Table of Contents

Stages Assistant

The Stages Assistant is an AI-enabled chatbot that can answer a variety of questions about the processes managed in Stages.

To access the Stages Assistant, click the icon in the top right corner from anywhere in Stages.

The Assistant opens on the right side of the process content.

Use the dialog box at the bottom of the screen to ask your questions.

The Assistant is trained to answer both initial questions and subsequent follow-up questions in the same context. If the follow-up questions address a completely different topic, use the New Topic button to start a new conversation with a new context.

The Assistant keeps a personalized history of your most recent conversations. To see the history, use the Settings menu (three dots) in the top right corner.

The answers include footnotes (grey boxes) with clickable links to the process content the Assistant used to create its response. Use the links to access the original and complete information and easily verify the correctness of the answers.

At the end of each answer, the Assistant lists all its sources as well as useful links to downloads and other information.

Views

The Stages Assistant is trained on different process views. A view typically contains processes for a specific scope, such as:

A view can span one or multiple workspaces, and can use a specific color scheme for easier recognition.

You might have access to one or multiple views. Choose the view that best fits your needs and context for your questions.

History

The Assistant keeps a personalized history of your most recent conversations. To see the history, use the Settings menu (three dots) in the top right corner, then select History.

Customizing Response Details with Personalities

You can customize characteristics of the Assistant's responses, for example, the amount of detail, by choosing a different “personality”. Use the Settings menu (three dots) in the top right corner, and the Settings tab to select a personality from the available list:

Default Aligned to typical chatbots based on GPT models. The answers are exhaustive, using normal language, but can be seen as lengthy by some users.
Engineer Uses more technical language and terms. Answers are as exhaustive and detailed as with the Default personality.
Manager More concise compared to the other personalities. Answers focus on the main points and may leave out some details.
Novice Provides a large amount of detail. Explanations are intended for non-experts, and might seem superfluous to more experienced users.
Process Expert Focuses more on formal process information and includes more details around standards and compliance into its answers.

Best Practices and Sample Questions

To improve answer quality, keep conversations in context of a single topic. To change the context, use the New Topic button to start a new conversation.

Use the references and links provided in the answers to verify the information and its completeness.

Here are some sample questions:

Limitations

The Stages Assistant is trained to answer questions about all process content contained in the selected view.

However, due to limitations in the context window of the AI system used for training, the Assistant cannot answer questions that require knowledge of the entire process model (such as “List all work products of all processes”).

A more detailed explanation about the current limits of the Assistant can be found here.