What is the HEIDI Assistance Hub?
The HEIDI Assistance Hub is the in-product surface where teams summon HEIDI during live operations. It connects chat and voice assistance to Operational Knowledge, configured skills, workflow triggers, and structured outputs — with human approval required before sensitive actions execute.
Capabilities
What you can do with HEIDI
Summon HEIDI in context
Open assistance from the hub or inline while working — no context switch to a separate chat tab.
Grounded in Operational Knowledge
Answers draw from approved SOPs, manuals, and your team's knowledge graph — not generic model guesses.
Voice-triggered actions
Start tasks, request approvals, or ask for summaries by voice while staying in the flow of work.
Configured skills
Teams enable the skills HEIDI may use — each skill carries its own rules and approval requirements.
Audit-ready summaries
Decisions, evidence, and next steps captured in structured form for handoffs and compliance review.
Use cases
Where teams apply HEIDI
Real workflows that benefit from visual design, automation, and governance.
Incident response checklist
Start the checklist, assign steps, and summarize what was decided — with sources visible.
Next required approval
Ask which approval gate blocks a payout or exception before it can proceed.
Policy lookup during a call
Get a grounded answer from the approved handbook while the customer is on the line.
Handoff summary
Summarize what was decided, what is pending, and what evidence was captured before shift change.
Trigger a configured workflow
Voice or chat can prepare a workflow start — execution follows your approval rules.
How it works
From chaos to clarity in 4 steps
Open Assistance Hub
From the platform shell, access the hub for guided workflows, manual map, and Ask HEIDI.
Summon HEIDI
Chat or voice session starts with your project context and enabled skills already loaded.
Query and guide
HEIDI answers from Operational Knowledge and walks through the next operational step.
Propose actions
Skills and workflow triggers are prepared for review — not auto-executed by default.
Approve and record
Humans approve sensitive steps; HEIDI captures the decision trail for audit.
Avoid these
Common mistakes (and how to avoid them)
Using a generic chatbot for regulated operations
Generic assistants lack approval gates, source grounding, and operational map context.
Use an assistance hub tied to Operational Knowledge and your team's navigation map.
Letting assistants act without human review
Unreviewed automation in operations creates compliance and quality risk.
Configure approval gates per skill and keep humans in the loop for external actions.
Skills and governance
The Assistance Hub is not a free-form chat window — it is a governed surface for operational skills.
Teams configure which skills HEIDI may invoke: knowledge queries, workflow starts, document lookups, and more. Each skill respects the same approval and audit rules as the rest of the platform.
For voice-triggered assistance, see HEIDI voice assistant. For inbox-specific skills, see HEIDI Workspace.