Introducing MyESG Helper: Your Easy Guide to Your Company’s Sustainability and ESG Commitments

Overview

Most companies have a mission to create meaningful experiences extends beyond their clients — it includes our planet, our communities, and our people. Environmental, Social, and Governance (ESG) factors are at the heart of how they do business, drive innovation, and lead with integrity. ESG performance influences investor confidence, customer decisions, and future opportunities.

To that end, many employees, customers, and clients may have questions regarding ESG. An assistant in iX Hello is a great way to have easy access to answers to ESG questions. Building the bot is very straightforward and simple.

How to create an ESG assistant

We’ve made the process as simple as possible. Just follow these steps to get started:

1. Prepare resource documents and pertinent links. Examples of information you may want to prepare in documentation that will be uploaded to the bot:

   Example Question You Can Ask: "Does My Company have a Sustainability Report?"

What MyESG Helper Can Answer

Depending on the information included in the document upload, MyESG Helper can cover a wide range of topics, including:

• My Companies ESG strategies and policies

• Net Zero commitment and carbon footprint

• Sustainability achievements and goals (aligned to the UN SDGs)

• Certifications and standards compliance

• Diversity, Equity, Inclusion, and Belonging initiatives

• Human Rights, Cybersecurity, and Ethical Conduct standards

• Community giving programs and volunteer opportunities

Sample Document Content

Up to ten Word or PDF files can be uploaded at once with a max of 512MB.

The upload should be completed after the bot is saved; however the documents and links should be prepared in advance.

When updates are needed, simply update the document and upload it again.

1. Locate the Assistant Builder section on the right side of the screen. Start by selecting the "Create Assistant" option to begin the process.

1. Fill in Basic Information

Provide the essential details for your assistant. These details are critical for ensuring the functionality and effectiveness of your bot:

• Name: Choose a descriptive name that reflects the assistant’s purpose. For example:

  1. "Support Assistant" for user inquiries.

  2. "HR-Bot" for human resources tasks.

• Description: Write a concise summary that captures the assistant’s purpose and the specific tasks it will handle. This helps users quickly understand its role.

• Instructions: Define clear guidelines to direct how the assistant communicates and operates. These might include:[CS1]

  1. Preferred communication style.

  2. Response preferences.

  3. Specific protocols for handling tasks. Providing detailed instructions ensures the assistant meets user expectations.

     1. Example Bot: ESG Helper AI Assistant

• Category: Assign the assistant to a category that aligns with its functions. Examples include:

  • Customer Experience (CX)

  • Sales

  • Finance

  • Other relevant categories.

  • Analytics

  • Content

  • Design

  • Engineering

  • Finances

  • General

  • HR

  • Intelligence

  • IT

  • Legal

  • Management

  • Marketing

  • Operations

  • People

  • Research

  • Strategy

  • Studio Assistance

  • Support

1. Set Access Controls

Once the assistant’s details are configured, establish access permissions to manage who can interact with it:

• Private: Restrict the assistant for personal use only.

• Specific Team: Allow access to designated team members, ensuring controlled usage.

This step is essential for maintaining proper visibility and security.

1. Tools

These tools are enabled by default, and are designed to help users perform specific tasks, and each one is accompanied by a brief description and a "Remove" button, so that users can customize or manage their toolset.

Tools Displayed:

• Search Online – For finding information via Google Search.

• Browse Website – For retrieving content from a specified URL.

• Generate Images – For creating images or artwork from text descriptions.

• Calculate Math – For performing mathematical calculations.

1. Finalize Creation

After reviewing all the information, finalize your assistant by clicking the "Create" button. A confirmation popup will appear, confirming that your assistant has been successfully created. Now that it has been saved, you can upload your documents.

1. Test the Bot

Ask the bot the questions that were included in the documents that were uploaded. If the answers are not yet correct, the documents may need to be reworded or rephrased and then uploaded again. Continue until the answers are correct.