Skypoint Documentation

Overview

skyChat is the Secure and Private AI Assistant Built for Senior Living, part of the Skypoint AI for Senior Living 365 Suite. Senior living organizations operate with thousands of policies, SOPs, regulatory requirements, HR processes, and community workflows. Staff often lose valuable time searching through SharePoint, binders, and emails to find the information they need. skyChat delivers fast, accurate, and private AI assistance designed specifically for senior living operators. It connects your organization’s knowledge, documents, and data into one secure conversational assistant that every team member can trust. With specialized AI agents, multiple knowledge sources, built-in analytics, voice interaction, and multilingual support, skyChat helps communities work faster, stay compliant, improve consistency, and elevate resident and family experiences. skyChat also does the work, not just describes it. Ask it to redline a vendor agreement with real tracked changes, revise a deck or workbook you attached, chart your census numbers, or pull the tables out of a survey PDF, and it hands back the finished file — produced inside your own tenant boundary, under the same permissions and audit trail as everything else.

Designed for Senior Living Use Cases

Policies & Compliance

Quickly find guidance on state regulations, emergency preparedness, infection control, incident reporting, medication protocols, and documentation requirements.

Operational Support

Access move-in/move-out procedures, communication templates, dining standards, transportation schedules, activity planning, and daily checklists.

Sales & Marketing

Find floor plans, rate information, competitive talking points, follow-up templates, brand materials, and CRM guidelines instantly.

HR & Workforce

Streamline employee handbook questions, onboarding steps, benefits guidance, training materials, and interview support.

Why skyChat?

Challenge	skyChat Solution
Policies and SOPs scattered across systems	Unified access across all communities and departments
Staff waste time looking for answers	Instant AI-powered responses with accurate citations
Generic AI tools charge per user and not suitable for senior living	Agents designed specifically for senior living operations
Risk of incorrect or unauthorized information	Enterprise-grade security with role-based access
Slow adoption of complex software without support	Simple chat interface anyone can start using immediately with premium support
Data scattered across SharePoint and Google Drive	Unified search across multiple knowledge sources with automatic sync
No visibility into AI adoption and usage	Built-in analytics dashboard with usage metrics, trends, and export
Inconsistent access controls across teams	Role-based access with granular agent and feature visibility controls
Answers still leave the document work to be done by hand	Agents that redline, edit, and produce real Word, PowerPoint, Excel, and PDF files
Locked into a single AI vendor’s roadmap	Choice of OpenAI, Google, or Anthropic models, selected per instance by an admin
Recurring reports and long jobs tie up staff time	Background and scheduled runs continue with nobody watching

AI Agents for Your Teams

General Knowledge

General AI assistant supporting day-to-day operations, web search, sales, and administrative questions. Features web search capability for up-to-date information and an advanced reasoning mode for complex questions requiring deeper analysis.

Document Analyst

Searches, analyzes, and extracts insights from policies, emergency plans, SOPs, safety guidelines, HR documents, and compliance files. Provides answers with inline source citations so teams can verify information and trace it back to the original document.

SQL Data Agent

Query operational data using natural language including occupancy, census, staffing levels, financial KPIs, and performance metrics. Ask questions in plain English and receive structured data results with configurable display options.

Fabric Data Agent

Query organizational data using natural language through Microsoft Fabric. Leverages your existing Microsoft credentials for secure, permission-aware data access. Ideal for teams already using Microsoft Fabric for business intelligence and analytics.

skyAgent Execution Engine

The agent that plans a request and carries it out — reading the attached files, searching your knowledge, calling connected systems, and producing documents. Runs on OpenAI, Google, or Anthropic models, with Fast, Standard, and Pro tiers an admin configures per instance.

Personal Agents

Where an admin enables it, a team member can create their own agent with its own instructions, model, and knowledge — without waiting on a corporate rollout. Personal agents stay private to the person who made them.

Address any agent directly from the composer with an @ mention, or let skyChat route the question to the right one.

Knowledge Sources & Integration

SharePoint Integration

Automatically sync and search your SharePoint libraries. Select specific folders to keep your knowledge base focused and relevant. Incremental sync keeps documents up-to-date automatically as changes are made.

Google Drive Integration

Sync and search your Google Drive libraries. Automatically converts Google Docs, Sheets, and Slides into searchable format. Supports organizational shared drives for team-wide knowledge access.

Multi-Format Files

Compatible with PDF, Word (including legacy .doc), Excel, PowerPoint, HTML, Markdown, images, Google Docs, Google Sheets, Google Slides, and more. A scanned PDF with no text layer is read with built-in OCR rather than reported as empty.

Smart Search & Answers

Uses keyword, semantic, and vector matching to improve accuracy across large document stores. Answers include source citations for easy verification and traceability.

