Before you begin
AI responses can be incomplete or incorrect. Check the cited documents before acting. Asking AI a question does not upload a file, report an issue or confirm completion.
Steps
1. Open a policy and select Ask Happl AI at the bottom right, beside the support chat button. For policy questions, confirm that the panel identifies the intended policy and says Searching this policy only.
2. For a document-specific question, open View document and select Ask Happl AI within the viewer. Navigate to the relevant PDF page or spreadsheet cell for more precise context.
3. Ask a specific question, including a date range or report period where relevant. For example: “Was this member added to this policy in an earlier report? Show the evidence and date.”
4. Press Enter or select Send question. Use Shift + Enter for a new line. Allow the answer to finish before relying on it.
5. For policy answers, open Sources and check the underlying records. For portal help, expand the relevant article under Help articles. Missing evidence is not proof that an event did not occur.
Troubleshooting
Scope too broad: From an overview, the panel can use all your permitted policies. Open the intended policy and ask again.
Recent file missing from the answer: Check the document label. Preparing for AI search means processing is not complete; AI processing needs attention requires Happl review.
Answer incomplete or unsupported: For policy questions, narrow the question and inspect the source file. For portal help, check the cited article’s troubleshooting and next steps. Contact Happl if the answer remains unclear.
Access or session error: Refresh or sign in again. AI cannot grant access to a missing policy or document.
If the issue is not resolved
Contact [email protected] with the policy, document name, question and the part of the answer that appears incorrect. Do not act on unsupported conclusions or use AI output as confirmation that the insurer has processed a change.
Disclaimer
Happl AI can make mistakes. Check answers against your policy documents before acting. Happl accepts no responsibility for inaccuracies in AI-generated information.