The floating chat button in the bottom-right corner opens the Secure Report assistant — ask it how to do something in the application or general questions about handling disclosures.
The assistant chat panel

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Using it

  • Type a question and press Enter (Shift+Enter for a new line). Answers stream in as they’re generated.
  • Suggested questions appear when you first open the panel — click one to ask it.
  • Your conversation continues across visits. Use the circular-arrow button in the header to start a fresh conversation.
  • The notice pinned at the top of the panel is maintained by your organisation’s platform team.

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Two rules to know

Don’t put case details into the assistant. It is a general help channel, not part of the case record — pasting into the chat is deliberately disabled to discourage copying report content in. Keep case specifics in the case itself.
The assistant is available only if your role includes it — if you don’t see the chat button, your organisation has restricted it or it isn’t configured in your environment.