Features and How-To Guide

Last Update: Mar 2026

Welcome to the Claudia Virtual Assistant User Guide. This guide provides detailed, step-by-step instructions for using Claudia so employees, supervisors, and HR teams can maximize efficiency in managing HR tasks.

While the Overview section explains Claudia’s core capabilities, this guide focuses on how to operate each feature in real workflows. You’ll find clear instructions, screenshots, and tips for both everyday tasks and advanced use cases.

To improve navigation, features are grouped into the following categories:

Accessing Claudia

No	Feature	Description
1	Connecting CATAPA Account to Claudia	This section explains how to link your CATAPA account to Claudia so the HR Assistant and Employee Assistant can access and analyze your company’s HR data.
2	Accessing Claudia via Whatsapp	This section guides you through connecting your company account and interacting with Claudia directly through WhatsApp.

Navigation and Chat List

No	Feature	Description
1	Interface Navigation	This section introduces the main elements of Claudia’s interface, including the home page and the navigation area, which allows you to access previous conversations or begin a new chat easily.
2	Search Chat	This section explains how to quickly find past conversations using the built-in search feature, allowing you to locate specific chats by entering keywords in the conversation history page.
3	Select Assistant	This section explains Claudia’s four assistant modes and how to switch between them. Each mode offers specialized capabilities, allowing users to choose the most suitable assistant based on their task or information needs.
4	Tips for Using Claudia Effectively	This section introduces Claudia’s four assistant modes and shows how to switch between them based on your needs.
5	Security and Privacy	This section outlines how Claudia safeguards user data through role-based access, encryption, and automatic masking to ensure secure and private interactions.

Submitting and Approving Requests

No	Feature	Description
1	Submissions	This section explains how employees can submit HR requests directly through Claudia, including examples of how each submission is processed.
2	Approvals	This section explains how managers can review and approve pending employee submissions in Claudia, either all at once or selectively, using simple commands.

FAQ

No	Feature	Description
1	General Information	This section provides an overview of what Claudia is, the assistant modes available, and the scope of topics Claudia can support within HR and regulatory workflows.
2	Getting Started	This section explains how to begin interacting with Claudia, including starting new conversations and switching between assistant modes to match your needs.
3	Accuracy, Reliability, and References	This section explains how Claudia handles information accuracy, how users can verify answers, where references come from, and what to do when Claudia cannot provide a response.
4	Usage Limits and System Behavior	This section outlines the usage limits applied in Claudia and explains how the system notifies users when they are approaching their allowed quota of interactions.
5	Security and Privacy	This section explains how Claudia protects sensitive data through encryption, masking, and role-based access to ensure secure and authorized data handling.
6	Feedback and Support	This section explains how users can provide feedback to help improve Claudia and how to reach CATAPA Support for further assistance.