Table of Contents
Summary
Whistic Sage is your AI-apa AI chat assistant that transforms how you interact with your data. Intelligence meets simplicity—right inside Whistic. No more switching between third-party AI tools or complex integrations. Sage connects directly to all reporting data available via our API, putting powerful insights at your fingertips through natural conversation.
Important: Before using this feature, please review Whistic's AI & Security policies for information on how data is accessed, stored, and used.
🚀 Getting Started
Sage is available to accounts that have AI features enabled. This feature is designed to help you quickly access and analyze your Whistic data without needing to navigate through multiple screens or export data to external tools.
Requirements:
- Your account must have Whistic AI features enabled
- You must be a Whistic Admin to access Sage
- Active subscription with AI capabilities included
🔑 How to Access Whistic Sage
- Log in to your Whistic account
- On the main menu dropdown, locate Resources and select Sage
- Click to open the Sage chat assistant
- Begin asking questions about your data
💡 What You Can Do with Sage
Sage offers powerful capabilities to help you work more efficiently with your Whistic data:
📊 Instant Access to Your Data
Sage connects directly to all reporting data available via our API. Simply ask questions in natural language, and Sage retrieves the information you need. You can ask about vendors, assessments, compliance status, and more—all through conversational queries.
📈 Generate Reports on Demand
Rather than manually creating reports or exporting data, simply ask Sage to create reports for you. Request summaries, trend analyses, or specific data points, and Sage will generate them in seconds. You can ask Sage to interpret charts, analyze patterns, or provide insights based on your current data.
🔒 Secure and Permission-Aware
Sage respects all user permissions and access rules automatically. You'll only see data you're already authorized to access—security is built in by design. Your conversations with Sage follow the same security protocols as the rest of the Whistic platform, ensuring your sensitive vendor and assessment data remains protected.
✨ Using Sage Effectively
To get the best results from Sage, keep these tips in mind:
🎯 Ask Specific Questions
Instead of asking "Tell me about my vendors," try "How many vendors have completed their SOC 2 assessment in the last 30 days?" Specific questions yield more actionable answers.
🔗 Link to Generated Reports
Once Sage replies to a query, it will often provide a link to a report to reference the exact information used to generate the reply. Selecting the link will open the information directly in Reporting.
💬 Use Natural Language
You don't need to learn special commands or syntax. Ask questions as you would to a colleague. For example:
- "What's our average vendor assessment completion time?"
- "Show me vendors with high-risk ratings"
- "Generate a report of assessments due this month"
🔍 Request Clarification
If Sage's response isn't quite what you expected, ask follow-up questions or request the information in a different format. Sage can present data in various ways to suit your needs.
🗂️ Explore Your Data
Use Sage to discover insights you might not have thought to look for. Ask exploratory questions like "What trends do you see in our vendor risk scores?" or "Which compliance frameworks are most commonly requested?"
Important Tip:
- Some requests may take a few moments
- Sage works best with data that's already in your Whistic instance
- If you need historical data or detailed analysis, consider being specific about time frames and criteria
❓ FAQ
What data can Sage access?
Sage connects to all reporting data available via the Whistic API. This includes vendor information, assessment data, compliance status, questionnaire responses, and other metrics tracked in your Whistic account. Sage only shows you data you're already authorized to view based on your user permissions.
Do I need special training to use Sage?
No special training is required. Sage is designed to understand natural language, so you can ask questions as you would to a team member. The more you use it, the better you'll understand what kinds of questions yield the most useful results.
How is my data protected when using Sage?
Sage follows the same security protocols as the rest of the Whistic platform. All data is encrypted, and Sage respects your existing user permissions. Review Whistic's AI & Security FAQ to learn how information is accessed, stored, and used. Whistic AI never trains on your data and does not share it with external parties.
Can Sage perform actions in my account?
Currently, Sage is focused on data retrieval and analysis. Sage can generate reports, answer questions, and provide insights, but cannot modify data, create vendors, or perform other write actions in your account. Future versions may include additional capabilities.
Is there a limit to how many questions I can ask Sage?
Usage limits may vary based on your subscription plan. Contact your Customer Success Manager for specific details about your account's AI feature allocation.
What should I do if Sage doesn't understand my question?
Try rephrasing your question with different wording or breaking complex questions into simpler parts. You can also be more specific about what you're looking for, including time frames, vendor names, or assessment types. If you continue to experience issues, contact Whistic Support for assistance.
Can multiple users access Sage at the same time?
Yes, multiple admin users can use Sage simultaneously. Each user will only see data they have permission to access, ensuring data privacy across your organization.
How does Sage compare to traditional Whistic reporting?
Sage complements traditional reporting by providing quick, conversational access to your data. While standard reports offer structured views and detailed exports, Sage excels at answering specific questions, providing on-demand analysis, and helping you explore your data interactively. Both tools serve different purposes and can be used together.
Will Sage be available to non-admin users in the future?
Whistic is actively working to expand Sage access to additional user roles. Future updates will include broader user access and additional capabilities. Check with your Customer Success Manager for the latest information about planned enhancements.