Chatting with Gracie
Open Gracie from anywhere in the platform and ask questions about your records, dashboards and reports in natural language.
Chatting with Gracie
Gracie gives you one place to ask questions across SureCloud. Instead of moving through menus to find a record, open a dashboard, or inspect a report, you can ask in natural language.
Gracie reads and works with the data you already have access to. She stays within your existing permissions and keeps the conversation tied to your current work.
Opening Gracie
Gracie is available across the platform from the top toolbar. You can open her from a home page, a record, or a dashboard and continue the same conversation as you move around SureCloud.
Gracie opens alongside your work. You can close the panel, reopen it, and pick up where you left off.
Common tasks
Gracie can help with five common tasks in chat:
Ask for a specialist point of view when you want a clear position on a risk, project, control, or incident.
"Give me the privacy view on this vendor onboarding."
Ask Gracie to do a focused job, such as drafting a finding, reviewing a certificate, or summarising your workload.
"Review this ISO 27001 certificate."
Ask Gracie to find records by name, attribute, or relationship. She can summarise a record, read its version history, and surface linked records without making you navigate away.
"Show me the open incidents raised against Vendor X in the last 30 days and summarise the root causes."
Where your role allows it, Gracie can create records and update existing ones on your behalf.
"Create a new risk for the finance function called 'Late month-end close' and set the likelihood to Medium."
Ask Gracie a question about a dashboard or report in plain English. She can interpret the data and answer directly in the chat panel.
"Which controls on the SOC 2 dashboard failed their last test?"
How responses work
Gracie is designed to be transparent. She shows what she is doing as she works, not only the final answer.
Response layout
Gracie can return lists, headings, and linked references in the chat panel. When a response needs a next step, she can also surface structured actions so you don't have to type everything manually.
If you need more room, you can expand the conversation for longer chats and larger outputs.
Chat history
Conversation history is preserved so you can return to a previous thread and continue it. This also gives Gracie context for follow-up questions within the same conversation.
Permissions
Gracie is permission-aware. Every response is limited to what the user can already access in SureCloud:
Records you can't see in the UI won't appear in Gracie's answers.
Records you can see but can't edit won't be editable via Gracie either.
Historical data is read under the same permission rules as the live record.
Tenant admins can also control who can use Gracie and how actions are governed. See Governance & Controls.
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