Table of Contents
Summary
🎉 Big changes are here!
What changes, you ask? We've reimagined the assessment workflow to include many of the new AI tools, directly within the assessment. Read on for the highlights!
🤖 What's New in Assessments with Whistic AI (formerly Copilot)?
Whistic AI introduces several powerful features to improve vendor assessments:
- Assessment Guide: Need help managing all the pieces of conducting an assessment? The new workflow has 3 simple steps to walk you through it.
- Collect: Gather the sources you want to use in the assessment. Choose to use existing sources or request new ones.
- Review: Use AI tools such as Vendor Summary and SOC Summary to speed through the review process, or take a manual approach - it's up to you.
- Finalize: A dynamic report to view all the most important information gathered and reviewed during the assessment. Export your work to share with stakeholders.
- Custom Assessment Names: Need help sorting between all those CAQs and SIGs out there? Assign custom names to assessments for better organization and easy tracking.
- Folders for Assessments: Trouble tracking everything you need to assess? Consolidate assessment sources into a single, structured folder.
- Multi-Source Assessments: Do you typically use multiple sources to conduct a single assessment? Access related items as a set instead of reviewing them individually.
- Prioritize Existing Sources: Trouble getting what you need from the vendor? Access using existing sources - such as those from Whistic's Trust Center Exchange, your vendor's Document Repository, direct uploads or even from your business sponsor.
- Source Selection: Want better control over the information AI is using? Choose which sources are used in the Vendor Summary.
- Archiving and Unarchiving: Is your assessment activity getting cluttered? Archive old assessments and restore them whenever needed.
📋 What's Still Available from the Previous Workflow?
If the existing process works great for you, no worries! Not only did we enhance existing functionality, we preserved what is working for you...all while combining AI tools into the process.
- Trust Center Exchange Integration: Use Trust Center Exchange content when available.
- Document and Questionnaire Requests: When no content is available, request necessary documents or questionnaires from vendors.
- Request Monitoring: Track the status of vendor requests to ensure timely completion.
- Task Management: Reassign, send links, and cancel requests as needed.
- Shortcuts on Vendor Detail Page: Quickly jump back into specific tasks using quick access shortcuts.
🔔 Other Changes to Note
Some elements of the assessment workflow have been adjusted to provide a more intuitive and user-friendly experience:
- Questionnaire Review Actions: Review actions are now presented as buttons directly below each question for improved usability and faster decision-making.
- Export Individual Source Reports: Use the 'triple-dot' menu to export the questionnaire excel file or the PDF report.
- Capture Issues and Source Notes: Leave your reviewer notes and capture issues from the questionnaire menu header.