Overview
Evie AI is Evident’s in-platform assistant that helps you ask questions, understand your third-party risk program, and get routed to the right next step. Depending on what you ask, Evie can draw from different skills—such as Risk Insights (for program triage and prioritization) and Knowledge Base answers (for “how do I do this in Evident?” questions).
What is Evie AI?
Evie AI is the experience you use to start a conversation with Evie inside the Evident TPRM platform. It gives you a single place to ask questions, start from targeted insight cards, and follow up to get from “what’s going on?” to “what should I do next?” using evidence from the sources Evie can access.
What are Risk Insights?
Risk Insights are the set of in-product guidance capabilities Evie uses to help you triage and prioritize your third-party risk program based on your entity population. Use Risk Insights for questions like “What should I focus on this week?” and “Where are my highest-risk areas right now?” when you want a fast, evidence-backed starting point and a clear path to the right workflow.
What kind of AI is Evie (and what is it not)?
Evie is not an open-ended, general-purpose AI chatbot that answers from the internet. Evie is designed to answer third-party risk questions using evidence from the sources it’s connected to, and to be explicit when the available evidence doesn’t support a confident answer.
What data sources does Evie use?
Evie draws from:
- Your program data in Evident (for example, third-party compliance outcomes, outreach engagement history, and open actions).
- Evident Knowledge Base help articles (to explain platform workflows and terminology in plain language).
Evie’s results reflect what’s available in those sources at the time you ask.
Where do I find Evie AI in the platform?
You can open Evie AI from the left-hand navigation in the Evident TPRM platform.
What should I do first in Evie AI?
When you open Evie AI, you can start from the built-in insight cards or ask your own question.
Two strong starting questions are:
- “Where should I focus my attention to reduce risk today?”
- “Which entities have stopped responding to outreach?”
After you get an initial answer, ask follow-ups that drill down into one thread (for example: oldest open actions, never-responded third parties, or expirations in the next 30 days).
What can Evie help you do today?
After you open Evie AI, Evie can help you quickly understand your program’s current state and decide what to work on next.
How can Risk Insights summarize program health?
Use Risk Insights when you want a high-level snapshot without building a report. Depending on what’s available in your data, Evie can surface signals like:
- Current compliance outcomes and high-level counts
- Non-response backlogs (including the difference between “never responded” and “not responding recently”)
- Open actions and where review work may be stalled
- Decline-related patterns when decline signals are available in your program data
How can Risk Insights help me investigate a specific third party?
Ask about a third party by name to get a quick, evidence-backed snapshot and suggested next steps. This is useful when you’re preparing for a review, responding to an internal question, or deciding how to re-engage a third party.
For example, you can ask:
- “Tell me about Acme”
- “Show me the Acme LLC entity”
- “Which of these is non-compliant: Acme Inc or Acme Services?”
- “List entities similar to ‘Acme’ and tell me which are non-responsive”
You can search by full name or a distinctive part of the name. Evie uses fuzzy matching and searches across your full entity population. If more than one entity looks like a match, Evie will show a list—reply with the exact entity you mean to continue.
How can Risk Insights help me prioritize non-response risk?
If you’re working through an outreach backlog, ask Evie to break down non-response patterns. This is especially useful when you need to distinguish between:
- Third parties that never responded
- Third parties that didn’t respond to their most recent outreach
Use these breakdowns to prioritize the third parties that represent the highest risk due to lack of engagement.
How can Risk Insights help with declines and exceptions?
Evie can help you identify which third parties show decline-related signals (when available in your program data) and give you a clear path to the right workflow to resolve the situation.
If you need to see the exact requirement-level detail behind a non-compliance outcome, use the third party’s detail page in the platform for the most granular view.
How can Risk Insights help with open actions?
Evie can surface how many open actions you have and help you identify which items are most urgent. This is useful when you want to unblock third parties that are waiting on decisions so you can complete evaluations and reduce overall program risk.
Advanced usage scenarios
Use these patterns when you want to go beyond a single question and work a thread end-to-end.
Weekly triage (program manager): Start with “Where should I focus my attention to reduce risk today?” Then drill down into the biggest driver (for example: never-responded third parties, upcoming expirations, or oldest open actions).
Executive readout: Ask for a high-level summary, then drill down into the biggest driver (for example: top non-response backlog, most urgent open actions, or upcoming expirations) so you can focus your update on what needs attention.
Targeted remediation: Ask “Which third parties should I start with?” then follow with “What’s the next best step for re-engagement?” to get a clear action path.
Tips for getting the best results from Evie AI
- Start with outcomes, not features. “What are my highest-risk areas right now?” usually produces better answers than “Show me a report.”
- Ask one thread at a time. After you get a summary, pick the most important driver and drill down.
- Use Evie to find what matters, then act in the workflow. Evie helps you triage quickly; the platform workflows help you complete the operational steps.
- Use uncertainty as a best-practice signal to verify in the workflow. If Evie says it can’t confirm something from the available evidence, treat that as your cue to open the relevant page or workflow (for example, the third party’s detail page) to review the authoritative data and take action.
If you’d like help adopting Risk Insights in your weekly workflow, contact Customer Success.