Client Guide

Generate a Policy with AI

Patch reads what it already knows about your organisation and generates a tailored compliance policy in one step. Open any control page, click Generate Policy Draft, approve the plan, and the policy is saved directly to your wiki.

TL;DR

Open any control page, click Ask Patch and ask for the policy, review the plan card, and click Approve. Done in under a minute.

Step 1: Ask Patch for the policy

On any control page (e.g. PR.AA-05.4), click Ask Patch (bottom right) and type, for example, Please draft the policy document for this control. Press Enter.

Control page PR.AA-05.4 with the Patch chat open and the request Please draft the policy document for this control typed in the message field
Ask Patch on a control page: type the request and press Enter.

Step 2: Review the plan card

Patch opens in a side panel and shows a plan card describing what it intends to do, for example, adding the missing sections to your existing Access Policy, or creating a new document. The plan card names the target document and shows a preview of the draft, so you see exactly what will be saved before you approve.

Patch chat: a request for a PR.AA-05.4 policy, Patch's summary of the draft, and a plan card proposing a new Administrator Rights Policy with a draft preview and Approve and Reject buttons
The Patch plan card names the document it will create or update and shows the draft. Nothing is saved until you click Approve.

Patch groups controls intelligently. Asking Patch for a policy on any access control (MFA, password rules, user accounts) will target the same shared policies/access-policy document. You never end up with duplicate policies for related topics.

If the document already has content, Patch extends it by adding missing sections rather than replacing what you already wrote.

Step 3: Approve

Click Approve on the plan card. Patch generates the policy draft and saves it to your wiki. A link to the saved document appears in the chat when done.

Patch chat after approval: the plan card is marked Executed and Patch answers Done. The change has been applied.
After approval, Patch saves the policy to your Documents and confirms with a link.

Editing after generation

The saved policy is a regular wiki page. You can edit it at any time from the Documents section. If you select a sentence in the document, a small AI toolbar appears so you can ask the AI to rephrase or improve that specific passage.

Already have a policy?

If Patch detects that a policy document already exists with your own content, it will offer to extend it, adding any missing sections while leaving your existing prose untouched. If all the relevant controls are already covered, Patch will simply tell you the document is complete.