Before you start
- Ask one clear question at a time.
- Include the participant context only when needed and allowed.
- Review AI output before acting on it.
Step 1
Open the assistant
Use the floating assistant or open Help, then choose Open assistant. Stay on the page you are working on if you need workflow help.
Step 2
Choose the right kind of question
Ask for NDIS knowledge, CordoCare how to steps, case note wording, email drafts, daily work summaries or participant context depending on your role and access.
Step 3
Give practical context
Include the feature, participant workflow, date range or outcome you need. For example: "How do I finalise a billable case note?"
Step 4
Check sources and limits
When AI answers from knowledge base content, use the cited source or guide title. For regulatory or pricing decisions, verify current rules where required.
Step 5
Turn the answer into action
Create a task, update a participant, draft a note or open the relevant guide after the assistant explains the workflow.
What you should have now
You can get quick help without leaving the CordoCare workflow, while still reviewing important decisions yourself.