The AI Assistant
The AI Assistant is a chat built into Floxar for asking questions in plain language. It answers from your organization's own process content — your flows, bits, and references — and it can also explain how Floxar itself works. Every answer is grounded in real content, and the Assistant shows you exactly which sources it used.
What you can ask
Ask about your organization's processes the way you would ask a colleague: "Which flow covers customer onboarding?" or "What are the steps to close out an audit case?" The Assistant searches your organization's flows, bits, and references and builds its answer from what it finds. It only ever uses content you already have permission to view — it never surfaces anything your role can't see.
You can also ask about Floxar itself: what bits, flows, trails, and references are, how features work, and how to write content that works well. When you ask the Assistant to actually create or restructure content, it will explain that authoring is the Flow Designer's job and point you there.
Answers show their sources
Every answer lists the sources the Assistant actually used — the specific bits, flows, and references it read to answer you. Citations are clickable: select one to open that content and check the answer against it. The list is limited to sources the answer really drew on, so what's cited is what was used.
When your content doesn't cover something
The Assistant doesn't guess. If it searches and finds nothing that answers your question, it says so plainly and suggests rephrasing or asking about a specific flow, bit, or reference. It never invents process steps, and it quotes numbers and named steps exactly as your content states them.
The Assistant reads — it never writes
The Assistant is strictly read-only. It can search and read your content to answer questions, but it cannot create, edit, or delete anything. No matter what you ask, your flows, bits, and references stay exactly as they are.
That also means the Assistant is not the tool for authoring. If you want content created or changed — a new flow drafted from a document, missing steps added to an existing flow, a bit rewritten — that is the job of the Flow Designer, which drafts changes as proposals you review and approve. See the Flow Designer article for how that works.
Your conversation continues where you left off
Your conversation with the Assistant is saved as you go. Close the chat, reload the page, or sign in from another device — the conversation picks up where you left off, with its history intact. When you want a clean slate, start a new conversation. While an answer is being written you can stop it, and you can copy any answer to use elsewhere.
Usage and availability
Assistant usage draws on your account's credits. If your account runs low, the Assistant will let you know.
The Assistant is enabled per account. If you don't see it in Floxar, it may not be enabled for your account yet.
Last reviewed: 2026-07-28