Sygnal AI provides conversational support within Sygnal Web. It helps authorised users find information, generate reports, review operational data, create incident documents, and get guidance about Sygnal features using plain-language requests.
1. What is Sygnal AI?
Sygnal AI is a conversational chatbot available within Sygnal Web.
It acts as a central access point for several AI-supported capabilities, including:
- Reports and data exports
- Client and staff information lookups
- Shift, incident, and event searches
- Operational analysis and summaries
- Incident Form PDF generation
- General Sygnal guidance
Instead of navigating through multiple screens, users can ask Sygnal AI for the information they need using normal language.
2. Where can I access Sygnal AI?
Sygnal AI is available through the floating chatbot launcher displayed across Sygnal Web.
To access it:
- Log in to Sygnal Web.
- Select the floating Sygnal AI icon.
- Enter your request in the chat window.
- Submit the request and review the response.
You can access Sygnal AI without leaving the page you are currently working on.
3. Can I speak to Sygnal AI instead of typing?
Yes.
Sygnal AI supports voice input, allowing you to speak your request instead of typing it.
To use voice input:
- Open Sygnal AI.
- Press and hold the microphone icon.
- Speak your request clearly.
- Release the microphone icon when you have finished.
- Review and submit the request.
For example, you can say:
- “Show me the latest client notes for John Smith.”
- “Export all approved shifts from last month.”
- “How many incidents were reported in the last 30 days?”
This provides a faster and more convenient way to interact with Sygnal AI.
4. What can Sygnal AI help me with?
Sygnal AI can assist with:
- Generating supported reports
- Exporting data in CSV format
- Looking up client information
- Looking up staff information
- Searching shifts, incidents, and events
- Reviewing master and reference data
- Generating Incident Form PDFs
- Providing counts, summaries, trends, and operational insights
- Answering questions about Sygnal modules, roles, permissions, and workflows
The available information depends on the data stored in Sygnal and the logged-in user’s permissions.
5. How do I ask Sygnal AI a question?
You can ask questions using plain language.
You do not need to use technical commands or exact report names.
For example:
- “Show me the latest client notes for John Smith.”
- “Export all shifts from last month.”
- “How many incidents were reported in the last 30 days?”
- “Download the billing report for June 2026.”
- “Show me all available support workers.”
- “What permission is required to approve a shift?”
For more accurate results, include relevant details such as the client or staff name, date range, subsidiary, status, service type, or report type.
6. What reports and exports can Sygnal AI generate?
Sygnal AI can generate supported reports in CSV format.
These may include:
- Client notes reports
- Shift reports
- Billing summaries
- Client and staff reports
- Incident reports
- Event reports
- Other supported operational reports
For example:
- “Export all approved shifts for June 2026.”
- “Generate a client notes report for John Smith.”
- “Download the billing summary for last month.”
Generated CSV files can be opened using applications such as Microsoft Excel or Google Sheets.
7. What information can Sygnal AI look up?
Sygnal AI can retrieve supported information about:
- Clients
- Staff members
- Shift schedules
- Incidents
- Events
- Services
- Billing codes
- Incident categories
- Other master and reference data
Example requests include:
- “Show me the funding details for John Smith.”
- “What qualifications are recorded for Sarah Lee?”
- “Show me all cancelled shifts for this week.”
- “List all open incidents.”
- “Show me the available incident categories.”
8. Can Sygnal AI provide analysis and operational insights?
Yes.
Sygnal AI can provide counts, totals, summaries, comparisons, and trend-based information using data available within Sygnal.
For example:
- “How many active clients do we have?”
- “What were the total shifts last month?”
- “How many incidents were reported in the last 30 days?”
- “How many shifts were cancelled this month?”
- “Compare completed and cancelled shifts for the last three months.”
The accuracy of the response depends on the available system data and the details included in the request.
9. Can Sygnal AI generate an Incident Form PDF?
Yes.
