AI assistant inside the portal
Ask the portal. Confirm the action yourself.
One interface answers work questions, gathers company context and prepares drafts. HR decisions and final actions stay with a person.
This is an interface example. Available data and actions depend on company settings.
TeamEvo assistant
Conversation in the portal
Thank Olivia for helping with the report
I prepared a recognition message for Olivia. Review the text and confirm publication.
Scenarios in the portal
The question, source and next step in one conversation
Switch roles to see which data the assistant checks before answering. The examples show available scenarios, not real company data.
Finds an answer in the company policies this employee can access
Your policy provides 25 days of annual leave. You can take the first period after completing the required service period.
Send the request to your manager at least two weeks in advance. The request form is attached to the policy.
Source: Annual leave policy, section 4. Updated 12 August, owner: People team
Other common questions
- Who can help with business travel?
- Where is the access request guide?
- What do I need to finish this week?
Prepares a recognition draft for the employee to review
Anna, thank you for staying to resolve the migration issue on Friday. The team started Monday with a working environment instead of an incident review.
I linked this to the value ‘Finish what we start’. Should this appear publicly in the feed or be sent privately?
Other common questions
- Draft a pulse survey for new hires
- Prepare an engagement-signal digest
- Draft a news post about a process change
Finds a colleague and shows directory data the manager can access
The Operations team handles equipment purchasing. Olivia Parker is the contact for requests.
Her profile contains her work contact details and department.
Other common questions
- Where is the purchasing request guide?
- Who handles business travel?
- Find the news post about the new purchasing rules
Built-in portal tools
The assistant calls them on your behalf and within your access rights.
- Knowledge-base search
- People and org chart
- Birthdays and anniversaries
- News and announcements
- Ideas and voting
- Recognition
- Challenges
- Achievements and badges
- Notifications
Answers from portal content
Open the policy behind an answer
The assistant searches published knowledge-base pages and shows the source document below the answer. If it cannot find a relevant passage, it says so.
How the knowledge base worksOpen the Business travel page and complete the request. Your manager and the travel administrator review it.
Business travel request policy
Answer source · Knowledge base
Action confirmation
An employee confirms publication and data changes
For built-in tools that change portal data, the assistant prepares an approval card. The user reviews the parameters and makes the decision.
Request
An employee asks the assistant to publish recognition or perform another action.
Approval card
The assistant shows the recipient, text and action parameters in the conversation.
Decision
The action runs after confirmation. A rejected request is not performed.
Connected third-party tools are governed separately. Review their actions and approval rules when configuring an integration.
Assistant settings
Workspace settings
Access
Tools
Portal sections
The available set depends on enabled modules and the employee's access rights.
Limits
Messages and budget
An administrator sets daily and monthly limits.
Company settings
Administrators set access, tools and limits
The assistant uses the access rights of the employee who asked the question. Turning off a module removes its related tools. Administrators control access to the assistant and choose from the models available in the workspace region.
- Access by employee, role and department
- Portal permissions apply to search and actions
- Daily message limit and monthly budget
Questions about the AI assistant
Give every role its own AI assistant
Drafts, suggestions and quick access to company context at no extra cost for teams of up to 20 people.