JODA
Ask JODA about the right project, record, or workflow
Open JODA, set useful project/record context, attach evidence, and ask a question that can be answered or staged safely. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Standard user, manager, company admin.
- Authenticated portal access
- permission to the records requested
- relevant project/record selected or named
- supported attachment where used.
Global toolbar JODA AI; JODA App full-screen experience (route adapter #/chat); JODA triggers on supported record headers
Ask JODA about the right project, record, or workflow
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Open the workspace
In JobBuddy, go to Global toolbar JODA AI; JODA App full-screen experience (route adapter #/chat); JODA triggers on supported record headers.
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Confirm access and starting state
Authenticated portal access; permission to the records requested; relevant project/record selected or named; supported attachment where used.
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Complete the main setup
Review opening the overlay versus JODA App, project selector, current-screen context, naming a record/project explicitly, attaching file/photo, conversation history/new chat, Quick start prompts, follow-up questions, and when JODA should ask for clarification.
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Review the important choices
Review that results remain permission-scoped.
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Verify the result
Open JODA, set useful project/record context, attach evidence, and ask a question that can be answered or staged safely.
Expected result: Open JODA, set useful project/record context, attach evidence, and ask a question that can be answered or staged safely.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Authenticated portal access; permission to the records requested; relevant project/record selected or named; supported attachment where used.
The result is incomplete or unexpected.
Current screen, selected project, explicit prompt, attachments, mentions, permissions, conversation history, and available tools all contribute context; JODA does not override access or silently apply writes.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Open JODA, set useful project/record context, attach evidence, and ask a question that can be answered or staged safely.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.