{"article":{"id":25455979340173,"url":"https://betterworks.zendesk.com/api/v2/help_center/en-us/articles/25455979340173.json","html_url":"https://support.betterworks.com/hc/en-us/articles/25455979340173-Goal-AI-Assist","author_id":484570113,"comments_disabled":true,"draft":false,"promoted":false,"position":11,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":26019369793805,"created_at":"2024-03-29T19:06:58Z","updated_at":"2025-02-13T19:38:02Z","name":"Goal AI Assist","title":"Goal AI Assist","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-02-13T19:38:02Z","user_segment_id":null,"permission_group_id":1692132,"content_tag_ids":[],"label_names":[],"body":"<h3 id=\"h_01HT5T4BKT1MZ3JQMPDN3B2TG7\"><span class=\"wysiwyg-color-black\"><strong>Contents</strong></span></h3>\n<ul>\n<li><span class=\"wysiwyg-color-black\"><a href=\"#h_01HT5T4GM0XR6HZZ7Y9GYPEVSS\">Overview</a></span></li>\n<li><span class=\"wysiwyg-color-black\"><a href=\"#h_01HT5T64R7X1901ZEPWAC2DZVS\">Usage</a></span></li>\n<li><span class=\"wysiwyg-color-black\"><a href=\"#h_01HT5T4RDHP23Q3FEV6K0K9FPJ\">Considerations</a></span></li>\n<li><a href=\"#h_01J0PF1F7MJJ5MQYNHC86RCEXS\">Downloadable Resources</a></li>\n<li><a href=\"#h_01J7EAJV06Z12Y5RXZQWVTH59R\">FAQs</a></li>\n</ul>\n<h3 id=\"h_01HT5T4GM0XR6HZZ7Y9GYPEVSS\"><span class=\"wysiwyg-color-black\"><strong>Overview</strong></span></h3>\n<p><strong style=\"box-sizing: border-box !important; font-weight: bold; color: #000000; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"><span class=\"wysiwyg-underline\" style=\"box-sizing: border-box !important; text-decoration: underline;\">Note</span>:</strong><span style=\"color: #000000; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;\"> Our AI features use the Betterworks Private LLM. 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></p>\n<p><span class=\"wysiwyg-color-black\">Goal AI Assist leverages user data within Betterworks to generate suggested goals for that user. The benefit is to streamline the goal-creation process using best practices while explaining why goals were suggested and what data was used.</span></p>\n<p><span class=\"wysiwyg-color-black\">Goal AI Assist considers data on the given user across all available modules. A user's job title and department will also be used to help provide relevant goals to the user.</span></p>\n<h3 id=\"h_01HT5T64R7X1901ZEPWAC2DZVS\"><span class=\"wysiwyg-color-black\"><strong>Usage</strong></span></h3>\n<p><span class=\"wysiwyg-color-black\">1. Navigate to the <strong>Goals</strong> module and click <strong>Create Goals</strong>.</span></p>\n<p class=\"wysiwyg-text-align-center\"><span class=\"wysiwyg-color-black\"><br><img src=\"https://support.betterworks.com/hc/article_attachments/30133846075917\" width=\"600\" height=\"39\"><br><br></span></p>\n<p><span class=\"wysiwyg-color-black\">2. Click <strong>Goal Assist</strong>. </span></p>\n<p class=\"wysiwyg-text-align-center\"><span class=\"wysiwyg-color-black\"><br><img src=\"https://support.betterworks.com/hc/article_attachments/30133846077581\" width=\"352\" height=\"43\"><br><br></span></p>\n<p><span class=\"wysiwyg-color-black\">3. Define for which business period you're creating goals. <br></span></p>\n<p><span class=\"wysiwyg-color-black\">4. </span><span class=\"wysiwyg-color-black\">Click <strong>Generate</strong>. </span></p>\n<p class=\"wysiwyg-text-align-center\"><span class=\"wysiwyg-color-black\"><br><img src=\"https://support.betterworks.com/hc/article_attachments/30133846081165\" width=\"450\" height=\"206\"></span><span class=\"wysiwyg-color-black\"><br><br></span></p>\n<p><span class=\"wysiwyg-color-black\">5. Select which goals you'd like to keep. </span><span class=\"wysiwyg-color-black\"><br><br>A list of suggested goals containing a mix of business goals, development goals, and goals based on the past, will be generated. Each goal will have an explanation referencing the data used to suggest the goal. </span></p>\n<p class=\"wysiwyg-text-align-center\"><span class=\"wysiwyg-color-black\"><img src=\"https://support.betterworks.com/hc/article_attachments/31074081839501\" width=\"550\" height=\"410\"></span></p>\n<p class=\"wysiwyg-text-align-left\"><span class=\"wysiwyg-color-black\">You can enter up to 3 keywords before regenerating to receive more goal selections.