What it is and what it is for#
The assistant turns a goal written in plain language into a draft of content: one action, a whole journey or an action group. You describe what you want to achieve and it proposes the pieces.
What matters is what it does not do: it publishes nothing on its own. What you save is created switched off and assigned to nobody, and nothing exists for employees until you finish it and activate it in Actions.
The assistant writes content; it does not design the programme. Before using it, be clear about the journey and the action groups where what it generates will fit. See Journeys and actions.
How to set it up#
1. Fill in the request#
The form is in Manage › Journeys › Actions Assistant. In What do you want to create you choose what the AI proposes (see the table below). The field that changes the result most is Goal or context, the only required one; Target audience (optional) and Tone (optional) adjust the tone and the examples, and Content types to consider limits the types the AI may suggest for each piece (content cards, quiz, video, interactive game, SCORM or protocol; by default, Any (the AI decides)). With a single action you also choose the Destination action group; with a journey or a group, the Number of pieces. Duration (weeks) spreads the pieces over time.
The fields, with their defaults, are in Actions Assistant.
2. Choose what to create#
| Option | What it creates |
|---|---|
| Single action | One action, inside the group you pick in Destination action group or standalone (No group (standalone action)). |
| Action journey | A new journey with its groups and actions inside, spread over the weeks you asked for. |
| Action group | A new group with its actions. To add a block to a route already under way. |
3. Generate and review#
Generate with AI starts the proposal. When it finishes, it appears on the right with its title and description, the Category (optional) the actions will carry and, below, one card per piece. On each piece you can change:
Title and description
Edited directly on the proposal. It is what the employee will see, so it is worth running them through your own internal language.
Points and Priority
What the action is worth and its order inside the group. The assistant proposes moderate values; adjust them to your scale.
Approval
Who signs it off: No sign-off (self-approved), Manager approves, An admin approves or Validation with evidence.
Start day and End day
Days counted from when the action reaches each person, not calendar dates. See the warning about dates below.
Planned content and Generate content
The kind of content the action will have (card lesson, graded quiz, video, game, SCORM, periodic protocol or nothing special). It is a plan; if you press Generate content, the AI writes the piece's real content (the cards, the quiz questions…). A video or a SCORM package is not generated: you upload them yourself afterwards.
Optional and Featured
Whether the action does not count as mandatory and whether it is featured.
Image proposal and Generate image
The description of the image the AI can draw for the action. Generate image draws it and, on saving, it becomes the action's image.
Each piece also comes with a line, in grey, explaining why it was proposed. That is the one that tells you whether the assistant understood the goal or went off on a tangent.
4. Save as a draft#
Save as draft creates the actions (and the group or the journey, if you asked for them) switched off and assigned to nobody. Nobody sees them. Then you open each action in Actions to finish its content, deadlines and who receives it, and you activate it when it is ready.
Discard throws the proposal away without creating anything.
The actions the assistant creates carry no segmentation: in their assignment step they come set to Todas las personas del proyecto (everyone in the project). If the content was for one store, one shift or one particular group, change who receives the action before applying the assignments.
What the employee sees#
- Nothing, while the actions are drafts. They exist in the panel, but they are not assigned to anybody.
- Once activated and assigned, they appear on their actions screen like any other: with their title, description, points and deadline.
- There is no sign that the content was proposed by an AI. To the employee it is company content, which is why it is worth reviewing it with that in mind.
- Texts are generated in Spanish and English.
FAQs#
Can it publish something without me seeing it?
No. Generating only leaves a proposal on screen; to reach the panel it has to be saved, and to reach people each action has to be activated and its assignments applied.
Will it propose repeated actions?
It tries not to: before writing, it looks at the project's most recent actions and their categories. Even so, if your catalogue is large, check: it does not know the whole history.
Can I ask for 40 actions at once?
No. A group takes at most 12 pieces and a journey 20, spread over at most 26 weeks. For more, chain several generations with different goals.
Where do the saved actions end up?
In the project's Actions list, as drafts. From there they are edited, segmented and activated.
Can I get back a proposal I did not save?
No. If you leave the screen without saving, the proposal is lost and you have to generate again.
I don't like what came out. What should I change?
The Goal or context. The more specific the behaviour you want to see (what the person does, where and with whom), the better it comes out. An abstract goal gives abstract actions.
Limits and warnings#
- Every action is created with dates relative to the assignment, counted in days from when the action reaches each person. If you need a campaign with a fixed date for everyone, change it action by action after saving.
- The points it proposes move within a narrow range (between 5 and 50). If your scale is different, review them before activating or you will throw the ranking off.
- The content type it suggests is a plan. Cards or a quiz can be written with Generate content; the video or the SCORM package you upload yourself.
- A very long goal is cut short. A clear paragraph is worth more than a whole page of context.
- What you save is your responsibility. Check names, figures and any statement about the company: the assistant does not check facts.