Account-level Platform Intelligence Settings

Overview

Users can always customize the AI suggestions we provide them with to fit their needs by using the Improve Suggestions button. But what if all suggestions within your organization can take your company’s approach into account? This is now possible. By providing additions to the default OKR methodology, and specifying company details like description, it's easier for us to provide suggestions that fit within your existing framework and are more likely to be accepted and implemented.

In this article, we'll walk you through the steps of providing additional details for your company.

Enable Platform Intelligence

Platform Intelligence needs to be enabled for the account for this capability to be available. See How to Enable Platform Intelligence for details on how to enable Platform Intelligence (PI).

ℹ︎ Platform Intelligence capabilities are available on the Commercial and Enterprise plans only.

Editing the Methodology Summary

We know that not every company operates in the same way and might have particularities in their processes. To ensure the suggestions we provide you with are more tailored and relevant to your company, we have added an option for you to see the default OKR methodology that is currently used and the ability to also edit it if you need to provide us with more specifics.

ℹ︎ The Methodology summary setting and the information box on top of the page will be visible if you have the feature Platform Intelligence enabled for the account and you have the “Manage account setup” permission.

To edit the Methodology Summary:

Click on the Settings (gear icon) page from the left navigation.
Click on System > Methodology.
Scroll down to the General > Methodology summary setting.
You can read the Methodology summary that is used by default for all suggestions.
If you wish to add anything to it according to your methodology, click on “Change”.
1. Edit the content within the text box.
2. If you want to see the context of the text box more easily, hold and drag the bottom right corner of the text box vertically to expand it.
3. Once you are satisfied with the content you have provided, click on “Save”. You will not be able to save the Methodology summary if you have exceeded the limit of 10,000 characters. Saving the summary will update the methodology with the changes you have added to it. From then on, every new suggestion within the account will follow the methodology specified in this account setting.
4. If you decide to not change the Methodology summary, click “Cancel” and the changes you made in the text box will be dismissed.

ℹ︎ You cannot leave the Methodology Summary empty.

Adding or Updating Company Details

To give more relevant suggestions for everyone in your company, it is important that context around the industry, sector, and goals of the company are available.

ℹ︎ The Company industry, Company sector, and Company description settings, as well as the information box on top of the page, will be visible only if you have Platform Intelligence enabled for the account and you have the “Manage account setup” permission.

To add or update company details:

Click on the Settings (gear icon) page from the left navigation.
Click on Account > Account and Domain.
On the page, you will see three different settings that influence the generated AI suggestions:
1. Company industry - the main focus of your organization
2. Company sector - the general area your organization operates in
3. Company description - an overview of what your organization does, its aim and how it provides value to its cusotmers
For each of these 3 settings, you might either see some information available or not:
1. When there is no information available:
  1. Click the “+ Add company industry"/ “+ Add company sector"/ “+ Add company description" button depending on which setting you want to information for.
  2. A field will appear where you can enter the relevant information.
  3. Once you are satisfied with the content you have provided, click on “Save”. You will not be able to save the setting if you have exceeded the character limit seen at the right bottom corner of the field.
  4. If you decide to not change the setting, click “Cancel” and the changes you made in the field will be dismissed.
2. When there is information already available:
  1. Click on “Change” for any of the 3 settings.
  2. A field will appear where you can edit the information.
  3. Once you are satisfied with the content you have provided, click on “Save”. You will not be able to save the setting if you have exceeded the character limit seen at the right bottom corner of the field.
  4. If you decide to not change the setting, click “Cancel” and the changes you made in the field will be dismissed and the initial context of the field will be visible again.