ISMS Copilot
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Getting started
Starting Your First Conversation

Starting Your First Conversation

Learn how to ask questions and get the best responses from ISMS Copilot.

The Welcome Screen

When you first log in, you'll see the welcome screen with the message: "What are you working on?"

This is where you start conversations with the AI assistant.

Basic Steps

  1. Choose a persona (optional) - Select how the AI should respond (see section below)

  2. Select a workspace (optional) - Choose an existing workspace or start a new conversation

  3. Type your question in the text input field

  4. Press Enter or click Send (arrow button)

  5. Wait for the response - The AI will think and respond with guidance

Choosing a Persona

Select the dropdown menu to choose how ISMS Copilot responds to your questions:

Default

Standard ISMS and compliance assistance for general questions.

Implementer

Focus on implementation - step-by-step guidance for putting controls into practice.

Use when: You need hands-on guidance for building or updating compliance controls.

Auditor

Focus on audit and verification - guidance on compliance verification and audit preparation.

Use when: You're preparing for an audit or need to validate compliance.

Consultant

Focus on strategic guidance - high-level advice for planning compliance initiatives.

Use when: You need strategic planning or advisory guidance.

Important: Personas and workspaces cannot be used at the same time. Selecting a workspace will reset your persona choice.

Asking Effective Questions

Get better responses by providing context:

Be Specific

āœ“ Good: "Help me create a data classification policy for a 100-person fintech company that needs SOC 2 Type II compliance"

āœ— Vague: "How do I classify data?"

Include Your Context

Tell ISMS Copilot about:

  • Your company size

  • Your industry

  • Compliance frameworks you need

  • Current maturity level (starting out, improving, mature)

  • Specific challenges or gaps

Examples of Good Questions

  • "Create an information security policy for a 50-person software company aiming for ISO 27001 certification"

  • "What controls map to ISO 27001 Annex A.5 (Access Control) in the SOC 2 framework?"

  • "Review our risk assessment for GDPR compliance gaps"

  • "Generate an incident response procedure for a healthcare provider with HIPAA requirements"

  • "Help me prepare for an SOC 2 Type II audit in 6 months"

Reading the Response

ISMS Copilot's response appears on the left side of the chat:

  • User messages appear on the right in blue

  • AI responses appear on the left in light gray

  • Typing animation shows while the AI is thinking

  • Generated documents appear as download buttons in the response

Continuing the Conversation

Ask follow-up questions to go deeper:

  1. Read the AI's response

  2. Type your follow-up question in the input field

  3. Press Enter or click Send

  4. The AI will remember the context of your previous messages

The entire conversation is saved automatically, so you can return anytime.

Uploading Files

Include documents for analysis:

  1. Click the paperclip icon (šŸ“Ž) in the input area

  2. Select a file from your computer

  3. The file appears in a blue box showing: "Uploading..."

  4. When done, it appears in a green box: "Uploaded ā€¢ [size]"

  5. Type your question about the file

  6. Click Send

You can also drag and drop files directly onto the chat window.

Tip: Upload your existing policies, risk assessments, or audit reports for detailed analysis.

File Upload Details

Supported File Types

Documents: PDF, DOC, DOCX | Spreadsheets: XLS, XLSX | Data: CSV, JSON, TXT

Size Limit

Maximum 10 MB per file

One File at a Time

Upload one file per message. Wait for the first file to complete before uploading another.

Understanding Limitations

Cannot Edit Messages

Once you send a message, you cannot edit it. Check your message before clicking Send.

Cannot Delete Messages

Individual messages cannot be removed from a conversation. If you need to start over, create a new conversation.

Cannot Regenerate Responses

The AI response cannot be regenerated by clicking a button. To get a different response, rephrase your question and ask again.

Error Handling

If something goes wrong, you'll see an error message. Common errors include:

  • "Daily message limit reached" - Upgrade to plus for unlimited messages

  • "AI response is taking longer than expected" - Try again in a moment

  • "Failed to upload file" - Check file type and size, then retry

If you see persistent errors, refresh the page or contact support.

Next Steps

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