Our AI agent ('Sally') can be accessed by selecting the Ask Sally button, located at the top of every page in the OneClickComply platform.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69a17016464687dac3284bf8/article/69f78bd500ae22a147fa15ca/019deefa-a526-7259-bb42-97976744bb4b/b64u-MDE5ZGVlZmEtYTUwYi03MzEwLWIxMjgtYWNhNzQ0Y2Y2NzE0.jpeg" data-featurebase-content-filename="019deefa-a50b-7310-b128-aca744cf6714" src="https://69a17016464687dac3284bf8.featurebase-attachments.com/c/article/69f78bd500ae22a147fa15ca/019deefa-a526-7259-bb42-97976744bb4b/b64u-MDE5ZGVlZmEtYTUwYi03MzEwLWIxMjgtYWNhNzQ0Y2Y2NzE0.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260505T070000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260505%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=38fa5e415ac93762336c195f9cef195162f0efb59e6ac82a8143f78438a1e4c7">Selecting Ask Sally will open a pop-up modal where you can ask any compliance-related questions.From advice about how to meet the requirements of a specific control, to compliance best practices, Sally can provide guidance and support without having to leave the platform.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69a17016464687dac3284bf8/article/69f78bd500ae22a147fa15ca/019deefa-a282-7f2c-ab44-a66fe611e1fb/b64u-MDE5ZGVlZmEtYTIyNS03ZWJiLTg1ZWUtZjE0NTAxNWRjODM2.jpeg" data-featurebase-content-filename="019deefa-a225-7ebb-85ee-f145015dc836" src="https://69a17016464687dac3284bf8.featurebase-attachments.com/c/article/69f78bd500ae22a147fa15ca/019deefa-a282-7f2c-ab44-a66fe611e1fb/b64u-MDE5ZGVlZmEtYTIyNS03ZWJiLTg1ZWUtZjE0NTAxNWRjODM2.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260505T070000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260505%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=7027fd0d97a34e21e74864c0440643350ef478b2f780a3d43b56472da7c40596">The modal can also be pinned to your sidebar, persisting across different platform pages. To do this, select the Dock to right button, as shown in the example below:<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69a17016464687dac3284bf8/article/69f78bd500ae22a147fa15ca/019deefa-a182-780c-8872-7fd619c795b0/b64u-MDE5ZGVlZmEtYTE1NC03MzRkLTgzOTMtZTkyYjY2Y2UwNjY2.jpeg" data-featurebase-content-filename="019deefa-a154-734d-8393-e92b66ce0666" src="https://69a17016464687dac3284bf8.featurebase-attachments.com/c/article/69f78bd500ae22a147fa15ca/019deefa-a182-780c-8872-7fd619c795b0/b64u-MDE5ZGVlZmEtYTE1NC03MzRkLTgzOTMtZTkyYjY2Y2UwNjY2.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260505T070000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260505%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=e138bc3b210304d172b300d19c9a7c65147b02b75c4d02c81b674c437f75db1b">To return to the normal pop-up view, click the Open as modal button, as shown in the example below:<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69a17016464687dac3284bf8/article/69f78bd500ae22a147fa15ca/019deefa-a10c-7033-ae87-ca8707873567/b64u-MDE5ZGVlZmEtYTBlYS03YmU0LTg2MmUtYTBkNmQ1N2RkZjBk.jpeg" data-featurebase-content-filename="019deefa-a0ea-7be4-862e-a0d6d57ddf0d" src="https://69a17016464687dac3284bf8.featurebase-attachments.com/c/article/69f78bd500ae22a147fa15ca/019deefa-a10c-7033-ae87-ca8707873567/b64u-MDE5ZGVlZmEtYTBlYS03YmU0LTg2MmUtYTBkNmQ1N2RkZjBk.jpeg?X-Amz-Expires=3600&amp;X-Amz-Date=20260505T070000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260505%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b58ac23816ad6c2182db7f8df60ce272c3424be20c03d70d040d7a0bf34178d7">

This guide will walk you through using the in-platform AI agent, Sally, alongside your regular workflows.

Ask Sally

The starting point for your compliance journey with OneClickComply

Start Here

OneClickComply Overview

This guide explains what's changed in the updated version of the OneClickComply platform.

A Guide to the New OneClickComply Platform

Important information about the onboarding process

Your Onboarding

This guide provides a checklist of everything you need to prepare before your onboarding call.

Onboarding Call Preparation

This guide explains the permissions and licenses requirements of the OneClickComply platform

Platform Requirements - Permissions & Licenses

Setting Up OneClickComply

This guide will walk you through the process of integrating Microsoft 365 with the OneClickComply platform.

Microsoft 365 Integration Guide

This guide will walk you through the process of integrating Google Workspace with the OneClickComply platform.

Google Workspace Integration Guide

This guide will walk you through the process of integrating Amazon Web Services with the OneClickComply platform.

