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Use Lineos (AI Doc Assist) In Process Runner Excel Add-in

Lineos is an in-product AI Assist feature from insightsoftware. The AI Assist chatbot includes AI Doc Assist, which answers questions that answers any questions related to Process Runner Excel Add-in using documentation and support knowledge base articles as sources. Some of the key benefits of AI Doc Assist are:

  • Instant help available 24/7
  • Accessible directly in the product
  • Personalized experience with relevant and concise answers
  • Supports nested questions

Note: Lineos is only available to Process Runner Excel Add-in user with Platform license and using v24.3 and higher.

Note: If your account manager disables Lineos in the Cloud Hub Control Panel, the Lineos icon will not appear.

Perform the following steps to use AI Doc Assist:

  1. In the Process Runner Excel Add-in ribbon, select the Lineos icon in the Help section. The AI Doc Assist dialog appears.

  2. Enter the question in the text box and select Enter key or the left arrow icon. insightsoftware’s AI Doc Assistant provides a tailored response.
  3. Optionally, select any of the related help articles under the References section of the search result to view more information from the documentation website and support knowledge base articles.

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