ATLICH™ AI · WORKSPACE ASSISTANCE

A clearer starting point.
A decision that stays yours.

Ask questions about accessible workspace information, explore supporting evidence and save useful outputs as action drafts for review. Keep human judgement in the workflow.

WHAT IT IS

What is ATLICH™ AI?

AI is the assistant workspace in ATLICH™. It offers role-aware questions and responses grounded in the workspace information the user is allowed to access. It can present evidence with an answer and save an output as an approval-first action draft.

WHY IT MATTERS

Useful assistance, with context.

Business information is useful only when someone can turn it into a next step. An assistant can help the team get oriented, draft a response or explore a question. Keeping evidence and a review step alongside the output makes it easier to challenge an answer before using it.

WHO IT IS FOR

Built around real responsibilities.

Start with the part of the work your team needs to organise.

01

Managers and business owners

Explore operational questions and prepare ideas for the next team discussion.

02

Customer-facing teams

Use supported prompts to draft follow-ups and work through available customer context.

03

Operations and people teams

Prepare communications or action drafts within the information and role scope available to them.

WHAT YOU CAN DO

AI, in more detail.

Explore the tools that support this workflow. Availability follows your workspace, role and configuration.

01

Ask in natural language

Enter a focused business question rather than starting with a technical query.

02

Role-aware prompts

Suggested prompts reflect the current role, helping a person begin with relevant questions.

03

Scoped information

Responses are designed around the workspace information that the user is allowed to access.

04

Evidence with responses

Inspect the supporting evidence presented with an answer before relying on the conclusion.

05

Action drafts

Save an output as an approval-first action draft instead of treating a generated answer as an executed action.

06

Draft visibility

Management can review drafts within its visibility; other users see their own action drafts in the assistant workspace.

HOW IT WORKS

A practical way
to get started.

Use a clear sequence, keep the information current and review the work with the people responsible for it.

Go to AI
  1. 01

    Ask a focused question

    Explain what you want to understand or draft, using the relevant business context.

  2. 02

    Read the answer and evidence

    Check the response against the information presented and your knowledge of the task.

  3. 03

    Save a useful draft

    Save the output as an action draft if it is worth taking into the review workflow.

  4. 04

    Review before acting

    Confirm the facts, wording and intended action with the appropriate person before using the result.

AN EXAMPLE IN PRACTICE

Preparing a customer follow-up for review.

A team member asks for help drafting a customer follow-up. They review the answer against the available workspace context, check the proposed wording and save it as an action draft. The draft can then be reviewed through the team’s process before anyone sends a message or changes a business record.

What this makes easier

The assistant helps prepare the work, while the team retains responsibility for the action.

COMMON QUESTIONS

A little more
clarity.

Need help with your team’s setup?

Contact the team
Does AI see every record in the company?

The assistant is designed to work with information the signed-in user is allowed to access. Its scope follows the workspace and role context.

Will saving an action draft execute it?

No. Saving a draft records a proposed action for review; it is not confirmation that an external action has run.

How is AI different from Analyst?

AI focuses on assistance, context and action drafts. Analyst focuses on business questions, read-only analysis, result review and reports. They support related but different parts of the workflow.

Can I use an AI answer without checking it?

Review the answer, its evidence and any draft before acting. Treat it as assistance to your judgement, especially when the data is incomplete or the action affects a customer.

ATLICH™ AI

Bring the next step
into your workspace.

Open AI and continue with your team’s account.

Open AI