Amazon Web Services Integration Guide

This guide will walk you through the process of integrating Microsoft Azure with the OneClickComply platform.

Microsoft Azure Integration Guide

This guide will walk you through the process of integrating Google Cloud Platform with the OneClickComply platform.

Google Cloud Platform Integration Guide

Learn how to manage and maintain your compliance

Standards

This guide explains how you can manage your compliance within the OneClickComply platform, and how the controls of standards link to other platform features.

Understanding Controls Inside OneClickComply

This guide walks through the process of viewing the compliance standards available on your OneClickComply account.

 Viewing Available Compliance Standards

This guide walks you through the steps to opt into a compliance framework that your organisation wishes to work towards.

Enabling Compliance Standards

This guide will walk you through the process of opting out of compliance standards that you no longer wish to view or track within the OneClickComply platform.

Opting Out of Compliance Standards

This guide walks you through the process of accessing the controls for active compliance standards and viewing their requirements.

Accessing Controls

This guide walks through the process of assigning ownership of controls to specific users.

Assigning Controls to Users

This guide walks you through the standard process of completing controls within the OneClickComply platform.

Completing Controls

This guide walks you through the process of outscoping compliance controls if they are not applicable to your organisation.

Outscoping Controls

This guide walks you through the process of adding a Custom Standard within the OneClickComply platform.

Adding a Custom Framework

This guide walks through the process of adding new controls to a Custom Framework.

Creating Custom Controls Inside Standards

Create, update, and review compliance documentation

Documents

This guide walks you through creating a new documents for your organisation using templates provided within the OneClickComply platform.

Creating Documents and Generating Document Contents

This guide helps you navigate to your stored documentation so you can quickly review or update existing documents.

Updating Document Content

This guide walks you through sharing documentation with other employees within the OneClickComply platform, and tracking acceptance.

Sharing and Acknowledging Documentation

This guide walks through the process of reverting documents to their previous versions.

Reverting Documents to Previous Versions

This guide walks you through the process of regenerating document content through the in-platform AI.

Regenerating Document Content

Tasks

This guide explains how tasks function within the OneClickComply platform, how they are created, and their specific properties. 

What are Tasks?

This guide walks you through the process of viewing and completing your compliance tasks within the OneClickComply platform.

Viewing and Completing Tasks

This guide walks you through the necessary steps to add compliance tasks manually.

Adding Tasks Manually

This guide walks you through the process assigning specific tasks to other users within the OneClickComply platform, to streamline your compliance efforts.

Assigning Tasks to Other Users

This guide walks you through the process of assigning multiple tasks to an individual.

Mass Assigning Tasks

This guide walks you through the process of filtering the Tasks page to only show specific assigned Tasks.

Viewing Assigned Tasks

This guide will walk you through how to review previously completed tasks within the Tasks area.

Reviewing Completed Tasks

Evidence

This guide will walk you through the essential fields needed to register your evidence and help demonstrate your compliance.

Uploading Evidence

This guide provides a simple walk through for reviewing evidence gathered automatically by the OneClickComply platform.

Reviewing Automatically Gathered Evidence

Syncing Evidence to Cloud Storage

This guide provides a straightforward process for uploading new file versions to ensure your compliance records remain current.

Adding New Evidence Versions

Manage platform users and business employees

Personnel

This guide walks you through the navigation, role assignment, and invitation process to ensure your team has the correct access.

Adding an Employee

This guide provides a clear walkthrough for verifying access levels and maintaining secure organizational records.

Viewing Employee Details

This guide walks through the process of viewing employees synced from connected accounts, and conducting proper offboarding procedure.

Managing & Offboarding Personnel

Identify vendors and conduct due-diligence

Vendors

This guide walks you through accepting or rejecting the automatically discovered vendors and sending them a Due Diligence Questionnaire to ensure your vendor assessment process is streamlined and accurate.

Reviewing Automatically Detected Vendors

This guide walks you through the necessary fields and settings to ensure your vendor profiles are accurately configured for collaboration.

Adding Vendors Manually

This guide walks you through the steps to initiate a Due Diligence Questionnaire request directly from your vendor management dashboard.

Sending Vendor Due Diligence Questionnaire

This guide walks you through the process of reviewing vendor risks that have been identified from a due diligence questionnaire.

Reviewing Vendor Risks

This guide simplifies the process of updating vendor status and alerts to ensure your records remain accurate and up to date.

Reactivating a Retired Vendor

Assets

This guide provides a straightforward walk through for configuring asset types, statuses, and environments to keep your inventory organized.

Adding Assets to the Asset Register

This guide helps administrators keep accurate records by detailing the steps of assets.

Updating Asset Details

This guide will walk you through on how to export the list of the assets to your device.

Exporting the Asset Register

How OneClickComply understands your organisation

Brain

Building Your Custom AI Knowledge Base

This guide explains how to answer various contextual questions asked by the OneClickComply platform so it can better understand your business.

