{"article":{"id":22547890928397,"url":"https://betterworks.zendesk.com/api/v2/help_center/en-us/articles/22547890928397.json","html_url":"https://support.betterworks.com/hc/en-us/articles/22547890928397-Feedback-Summary-AI-Assist","author_id":484570113,"comments_disabled":true,"draft":false,"promoted":false,"position":4,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":360002683371,"created_at":"2023-12-20T21:47:39Z","updated_at":"2026-07-20T22:12:59Z","name":"Feedback Summary AI Assist","title":"Feedback Summary AI Assist","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-20T22:12:59Z","user_segment_id":null,"permission_group_id":1692132,"content_tag_ids":[],"label_names":[],"body":"<h3 id=\"h_01HJ4KM24768HNQ2CH3QAHVMPV\"><span style=\"color: #000000;\">Contents</span></h3><ul>\n<li data-list-item-id=\"e22913a0b92438d78a420d04fee6be689\"><a href=\"#h_01HJ4KN44ZGHC9BNE9006HDM2Q\">Overview</a></li>\n<li data-list-item-id=\"e70432d397910d956e8dbfcf16ed6fc53\"><a href=\"#h_01HJ4KNZY03K19BTB9G9FYDW9A\">Setup</a></li>\n<li data-list-item-id=\"e28c80dd37a0d12964bb4c0f1a3902e46\"><a href=\"#h_01HJ4KP99FJSB92ANV03PCQTZY\">Usage</a></li>\n<li data-list-item-id=\"ebb78abab65121b3efe8317b547b0b01e\"><a href=\"#h_01HJ4KZMK5H32Y4Y04CQ5YDKT7\">Considerations</a></li>\n<li data-list-item-id=\"e2908d3516f648083a19048118d98de9f\"><a href=\"#h_01HNGJXPS5719YGASE84189H8T\">Downloadable Resources</a></li>\n<li data-list-item-id=\"ee79851a47285b36a6bd7bf5d40b87eee\"><a href=\"#h_01J7EAJV06Z12Y5RXZQWVTH59R\">FAQs</a></li>\n</ul><h3 id=\"h_01HJ4KN44ZGHC9BNE9006HDM2Q\"><span style=\"color: #000000;\"><strong>Overview</strong></span></h3><p><span style=\"color: #000000;\"><strong style=\"-webkit-text-stroke-width: 0px; background-color: #ffffff; box-sizing: border-box !important; color: #000000; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"><span class=\"wysiwyg-underline\">Note</span>:</strong></span><span style=\"background-color: #ffffff; color: #000000;\"><span style=\"-webkit-text-stroke-width: 0px; display: inline !important; float: none; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"> Our AI features use a privately-hosted LLM solution. It is our own self-hosted LLM contained in the Betterworks AWS server. This keeps our customer data private and secure without the risk of it going over API to a third party. Organizations are not enrolled automatically. To enroll, please contact your Program Architect or Customer Success Manager.</span></span></p><p><span style=\"color: #000000;\">The Feedback Summary AI Assist feature analyzes a user's feedback over a defined time frame to formulate a foundational summary including identified strengths and areas of improvement.</span></p><p><span style=\"color: #000000;\">It can be executed by the user, their manager, or their skip level manager depending on the organizational hierarchy and visibility settings of the related feedback templates. </span></p><h3 id=\"h_01HJ4KNZY03K19BTB9G9FYDW9A\"><span style=\"color: #000000;\"><strong>Setup</strong></span></h3><p><span style=\"background-color: #ffffff; color: #000000;\"><span style=\"-webkit-text-stroke-width: 0px; display: inline !important; float: none; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">Feedback Summary AI Assist leverages a privately hosted large language model (LLM) solution to generate summaries. The outputs and explanations are provided by this AI-powered integration. However, it is an opt-in-only feature. Your organization will not automatically be enrolled. If you are your organization's Betterworks Program Lead, please contact your Program Architect or Customer Success Manager to enable Feedback AI Assist.</span></span></p><h3 id=\"h_01HJ4KP99FJSB92ANV03PCQTZY\"><span style=\"color: #000000;\"><strong>Usage</strong></span></h3><p><span style=\"color: #000000;\"><strong><span class=\"wysiwyg-underline\">Feedback Module</span></strong></span></p><ol>\n<li class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #000000;\" data-list-item-id=\"ee07cb0b590cf2fa83dc0786d46ee555e\">\n<span style=\"color: #000000;\">Go to Feedback → View to view the feedback for yourself. </span><ul>\n<li data-list-item-id=\"ef1ff61889118503975765ae4f3924048\">If you are a manager and wish to view a direct report's feedback, select their name from the drop-down menu.</li>\n<li data-list-item-id=\"ec0ec465d136d9840626a6a146e334fcb\">If you are a skip level manager and wish to view a skip level report's feedback, go to Feedback → View → Skip Level and select their name from the drop-down menu. <br><br><img src=\"https://support.betterworks.com/hc/article_attachments/30132220138381\" width=\"601\" height=\"165\"><br> </li>\n</ul>\n</li>\n<li data-list-item-id=\"eefe9e0bbb77a2bb7dfbf4d592b881b7d\">\n<span style=\"color: #000000;\"><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">Expand the AI Assist panel and access the feature. </span></span><br><br><img src=\"https://support.betterworks.com/hc/article_attachments/30132220144013\" width=\"599\" height=\"262\"><br> </li>\n<li data-list-item-id=\"e88ecefe4429ec322af779bd69b830666\">\n<span style=\"color: #000000;\"><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">Select \"Fiscal Year to Date\" or \"Previous Fiscal Year.