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AI Assistant

The Continual assistant is a conversational AI built into the portal and mobile app that lets you ask questions about your operational data in plain language, without needing to navigate dashboards or write queries.

Who Can Use This

All authenticated users can access the assistant. Data is automatically scoped to your organisation.

How To Access It

In the portal, go to Assistant in the sidebar or use the Ask bar on the home page. In the mobile app, open Troubleshoot and tap Ask the Assistant (when enabled for your organisation). Each conversation is saved so you can return to previous threads on either device.

Opening the assistant from a specific machine (always the case on mobile's Troubleshoot screen, and available in the portal too) scopes that whole conversation to that machine — the assistant already knows which machine you mean, so it won't ask, and it also unlocks attaching a troubleshooting photo (see below).

What The Assistant Can Do

The assistant can answer questions across four categories:

Operational Questions

Ask about check completion, compliance, and activity for any factory, line, machine, or time range.

Examples:

  • "How did Line 3 perform last week?"
  • "Which checks were missed most often in the last 30 days?"
  • "What is our overall completion rate for this month?"

Defect and Deviation Analysis

Understand patterns in failing CIL checks (defects) and out-of-target centreline checks (deviations), including root causes and resolution times.

Examples:

  • "Show me the top repeat offender machines for defects this quarter."
  • "What is the average time to resolve a defect on the packaging line?"

Action Tracking

Query open, pending, and resolved actions — including who raised them, root causes, and resolution notes.

Examples:

  • "List all open actions for Factory North."
  • "Which actions have been open for more than 7 days?"

Platform Guidance

Ask how to use Continual features. The assistant searches the documentation and explains workflows without you needing to leave the page.

Examples:

  • "How do I set up a check that fires at shift start?"
  • "What is the difference between Centreline and CIL checks?"

Creating and Updating Checks

The assistant can create new checks and update existing ones — individually or several at once — directly from a conversation. Every change is proposed for your approval before anything is saved.

Examples:

  • "Create a daily CIL check called 'Belt tension' on the packaging machine."
  • "Change the grace period on the morning temperature check to 30 minutes."
  • "Set up these three centreline checks on Line 2." (each is approved separately)

Who can make changes: Only managers, admins, and owners can approve check changes — the same permission required to edit checks anywhere else in the portal. Other users can still ask the assistant to read data.

Create a Check from an Uploaded Manual

You can ask the assistant for maintenance guidance or help designing a check from a machine's uploaded manuals. Name the machine and describe the outcome you want. The assistant searches the current manual, cites the pages it used, and asks you for important details such as the target machine or schedule when the manual does not provide them.

Manual-derived checks use the same approval card as every other assistant-created check. Uploading a manual does not create proposals automatically.

Examples:

  • "Search the Filler manual for drive-chain maintenance and help me turn it into a check."
  • "What does the Sleever manual say to inspect weekly? Create an appropriate CIL check."

Attach a Troubleshooting Photo

When you're in a conversation scoped to a machine (see How To Access It), you can attach a photo to your message for extra visual context — a jammed component, an error screen, unusual wear. Use the camera or photo library on mobile, or the file picker in the portal. The assistant still bases any manual guidance only on cited manual passages; it won't diagnose the machine from the photo alone, and it won't use the photo to guess which machine you mean.

This is only available when your organisation has photo attachments enabled, and only inside a machine-scoped conversation — the option won't appear in a general conversation that isn't tied to a specific machine.

How approval works:

  1. When you ask for a change, the assistant shows an approval card summarising exactly what will happen (the check title, type, schedule, and so on).
  2. Nothing is saved until you click Approve. Click Reject to discard it.
  3. If several changes are proposed at once, each gets its own card, and an Approve all / Reject all shortcut appears.
  4. After a change is applied, an Undo button appears for the current session. Undo reverts an update to its previous version, or archives a check the assistant created. It is refused if someone has edited the check since the assistant's change. You can also revert later from the check's version history at any time.

How Conversations Work

  • Type your question in the message input and press Enter.
  • The assistant may call internal tools to retrieve data — you will see a summary of what it looked up.
  • Each message is saved to the conversation history, so you can continue a thread or start a new one.
  • In the portal, use the + button to start a fresh conversation. On mobile, open conversation history and tap New conversation.
  • On mobile, tap the stop button to end a response that is no longer useful. If you scroll up while an answer is streaming, the app leaves your reading position alone and shows a jump-to-latest button.
  • Manual citations open the cited PDF in the mobile app at the referenced page.
  • The mobile assistant requires an internet connection. Content already on screen remains readable while offline, but questions and approvals are disabled until you reconnect.

What The Assistant Cannot Do

  • No changes without approval: The assistant never saves a change on its own — every create or update must be approved by a manager, admin, or owner first. It cannot modify factories, lines, machines, or actions.
  • No invented manual details: For manual-derived checks, the assistant uses cited passages from a fresh search. If the manual does not specify a schedule or target, it asks you instead of guessing.
  • No external access: It only has access to your organisation's data and the Continual documentation — it cannot browse the internet.
  • No real-time alerts: It answers questions on demand; it does not proactively notify you of issues.

Tips For Better Results

  • Include a time range in your question: "last week", "this month", "from 1 May to 15 May".
  • Name the factory or line you are asking about: "for the Auckland factory".
  • If the answer seems incomplete, ask a follow-up: "Can you break that down by machine?"
  • For platform usage questions, ask directly: "How do I archive a check?"