AI Chat Support - Disclosurely Features

Secure AI-powered chat support with DeepSeek AI for instant help, product guidance, and technical assistance within the Disclosurely platform.

AI Chat Support

Get instant help and guidance with Disclosurely's AI-powered chat support. Available 24/7 on both the marketing site and within your dashboard, our secure AI assistant helps you with product questions, technical issues, and best practices.

What is AI Chat Support?

The AI Chat Support is an intelligent assistant powered by DeepSeek AI that provides:

Instant Answers: Get immediate responses to product questions
Technical Guidance: Help with setup, configuration, and troubleshooting
Best Practices: Compliance and security recommendations
Feature Explanations: Learn how to use Disclosurely features
24/7 Availability: Support whenever you need it
Contextual Help: Understands your organization and usage context
Multi-Device Support: Works on desktop, tablet, and mobile

How It Works

AI Technology

The AI Chat Support uses DeepSeek AI, an advanced language model designed for:

Understanding complex product questions
Providing accurate technical guidance
Explaining compliance and security concepts
Helping with troubleshooting and problem-solving
Offering personalized recommendations

Privacy & Security

Your conversations are secure:

All chat data is encrypted in transit and at rest
Conversations are linked to your user account (when logged in)
No sensitive case data is shared with the AI
AI cannot access your reports or confidential information
Compliant with GDPR and data privacy regulations
Conversations are stored for quality improvement only

What the AI can see:

Your questions and messages
Your user profile information (name, email, organization)
General product documentation and features
Public knowledge about compliance and whistleblowing

What the AI cannot see:

Case details and report content
Other users' data or conversations
Internal system configurations
Sensitive organizational information

Using AI Chat Support

Accessing the Chat

From the Dashboard:

Look for the blue chat bubble in the bottom-right corner
Click to open the chat window
Start typing your question

From the Marketing Site:

Visit disclosurely.com
Click the chat bubble in the bottom-right
Ask questions about features, pricing, or setup

Mobile & Tablet:

Chat widget automatically adapts to smaller screens
Optimized height (70% of viewport) for better mobile UX
Full keyboard support
Swipe-friendly interface

Starting a Conversation

The AI assistant can help with various topics:

Product Questions:

"How do I set up anonymous reporting?"
"What's the difference between Pro and Enterprise plans?"
"Can I customize the branding?"

Technical Support:

"I'm having trouble inviting team members"
"How do I configure custom domains?"
"The dashboard isn't loading properly"

Compliance Guidance:

"What are the EU Whistleblowing Directive requirements?"
"How does Disclosurely ensure GDPR compliance?"
"What's the best way to handle anonymous reports?"

Feature Learning:

"How does the AI Case Helper work?"
"What can I do with workflow automation?"
"Tell me about SLA management"

Conversation Features

Persistent History:

Conversations are saved automatically
Resume previous discussions anytime
Access conversation history from any device
Search past conversations (coming soon)

Rich Responses:

Formatted text with headings and lists
Code snippets for technical guidance
Step-by-step instructions
Links to relevant documentation

Context Awareness:

AI remembers your previous messages in the conversation
Understands follow-up questions
Maintains context throughout the chat
References your organization (when applicable)

Key Capabilities

1. Product Guidance

Get help understanding and using Disclosurely features.

Example Conversation:

You: "How do I create an assignment rule?"

AI: To create an assignment rule in Disclosurely:

1. Navigate to Dashboard > Workflows
2. Click the "Assignment Rules" tab
3. Click "Create Rule" button
4. Configure the rule:
   - Name: Give it a descriptive name
   - Priority: Set execution priority (higher = first)
   - Conditions: Set category, urgency, or keywords
   - Assignment: Choose user or team
5. Click "Create Rule" to save

Assignment rules automatically route incoming reports based on
your criteria. For example, you can route all "Financial" reports
to your finance team automatically.

Would you like help with a specific rule configuration?

2. Troubleshooting Help

Get assistance resolving technical issues.

Example Conversation:

You: "I invited a team member but they didn't receive the email"

AI: Let's troubleshoot the team invitation issue:

COMMON CAUSES:
1. Email in spam/junk folder
2. Typo in email address
3. Email server blocking automated emails
4. Invitation expired (invitations last 7 days)

STEPS TO RESOLVE:
1. Check the email address is correct:
   - Go to Team > Members
   - Verify the spelling

2. Resend the invitation:
   - Click the "Resend" button next to their name
   - They'll receive a fresh invitation

3. Ask them to check spam folder:
   - Look for emails from noreply@disclosurely.com
   - Mark as "Not Spam" if found there

4. Try alternative email:
   - If corporate email is blocked, try personal email
   - They can update to corporate email after joining

Still not working? Contact support@disclosurely.com with:
- The team member's email address
- Organization name
- Time invitation was sent

3. Compliance & Security Advice

Learn about compliance requirements and security best practices.

