Assistant Module
Last updated February 20, 2026
Assistant is used to dig deep in on a single or limited set of documents, either by selecting it from a list or uploading it directly. The Assistant feature is designed so you can interact with documents and ask it questions.
How to access Assistant
Click “Assistant” on the left hand bar as shown in this figure to take you to the Assistant portion of Readily.
How to Use Assistant
Uploading Documents:
- Using the Folder Icon:
- Click the folder icon at the end of the Assistant toolbar.
- Select the regulation in the window that will then pop up.
- If you are looking for your own policies and procedures (P&Ps), you will need to scroll down as seen in the image above until you see the list “P&Ps”. From there, select the document you wish to interact with.
- Click the + sign. Locate the file on your computer. Then click and drag the file onto the Assistant interface, releasing it in the designated upload area.
File Upload
- Click the + button and choose the file you want to upload.
Ask The Assistant Questions
- Enter your questions into the search box.
- The Assistant’s question interface is similar when you use OpenAI’s ChatGPT, Google’s Gemini, and other AI applications. However, the Assistant AI specifically covers data sources, policies, and regulations.
Note: For best results, be detailed when you're adding your prompt.
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