Single point of truth
System usage, activity and audit workload overview.
New engagement
Business profile
SavedCustomer documents
Parsed once and used by every engagement for this customer.Engagement profile
Evidence artifacts
Saved artifacts
Planning
Saved planning documents
Planning notes attached to this engagement.Fieldwork
Fieldwork audits search all engagement evidenceDrag Intelligence audit items from the left menu into this box.
Add evidence in Evidence artifacts or directly on an audit item. Each audit run searches every evidence artifact attached to the engagement.
Quality Assurance and Improvement Program
QAIP review grid for user evidence, supervisor comments and shared completion tracking.Select an engagement to load QAIP.
Findings
Assessment of findings
Assessment of Findings
Assess findings against objectives, scope, risk, and controls.Select Assess findings to populate this assessment.
Report writer
Available reports
Drag Document creation here to add them to this engagement's report list.Each report uses the selected engagement profile, objective, scope, criteria, evidence artifact summaries, planning documents and fieldwork findings when it is run.
Latest output
No output yet.
Ask about this report
Generate or select a report first.Generate or select a report first.
Talk to Aegis
Ask about consumed artifacts, planning documents, audit questions, results, evidence used, gaps, or reviewer checks.
Query documents included
These documents are parsed and chunked with the question.Previously asked questions
Open this tab to load previous questions.No previous questions loaded yet.
Deliverables
Intelligence
Required documents
Expected PBC/request-list artifacts for this prompt and expected result.
Intelligence
Assessment of findings
Saved prompt grid.
Planning Intelligence
Calendar
Group meetings for you and invited users.
Calendar
Audit log
Settings
Dave-only AI routingAppearance
Choose whether hover help is shown.Voice to text
Control browser dictation globally for all users.Custom user interface word translation
Private replacement list for the current logged-in user.No custom user interface word translations yet.
AI routing
Dave-only AI provider settings.Bug reporting
Report platform issues. New reports are open until Dave closes them as fixed.
Latest reported bugs
Latest reports appear first.Open Bug reporting to load reports.
Roadmap
Capture platform ideas. Any approved user can add or edit any idea.
Roadmap ideas
Select an item to edit it.Open Roadmap to load ideas.
Tasks
Shared task list for operators and admins. Drag tasks to change the order.
Task list
Drag an item up or down to change the order.Open Tasks to load items.
New record
Complete the fields and save.
AI errors
Global provider error log, latest first. Prompts are retained for investigation; secrets and binary image data are redacted.
Open AI errors to load the log.
Hacker attempts blocked
Unauthorised login attempts and suspicious attack paths are recorded here. Sources blocked after repeated failed logins are marked as attack vectors blocked.
Attack vectors blocked
Blocked source names are reverse-DNS resolved where available.Open Hacker attempts blocked to load the security log.
Recent failed attempts
Latest first.Open Hacker attempts blocked to load attempts.
Global intelligence
Talk to Aegis
Select or save an Intelligence prompt item first.
Ask about this prompt item, global intelligence, and audit classification intelligence.
Document templates
Select a template item.Use AI to generate a document
Use the documents attached below or AI knowledge, describe the document, and Aegis will add the generated file to this list.
Edit report template
Design the PDF template and save it to this document creation prompt.
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Global intelligence items
No Global intelligence items yet.
User accounts
Create and manage user login accounts and access levels.
Open User accounts to load users.
Admin
Global look and feel
Combine theme colours, panel surfaces, fonts and shape for every user.Open Admin to load users.
Data backups
Back up and restore the database and uploaded files, including calendar meetings.Open Admin to load backups.