Summarize the latest context
Turn recent activity, comments, updates, and status changes into a concise briefing that still points back to the source information.
Adaptive AI Assistants
Support the person already doing the work
Give Teams an Assistant That Starts With the Workflow Context
Adaptive AI Assistants help people summarize activity, prepare updates, organize recurring knowledge work, and surface useful next steps without forcing the user to rebuild the same context in every prompt.
The assistant should know which record, request, customer, workflow stage, or recent activity the user is working with. That makes the response more relevant and keeps the person in control of what gets accepted, edited, or ignored.
Use the work in front of the userBring the relevant record, history, and ownership into the interaction before asking the assistant to help.
Keep suggestions editableDrafts and proposed next steps stay reviewable so the person can adjust the answer before anything moves forward.
Put the assistant close to recurring knowledge work
Use AI Where People Repeatedly Read, Write, Compare, and Prepare
Assistants are most useful when they reduce repeat preparation without hiding the decision from the person responsible for it.
Compare what changed
Help the user identify meaningful differences between the current state and the recent pattern before they decide what deserves attention.
Prepare a useful draft
Create a first version of a status update, response, internal note, or handoff using the context already attached to the work.
Suggest the next question
Surface what the user may need to check next instead of pretending the assistant should make every operational decision on its own.
Keep the answer attached to its source
The Assistant Should Make Context Easier to Use, Not Easier to Lose
When a response is based on a workflow record, the user should still be able to understand where the answer came from. That means keeping the source, recent history, ownership, and any important limitation visible around the suggestion.
01
Start from the current record
Use the request, task, customer, case, or workflow stage the person is already reviewing.
02
Bring recent history with it
Include the activity that explains what changed instead of producing a detached one-off answer.
03
Leave the final choice with the user
Make drafts, summaries, and suggestions easy to review and edit before they become part of the operating process.
Know where assistance should stop
Keep Human Review Visible When the Answer Carries More Weight
Routine writing and preparation can move quickly, but higher-impact work needs clearer boundaries. When a suggestion touches risk, approval, customer commitments, permissions, or an unusual exception, the assistant should surface the context and hand the decision back to the right person.
Approval-sensitive actionsKeep explicit review before the assistant’s suggestion changes a higher-impact workflow.
Ambiguous or incomplete contextAsk for the missing information rather than presenting an uncertain answer as complete.
Changed business conditionsShow when recent activity no longer matches the assumptions behind the original workflow.
Design the assistant around the real task
A Practical Assistant Follows the Team’s Workflow
The assistant becomes easier to trust when it fits the way the team already reads context, prepares an answer, checks the result, and decides whether anything should move forward.
One familiar path, less repeated preparation.The user stays oriented because the assistant reads the same working context, prepares within the same process, and returns the result to a visible review point.
01Read
Bring the active record, ownership, and recent activity into view before the assistant responds.
02Interpret
Identify the change, question, or preparation task that matters in the current workflow moment.
03Prepare
Produce a useful draft, summary, comparison, or suggested next question without detaching it from the source.
04Review
Let the user edit, approve, reject, or ask another question before the suggestion becomes part of the process.