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Compliance AI is the assistant on the Compliance page. It answers questions about your compliance data, drafts check notes, plans updates, and prepares runs, always for the companies you have selected. Every change it suggests arrives as a proposal you review first.

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Before you start

  • AI features must be enabled for your tenant, and you need Compliance access.
  • Read-only users can ask questions and get summaries. Users with Compliance write access can also apply proposals.
  • Drafting public notes and risk assessments are MSP staff tasks. Company users stay limited by their role and company scope.

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Ask the assistant a question

1

Open the assistant

On the Compliance page, click Open assistant at the right edge of the screen. The Assistant panel opens.
2

Check the scope

The panel shows the current view (Tree view, List view, or Risk view) and the company scope, such as All companies or a company count. Change the company selector first if the scope is wrong. Changing the company clears the current conversation and any pending proposals. Changes you already applied stay saved.
3

Pick a starter or type a question

Under Start with, click a starter button, or type your own request in the message box. A starter button sends its question right away.
4

Read the answer

Check the records, dates, and company scope behind the answer before you act on it.
Starter buttons on the Tree and List views:
  • Summarize compliance summarizes failed, overdue, and high-priority checks for the scope.
  • Draft check notes drafts public notes for the most important failed checks. This needs write access.
  • Plan check updates proposes status, priority, flag, or due-date updates the data supports. This needs write access.
  • Prepare a run drafts a compliance run for the scope. This needs write access.
On the Risk view, with risk tracking enabled, the starters are Find risk candidates, Complete risk assessments, Explain scoring, and Draft top risk. When you ask about a specific check or risk, name it, so the assistant does not guess which record you mean.

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Review and apply a proposal

When the assistant wants to change something, it shows a proposal card and does not act on its own.
1

Find the pending proposals

Proposals collect at the bottom of the panel under Pending proposals — review before applying.
2

Read the proposal

Each card shows what it would change and a before-and-after view of each field. The card type is Check updates, New run, Run update, Draft notes, or Risk assessment.
3

Apply or dismiss

Click Apply to save the change, or Dismiss to discard it. Applying Draft notes saves the notes right away. There is no separate save.
4

Check the result

MSPortal shows Compliance changes applied, or Updated N checks; M could not be updated when a batch only partly worked. Open the checks and confirm what saved before you retry.
Dismissing a proposal does not undo changes you already applied. To correct an applied change, edit the record normally.

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Turn an AI assessment into a risk

1

Open the assessment

On a Risk assessment card, click Use this assessment. The standard risk editor opens, marked AI-assisted assessment.
2

Review every field

Check the risk statement, category, likelihood, impact, score, owner, and visibility. The editor says Review and edit every field below.
3

Add the risk

Click Add risk. Nothing is added to the register until you do. For a proposal about an existing risk, the card button reads Edit risk, and you click Save changes in the editor.
When several new risk proposals are pending, Add all (N) creates them all at once, without opening each editor. Review every proposal first. Some can fail, and the result reads Added: X · Failed: Y. Check the register before you retry. AI-written assessment text does not approve a risk or complete remediation. See Risk Management.

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Troubleshooting

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Frequently asked questions

It sends the question at once. Questions only read data. Changes happen only when you click Apply or Add risk.
No. Public-note drafting is an MSP staff task, and company users cannot see private answers through the assistant.
Yes. Review the proposed public notes first. Apply saves them.
No. It opens the risk editor. Add risk creates it.
No. It only discards a pending proposal.
No. Approval and remediation are separate steps in Risk Management.