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      1-on-1s & Performance Reviews: Ask AI

      As a full admin configuring 1-on-1 & Performance Review cycles, enable Ask AI to allow participants to respond to prompts with a holisitic, contextual AI-generated responses.

      Last Updated: December 5, 2024

      In this article:

       

      This feature is in BETA. We are interested in collecting user feedback to shape its future functionality. Schedule a time to meet with our Product team if you are interested in sharing feedback with our product team.

      Contact your CIM/CSM for more information.

      Overview

      As a full admin configuring 1-on-1 and Performance Review cycles, enable Ask AI to give cycle participants the ability to respond to prompts with holistic, contextual responses. Generated responses use relevant data from a user's activity throughout the platform for informed recommendations. 

      In addition to AI-generated responses, participants can browse their partner's feature activity, i.e. recent Recognition, Goal progress, etc., and Private Notes via the built-in Employee Snapshot menu. Learn more about the Employee Snapshot and Private Notes.

      Additional Resources:

      Requirements

      • Available to admin-initiated 1-on-1 and Performance Review cycles
        • Ask AI is not available for user-initiated 1-on-1s

      Enable/Disable Ask AI

      As a full admin, enable/disable Ask AI when configuring a new or ongoing 1-on-1/Performance Review cycle. 

      To toggle Ask AI for a 1-on-1 or Performance Review cycle:

      1. Click and expand Administration in the left-hand navigation menu
      2. Click 1-on-1s or Reviews
      3. Click Single Cycles or Automated Cycles
      4. Click New Cycle or New Automation, respectively
      5. Click and toggle the Enable Ask AI option

      Use Ask AI

      As a 1-on-1 or Performance Review participant, use Ask AI for intelligent, editable recommendations when responding to open-ended prompts. 

      To use Ask AI:

      1. Access the 1-on-1 or Performance Review
      2. For an open-ended prompt, click Answer Assistant to expand the Ask AI menu (Figure A)
      3. Review the generated response; decide to use the generated response or regenerate a response (Figure B)
        • Click Use Response to automatically enter the generated response for the prompt
        • Click Refine This Response to improve the generated response according to your input for a follow-up question; click Ask a Different Question to cycle through contextual follow-up questions for more relevant responses

      4. Continue to respond to the rest of the prompts
      5. Click Share to finalize your responses