​

Help Assistant

The help assistant is an AI-powered chat interface that provides instant answers to questions about RapidCert. It searches the documentation and provides contextual help based on where you are in the admin dashboard.

​

Accessing the Help Assistant

The help assistant is available to administrators and assessors from any page in the admin dashboard:

1. Click the Ask AI button (message icon) in the top-right corner of the header
2. The help assistant drawer opens on the right side of the screen

The drawer remains open while you navigate through the dashboard, so you can ask follow-up questions as you work.

​

Asking Questions

To ask a question:

1. Type your question in the text box at the bottom of the drawer
2. Press Enter or click the Send button
3. The assistant searches the RapidCert documentation and generates an answer

The assistant automatically captures context from the current page (such as the page title, active tab, and available actions) to provide more relevant answers.

​

Example Questions

• “How do I assess an evaluation?”
• “What insurance types are required?”
• “How do I add a new client?”
• “What do the evaluation statuses mean?”
• “How do I verify insurance documents?”

​

Understanding Responses

The assistant provides structured answers with:

• Summary — A concise explanation of the answer
• Steps — Numbered instructions for procedural tasks
• Details — Additional context or important notes
• Limits — Known limitations or caveats
• Sources — Links to the documentation pages used to generate the answer

Click any source link to open the full documentation page in a new tab.

​

Managing Conversations

​

Creating a New Conversation

Click New conversation to start a fresh chat. Each conversation maintains its own message history.

​

Renaming a Conversation

To rename a conversation:

1. Hover over the conversation in the list
2. Click the Rename icon (pencil)
3. Enter a new title and press Enter or click the checkmark

​

Deleting a Conversation

To delete a conversation:

1. Hover over the conversation in the list
2. Click the Delete icon (trash)

Deleted conversations cannot be recovered.

​

Switching Between Conversations

Click any conversation in the list to view its message history. The active conversation is highlighted.

​

Response Quality

The assistant answers are grounded in the RapidCert documentation. If the documentation does not contain enough information to answer your question, the assistant will indicate that it has insufficient evidence. The assistant is designed to help with:

• Understanding RapidCert features and workflows
• Finding specific settings or configuration options
• Learning how to perform common tasks
• Troubleshooting issues

For questions outside the scope of the documentation, contact your system administrator or RapidCert support.

​

Privacy and Data

• Conversations are private to your user account
• Messages are stored securely and scoped to your customer account
• The assistant does not access your evaluation data, company records, or other sensitive information
• Conversations are retained for your reference but can be deleted at any time

​

Next Steps