Ask the RAPTIX Assistant to Find Information and Run Workflows
Understand the assistant's working boundary
The RAPTIX assistant can combine several permitted work areas in one conversation. Depending on your access and workspace configuration, it can help with:
- finding documents by meaning, name, location, uploader, or indexing state;
- reading a permitted file, summarising a folder, checking versions, and citing sources;
- finding email by meaning or wording, following a thread, and reading supported attachments;
- comparing several messages or files;
- filtering or aggregating bounded rows from a readable spreadsheet;
- finding tasks and Workflow instances you may see; and
- discovering and running eligible manual Workflows.
Availability is contextual. The assistant does not gain access merely because a tool exists, and it does not reveal workspace-wide totals when you are allowed to see only part of the workspace.
Ask for information clearly
Name the business object, timeframe, and desired result. For example:
Find the latest approved supplier policy and cite the page that covers late delivery.
Summarise the messages I can see from Northwind about project Delta this month.
From the attached spreadsheet, total the Amount column for rows whose Status is Open.
The assistant should name or cite the sources it used. Open a citation or source card when the answer affects a decision. If retrieval, OCR, email indexing, or another dependent service is unavailable, the assistant should state the limitation instead of inventing missing evidence.
Work with email and attachments
Ask in Arabic or English; meaning-based search can find permitted material across both languages when the mail index is configured.
For files attached to email:
- readable documents can contribute extracted text;
- spreadsheets can support limited filtering, grouping, and totals over readable rows;
- a scanned page may not be readable when OCR is unavailable;
- a retained original must pass the attachment safety check before download; and
- if the workspace did not retain originals, searchable text can exist without a downloadable file.
Use a bounded request for large tables—for example, specify the sheet, columns, filters, and calculation. Ask for the matching row count and assumptions so you can verify the result.
Ask the assistant to run a Workflow
Use a direct instruction that names the outcome, not just “run something.” For example:
Start the approved New Supplier Review workflow for Northwind, using [email protected] as the requester.
The assistant follows a confirmation-oriented sequence:
- It searches the manual Workflows you are permitted to start.
- If several names match, it asks you to choose.
- It gathers the required inputs and explains missing or invalid values.
- It shows what will be started and asks for confirmation when a consequential action requires it.
- It starts exactly one instance after your clear instruction.
- It returns an execution receipt.
The assistant must not activate an unrelated Workflow, bypass a public/private form requirement, invent a required value, or silently repeat a failed request.
Read the execution receipt
A successful receipt identifies the Workflow and the new instance, and gives the current state or a way to open it. Keep the receipt in the conversation when you will ask follow-up questions such as:
What is the current status of that supplier review?
Who is it waiting for, and when is the task due?
Status answers follow your Workflow access. A receipt proves that a start request was accepted; it does not mean every later step succeeded or that an approval was granted.
If the assistant reports an ambiguous result or no receipt, open Workflow → All Instances before asking it to try again. This prevents accidental duplicate runs.
Use the floating chat while you work
When floating chat is enabled, open an allowed assistant from the bubbles without leaving the current page. The current page can help you describe what you are looking at, but it does not automatically grant the assistant access to hidden data.
You can keep several permitted assistants available—up to the limit shown by the product—and switch between them. Use the assistant whose description matches the task and whose configured knowledge or connection is appropriate.
Troubleshooting
| Problem | What to do |
|---|---|
| The assistant cannot find a document or email | Confirm you can open it yourself, then add a name, person, location, or date range. The dependent index may also be unavailable. |
| It cannot read an attachment | The format may be unsupported, OCR may be unavailable, the file may not have been retained, or its safety scan may still be running. |
| A spreadsheet answer is too broad | Name the sheet, filters, columns, grouping, and requested calculation; ask for row count and assumptions. |
| The Workflow is not offered | It may be inactive, not manually startable, outside your access, or require a different form or Custom Screen. |
| Required inputs are missing | Supply the displayed values in the requested type; do not ask the assistant to guess. |
| No receipt appeared | Check All Instances before retrying. If no instance exists, restate the exact Workflow and inputs. |
| The status omits a task or person | Your permission may allow the instance but not every underlying resource or field. |