Goal AI Assist

Contents

• Overview
• Usage
• Considerations
• Downloadable Resources
• FAQs

Overview

Note: Goal AI Assist leverages an API integration with OpenAI ChatGPT-3.5 Turbo. The outputs and explanations are provided by this 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.

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.

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.

The feature provides both business goals and developmental goals.

Usage

1. Navigate to the Goals module and click "Create Goals".
   
   
   
   
2. Click "Goal Assist." 
   
   
   
   
3. Define for which business period you're creating goals.
   
   
   
   
4. Click "Generate." 
   
   A list of suggested goals containing a mix of business and development goals will be generated. Each goal will have an explanation referencing the data that was used to suggest the goal.
   
   
   
   
5. Select which goals you'd like to keep. 
   
   Alternatively, you can enter a keyword or keywords and request more goal selections. The newly suggested goals will display at the bottom of the list under the "New" line. 
   
   Also, you can indicate if it is or isn't helpful (thumbs up or thumbs down). We encourage users to do this as it will help improve future suggestions.
   
   
   
   
6. Click "Add Selected Goals" to import the goals into the goal creation page.
   
   
   

Considerations

1. Only goals will be suggested by the assistant, not milestones.
2. Attributes aside from scope will not be pre-populated.
3. The time it takes the Goal AI Assistant to suggest goals is dependent on the amount of data being analyzed. It may take anywhere from a few seconds to a minute. 
4. The name of the Goal AI Assist feature is dependent on the custom naming (or lack thereof) defined in the Admin module (Admin → Platform Configuration → Naming). 

Downloadable Resources

• Betterworks AI Assist Guide

FAQs

Are our employees' data used to train AI models?

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.