Example Conversation:

You: "What do I need to do to comply with the EU Whistleblowing Directive?"

AI: EU WHISTLEBLOWING DIRECTIVE COMPLIANCE

Disclosurely helps you meet all key requirements:

REQUIRED ELEMENTS:
✅ Anonymous reporting channel
   - Disclosurely provides secure anonymous reports
   - No identifying information collected

✅ Acknowledgment within 7 days
   - Auto-acknowledgment emails sent immediately
   - Tracked in case management system

✅ Follow-up within 3 months
   - SLA policies track response times
   - Automated escalations for overdue cases
   - Status updates visible to reporters

✅ Secure data storage
   - End-to-end encryption
   - GDPR-compliant data handling
   - EU data residency available

✅ Protection against retaliation
   - Anonymous identity protection
   - Secure messaging channel
   - Audit trail of all actions

RECOMMENDED SETUP:
1. Configure SLA policy with 7-day acknowledgment time
2. Set up workflow automation for case routing
3. Enable custom branding for trusted experience
4. Create internal policies and procedures
5. Train team on proper case handling

Want help with any specific requirement?

4. Best Practice Recommendations

Get expert advice on using Disclosurely effectively.

Example Conversation:

You: "What's the best way to organize my case handlers?"

AI: CASE HANDLER ORGANIZATION BEST PRACTICES

RECOMMENDED STRUCTURE:

1. ROLE-BASED TEAMS:
   - Assign handlers by expertise area
   - Example teams:
     • HR Violations (harassment, discrimination)
     • Financial Misconduct (fraud, embezzlement)
     • Safety & Security (workplace safety, threats)
     • Ethics & Conduct (conflicts of interest, policy violations)

2. ASSIGNMENT RULES:
   Set up automatic routing based on:
   - Report category → Relevant team
   - Urgency level → Senior vs. junior handlers
   - Keywords → Specialist handlers
   - Example: "harassment" keywords → HR team

3. ESCALATION PATHS:
   - Junior handler reviews initially
   - Complex cases escalate to senior handler
   - Critical issues notify leadership
   - Use SLA policies to track timing

4. BACKUP COVERAGE:
   - Assign secondary handlers for each category
   - Cross-train team members
   - Document procedures for consistency

5. WORKLOAD BALANCING:
   - Monitor case counts per handler
   - Adjust assignment rules periodically
   - Use analytics to identify bottlenecks

EXAMPLE SETUP:
Assignment Rule: "Financial Reports → Finance Team"
- Category: Financial
- Assign to: finance-team
- Priority: 10
- Status: Active

This automatically routes financial misconduct reports to
your finance specialists for faster, more expert handling.

Would you like help setting up any of these?

5. Feature Discovery

Learn about features you might not know about.

Example Conversation:

You: "What AI features do you have?"

AI: DISCLOSURELY AI FEATURES

Disclosurely offers several AI-powered capabilities:

1. AI CASE HELPER (Pro & Enterprise):
   - Analyzes case content automatically
   - Identifies key issues and themes
   - Provides investigation recommendations
   - Detects patterns across cases
   - Assesses risk levels
   - Generates case summaries
   - References company policies
   ➜ Available in each case view

2. AI CHAT SUPPORT (All Plans):
   - 24/7 instant support (you're using it now!)
   - Product guidance and troubleshooting
   - Best practice recommendations
   - Compliance advice
   ➜ Available on dashboard and website

3. PATTERN DETECTION (Enterprise):
   - Identifies recurring issues
   - Links related cases
   - Spots organizational trends
   - Predicts potential risks
   ➜ Available in Analytics view

4. CONTENT GENERATION (Enterprise):
   - Generates investigation questions
   - Creates email templates
   - Drafts policy recommendations
   - Writes case summaries
   ➜ Available in case actions menu

PRIVACY & SECURITY:
All AI features are:
- Fully encrypted
- GDPR compliant
- Privacy-first design
- No training on your data
- Audit trail logged

Want to learn more about any specific AI feature?