Connector Directory

Add a governed connection to an outside system by name from a browsable catalogue of publisher-hosted servers, instead of hand-entering a URL. Admins decide which third parties a tenant’s connectors may reach, and which roles may use each connector and its individual tools.

Microsoft Work IQ

Bring Microsoft Work IQ into the conversation as a connector, authorized with each person’s own Microsoft sign-in.

Connect From Your Own Tools

skyChat is reachable as a governed endpoint from external AI clients, so approved agents, skills, and knowledge can be used from the tools your teams already work in — with the same roles and audit trail applied.

Plugins

Package a named set of skills and connectors and publish it to the organization, so a team gets a working configuration in one step rather than assembling it piece by piece.

Features That Improve Community Productivity

Real-Time Streaming Responses

Teams receive answers immediately as they are generated, enabling faster decision-making.

Voice-Enabled Conversations

Ideal for mobile directors, care teams, and multitasking staff who need hands-free access. Choose from multiple voice options for a personalized interaction experience. Voice mode includes web search capability, admin-configurable voice behavior and guidelines, and visual indicators for thinking, speaking, and searching states.

Document Upload and Analysis

Upload policies, audits, training guides, or compliance binders. skyChat reads, interprets, and answers questions instantly.

Cowork Mode: Finished Work, Not Just Answers

Switch the composer from Chat to Cowork and skyChat can change files as well as read them:

Redline a Word document with real tracked changes under a named author, so reviewers accept or reject each edit in Word exactly as they would a colleague’s
Add Word review comments against a paragraph or an exact quoted phrase without altering the text
Revise an attached PowerPoint deck or Excel workbook in place — text, slides, sheets, formulas, and charts — with every untouched part left byte-for-byte identical
Create branded Word documents, decks, workbooks, and PDFs from your content
Draw bar, line, pie, and scatter charts from figures already in the conversation and show them inline
Extract a PDF’s ruled tables as real data rather than guessed columns
Run analysis code against your files in an isolated sandbox with no network access, so a one-off calculation nobody built a tool for still gets done

Every produced document is checked before you see it: skyChat renders it, counts the real pages, and catches blank ones, then repairs the file rather than delivering it broken. Where a request depends on a choice nobody made, skyChat asks clarifying questions first, and anything destructive pauses for approval before it runs.

Projects

Group related conversations under standing instructions and shared project knowledge, so a survey response or an annual budget cycle keeps its context across sessions. Projects carry members, visibility settings, stars, and archiving, and a conversation can be made readable by a project’s members rather than only its owner.

Artifacts

The tables, summaries, and drafts skyChat produces are collected as artifacts you can title, find again, share, or withdraw — instead of scrolling back through chat history to locate a result.

Background and Scheduled Runs

Send a request and close the tab: a queued turn keeps running and the answer is waiting when you return. A run can also be put on a cadence so a recurring report or check happens with nobody watching.

Conversation Management

Bookmark important conversations
Pin conversations for quick access
Share conversations with colleagues via secure links, which open in the full chat interface
Share a conversation read-only with a project’s members
Search across your full conversation history
Smart suggestions that anticipate your next question
Copy, retry, or check the timestamp on any individual message
Export conversations for documentation and audits

Multilingual Support

skyChat is available in English, Spanish, and French. The interface adapts to the selected language, making it accessible for diverse teams across your communities.

Personalization

Choose between dark and light themes, select your preferred voice model, and customize chat preferences to match your workflow. Pick the model for a conversation from the composer, and override the organization’s default agent with the one you use most.

Admin Control Center

Corporate and IT teams maintain full control of the AI environment: Access & Permissions

Capability	Description
User Management	Add users and assign roles across instances, including bulk role assignment for efficient onboarding of large user bases
Role Management	Create custom roles with specific permissions for each team
Agent Assignment	Control which AI agents each role can access. A role with no assignment sees every enabled organization agent
Permission Editor	Edit exactly what a role may do from the admin interface, across every group of permissions
Connector Permissions	Grant a role access to a specific connector, and to individual tools within it
View as Role	Preview the product as a role sees it before rolling a change out. The preview can only ever show less than your own access, and actions stay attributed to you
Scoped Assignments	Assign a role globally, to a tenant, or to a single instance, with a user’s effective access being the union of the assignments that apply
Pipeline Setup	Configure data pipelines with clearly marked required fields to reduce setup errors

Branding & Customization

Capability	Description
Appearance	Upload logos (light and dark variants), brand images, and theme colors. An organization can pin a setting so it applies to everyone, or set a default individuals may override
Voice Configuration	Select default voice model, set voice instructions and behavioral guidelines
Language	Set default language (English, Spanish, or French)
SEO & Metadata	Configure page title, description, keywords, and favicon

