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How to Navigate and Use Ask Gia within GydeOS

See how Gia helps you answer general and client-specific questions, draft client-specific benefit answers you can trust with linked sources.

Updated over 2 weeks ago

Introduction

Gia is your AI assistant inside GydeOS that helps you get fast answers to client, carrier, and benefits questions without leaving the platform. You can ask general questions or tie them to a specific client to get tailored responses.

This guide explains where to find Ask Gia, how to ask questions, and how to use the key navigation features and response tools within the Ask Gia workspace.


How to Open Ask Gia:

Step 1: Log in to GydeOS

Enter your log-in credentials to access your account and open the GydeOS platform.

Step 2: Navigate to the Ask Gia page

From the left-hand side navigations panel, select the Ask Gia tab.

Step 3: Choose a client (optional)

If you want answers tied to a specific client, select a client from the Client dropdown. If you want to ask a general question, you can proceed without selecting a client.

Step 4: Ask Gia your question

Once your chat begins, you can ask questions such as:

  • Plan benefits or coverage details

  • Policy and enrollment information

  • Client-specific questions (when a client is selected)

  • General insurance terminology, rules, or regulation changes.

Gia uses the client and plan information in GydeOS to generate responses, and may reference plan documents like Statements of Benefits (SOBs) and Evidence of Coverage (EOCs).


Watch a Quick Demo

You can watch a step by step walkthrough of Ask Gia in action below (open in fullscreen for best learning experience):


Navigating the Tools

In addition to asking questions, Ask Gia includes several tools that help you manage conversations and responses.

Viewing Past Conversations

To see previous chats:

  1. Click the History icon in the upper left corner.

  2. Select a past conversation to reopen it.

This allows you to reference earlier questions and answers without starting over.

Starting a New Chat

To begin a fresh conversation with Gia, click the New Chat icon in the upper right corner.

This clears the current thread and starts a new one.

Viewing Citations

Gia's responses may include citations. To view sources, click the Book icon located at the bottom of a response.

Clicking this Citations icon opens up a pane on the right hand side of the screen

This shows the reference materials used by Gia to generate the answer. It allows you to view sources used per question asked in your conversation.

Response Actions

Each Gia response includes several action buttons:

  • Copy: Copies the full response text so you can paste it into emails or notes

  • Try Again: Regenerates the response if you want a different version or more detail

  • Thumbs Up / Thumbs Down: Provide feedback on whether the response was helpful

Providing feedback helps improve the system over time.


Best Practices for Getting the Most Helpful Answers

To improve response quality:

  • Select a client when asking about specific coverage

  • Be clear and specific in your question

  • Use follow up questions to clarify or narrow results

Ask Gia is designed to support your workflow, but brokers should always verify important details before making client recommendations.

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