Chat Interface

Desktop Experience

Chat Button:

Blue circular button in bottom-right corner
Displays message icon when closed
Shows "X" icon when open
Pulse animation for new messages (future)

Chat Window:

400px wide, 600px tall
Positioned above the chat button
Header with "Support Chat" title
Scrollable message area
Input field at bottom
Send button and Enter key support

Message Display:

User messages: Blue background, right-aligned
AI messages: Gray background, left-aligned
Timestamps shown for each message
Automatic scroll to newest messages
Loading indicator while AI responds

Mobile Experience

Optimized Layout:

Full width minus 2rem margin
70% viewport height (better than full screen)
Touch-friendly button sizes
Swipe-friendly message area
Mobile keyboard support

Responsive Design:

Chat button: Slightly smaller on mobile
Text sizes adjust for readability
Compact header design
Optimized input area
Bottom positioning safe for keyboards

Input Options

Text Input:

Multi-line textarea support
Automatic expansion (up to 120px)
Shift+Enter for line breaks
Enter to send
Character limit: None

Send Button:

Visible at all times
Disabled when input is empty
Shows loading spinner while processing
Touch-friendly size on mobile

Advanced Features

Conversation Persistence

Every conversation is automatically saved:

What's Saved:

All messages (user and AI)
Timestamps
Conversation ID
User information (when logged in)
Session metadata

How Long:

Indefinitely (or per your data retention policy)
Accessible anytime from your account
Can be deleted on request

Access:

Resume any previous conversation
View conversation history
Search past chats (coming soon)
Export conversations (coming soon)

Contextual Awareness

The AI understands context:

Within Conversation:

Remembers previous messages
Understands pronouns and references
Maintains topic continuity
Tracks conversation flow

Across Platform:

Knows you're logged in (or not)
Understands your organization
References your plan level
Adapts responses accordingly

Smart Routing

For complex issues, AI can:

Create Support Tickets:

Escalate to human support when needed
Generate ticket with conversation history
Notify support team automatically

Provide Documentation Links:

Direct you to relevant help articles
Reference specific documentation sections
Suggest video tutorials (when available)

Offer Alternatives:

Email support for complex issues
Schedule demo for new features
Connect with sales for upgrades

Pricing & Availability

AI Chat Support is available on:

Free Plan: ✅ Limited (10 conversations/month)
Pro Plan: ✅ Included (100 conversations/month)
Enterprise Plan: ✅ Unlimited

Usage Limits:

Free: 10 conversations per month
Pro: 100 conversations per month
Enterprise: Unlimited conversations
Limits reset monthly on billing date

Fair Use Policy:

Conversations are for legitimate support purposes
Abuse or misuse may result in limits
Enterprise plans have no practical limits

Best Practices

Do:

✅ Be Specific: Provide clear, detailed questions ✅ Give Context: Explain your situation and goal ✅ Follow Up: Ask clarifying questions ✅ Use Examples: Share what you've tried ✅ Check Links: Review documentation links provided ✅ Report Issues: Let us know if AI gives wrong info

Example - Good Question:

"I'm trying to set up automatic assignment for harassment reports
to go to my HR team. I created a rule but it's not working. The
rule is set to category 'HR' but reports aren't being assigned.
What might I be doing wrong?"

Example - Vague Question:

"Rules don't work"

Don't:

❌ Share Sensitive Data: Don't paste case details or personal info ❌ Expect Case Analysis: Use AI Case Helper for case-specific help ❌ Treat as Search Engine: Ask specific Disclosurely questions ❌ Abuse Service: Don't send spam or irrelevant messages ❌ Rely 100% on AI: Verify critical information

Limitations

The AI Chat Support has some limitations:

AI Cannot:

Access your specific case data
Make changes to your account or settings
Reset passwords or security settings
Process refunds or billing changes
Guarantee 100% accuracy on all topics
Replace human support for complex issues

AI May:

Occasionally misunderstand questions
Provide generic answers needing clarification
Not know about very recent features
Need to escalate to human support

For These Issues, Contact Human Support:

Billing and payment issues
Account security concerns
Legal or compliance questions
Feature requests and bug reports
Data deletion requests
Enterprise sales inquiries

Getting Started

Ready to try AI Chat Support?

Look for the Chat Button: Bottom-right corner of any page
Click to Open: Chat window appears
Ask Your Question: Type and send
Get Instant Help: AI responds in seconds
Continue Conversation: Ask follow-ups as needed

Example First Questions:

"How do I get started with Disclosurely?"
"What features are included in the Pro plan?"
"How do I invite team members?"
"Tell me about AI Case Helper"
"How does anonymous reporting work?"

Support & Feedback

Need Human Support?

Email: support@disclosurely.com
Website: disclosurely.com
Chat escalation: AI will offer human support when needed

Have Feedback?

Tell the AI if responses are helpful or not
Suggest improvements
Report incorrect information
Request new features

Related Resources:

AI Chat Support provides instant, intelligent help 24/7, making it easier than ever to get the most out of Disclosurely.