</span></p>\n<p class=\"wysiwyg-text-align-center\"><span class=\"wysiwyg-color-black\"><br><img src=\"https://support.betterworks.com/hc/article_attachments/31074097683725\" width=\"450\" height=\"109\"></span></p>\n<p class=\"wysiwyg-text-align-left\"><span class=\"wysiwyg-color-black\"><br></span><span class=\"wysiwyg-color-black\">The newly suggested goals will display at the bottom of the list under the \"New\" line. You can indicate if a goal is or isn't helpful (thumbs up or thumbs down). <span class=\"wysiwyg-color-black\" style=\"box-sizing: border-box !important; color: #000000; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: ' Open Sans' , sans-serif; text-align: start; background-color: #ffffff;\">We encourage users to do this as it will help improve future suggestions.</span></span></p>\n<p class=\"wysiwyg-text-align-center\"><span class=\"wysiwyg-color-black\"><img src=\"https://support.betterworks.com/hc/article_attachments/31074097685773\" width=\"550\" height=\"414\"></span></p>\n<p class=\"wysiwyg-text-align-left\"><span class=\"wysiwyg-color-black\"><br>Lastly, you can request more suggestions based on the goal scope/type. </span></p>\n<p class=\"wysiwyg-text-align-center\"><span class=\"wysiwyg-color-black\"><br><img src=\"https://support.betterworks.com/hc/article_attachments/31074081859469\" width=\"549\" height=\"199\"><br><br></span></p>\n<p><span class=\"wysiwyg-color-black\">6. Click <strong>Add Selected Goals</strong> to import the goals into the goal creation page.<br><br><img src=\"https://support.betterworks.com/hc/article_attachments/30133846089613\" width=\"600\" height=\"224\"><br></span></p>\n<h3 id=\"h_01HT5T4RDHP23Q3FEV6K0K9FPJ\"><span class=\"wysiwyg-color-black\"><strong>Considerations</strong></span></h3>\n<ul>\n<li><span class=\"wysiwyg-color-black\">Only goals will be suggested by the assistant, not milestones.</span></li>\n<li><span class=\"wysiwyg-color-black\">Attributes aside from scope will not be pre-populated.</span></li>\n<li>\n<span class=\"wysiwyg-color-black\">The time it takes the Goal AI Assistant to suggest goals is dependent on the amount of data being analyzed. </span><span class=\"wysiwyg-color-black\">It may take anywhere from a few seconds to a minute. </span>\n</li>\n<li><span class=\"wysiwyg-color-black\">The name of the Goal AI Assist feature is dependent on the custom naming (or lack thereof) defined in the Admin module. </span></li>\n</ul>\n<h3 id=\"h_01J0PF1F7MJJ5MQYNHC86RCEXS\"><strong><span class=\"wysiwyg-color-black\">Downloadable Resources</span></strong></h3>\n<ul>\n<li><a href=\"https://support.betterworks.com/hc/article_attachments/31072072519565\" target=\"_blank\" rel=\"noopener noreferrer\">Betterworks AI Assist Guide</a></li>\n</ul>\n<h3 id=\"h_01J7EAJV06Z12Y5RXZQWVTH59R\"><strong style=\"box-sizing: border-box !important; font-weight: bold;\">FAQs</strong></h3>\n<p style=\"box-sizing: border-box !important; line-height: 1.5; margin: 1.25em 0px; color: #000000; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"><strong style=\"box-sizing: border-box !important; font-weight: bold;\">Are our employees' data used to train AI models?</strong></p>\n<p style=\"box-sizing: border-box !important; line-height: 1.5; margin: 1.25em 0px; color: #000000; font-family: ' Open Sans' , sans-serif; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\">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>"}}