Answering Context Questions

This guide provides a quick walk through for categorising and inputting vital company data to keep your business records organised.

Creating Knowledge Entries

This guide provides a simple walkthrough to help you organize your business context and manage your data efficiently.

Uploading Files to the Brain

Pasting Transcripts and Scraping Websites For Context

This guide provides a quick walkthrough for navigating the standards section to ensure your organizational information remains accurate.

Editing Knowledge Entries

Pen Testing

This guide will walk you through the process of adding a new target for the penetration testing feature to scan.

Adding and Verifying a Penetration Test Target

Starting Penetration Test

This guide helps you oversee asset-level testing cadences, review scan results, and schedule future penetration tests to keep your applications secure.

Viewing and Exporting Individual Test Results

Resolve security issues and vulnerabilities

Detections

This guide explains what Detections are, how they are created, and what information they contain.

What are Detections?

This guide will help you review, manage, and resolve security findings in the form of Detections.

Reviewing and Managing Detections

This guide walks through the process of resolving detections through different remediation options within the OneClickComply platform.

Resolving Detections

This guide will walk you through the process of exporting the detections to your device.

Exporting Detections

Test connections for non-compliance and security issues

Scans

What are Scans?

This guide provides a simple walkthrough for setting up and running compliance scans against your connected environments.

Starting an On-Demand Scan

This guides walks you through the process of reviewing scans against your cloud environments and infrastructure.

Reviewing Compliance Scan

Monitor and update security and compliance incidents

Incidents

This guide walks you through the mandatory fields to ensure your incident reports are captured accurately and promptly.

Recording Incidents

This article will walk you through how to manage, update, and resolve incidents within your organisation.

Updating & Exporting Incident

This guide provides a quick walkthrough for removing unwanted incident records from your dashboard. Follow these steps to permanently delete a specific incident and clear it from your history.

Deleting Incident Record

Risk Register

This guide walks you through the necessary fields and categories to ensure your organisational risks are properly documented and mitigated.

Adding Risks to the Risk Register

This guide ensures your security documentation remains updated by showing you how to link specific vulnerability mitigations to critical business risks.

Reviewing and Uploading Risks

This guide walks you through analysing, visualising, and treating organisational threats within the Risk Register. You will learn how to calculate risk scores, track security trends over time, and manage the specific treatments used to mitigate your risks.

Tracking and Mitigating Organisational Risks

This guide provides step-by-step instructions to add a new risk strategy to mitigate the risks within your organisation.

Adding & Managing Treatments

Questionnaires

This article will guide you through accessing the Cyber Essential Questionnaire and using our AI to automatically generate responses for your security assessments.

Automatically Answering the Cyber Essentials Questionnaire

This guide simplifies the export process so you can easily review or share your cybersecurity compliance documentation.

Generating Your Completed Cyber Essentials Questionnaire

This guide provides a step-by-step walkthrough for inputting sender details and questionnaire specifications to help you keep your security documentation organized.

Adding a New Questionnaire

This guide explains how to upload the questionnaire to the platform and leverage AI to automatically pre-answer your security questionnaire using your existing compliance evidence.

Uploading & Answering Questionnaire Automatically

A custom page to showcase your compliance

Trust Centre

This guide walks you through the process of adding sections to your trust centre and customising the contents of your Trust Centre.

Building Your Trust Centre Page

This guide provides a quick walkthrough for reviewing requester details and tracking the status of your documentation approvals.

Reviewing and Managing Access Requests

This guide walk you through the process of adding a new framework and new documents to your Trust Centre.

Adding Framework & New Document

This guide walks you through customising your Trust Centre by managing organisation details, toggling the visibility of frameworks and documents, and configuring your custom footer text.

Managing Trust Centre Settings

This guide will walk through the process of previewing the Trust Centre from a third-party perspective.

Previewing Your Trust Centre

Insights and analytics about your compliance

Reports

Learn how to access and interpret critical security dashboards, compliance postures, and vulnerability metrics within the platform. This guide will walk you through using the Reports area to monitor compliance progress, track organisational risk, and maintain security.

Using the Reports Area

Learn how to quickly generate a comprehensive compliance overview report for your organisation. This guide walks you through the export process so you can easily access and download your status updates in PDF format.

Exporting Your Reports

Activity Log

This guide helps you efficiently locate all the past activities done within the OneClickComply platform.

Reviewing the Activity Log

Connect tools and services to automate compliance

Integrations

This guide walks you through the process of accessing, managing, and connecting integrations within the OneClickComply platform.

Connecting and Managing Integrations

This guide is walkthrough of how to request a new integration within the OneClickComply platform.

Requesting a New Integration

This guide will walk you through the process of connecting the OCC Device Vulnerability Management integration, and installing the agent on your devices.

Activating Device Vulnerability Management

Cloud Sync

This guide provides instructions on how to navigate to your cloud synchronisation settings and manage active connections. Learn how to verify sync status, trigger manual updates, or pause your integration with Google Drive.