Ask WorxAI and verify an answer

Before you ask#

WorxAI uses the context and tools available to your workspace and role. It cannot be assumed to see every task or document, and its answer can be incomplete or incorrect.

Identify the work you need help with and the decision you are trying to make.

Ask a focused question#

1. Open WorxAI.
2. Name the relevant project, task, document or time period.
3. Ask for a specific result, such as finding an unresolved requirement or explaining the current work context.
4. Read the answer and inspect any sources provided.
5. Open the underlying records before making a decision that depends on their current state.

For example, ask which requirements remain unresolved for a named project and request the supporting records. This is a suggested question, not a promise that every workspace has the same tools or source coverage.

Check the evidence#

If the answer is incomplete#

Narrow the question, identify the exact work item and check whether you can open its source. Ask the responsible person when a decision requires information that is absent.

Do not treat an unsupported answer as a saved change. Asking a question and executing an action are different operations.

Prepare a next action#

Use Review a WorxAI action when the assistant offers a supported task or reminder. Check the target and proposed details before confirmation, then verify the saved result.