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skyChat

Overview​

skyChat is the Secure and Private AI Assistant Built for Senior Living, part of the Skypoint AI for Senior Living 365 Suite.

Staff lose time searching SharePoint, binders, and emails for policies, SOPs, and regulatory guidance. skyChat connects your organization's knowledge, documents, and data into one secure assistant, with specialized agents, analytics, voice, and multilingual support.

It also does the work: redline a vendor agreement with tracked changes, revise an attached deck or workbook, chart census numbers, or extract tables from a PDF, and get the finished file back, produced inside your tenant under the same permissions and audit trail.

Designed for Senior Living Use Cases​

Policies & Compliance

State regulations, emergency preparedness, infection control, incident reporting, and medication protocols.

Operational Support

Move-in/move-out procedures, templates, dining standards, activity planning, and daily checklists.

Sales & Marketing

Floor plans, rates, competitive talking points, follow-up templates, and brand materials.

HR & Workforce

Handbook questions, onboarding, benefits, training materials, and interview support.

Why skyChat?​

ChallengeskyChat Solution
Policies and data scattered across systems, SharePoint, and Google DriveUnified search across communities and knowledge sources with automatic sync
Staff waste time looking for answersInstant answers with accurate citations
Generic AI tools charge per user and don't fit senior livingAgents built for senior living operations
Risk of incorrect or unauthorized informationEnterprise security with granular role-based access
Slow adoption of complex softwareSimple chat interface with premium support
No visibility into AI adoptionBuilt-in usage analytics with export
Document work still done by handAgents that produce real Word, PowerPoint, Excel, and PDF files
Locked into one AI vendorChoice of OpenAI, Google, or Anthropic models per instance
Recurring reports tie up staffBackground and scheduled runs

AI Agents for Your Teams​

skyChat Assistant

Ready in every organization as the default agent for every role, so staff start with no setup. Admins can set another default or disable it, but not delete it.

General Knowledge

Day-to-day, sales, and administrative questions, with web search and an advanced reasoning mode.

Document Analyst

Analyzes policies, SOPs, emergency plans, and HR and compliance files, with inline source citations.

SQL Data Agent

Ask plain-English questions about occupancy, census, staffing, and financial KPIs and get structured results.

Fabric Data Agent

Natural-language queries over Microsoft Fabric using your existing Microsoft credentials for permission-aware access.

skyAgent Execution Engine

Plans and carries out requests: reading files, searching knowledge, calling connected systems, and producing documents. Runs on OpenAI, Google, or Anthropic models with admin-configured Fast, Standard, and Pro tiers.

Personal Agents

Where enabled, team members create private agents with their own instructions, model, and knowledge.

Address any agent with an @ mention, or let skyChat route the question.

Knowledge Sources & Integration​

SharePoint Integration

Sync and search selected SharePoint folders, kept current with incremental sync.

Google Drive Integration

Sync Google Drive, including shared drives, with Docs, Sheets, and Slides made searchable.

Multi-Format Files

PDF, Word (including .doc), Excel, PowerPoint, HTML, Markdown, images, Google files, and code and config files. Scanned PDFs are read with built-in OCR.

Smart Search & Answers

Keyword, semantic, and vector matching for accuracy across large stores, with citations showing each document's revision date. When several versions of a policy exist, the newest governs the answer and the reply names that version and its date.

Connector Directory

Add governed connections by name from a catalogue of publisher-hosted servers, including one-click third-party connectors (Square, Plaid, Make, Bird, WorkOS, Exa, Apify, Grafana, Semgrep, Stytch, Jam, Globalping, and Simplescraper) and Skypoint connectors such as skyComply and a read-only WelcomeHome connector. Admins control which services, roles, and tools each connector may use.

Microsoft Work IQ

Use Microsoft Work IQ as a connector, authorized with each person's own Microsoft sign-in.

Connect From Your Own Tools

Use approved agents, skills, and knowledge from external AI clients, under the same roles and audit trail.

Plugins

Publish a named set of skills and connectors so teams find everything for a job together.

Features That Improve Community Productivity​

One Workspace for Questions and Work​

Chat and Cowork modes, a Tasks view for tracking longer work, and skyBrain insight tabs sit in one workspace, so staff ask questions, hand off work, and follow it in one place.

Real-Time Streaming Responses​

Answers stream as they are generated, showing elapsed time and steps. Pause, resume, stop, or redirect them; retry keeps the previous answer, and answers survive a page reload.

Voice-Enabled Conversations​

Hands-free access for mobile directors and care teams, with multiple voices, web search, admin-configurable guidelines, and visual status indicators.

Document Upload and Analysis​

Upload policies, audits, or training guides and ask questions about them 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 Word documents with real tracked changes under a named author, or add review comments without altering text
  • Revise attached PowerPoint decks and Excel workbooks in place, leaving untouched parts identical
  • Create branded Word documents, decks, workbooks, and PDFs
  • Draw inline charts from figures in the conversation
  • Extract PDF tables as real data
  • Run analysis code in an isolated sandbox with no network access

Every document is rendered and checked for blank pages, then repaired before delivery. skyChat asks clarifying questions when a choice is missing, and destructive actions pause for approval.

Projects​

Group conversations under standing instructions and shared knowledge so long-running work keeps its context. A project can be shared with specific people or made visible to the whole organization, and supports stars, archiving, and read-only sharing with members.

Artifacts​

Tables, summaries, and drafts are saved as artifacts you can title, find, share, or withdraw. Generated files open beside the chat with live previews, a Files tab lists them, and any file can be saved to Google Drive, SharePoint, Box, or Dropbox.

