in group chats or direct messages are easy to miss.

New staff don’t know where to look

New starters spend their first weeks asking where documents are and who handles what.

Answers depend on who you ask

Different colleagues can give different answers to the same question, especially across shifts.

Solution

Answer from your documents

The assistant answers using the policies, SOPs and guides you provide, and can link the document it used.

Work in the tools staff use

Staff ask questions on Microsoft Teams, Slack or WhatsApp, without logging in to another system.

Use the current version

When you update a document, the assistant answers from the updated version.

Create tasks for the right team

When a request needs action, the assistant creates a task for the right team and asks for approval before any change is made.

Point to a person when unsure

The assistant can be set up to say when your documents don’t cover a question and suggest who to contact, instead of guessing.

Connects with: Microsoft Teams, Slack, WhatsApp, SharePoint and your document storage.

Business Impact

Answers without searching

Staff get answers from your documents in the tool they already use every day.

Senior staff can focus on their work

Routine questions go to the assistant before they reach a manager.

Answers you can check

Answers can link to the document they came from, so staff can confirm them.

Requests tracked as tasks

Requests become tasks with an owner instead of messages in a chat.

The same answer on every shift

Day and night shifts get answers from the same, current documents.

Faster settling-in for new staff

New starters can find policies and the right contacts without waiting for a colleague.

See how this would work for your team

Tell us how it works today. We’ll show you how an AI agent could handle it, where your staff stays in control and what it would cost.