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Staff copilot

The staff copilot is an internal AI assistant for your team. Ask a question in plain language and get an answer grounded in your clinic's own internal documents — with citations back to the source. It's the internal counterpart to the patient-facing knowledge base: same grounded-answer principle, but for your staff's operational knowledge.

What it's for​

Staff spend time hunting through SOPs, protocols, and policies. The copilot lets them ask instead — "what's our protocol for X?", "what does our policy say about Y?" — and get a direct answer drawn from documents your clinic has approved, across categories like standard operating procedures, protocols, HR, operations, and compliance.

Grounded and cited​

Every answer is grounded in your internal materials and shows citations to the documents it came from, so staff can verify and read further. If the copilot can't find a good match, it says so rather than guessing.

Curating internal knowledge​

Internal documents follow the same human-controlled lifecycle as the patient knowledge base — uploaded as Draft, reviewed and set to Active to make them answerable, and Archived when retired. Staff with the right permission manage that library and can re-index or reconcile it against your source files.

Privacy​

The copilot is built for an environment with sensitive data:

  • Personal health information is kept out. Queries are checked, and a question containing personal health details is blocked rather than processed.
  • Every query is audited for compliance.

Availability​

The staff copilot is enabled per clinic (and is turned on by default for new clinics). If you don't see it, check with your Fertiligent contact.