Drafted emails, letters, and memos appear as cards with recipients, subject, and a formatted body that copy cleanly into Outlook or Word or open in your mail client.

Background and Scheduled Runs​

Close the tab and a queued request keeps running. Put runs on a cadence from the Schedules page, starting from templates such as Daily briefing or Weekly review, and get notified when they finish.

Conversation Management​

Bookmark, pin, search, and export conversations; share them via secure links or read-only with project members; get suggested follow-ups; and jump anywhere with the ⌘K or Ctrl+K command palette. Math notation renders and unsent drafts are kept.

Multilingual Support​

Available in English, Spanish, and French, with the interface adapting to the selected language.

Personalization​

Choose dark or light theme, voice model, per-conversation model, and your own default agent.

Admin Control Center​

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

Access & Permissions

CapabilityDescription
User ManagementAdd users and assign roles across instances, including in bulk
Role ManagementCreate custom roles for each team
Agent AssignmentControl which agents each role can access; unassigned roles see all enabled agents
Permission EditorEdit exactly what a role may do
Connector PermissionsGrant roles access to specific connectors and tools
View as RolePreview the product as a role sees it, never exceeding your own access
Scoped AssignmentsAssign roles globally, per tenant, or per instance; access is the union of assignments
Pipeline SetupConfigure data pipelines with clearly marked required fields

Branding & Customization

CapabilityDescription
AppearanceLogos, brand images, and theme colors, pinned for everyone or set as overridable defaults
Voice ConfigurationDefault voice model, instructions, and guidelines
LanguageDefault language (English, Spanish, or French)
SEO & MetadataPage title, description, keywords, and favicon

Knowledge Management

CapabilityDescription
SharePoint ConnectorsConnect and sync SharePoint libraries
Google Drive ConnectorsConnect and sync folders and shared drives
Sync ManagementMonitor status and history and trigger manual syncs
Connector DirectoryAdd publisher-hosted connections and control which an instance may use
Egress AllowlistDecide which outside services connectors may reach
Project KnowledgeAttach reference material and instructions to a project

Agents, Models & Skills

CapabilityDescription
Model ProviderChoose OpenAI, Google, or Anthropic for the instance; unconfigured providers are refused, not silently failed
Tier ConfigurationSet the model and reasoning effort behind Fast, Standard, and Pro
Default AgentSet the organization's default agent; New Chat keeps the agent each person picked
SkillsAuthor reusable instruction sets with categories and run history
System PromptsMaintain versioned base instructions and see how prompt layers are ordered
Organizational MemoryReview what skyChat has learned about your organization; approving shared memory is a separate permission

Governance & Compliance

CapabilityDescription
Audit TrailSearchable admin changes with before and after snapshots, plus agent turns, tool calls, skill runs, and sign-ins, recorded without content
Sensitivity LabelsLabel conversations, projects, and memory as General, Internal, or Restricted
Data RetentionPer-instance retention across conversations, uploads, files, and run history
Legal HoldSuspend deletion for a conversation or instance
Sensitive Data RedactionPersonal and health identifiers stripped from audit records automatically
ApprovalsRequire confirmation before destructive or write actions
Usage BudgetsCap per-turn and daily spend, with tighter limits on unattended runs

Insights & Analytics

CapabilityDescription
Usage OverviewActive users, conversations, and message trends
Agent AnalyticsMost-used and most effective agents
Prompt & Topic AnalysisWhat teams ask about, revealing knowledge gaps
ExportDownload analytics as Excel or PDF
Date Range Filtering7, 30, or 90 day views

Platform Administration

CapabilityDescription
Domain MappingMap custom domains to instances
Feature AvailabilityPlugins and scheduled runs are always on; the skyChat workspace and Cowork are on by default with administrator control; personal agents, personal connectors, code execution, and background runs are enabled per instance
Workspace SwitchingMove between tenants and instances from the top bar

Business Benefits for Senior Living Operators​

Accelerate Decision Making

Accurate answers in seconds.

Strengthen Compliance

Policy information stays accurate and consistent.

Reduce Training Time

New hires learn faster with reliable answers.

Improve Consistency Across Communities

Centralized configuration keeps every community on the same standards.

Scale Expertise Across the Portfolio

Institutional knowledge reaches every region and community.

Gain Actionable Insights

Track adoption and agent effectiveness to find training opportunities.

Return Hours to Your Teams

Redlines, deck revisions, and workbook updates come back as finished files.

Help & Support​

Submit, categorize, and track support tickets from inside skyChat, with file attachments and comment threads through resolution.

Security You Can Trust​

Single Sign-On

Microsoft Entra ID or Google SSO

Data Isolation

Multi-tenant data isolation

Certifications

HITRUST r2 and SOC 2 Type 2 certified

Role-Based Access

Users see only the agents and data their role permits.

Privacy First

No training on your data, and sessions renew quietly.

Enterprise Infrastructure

Microsoft Azure and Google Cloud with encryption in transit and at rest.

Isolated Execution

Code and document tools run sandboxed without network or credentials, and every run is recorded.

Content-Free Auditing

Activity is logged without question or answer text, and identifiers are redacted.

Retention & Legal Hold

Per-instance retention deletes data on your schedule; legal hold suspends it.

The skyChat Advantage​

skyChat is purpose-built for senior living: specialized agents, SharePoint and Google Drive knowledge, Cowork document editing, your choice of AI model, projects and scheduled runs, analytics, role-based access, retention and audit controls, voice, and multilingual support in one secure assistant.