With the right preparation, the AI Companion can transform how your team works, providing seamless assistance and freeing up valuable time. Imagine a workplace where repetitive questions are instantly answered, and essential information is effortlessly accessible to everyone.

To achieve this, start by converting your documents to PDFs and uploading them into Humaans. This initial setup it’s crucial for the AI Companion to function optimally. Once completed, the AI Companion can efficiently assist with your team and help employees navigate important information.

Directly uploading up-to-date documentation, such as your organisation's policies and protocols, will allow the Companion to read and answer questions about them effectively.

You should name these documents effectively so that the AI Companion can easily identify them when responding to queries made by you/your employees. For example, if adding in town hall documents, make sure that they are dated.

Some examples you could consider adding include:

For more on how to add these documents, see Managing company documents.

Likewise, we recommend adding up-to-date documents for individual employees as needed as well. Naming these documents effectively will allow the AI Companion to easily identify them.

Some examples include:

For more on how to add these documents, see Managing employee documents.

By adding employee documents, you not only enhance the employee experience with the AI Companion, but also boost efficiency for the people teams. The AI Companion can reference contract templates to quickly generate new ones for you when prompted. For more examples of prompts that you can consider using, see this guide.

The AI Companion access is controlled by your permissions settings. Before enabling access, we recommend reviewing the permissions for each role, including their view/edit permissions for Document types.