Overview
The AI Assistant allows you to quickly access to mobility data through natural language queries. Users can interact with the AI Assistant by asking questions in plain language, and the assistant interprets these queries to generate data tables and counts from the Equus Platform.
Backed by the Microsoft Azure OpenAI services, the feature acts as an intermediary between the user and the Equus Platform. AI interprets the user's question and converts it into a format that the Equus Platform can understand. The Equus Platform then handles the interpretation provided by the AI and retrieves the appropriate mobility data. The Equus Platform sends the data back through the AI Assistant, ensuring that the user's access rights are respected. It's important to note that the AI does not have access to your data or the database.
While the AI Assistant cannot access the database, it can access user’s questions. With this in mind, please avoid sharing any Personally Identifiable Information (PII), such as social security numbers, addresses, or personal identifiers.
This feature can be disabled or enabled through the Enable AI Assistant System Preference.
Accessing the AI Assistant
Accessing the AI Assistant: The AI Assistant is available to internal users by default with necessary access rights to the screen and can be accessed from any internal page. Internal users can locate the AI Assistant on any internal page by clicking on the robot
icon.
A new tab will automatically open after clicking the robot
icon.
Users can then query for Mobility data by creating queries in natural language.
For example:
'Show me all moves from Canada'
'How many moves do we have between Europe and North America'
'Which policies have the most active moves?'
'What information can you assist with?'
Or utilize the suggested prompts to start.
Response Formats
The AI Assistant returns information in either a table or count format, based on the question. For better analysis, users can export the values as a spreadsheet if a tabulated format is returned.
Table Format
The tabulated format result has some similarities with the Landing Experience Table where sorting, pagination, table expansion, and exporting to a spreadsheet file can be used. If the output contains more than 1000 rows, the user will be notified that there is too much data and they need to narrow their search. An option to download the full data as a spreadsheet file will be suggested.
In the tabulated result, the
link can be utilized if the user wants to directly view/edit the case-record on the table.
If no specific columns are requested, the AI Assistant returns the default columns:
Assignment ID (link)
Employee System Number
Employee First Name
Employee Last Name
Move Type (ASSIGNMENT_STANDARD_MOBILITY_TYPE)
Policy
From Country
To Country
Start Date
End Date
By default, the AI Assistant will only display active case records. The user must specify if they want to include inactive case records.
The AI Assistant also supports Data Dictionary Metadata Overrides or DDMO in the following fields:
EMPLOYEE!SYSTEM_NUMBER
ASSIGNMENT!VIP
ASSIGNMENT!PHASE - only if DDMO is respected for this field
The Accounting & Additional Resource fields
Note, the AI Assistant uses DDMO fields with names beginning with ‘VWEQ_AI_MOBILITY!’,
‘VWEQ_AI_RELOCATION_POLICY_FIELD_EXCEPTION!’, or 'VWEQ_AI_SERVICE_ORDER!’.
Count Format
AI Interpretation Errors
If the AI Assistant misinterprets a question or fails to provide the requested information, the AI Assistant will show how it queried the database so users can modify its instruction to get a possibility of better results.
Users also have the option to provide feedback to the AI Assistant by giving it a thumbs up or thumbs down based on their experience.
After clicking either the
icons, the user has an option to provide additional feedback about what they liked or didn’t like. A category can be selected and/or add personalized feedback. This function would help improve the response of this feature.
Equus Platform Security Measures
Below are some key security protocols and access controls implemented in the Equus Platform:
Encryption - All communication with Microsoft’s Azure OpenAI Service and our database is encrypted using HTTPS and TLS protocols
User Permissions and Information Availability - Users can only access mobility information for which they have explicit permission. For instance, the AI Assistant can only provide information about Policy Field Exceptions or Service Orders if the user has page rights (View right) to the Relocation Policy Field Exception Details or Service Order Details pages (respectively).
The Microsoft Azure OpenAI Service
The AI Assistant feature of Equus Platform uses Microsoft's Azure OpenAI Service. Azure OpenAI Service ensures data privacy, controlled processing, and effective monitoring to prevent misuse while offering flexibility for customization and exemptions for sensitive data handling—more information about the Azure OpenAI service here.
Thing to Note
To make the most of the AI Assistant and ensure better responses, users are encouraged to consider these best practices:
Be Specific: Provide precise details in your question to ensure the AI assistant can accurately understand your request
Use Keywords: Incorporate relevant keywords related to your mobility data (e.g., Relocation Policy, Company Name, Assignment From Country)
Specify Table or Count: Clearly state whether you're seeking a table format or a count of data in your question
Review Results: Verify the returned data aligns with your requested information.
Start Fresh: Occasionally initiating a new conversation by clearing the ongoing one can yield better results
The AI Assistant currently returns selected value coming selected data sources. Here's the list of supported fields.
The AI Assistant supports Company Segment Levels queries that uses captions associated with the segment levels.