AI Assistants overview

SolveNext Lab includes several AI assistants that help you plan workshops, move Innovation Opportunities forward and get help using the app. They work in your personal workspace and in team workspaces.

Why it matters

The assistants give you a quick way to brainstorm, get guidance on the Next Cycle and assess an opportunity without leaving the app. Your conversations are saved so you can return to them later.

Key concepts

• IIS AI Assistant chat: the chat panel on the home page of both the Leader area and the Instigator area. In the Instigator area, if a reply contains a session agenda, you can click Create Session Agenda from Chat (experimental) to turn it into a session. Review the result, because it is AI-generated.
• Help support chat: click the question mark button at the bottom of the screen to open Help (Support chat). Ask questions about how to use SolveNext Lab. It keeps its own chat history.
• AI Assistants library: the AI Assistants link in the Leader sidebar opens a list of AI Innovation Assistants, such as Vision Purpose and Values, Next Cycle Navigator and Next Small Bet Builder. Go to Assistant opens the assistant in ChatGPT in a new tab, outside SolveNext Lab.
• Advance with AI: AI assistants on the opportunity page that assess the opportunity and recommend where it should sit in the Next Cycle.
• Context: chats you start in a team workspace are stored in that team. Chats in your personal workspace are visible only to you.

How to use the home page AI chat

1. Go to the home page of the Leader or Instigator area, in your personal or team workspace.
2. Type in the box that says Create new chat with the IIS AI Assistant and press the send button.
3. Wait for the reply. You can keep typing to continue the conversation.
4. To find an earlier conversation, click See all chats, then click a chat in All Chats to open it.
5. To delete a chat, click the delete icon next to it in All Chats, then click Delete in the Confirm Delete dialog.

When you open a chat, the browser address changes to a direct link for that chat. You can copy it from the address bar. Personal chat links work only for you. Team chat links work only for members of that team.

How to use Advance with AI on an opportunity

1. Open an Innovation Opportunity.
2. Click Advance with AI. You'll find it next to AI Agent Suggestions, and next to the Next Cycle bar for opportunities in the Next Cycle.
3. Check the Current Stage(Step): shown, then under Choose your AI Assistant: pick one:
   • Triage Assistant: best for new opportunities that need an initial assessment and direction.
   • Vision & Purpose Assistant: best for opportunities that need strategic refinement and a clearer vision.
4. Answer each question. Type your answer, or click Yes or No, then click Submit Answer (Submit in the AI Vision Assistant window).
5. When you see AI Process Completed!, review the AI Recommendation: Recommended Stage:, Recommended Step:, Confidence Level: and Next Steps.
6. To move the opportunity to the recommended stage and step, click Apply AI Recommendation. To keep its current position, click Cancel.

Tips

• In the AI Vision Assistant, click Get AI Suggestion to get a draft answer to edit. Use Previous to go back and edit an earlier answer, then click Submit to save the change. Previous and Next on their own don't save anything.
• The Vision & Purpose results include a Vision Summary, Desired Outcomes and Your Vision Poster.

Access

The AI Assistants sidebar link requires a paid license. Free accounts are sent to the upgrade plans instead. See the Licensing overview.

Related articles

• Next Tools overview
• Innovation Opportunities overview
• Next Cycle overview
• Move an Innovation Opportunity through the Next Cycle
• Opportunity resources overview
• Licensing overview