ISMS Copilot User Guide - Table of Contents

ISMS Copilot User Guide

Welcome to the complete user guide for ISMS Copilot. Whether you're just getting started or looking to master specific features, you'll find everything you need in this guide.

Quick Navigation

Getting Started

Begin your ISMS Copilot journey with these fundamental guides:

1. Welcome to ISMS Copilot

   • Overview of what ISMS Copilot does

   • Key features and capabilities

   • Choose between Personas and Workspaces

2. Creating Your Account

   • Sign up with email, Google, or Microsoft

   • Email verification process

   • Account security best practices

   • Troubleshooting sign-up issues

3. Starting Your First Conversation

   • Step-by-step instructions for chatting with AI

   • Understanding Personas

   • Asking effective questions

   • Uploading files for analysis

Core Features

Master the main features of ISMS Copilot:

1. Uploading and Analyzing Files

   • Supported file types and sizes

   • Upload methods (click and drag-and-drop)

   • Understanding upload progress

   • Common file upload errors

   • Use cases and best practices

2. Organizing Work with Workspaces

   • What workspaces are and why to use them

   • Creating and editing workspaces

   • Understanding workspace vs. personas

   • Managing multiple projects

3. Managing Your Conversations

   • Viewing conversation history

   • Renaming and deleting conversations

   • Data retention settings

   • Organization tips and best practices

Account & Billing

Manage your account and subscription:

1. Subscription Plans and Pricing

   • Free plan features and limitations

   • Plus plan pricing and benefits

   • How to upgrade

   • Managing your subscription

   • Data retention control

   • Payment methods and invoices

Troubleshooting

Get help solving common issues:

1. Troubleshooting Common Issues

   • Authentication and login problems

   • Chat and messaging errors

   • File upload issues

   • Workspace problems

   • Browser and technical issues

   • Subscription and payment errors

   • How to contact support

Common Scenarios

I want to get started immediately

Read these in order:

1. Creating Your Account (2 min)

2. Starting Your First Conversation (3 min)

3. Ask a compliance question and get started!

I'm working on multiple compliance projects

Focus on these guides:

1. Organizing Work with Workspaces

2. Managing Your Conversations

3. Create a workspace for each project and organize conversations within it

I need to analyze existing documents

Learn about file uploads:

1. Uploading and Analyzing Files

2. Upload your policy, assessment, or audit report

3. Ask ISMS Copilot for compliance review or gap analysis

I'm hitting rate limits

Learn about upgrading:

1. Subscription Plans and Pricing

2. Upgrade to Essential or higher for increased credits and uploads

Something's not working

Find solutions here:

1. Troubleshooting Common Issues

2. Find your issue and try the suggested solutions

3. Contact support if the issue persists

Feature Quick Reference

Key Concepts

Personas

Choose how ISMS Copilot responds:

• Default - Standard assistance

• Implementer - Implementation-focused

• Auditor - Audit and verification-focused

• Consultant - Strategic guidance

Note: Cannot use with workspaces

Workspaces

Organize conversations for:

• Individual clients or companies

• Different compliance frameworks

• Different projects or phases

• Department-specific compliance work

Note: Cannot use with personas

Free vs. Plus

• Free: 10 credits per session, 5 file uploads/month, default data retention

• Plus: 50 credits per session, 50 file uploads/month, custom data retention control, priority support

Supported Compliance Frameworks

ISMS Copilot has expertise in:

• ISO 27001:2022 - Information Security Management System

• ISO 42001:2023 - Artificial Intelligence Management System

• ISO 27701:2025 - Privacy Information Management System

• SOC 2 - Service Organization Control (Trust Services Criteria)

• HIPAA - Health Insurance Portability and Accountability Act

• GDPR - General Data Protection Regulation

• CCPA - California Consumer Privacy Act

• NIS 2 - Network and Information Systems Directive

• DORA - Digital Operational Resilience Act

• ISO 9001:2015 - Quality Management System

• ISO 22301:2019 - Business Continuity Management System

• HDS v2.0 - French Health Data Hosting Certification

• TISAX - Trusted Information Security Assessment Exchange

• EU AI Act - European Union Artificial Intelligence Regulations

Keyboard Shortcuts

Important Limitations

• One file at a time - Upload one file per message

• File size limits - 10 MB for simple files (TXT, CSV, JSON), 5 MB for convertible files (PDF, DOC, DOCX, XLS, XLSX)

• 8 file types supported - PDF, DOC, DOCX, XLS, XLSX, CSV, JSON, TXT

• 5-minute timeout - Complex queries may take longer

• Personas and workspaces are mutually exclusive - Choose one or the other

Getting Help

If you need additional support:

• Check this guide first - Search for your issue

• Read Troubleshooting - Find solutions to common problems

• Use Help menu - Click your avatar (top right) → Help Center

• Contact support - Submit a support ticket through the app

• Join the community - Connect with other users

Guide Structure

This guide is organized into several sections:

• Getting Started (3 articles) - Account creation and first steps

• Core Features (3 articles) - Main functionality guides

• Account & Billing (1 article) - Plans and subscription management

• Troubleshooting (1 article) - Solutions for common issues

Total: 8 comprehensive guides covering all aspects of ISMS Copilot.

Feedback & Updates

This guide is regularly updated to reflect new features and user feedback.

Found an issue or have a suggestion? Use the feedback form in the app to let us know!

Version Info

Last Updated: 2025-10

Applies to: ISMS Copilot v1.0+