Workiva AI harnesses the power of artificial intelligence to spark new ideas and boost productivity across your organization. The global chat tool is available at all times in the toolbar at the top of your Workiva site, or on the go in the Workiva Mobile app.
Requirements
- Workiva AI is available to any customer who has signed the Workiva AI Terms of Use. Once approved, Workiva AI is enabled by default for the entirety of the organization, including all existing and newly added workspaces and users.
- Org Admins can manage this enablement by restricting Workiva AI to specific workspaces and users or disabling it for the entire organization.
- Workiva AI is fully encrypted and never trained on Workiva content or customer data. Learn more: Workiva's approach to AI
Use the chat in Workiva Mobile
- In the Workiva Mobile app, tap the Workiva AI button with the sparkles icon at the bottom of your screen.
- Tap on one of the suggested quick prompts, or write your own. See guidelines for writing effective prompts.
- To adjust Workiva AI’s response to your liking, tap Adjust response and select your desired option. You can keep adjusting the response until you’re satisfied.
- Once you’re satisfied with the response, you can highlight the response and copy and paste it wherever it's needed.