AI Policy & Handbook Q&A
Step-by-step guide for users using AI Policy & Handbook Q&A on EZ4Youtech.
Answer employee questions from internal policies and handbooks.
Workspace fields
These labels match the live EZ4Youtech workspace (sidebar provider + main panel):
- Question (required) — textarea field in the workspace
- Knowledge scope (optional) — select field in the workspace
- Reference context (optional) — textarea field in the workspace
Primary action button: Get answer
Workspace overview
Before you start
- Log in as a user on your company tenant (admins set up BYOK separately).
- Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
- Verify your plan includes Elite apps — disabled apps show the plan required to unlock them.
Step-by-step
- Open the app — In the workspace sidebar, select AI Policy & Handbook Q&A under EZ Utility Apps.
- Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
- Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
- Use file history — Under File history, select a saved file and click Load file to populate your text field.
- Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
- Complete additional inputs — In Workspace, fill Knowledge scope, Reference context before you run.
- Enter Question — In Workspace, add content to Question (paste text or load from upload).
- Run the app — Click Get answer. Review the Result section and download if needed.
- Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.
Example inputs
Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.
Question
What is our return policy for opened software licenses?
Ask one clear question; add reference context below if needed.
Knowledge scope
Product
Which knowledge area the answer should use.
Reference context
Plan: Pro monthly · SLA: 24h response · No prior tickets this quarter
Account, product, SLA, or approved FAQ snippets the reply should respect.
Try these scenarios
Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.
- What is our PTO policy for part-time staff after 90 days?
- Summarize return policy using only the pasted handbook section.
- Answer using tenant KB snippet — say when context is insufficient.
Expected result
Shape of the AI output in the Result panel — review before client use.
Example output (answer)
- Direct answer grounded in reference context you pasted
- Caveat when context is insufficient
- Source pointers back to handbook or KB snippets
Tips
- Keep prompts specific: include dates, names, and constraints for better drafts.
- Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
- If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.