In short: The AI agent guides you through your double materiality assessment (DMA) in a chat. In four phases it collects your company profile, proposes stakeholders, identifies impacts, risks and opportunities (IROs) along the ESRS topics and rates them. You review and confirm the proposals; the final decision is always yours.
1. What the AI agent does
| Phase | What the agent does | What you do |
|---|---|---|
| Company Info | Reads your company website and asks for missing basics (industry, locations, business model, value chain) | Answer questions, correct facts |
| Stakeholders | Proposes relevant stakeholder groups | Confirm, edit or skip each proposal |
| IRO Analysis | Goes through the ESRS topics, proposes IROs with description, classification and ratings (scale, scope, reversibility, probability) including justifications | Review, ask for changes, confirm |
| Review | Summarises the results | Check the final assessment |
The agent uses everything it knows about your company: your website, your answers and any documents you upload.
2. Before you start
- Have your company website ready. The agent reads it to build your company profile.
- Gather documents that help the agent, such as your last sustainability or annual report, your risk register or policies. See Upload documents to the AI agent.
- When you create the assessment, choose the ESRS version. New assessments use the revised ESRS 2026 by default. See ESRS 2026: the revised topic structure.
3. Start the AI agent
The AI agent is chosen when you create a new assessment:
- On your company page, click New Materiality Assessment and choose Full Assessment or Light Assessment.
- Check the name, reporting year and ESRS version.
- Click Start with AI agent and confirm with Start assessment.
- The agent greets you and asks for your company website. Paste the address and send it. If your website blocks automated access, the agent asks you to briefly describe your activities, main services and locations instead.
Later you return to the chat at any time via AI Agent in the step bar at the top of the assessment.
The phase indicator at the top shows where you are: Company Info, Stakeholders, IRO Analysis, Review.
4. Confirm stakeholders
In the Stakeholders phase the agent shows a list of Proposed Stakeholders. For each one you can:
- Add & Confirm: add it as proposed
- Add & Edit: add it and adjust the details
- Skip: leave it out
Use Confirm All or Skip All to handle the whole list at once.
5. Work through the IROs
The agent goes through the ESRS topics one by one and proposes IROs with ratings and justifications. You can steer it in the chat at any time, for example:
- "Add a risk about rising energy prices under E1."
- "Our own workforce is mainly office-based, adjust the health and safety ratings."
When you ask for a change, the agent confirms it in the chat so you always see what was changed.
6. Move to the review
When all topics are done, the agent moves to the Review phase and shows a summary of company information, stakeholders and IROs. If you ask to move to the review earlier, it asks Move to review phase? first. After the review has started, you cannot return to the previous phases in the chat. You can still edit everything manually in IRO Analysis and see the result in Results.
7. Good to know
- The agent is in beta. Review all suggestions: suggested values may not be accurate. The final materiality decision is always yours. Why AI stays an assistant is explained in how AI is transforming the double materiality assessment.
- Your progress is saved. You can leave the chat and continue later.
- A locked assessment cannot be changed by the agent. See Lock a materiality assessment.
FAQ
Does the AI agent replace a consultant or my own judgment?
No. It prepares a well-founded draft in a fraction of the time. You and your experts decide what is material. Every change is recorded in the audit trail.
What is the difference between the AI agent and the AI assistant?
The AI agent runs the whole assessment in a chat. The AI assistant helps with single fields, such as an IRO description or a rating justification.
What happens if the agent cannot read my website?
It tells you and asks you to describe your company in a few sentences in the chat. You can also upload a company presentation or annual report instead.
Can I edit the results after the agent is done?
Yes. All stakeholders and IROs are normal entries in your assessment and can be edited in Stakeholders identification and IRO Analysis.
Which AI model does the agent use, and is my data used for training?
The agent uses OpenAI language models via a secure API. Your data is not used to train AI models.