# AI Assisted Onboarding

## <mark style="color:blue;">Overview</mark>

ComplianceBot offers a revolutionary AI-assisted onboarding process designed to streamline and accelerate the establishment of your organization's compliance programs. With this innovative platform, organizations can implement both HIPAA and SOC-2 compliance frameworks in less than 30 minutes through a fully self-service experience.

ComplianceBot’s AI-driven approach empowers users to independently set up their compliance programs without the need for sales or demo calls, saving valuable time, effort, and resources. This ensures a seamless, efficient, and hassle-free compliance journey.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FC6pe0tNLpAApJd9CUpyF%2Fimage.png?alt=media&#x26;token=7a8d1da9-5c8b-4065-996c-498304ff1d91" alt=""><figcaption><p>Onboarding with Other Tools vs ComplianceBot</p></figcaption></figure>

### <mark style="color:blue;">Key Features</mark>

* <mark style="color:orange;">**Self-Serve Model:**</mark> Users can start the onboarding process on their own without requiring assistance from sales or support teams.
* <mark style="color:orange;">**Gen-AI Integration:**</mark> Utilizes generative AI to create targeted policy documents tailored to the specific needs of the organization.
* <mark style="color:orange;">**Automated Policy Creation:**</mark> AI generates policies and procedures based on user inputs and industry best practices within minutes.
* <mark style="color:orange;">**Customizable Controls and Policies:**</mark> Pre-selected answers and suggested controls can be easily customized to fit the organization's unique requirements.
* <mark style="color:orange;">**Human-in-the-Loop:**</mark> Ensures human oversight in reviewing and adjusting AI-generated documents for accuracy and relevance

### <mark style="color:blue;">Onboarding Steps</mark>

You can get started quickly by watching the 4 minute video below and / or follow the detailed steps below.&#x20;

{% embed url="<https://youtu.be/31jypp3bETc?si=TqFxoYjW4K3TA76F>" %}
AI Assisted Onboarding with ComplianceBot
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<mark style="color:orange;">**1. Account Creation and Email Verification**</mark>

Users create an account by providing their details and verify their emails.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FWnkh9uNNHi4f6K01iHAL%2FScreenshot%202024-07-18%20at%204.13.26%20PM.png?alt=media&#x26;token=23e4fd2d-47eb-4ef3-9ac9-0616a6a12469" alt="" width="375"><figcaption></figcaption></figure>

First, create your account by filling in your First Name, Last Name, Email, and Password. Click ‘Sign Up’. Then, verify your account by checking your email.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2Fr1FWftawSp3hKuvJBUwB%2FScreenshot%202024-07-18%20at%205.20.47%20PM.png?alt=media&#x26;token=4708f8e5-e98a-4480-97c5-5192c49e99ae" alt="" width="563"><figcaption></figcaption></figure>

<mark style="color:orange;">**2. Organization Profile Setup**</mark>

* Users enter their organization’s name and set up the compliance program by providing the necessary details.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FiAsPOogEUXMt7oWXAl0z%2FScreenshot%202024-07-18%20at%204.32.25%20PM.png?alt=media&#x26;token=48868398-40ac-4835-a1b8-c388241f7d34" alt="" width="375"><figcaption></figcaption></figure>

<mark style="color:orange;">**Choose Framework to get started-**</mark>

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FkFAsIx3FfrhDEvxt5DmN%2Fimage.png?alt=media&#x26;token=ac5df49e-b78e-4099-89c4-e1f2eb9c16de" alt=""><figcaption></figcaption></figure>

<mark style="color:orange;">**3. Customizable Pre-Selected Answers**</mark>

* ComplianceBot presents pre-selected answers to compliance questions based on best practices for the chosen program for similar organizations.&#x20;
* Users can customize these responses to align with their organization’s specific needs.
* After customization, users click "Save and Continue" to proceed.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FOWaB4tw18mS0cwePiJx6%2FScreenshot%202024-07-18%20at%204.32.59%20PM.png?alt=media&#x26;token=6bad0bf8-76c7-4f2e-a590-0747ba3d0408" alt=""><figcaption></figcaption></figure>

<mark style="color:orange;">**4. Control Selection**</mark>

* The system suggests appropriate controls based on the provided answers and industry standards.
* Users can modify these controls as needed before saving and continuing.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FhKwxJFPnMrTpXXJOWsSk%2FScreenshot%202024-07-18%20at%204.33.14%20PM.png?alt=media&#x26;token=caaf166e-3da7-47e8-b483-28642e31f1ca" alt=""><figcaption></figcaption></figure>

<mark style="color:orange;">**5. Automated Policy and Procedure Creation**</mark>

* ComplianceBot’s AI generates tailored policies and procedures, a process that typically takes between 5 to 20 minutes.
* Users can monitor the progress and view the estimated time remaining.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FlI025BIqQZIPh52W96fA%2FScreenshot%202024-07-18%20at%204.36.47%20PM.png?alt=media&#x26;token=8ae9df67-1709-45cd-92ed-b619913f4657" alt=""><figcaption></figcaption></figure>

<mark style="color:orange;">**6. Review and Edit Policies**</mark>

* Once the AI has generated the policies and procedures, users can review each document. This human-in-the-loop ensures that we are not entirely dependent on Gen-AI.&#x20;
* Necessary adjustments can be made to ensure that the documents meet the organization’s requirements.
* This step involves human oversight to validate and refine the AI-generated content.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FR0a81jK9CuWY6fhbp0iO%2FScreenshot%202024-07-18%20at%204.36.30%20PM.png?alt=media&#x26;token=c3b8b716-72e6-45b8-aa82-98fed36ece43" alt=""><figcaption></figcaption></figure>

<mark style="color:orange;">**7. Completion and Certification**</mark>

* After reviewing and confirming the policies, users complete the onboarding process.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2Fw8e8Zfc5QoHESQmQfxv7%2FScreenshot%202024-07-18%20at%204.37.04%20PM.png?alt=media&#x26;token=76f0b152-907f-4a45-8b02-3d422efdccb7" alt="" width="375"><figcaption></figcaption></figure>

* ComplianceBot provides a downloadable *Certificate of Compliance*, signifying that a HIPAA  Or SOC-2 compliance program is in place.

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FDCYnHfVNV5FEFDA0mZZ8%2FScreenshot%202024-07-18%20at%204.37.12%20PM.png?alt=media&#x26;token=5622c807-b69d-4b1a-af0c-c6aba849a55d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3100958617-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SOAfKaNuQuOj7MI6cUE%2Fuploads%2FOJoameZTjjOrd6Ai6Qps%2Fimage.png?alt=media&#x26;token=213bc17a-a5da-4b8d-a587-9169d0639f78" alt=""><figcaption></figcaption></figure>

This concludes the onboarding process. After this, the user can navigate to the Dashboard.&#x20;