Sygnal AI can generate an Incident Form PDF using an existing incident record in Sygnal.
You can provide information such as the incident reference number, client name, or incident date.
For example:
- “Generate the Incident Form PDF for incident INC-00125.”
- “Download the incident form for John Smith’s incident reported on 10 June 2026.”
This functionality generates the PDF using the incident information already recorded in the system.
10. Can Sygnal AI answer questions about Sygnal features?
Yes.
Sygnal AI can provide general guidance about:
- Sygnal modules
- User roles and permissions
- Common workflows
- Report availability
- System navigation
- Shift approval and billing processes
For example:
- “How do I approve a shift?”
- “What permission is required to undo shift approval?”
- “Where can I view client notes history?”
- “How does payroll approval work?”
11. Does Sygnal AI follow my user permissions?
Yes.
Sygnal AI follows the access permissions of the logged-in user.
This means:
- Users can only access information they are authorised to view
- Subsidiary and organisational restrictions continue to apply
- Restricted client or staff information will not be displayed without the required access
- Reports will include only the records available to the logged-in user
Sygnal AI does not bypass existing Sygnal permissions.
12. Why does Sygnal AI ask for more information?
Sygnal AI may ask for additional details when:
- The request is too broad
- Multiple matching records are found
- A date range has not been provided
- The report type is unclear
- A client, staff member, subsidiary, or status needs to be confirmed
For example, instead of asking:
“Show me shifts.”
You can ask:
“Show me all approved shifts for John Smith from 1 June 2026 to 30 June 2026.”
Providing more detail helps Sygnal AI return the correct information.
13. Can I ask follow-up questions?
Yes.
You can continue asking follow-up questions within the same conversation.
For example:
- “Show me all incidents reported last month.”
- “Only show medication incidents.”
- “Filter these for the Central Care subsidiary.”
- “Export the results.”
This allows you to refine the results without repeating the full request.
14. Can Sygnal AI answer questions outside Sygnal?
No.
Sygnal AI is designed only to assist with queries related to the Sygnal application and the information available within the system.
Please note: Sygnal AI can only assist with queries related to the Sygnal application. It is unable to help with topics outside this system.
15. What should I do if Sygnal AI cannot answer my request?
If Sygnal AI cannot provide the required response:
- Confirm that the request is related to Sygnal.
- Add more details to your request.
- Include the relevant client, staff member, date range, subsidiary, or status.
- Confirm that the information exists in Sygnal.
- Confirm that your user account has the required permission.
- Contact your Sygnal administrator or the Sygnal Support Team if further assistance is required.
16. What are some example requests?
Reports and exports
- “Export all approved shifts for last month.”
- “Download the billing summary for June 2026.”
- “Generate a client notes report for John Smith.”
Client and staff information
- “Show me the latest notes for John Smith.”
- “What funding type is assigned to Mary Jones?”
- “Show me all available support workers.”
- “What qualifications are recorded for Sarah Lee?”
Shift and incident information
- “Show me all cancelled shifts for this week.”
- “How many incidents were reported in the last 30 days?”
- “Show me all open incidents.”
- “Generate the Incident Form PDF for incident INC-00125.”
Analysis and guidance
- “How many active clients do we have?”
- “What were the total shifts last month?”
- “How do I approve a shift?”
- “What permission is required to undo shift approval?”
17. Why do I see the “Interested in accessing our AI Agent?” message?
When you open Sygnal AI, you may see the following message:
This message means that Sygnal AI has not yet been enabled for your organisation.
Access to Sygnal AI requires approval and activation by the Sygnal Administration Team.
To request access:
- Contact the Sygnal Administration Team.
- Request that Sygnal AI be enabled for your organisation.
- Provide your organisation or tenant details if requested.
- Once approved, the feature will be activated for authorised users.
After activation, users with the required permissions will be able to access Sygnal AI through the floating chatbot launcher in Sygnal Web.