ROSI in Workflow
ROSI (Rival OS Intelligence) is an AI-powered assistant embedded within Workflow that helps users retrieve information and move work forward using natural language.
Instead of navigating multiple pages, filters, or reports, you can ask ROSI questions and receive immediate responses based on live Workflow data and product guidance.
In Workflow, ROSI supports multiple experiences, including AI-powered agents and tools embedded across workflows.

Featured ROSI experiences
Select a feature below to learn how ROSI is used across Workflow.
Use ROSI to monitor tasks and events, review employee workflow details, locate documents, and answer HR questions based on your access and permissions.
Help employees understand what to do next, what tasks are outstanding, what documents are needed, and how to move forward in their workflow.
Upload an existing document and use ROSI to generate a draft Smart Form, which can then be reviewed and edited in Form Builder before publishing.
Build employee journeys in minutes with AI. Describe what you need and ROSI generates the full task structure, timelines, and dependencies.
How ROSI works
ROSI can answer questions using live Workflow data, including tasks, events, employee details, and workflow-related documents. Depending on the question, ROSI may also provide product guidance or link to relevant Help Center content to help you complete tasks and understand how features work.
ROSI does not override your organization’s security model. Responses respect existing permissions and return only the information the user is authorized to access.
To learn how ROSI access is configured and how data is handled, see ROSI Access, Roles, and Enablement and Privacy, security, and data use.
What to expect
- Responses are based on live system data at the time of the request
- ROSI can maintain context within a session, allowing follow-up questions
- Capabilities vary based on role, configuration, and enabled features
- ROSI will not return Social Security Numbers or other high-risk personal data
ROSI availability and features depend on your organization’s configuration. Admin and Employee Portal experiences may be enabled separately.
Provide feedback
ROSI improves over time based on user feedback. When available, you can rate responses and submit comments directly within the ROSI chat window.
After receiving a response, click the
icon to provide a rating and optional feedback.