Pages 2.0 | Use the AI Assistant for Page Groups

Pages 2.0 refers to the new version of Happeo Pages, released on April 2, 2025. All Happeo accounts created from this date onward use the new page editor by default.

🎯 Who this article is for: All users can interact with the AI Assistant once it is enabled. Admins, page group owners, and page group editors can enable and configure it.

💼 Add-on: The AI Assistant for Page Groups comes as a priced add-on. The pricing will be announced soon.

🔒 Permissions: Enabling the AI Assistant requires admin, page group owner, or page group editor access. All users with viewing or editing access to the page group can use the assistant once it is enabled.

🧪 Closed beta: The AI Assistant for Page Groups is currently in closed beta. Features and behavior may change as we gather feedback and continue to improve the experience.

1. Overview

The AI Assistant for Page Groups gives your team a reliable way to get direct answers from the content in your page groups. Ask a question in plain language and get an answer drawn from that page group's approved content. If the answer is not quite right, the assistant suggests follow-up questions to help you get there, without starting over.

If the answer is not found within the page group and Search AI is enabled, the assistant automatically expands its search across your intranet and connected tools, always respecting the asking user's permissions.

You can enable a dedicated assistant for any page group in your intranet, giving each area of your organization its own reliable source of answers.

2. Use cases

The AI Assistant for Page Groups works as a domain-specific assistant that understands your page group's content, holds context across your conversation, and helps you act on what it finds.

• Get domain-specific, reliable answers in seconds: When you need an answer from a specific area of your intranet, such as HR policies, IT procedures, or a project's documentation, the assistant draws from that page group's approved content and responds directly. You can ask follow-up questions and the assistant will use the context of your earlier messages to refine its answer, so you get to the right answer without starting over.
• Get help with something specific to your situation: You can attach a file before starting a chat to give the assistant more context. The assistant can use your file alongside the page group's content to help answer your question.
• Help new team members get up to speed without interrupting colleagues: New hires often have a lot of questions in their first few weeks. With the AI Assistant enabled, they can self-serve answers immediately from the most relevant page group for their role, without waiting for a colleague to respond or interrupting someone mid-task.

3. Before you begin

Before enabling the AI Assistant, check the following:

• You are an admin, a page group owner, or a page group editor for the page group you want to configure. If you are not sure of your role, check with your intranet admin.
• The page group already has content published in it. The AI Assistant draws its answers from the content in the page group, so the more complete and up-to-date the content is, the more useful the assistant will be.
• All users with viewing or editing access to the page group will be able to use the assistant once it is enabled. If you want to limit who can access specific page group content via the assistant, review page group permissions before enabling.

🗒 Note: The AI Assistant only surfaces answers based on content the user already has permission to view. This applies both to the page group content and to any results retrieved through the Search AI fallback.

4. How to enable the AI Assistant

1. Navigate to the page group where you want to enable the assistant.
2. Open the Pages editor at the top-right corner.
3. In the left-hand navigation, click the AI icon (star symbol).
4. Under AI Assistants, toggle on Enable for page group. A confirmation message will appear once the assistant is active.

Once enabled, an Ask AI button appears at the bottom-right of every page in the page group. The button is visible when viewing a page normally and does not appear inside the editor.

💡 Tip: Enable the assistant on page groups that already have well-organized, up-to-date content. The quality of the answers will reflect the quality of the content it draws from.

5. How to use the AI Assistant

Start a conversation

When you click Ask AI, the assistant opens on the right side of the screen. You will see a list of predicted questions based on the content in the page group. You can select one of these to ask it immediately, or type your own question in the chat box and click Send.

If the page group contains related but not directly matching content, the assistant will suggest follow-up questions to help you get to what you need.

When no answer is found

If the assistant cannot find an answer in the page group, what happens next depends on your setup. If Search AI is enabled, it will automatically expand the search across your intranet and connected tools. If not, the assistant will let you know no answer was found.

Example questions and answers

Here are some examples of the kinds of questions users can ask and the types of answers the assistant provides:

Q: "How many days of annual leave am I entitled to?" 

A: "Full-time employees are entitled to 21 days of annual leave per year, plus public holidays. Your entitlement is prorated if you joined part-way through the year. You can find the full leave policy and booking instructions on the Leave and Holiday Policies page."

Q: "What do I need to complete before my first day?" 

A: "Before your first day, you need to sign your contract, complete the onboarding form, and review the employee handbook. The full checklist and all linked documents are on the Onboarding page."

Q: "How do I request access to a new tool or system?" 

A: "Software access requests are submitted through the IT request form on the Software Access and Provisioning page. Include the tool name and your business reason, and the IT team will process your request within two business days."

Q: "How do I install approved software on my work device?"

A: "Approved software can be installed through the IT self-service portal on the Software and Tools page. Search for the tool you need, click 'Install,' and follow the instructions. If the software you need is not listed, submit a request through the software access form."

Attach files to a conversation

Before starting a chat, you can attach a file to give the assistant additional context for your question. You can attach a file from:

• Google Drive
• SharePoint
• OneDrive
• Box
• Your computer

This is useful when you want the assistant to help you with something specific to your situation.

🗒 Note: File attachment is currently being tested. More details on functionality will be available in the future.

6. Chat history and what the assistant remembers

• The AI Assistant keeps track of your conversation for the duration of your current session. This means you can ask follow-up questions and the assistant will use the context of your earlier messages to inform its answers.
• There is no saved chat history. Happeo does not store your conversations and does not have access to them.
• When you are ready to start a fresh conversation, click the Reset discussion button at the top of the chat.

⚠️ Important: Resetting a discussion permanently clears the conversation. It cannot be retrieved once removed.

You can also expand the assistant to full screen by clicking the Expand to full screen button at the top of the chat. To close the assistant at any time, click the X button at the top-right of the chat.

7. The Ask Widget

In addition to the Ask AI button, you can add the Ask Widget directly to any page in the page group. The widget acts as a visible entry point for the assistant. It displays predicted questions the assistant expects users to ask about that specific page group, which users can click to ask instantly, along with a chat bar for typing their own question. This means users can find answers right from the page, as soon as they need them.

🔎 Further reading: For step-by-step instructions on adding and configuring the Ask widget, see Ask Widget.

8. AI Assistant for Page Groups vs. Search AI

Happeo includes two AI-powered ways to access information in your intranet. They are designed for different situations, and both are worth using.