AI Assistant & AI FeaturesUpdated May 2026

AI Compliance Assistant

How to use the AI Compliance Assistant for regulatory guidance.

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Overview

The AI Compliance Assistant is a specialized AI chat tool focused on compliance questions. It understands your compliance calendar, your jurisdiction, and your current compliance status, and can answer questions about what needs to be done and when.

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Note

Advanced Compliance features โ€” the AI Compliance Assistant, Compliance Intelligence, and AI Compliance Actions โ€” are part of the Business plan. The core compliance calendar, templates, and tracking are available on all plans. Start a free trial or upgrade to Business to unlock the AI compliance tools.

How to Use the Compliance Assistant

  1. 1

    Go to Compliance โ†’ AI Assistant in the sidebar.

  2. 2

    Type your compliance question.

  3. 3

    The assistant considers your current compliance profile and obligations.

  4. 4

    You receive a clear, actionable answer.

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Important

The AI Compliance Assistant provides general guidance based on your compliance profile. It is not a substitute for professional legal or tax advice. Always confirm important compliance decisions with a qualified advisor.

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