AI Policy & Handbook Q&A

Live Elite plan or higher · Team member

Answer employee questions from internal policies and handbooks.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Employee question (required), textarea field in the workspace
• Policy / handbook excerpts (required), textarea field in the workspace
• Policy area (optional), select field in the workspace

Primary action button: Get answer

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Elite apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select AI Policy & Handbook Q&A under Everyday common utility tools.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Paste or type your document: On the Intake tab, add content to Employee question: paste text or use Use sample inputs to load a demo, then edit before you run.
7. Complete additional inputs: In Workspace, fill Policy / handbook excerpts, Policy area before you run.
8. Run the app: On the Intake tab, click Get answer. Review output on the Result tab and download if needed.
9. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Employee question

What is our return policy for opened software licenses?

Ask one clear question; add reference context below if needed.

Policy / handbook excerpts

Plan: Pro monthly · SLA: 24h response · No prior tickets this quarter

Account, product, SLA, or approved FAQ snippets the reply should respect.

Policy area

Product

Which knowledge area the answer should use.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• What is our PTO policy for part-time staff after 90 days?
• Summarize return policy using only the pasted handbook section.
• Answer using tenant KB snippet: say when context is insufficient.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (answer)

• Direct answer grounded in reference context you pasted
• Caveat when context is insufficient
• Source pointers back to handbook or KB snippets

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

← Back to everyday common utility tool tutorials · Getting started · FAQ