GETTING STARTED 101
You access RBC Assist Pro by logging into this web address.
What is https://rbcassist.fg.rbc.com/?
These TWO enterprise connectors allow agents to access real-time information without manual uploads.
What are Confluence and JIRA connectors?
RBC Assist Pro uses BOTH on-premises and cloud-based models. Name an on-premises model.
What is Cohere Command (or Command North)?
This is the name of the Market Place agent that provides support and guidance for RBC Assist Pro questions.
What is the RBC Assist Pro Help Agent?
These THREE data connectors are coming soon to allow seamless access to team resources.
What are SharePoint, Outlook, and Webex?
To attach a file during a chat, you click this icon in the chat bar.
What is the Plus icon?
These TWO enterprise connectors allow agents to access real-time information without manual uploads.
What are Confluence and JIRA connectors?
The highest security level of documents you can upload is classified as this.
What is RBC Sensitive?
Custom instructions define these THREE elements of how your agent should behave.
What are Model type, Custom Instructions, and Data Source?
MCP stands for THIS and was developed by THIS company as an open-source standard.
What is Model Context Protocol, developed by Anthropic?
These TWO features are found in the left sidebar for managing your work and files.
What are "Agents" and "Sources"?
This capability lets you create specialized AI assistants tailored to your team's workflows.
What is the Agent Builder?
OCR stands for
What is Optical Character Recognition?
You can share your agent with colleagues by setting visibility to this option and selecting their RBC email.
What is "Limited"?
To access authenticated Confluence pages and JIRA boards, you must set this up through what Token Management Portal.
What is a Personal Access Token (PAT)?
What is AI Academy: AI & Gen AI Fundamentals at RBC?
What is AI Academy: AI
&
Gen AI Fundamentals at RBC?
The maximum total file size you can upload at once is this many MB.
What is 50 MB?
RBC Assist Pro has a retention period of THIS MANY MONTHS before data is automatically deleted.
What is 6 months?
Who can edit a custom agent after it's been created and shared.
Who is the original creator?
This is the security expiration timeframe for authenticated Confluence pages and JIRA boards access, after which you must refresh it.
What is 90 days?
RBC Assist Pro supports these file formats for upload. Name at least 5.
What are PDF, Word, PPT, TXT, HTML, Excel, CSV, and MD?
This tool is used for step-by-step critical thinking
What is Reasoning tool?
These are two examples of cloud-based models used by RBC Assist Pro through secure connections.
What are Claude Sonnet and/or GPT-4o?
Turning on this capability enables document creation for your agent
What is "Document mode"
This upcoming feature will let you design and execute multi-step agentic workflows to automate complex business processes.
What is the Automation Builder?