COBBLESTONE SOFTWARE

Contract Insight — User Guide

VISDOM Assistant Chat

04. End User General Information › Header Area and Top & Side Menus › VISDOM Assistant Chat

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The VISDOM Assistant (bottom-right purple chat icon), is an AI assistant for asking questions about records and the application, not a person-to-person messaging thread with colleagues. If direct internal messaging between users is required, it does not appear to be available as a self-service feature in this QA environment.