\"</span></span><br><br><img src=\"https://support.betterworks.com/hc/article_attachments/30132193923853\" width=\"600\" height=\"285\"><br> </li>\n<li data-list-item-id=\"e6803ecc37b98bba0aa8b26c6c629eaa5\">\n<span style=\"color: #000000;\"><span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">Click \"Summarize.\"  </span></span><br><br>The summary will be generated, along with identified strengths and areas of improvement (if applicable) for that user.<br><br><img src=\"https://support.betterworks.com/hc/article_attachments/30132220149005\" width=\"600\" height=\"412\"><br><img src=\"https://support.betterworks.com/hc/article_attachments/30132595013389\" width=\"600\" height=\"418\">\n</li>\n</ol><p class=\"wysiwyg-text-align-left\"><span style=\"color: #000000;\">Once a summary is generated, you can indicate if it is or isn't helpful (thumbs up or thumbs down). </span><span style=\"background-color: #ffffff; color: #000000;\"><span style=\"-webkit-text-stroke-width: 0px; box-sizing: border-box !important; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">We encourage users to do this as it will help improve future summaries.</span></span></p><p class=\"wysiwyg-text-align-left\"><span style=\"color: #000000;\">You cannot regenerate unless feedback has been added, edited, or deleted for that fiscal year period. If there are any changes, the regenerate button will appear in color and a notice explaining the reason you can now regenerate. </span></p><p class=\"wysiwyg-text-align-left\"> </p><p class=\"wysiwyg-text-align-center\"><span style=\"color: #000000;\"><img src=\"https://support.betterworks.com/hc/article_attachments/22547836456333\" width=\"401\" height=\"68\"></span></p><p class=\"wysiwyg-text-align-center\"> </p><p class=\"wysiwyg-text-align-left\"><span style=\"color: #000000;\"><strong><span class=\"wysiwyg-underline\">Conversation Module</span></strong></span></p><p class=\"wysiwyg-text-align-left\"><span style=\"color: #000000;\">The same functionality will be available in a conversation's side panel.  </span></p><p class=\"wysiwyg-text-align-left\"> </p><p class=\"wysiwyg-text-align-center\"><span style=\"color: #000000;\"><img src=\"https://support.betterworks.com/hc/article_attachments/22547836457229\" width=\"601\" height=\"351\"></span></p><p class=\"wysiwyg-text-align-center\"> </p><h3 class=\"wysiwyg-text-align-left\" id=\"h_01HJ4KZMK5H32Y4Y04CQ5YDKT7\"><span style=\"color: #000000;\"><strong>Considerations</strong></span></h3><ol>\n<li class=\"wysiwyg-text-align-left wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #000000;\" data-list-item-id=\"e0f72f62f582bf80d4ca2d979b4167b26\"><span style=\"color: #000000;\">To generate a summary, there must be at least two feedback entries provided for that user.</span></li>\n<li class=\"wysiwyg-text-align-left wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #000000;\" data-list-item-id=\"ee6e52d4c0dc6c7f3cb2a2af86aa093d6\"><span style=\"color: #000000;\">Feedback will not be included in a summary if the user requesting the summary does not have permission to view a particular feedback.</span></li>\n<li class=\"wysiwyg-text-align-left wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #000000;\" data-list-item-id=\"eac12295f496bd7549d18382d4095b619\"><span style=\"color: #000000;\">Summaries are limited to <span style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\">\"Fiscal Year to Date\" or \"Previous Fiscal Year.\"</span> They cannot be broken down by quarter or a custom date range.</span></li>\n</ol><h3 id=\"h_01HNGJXPS5719YGASE84189H8T\"><span style=\"color: #000000;\"><strong>Downloadable Resources</strong></span></h3><ul><li data-list-item-id=\"e0940448d9a1bc5bd170d5bd9f97abe95\"><a href=\"https://support.betterworks.com/hc/article_attachments/31072156350733\" target=\"_blank\" rel=\"noopener noreferrer\">Betterworks AI Assist Guide</a></li></ul><h3 id=\"h_01J7EAJV06Z12Y5RXZQWVTH59R\"><strong style=\"box-sizing: border-box !important;\">FAQs</strong></h3><p style=\"-webkit-text-stroke-width: 0px; background-color: #ffffff; box-sizing: border-box !important; color: #000000; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; line-height: 1.5; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"><strong style=\"box-sizing: border-box !important;\">Are our employees' data used to train AI models?</strong></p><p style=\"-webkit-text-stroke-width: 0px; background-color: #ffffff; box-sizing: border-box !important; color: #000000; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; line-height: 1.5; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\">No, your employees' data is never used to train or fine-tune our generative AI model. We understand the importance of data privacy and take steps to ensure your employees; data is used solely for your specific use case. Information given using the thumbs up and thumbs down icons does not train the model, it just informs our team if the output is helpful or not. It will help us improve the prompts that generate outputs.</p>"}}