RegDesk Data Intelligence

RegDesk AI Assistant
User Guide

Step-by-step instructions for the 7 core use cases
demonstrated by the RegDesk Data team

7 Use Cases

~35 Minutes of Demos

3 Platform Areas

AI Powered

About This Guide

The RegDesk AI Assistant is an intelligent conversational interface embedded directly in the RegDesk platform. This guide documents seven core use cases demonstrated by the RegDesk Data team, covering document queries, regulatory intelligence questions, application management, and multi-session workflows. Each section includes step-by-step instructions and practical tips to help users get the most out of the assistant.

Platform Areas Covered

📄 Documents

Search, version, and query device documents using the AI assistant. Demos 1, 2, 5.

🌍 Regulatory Intelligence

Ask country-specific regulatory questions and share AI-generated canvases. Demo 3, 4.

📋 Applications

Create, edit, and manage regulatory applications with AI assistance. Demos 5, 6, 7.

Use Cases 1 & 2 — Querying Device Information

Using the AI Assistant to retrieve device descriptions and metadata from your document library

Demo 1 Ask About a Device Description 5:00 min · Dashboard + Documents

Retrieve device description information stored in your RegDesk document library by asking a plain-language question to the AI Assistant.

💡 Tips

Be specific with the device name for best results. If you get no result, try rephrasing and explicitly include "device description" in your query. You can also navigate to the document first and use the assistant from there.

Step-by-step

Navigate to Dashboard (dev.regdesk.co/dashboard)
Click the RegDesk Assistant panel on the right side
Type your question in natural language:
"What is the device description of Bone Regen?"
Press Enter or click Send
The assistant retrieves and displays the answer from your document library

Demo 2 Query Device Metadata 5:04 min · Dashboard + Documents

Ask the assistant for metadata fields (product category, classification, version info) about a device — even while browsing another part of the platform. The assistant works across sessions.

💡 Tips

Start a query on the Dashboard and follow up after navigating to a document. Use the assistant's response to find the right document faster. You can edit queries using arrow keys to refine your search.

Step-by-step

Open the RegDesk Assistant panel from the Dashboard
Type a metadata-related query:
"What is the metadata for Bone Regen?"
Navigate to Documents to cross-reference if needed
Use the assistant alongside the document view to compare or verify
Refine your query directly in the input field as needed

Use Cases 3 & 4 — Regulatory Intelligence & Export

Asking regulatory questions and exporting AI-generated answers

Demo 3 Ask Regulatory Questions by Country 5:03 min · Dashboard

Ask country-specific regulatory intelligence questions — such as registration requirements for a specific country — and get AI-generated answers based on RegDesk's regulatory database. Results can be shared with colleagues via the Share Canvas feature.

💡 Tips

Questions about specific countries work best when you name the country explicitly. Ask follow-up questions to drill down further. Use Share Canvas to share the assistant's answer with colleagues via a shareable link.

Step-by-step

Open the RegDesk Assistant panel from the Dashboard
Type a regulatory question:
"What are the requirements for registration of MD in India?"
Press Enter to submit
Review the structured regulatory answer
Use Share Canvas to generate a shareable link for colleagues

Demo 4 Export AI Canvas as PDF 4:38 min · Dashboard

After the AI Assistant generates a response or canvas, download it as a PDF for offline use, stakeholder sharing, or inclusion in regulatory submissions. The canvas PDF captures exactly what is shown in the assistant output.

💡 Tips

Useful for exporting regulatory summaries or device descriptions to share with stakeholders. The downloaded PDF can be included directly in regulatory submissions or internal documentation.

Step-by-step

After receiving an AI response, look for the Download option in the canvas view
Click Download — the file saves as a PDF to your local Downloads folder
The PDF captures exactly what is shown in the assistant output
Share the PDF with stakeholders or include in regulatory submissions

Use Cases 5–7 — Application Management

Creating document versions, editing applications, and multi-session workflows

Demo 5 Create Document Version & Link to Application 5:02 min · Documents + Applications

Create a new version of an existing document, use the AI assistant to query design/development requirements, and link the document to a regulatory application.

💡 Tips

Always create a new version before editing. The AI assistant helps you identify which documents to attach based on regulatory requirements. Filter applications by region (e.g., type "eu") to quickly narrow results.

Step-by-step

Open a document in Documents → set new version (e.g. v2.0)
Open RegDesk Assistant → ask:
"Design and development requirements for Bone Regen"
Expand result → click source link to navigate to referenced file
Go to Applications → filter by region if needed
Select the application → link document → save

Demo 6 Edit Application with In-Context AI Assistance 5:01 min · Applications

Edit an existing regulatory application and use the RegDesk AI Assistant directly within the application edit view to get contextual guidance on requirements and document associations.

💡 Tips

The assistant is context-aware — it can be used from any page, not just the Dashboard. When editing an application, ask about regulatory requirements for the target market.

Step-by-step

Go to Applications → find application → click Edit
Review and update application fields
Use action button to open reference list or linked documents
Open the RegDesk Assistant panel from within the edit view
Ask contextual questions → save changes

Demo 7 Continue Application Across Sessions 4:08 min · Applications

Return to an in-progress application and continue editing across sessions. The platform saves state automatically — no need to restart from scratch.

💡 Tips

Bookmark the application edit URL to return quickly across sessions. The platform saves your progress automatically — just navigate back to continue.

Step-by-step

Navigate to your application in edit mode
dev.regdesk.co/applications/{id}/edit
Platform restores your last state automatically
Continue editing from where you left off
Use the AI Assistant for any queries needed to complete

Quick Reference

AI Assistant query examples and platform access guide

Use Case	Example Query	Platform Location	Demo
Device description	"What is the device description of [Device Name]?"	Dashboard or Documents	Demo 1
Device metadata	"What is the metadata for [Device Name]?"	Dashboard	Demo 2
Country registration	"What are the requirements for registration of MD in [Country]?"	Dashboard	Demo 3
Export canvas	Click Download after AI response	Dashboard canvas view	Demo 4
Design requirements	"Design and development requirements for [Device Name]"	Dashboard or Documents	Demo 5
Application editing	Open Assistant from the application edit view	Applications → Edit	Demo 6
Resume session	Navigate to bookmarked application edit URL	Applications → Edit	Demo 7

Accessing the AI Assistant

Primary Location

Dashboard → Assistant panel (right side of screen)

Also Available From

Document view · Application edit view · Any platform page

Input Method

Natural language — type your question as you would ask a colleague

Demo Overview

Demo	Duration	Use Case	Platform Area
Demo 1	5:00	Ask about a device description via AI Assistant	Dashboard + Documents
Demo 2	5:04	Query device metadata + cross-reference document	Dashboard + Documents
Demo 3	5:03	Regulatory questions (MD registration in India) + Share Canvas	Dashboard
Demo 4	4:38	Export AI canvas as PDF	Dashboard
Demo 5	5:02	New doc version + design requirements + link to application	Documents + Applications
Demo 6	5:01	Edit application with AI assistant in context	Applications
Demo 7	4:08	Continue in-progress application across sessions	Applications