Knowledge Management

Capability	Description
SharePoint Connectors	Connect and sync SharePoint document libraries
Google Drive Connectors	Connect and sync Google Drive folders and shared drives
Sync Management	Monitor sync status, view sync history, and trigger manual syncs
Connector Directory	Add publisher-hosted connections by name, and control which of them an instance may use
Egress Allowlist	Decide which outside services a tenant’s connectors are permitted to reach
Project Knowledge	Attach reference material and standing instructions to a project for everyone working in it

Agents, Models & Skills

Capability	Description
Model Provider	Choose whether OpenAI, Google, or Anthropic answers every turn for the instance. The switch is refused rather than silently failing if that provider is not configured
Tier Configuration	Set the model and reasoning effort behind the Fast, Standard, and Pro tiers
Default Agent	Set the agent an instance opens with, which individuals can override for themselves
Skills	Author named, reusable instruction sets for repeatable jobs, with categories and full run history
System Prompts	Maintain the instance’s base instructions with version history, and see how the layers composing a turn are ordered
Organizational Memory	Review and manage what skyChat has learned about your organization and how it is recalled into a conversation

Governance & Compliance

Capability	Description
Audit Trail	A searchable record of administrative changes with before and after snapshots, plus every agent turn, tool call, and skill run recorded without capturing content
Data Retention	Set per-instance retention policies swept nightly across conversations, uploads, generated files, and run history
Legal Hold	Suspend deletion for a single conversation or an entire instance while a matter is open
Sensitive Data Redaction	Identifiers and personal or health information are stripped from audit records automatically
Approvals	Require confirmation before an agent takes a destructive action, or before every action it writes
Usage Budgets	Cap what a single turn and a single day may spend, with tighter ceilings on unattended runs

Insights & Analytics

Capability	Description
Usage Overview	Track active users, conversations, and message trends over time
Agent Analytics	See which agents are most used and effective across your organization
Prompt & Topic Analysis	Understand what teams are asking about to identify knowledge gaps
Export	Download analytics data as Excel or PDF for reporting and stakeholder presentations
Date Range Filtering	View metrics for 7, 30, or 90 day periods

Platform Administration

Capability	Description
Domain Mapping	Map custom domains to skyChat instances
Feature Availability	Turn capabilities on per instance — Cowork mode, personal agents and connectors, plugins, code execution, scheduled runs, and background runs — so a rollout happens on your schedule
Workspace Switching	Name the workspace in the top bar and move between tenants and instances from one place

Business Benefits for Senior Living Operators

Accelerate Decision Making

Directors, corporate teams, and staff get accurate answers in seconds.

Strengthen Compliance

Regulatory and policy information stays accurate, accessible, and consistent.

Reduce Training Time

New hires learn faster with instant access to reliable information.

Improve Consistency Across Communities

Ensure every community follows the same standards and procedures with centralized role-based configuration and uniform agent access.

Scale Expertise Across the Portfolio

skyChat captures and distributes institutional knowledge across all regions and communities.

Gain Actionable Insights

Track AI adoption, measure agent effectiveness, and identify training opportunities with built-in analytics and exportable reports.

Return Hours to Your Teams

Contract redlines, deck revisions, workbook updates, and survey-ready summaries come back as finished files instead of instructions for someone to follow.

Help & Support

Get assistance directly from within skyChat:

Submit and track support tickets without leaving the application
Categorize requests by type for faster routing
Attach files and screenshots to provide context
Communicate with support through comment threads on each ticket
Track ticket status from open through resolution

Security You Can Trust

Single Sign-On

Microsoft Entra ID or Google SSO authentication

Data Isolation

Multi-tenant data isolation for complete security

Certifications

HITRUST r2 and SOC 2 Type 2 certified

Role-Based Access

Users only see the agents and data their role permits. Secure conversation sharing via encoded links.

Privacy First

No training on your data — your information stays private. Sessions renew quietly when you return to the tab instead of interrupting your work.

Enterprise Infrastructure

Built on Microsoft Azure and Google Cloud with enterprise-grade encryption for data in transit and at rest.

Isolated Execution

Code and document tools run in a sandbox with no network access and no credentials, and every run is recorded — including the ones that are refused.

Content-Free Auditing

Agent turns, tool calls, and skill runs are logged as names, outcomes, and durations. Question and answer text is never captured, and identifiers are redacted from snapshots.

Retention & Legal Hold

Per-instance retention policies delete conversations, uploads, and generated files on your schedule, and a legal hold suspends deletion while a matter is open.

The skyChat Advantage

skyChat is purpose-built for senior living organizations that need fast, accurate, and secure AI assistance. With specialized AI agents, multiple knowledge sources including SharePoint and Google Drive, a Cowork mode that produces and edits real documents, your choice of AI model, projects and scheduled runs, built-in analytics, role-based access control, retention and audit controls, voice interaction, multilingual support, and in-app help and support — skyChat is the most complete AI assistant for senior living operations.

​Overview

​Designed for Senior Living Use Cases