Action Planning

Discussion Assistant

Use the Discussion Assistant to generate contextual, intelligent Discussion Starters to encourage rich conversations with your team when reviewing survey results.

Last Updated: November 11, 2024

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Overview

Use the Discussion Assistant to generate intelligent Discussion Starters to encourage rich conversations with your team when reviewing survey results and brainstorming your team's action plan.

Generated Discussion Starters recognize the organization and the team data, i.e. role, industry, and sub-industry to create relevant and contextual suggestions.

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Requirements

  • Available to managers, full admins, and survey-admins 

Discussion Starter Suggestion Guidelines

To maximize the effectiveness of the Discussion Assistant and provide intelligent, actionable suggestions, the assistant follows a set of guidelines. These were written by our experts on the Insights Team and are in place to ensure that recommendations align with best practices in organizational and team engagement.

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Maintain Confidentiality

The assistant is programmed to respect and uphold confidentiality in its suggestions. 

For a confidential survey, any approach with the potential to identify a survey participant is strictly avoided. This ensures a safe space for team members to openly discuss results and contribute without the fear of being singled out.

Future-Focused 

Suggestions are oriented toward future improvements, rather than over-analyzing current and past issues. 

This method fosters a forward-looking team dynamic that focuses on the next steps to improve performance and engagement, without delving too deeply or critiquing excessively.

Distinguish Engagement from Happiness

It's important to recognize that employee engagement is different from happiness or satisfaction. 

The assistant understands this concept and avoids recommendations that might conflate the two. Instead, it focuses on strategies that drive engagement through how the team can operate more effectively, rather than over-emphasizing ideas like happy hours. 

Streamlined Integration of Suggestions

Recommended ideas should be easy to integrate into daily workflows to help make engagement a natural addition to an individual or team's day-to-day, rather than suggestions that can easily be perceived as burdensome or additional work.

Use the Discussion Assistant

Use the Discussion Assistant via the Action Plan Tab

To use the Discussion Assistant:

  1. Click and expand Analytics in the left-hand navigation menu
  2. Click on the survey name to navigate to its analytics
  3. Click and navigate to the Action Plan tab
  4. For a Focus Area, click Discussion Notes to expand the Discussion Notes view
  5. Click Generate Ideas to generate a contextual Discussion Starters
  6. Click Add to Discussion to add the generated suggestion, or click Shuffle to regenerate a new suggestion

Use the Discussion Assistant via the Team Report

To use the Discussion Assistant via the Team Report:

  1. Click and expand Analytics in the left-hand navigation menu
  2. Click on the survey name to navigate to its analytics
  3. Click Select Team or Change Team to enable the Team Report (Figure A)
  4. With the Team Report enabled, click See Discussion Starters to open the Add Discussion Starters modal (Figure B)
  5. From the Add Discussion Starters modal, click and select a survey question
  6. Click Generate Ideas to generate a contextual Discussion Starter

  7. Click Add to Discussion to add the generated suggestion, or click Shuffle to regenerate a new suggestion