AI analysis and action suggestions

The Action Plan page has a “Get AI analysis and action suggestions” button. It analyzes a closed survey’s aggregate results and produces concrete, actionable suggestions for every area below the target score — a manager or admin then picks which suggestions to add to the real action plan (nothing is saved automatically).

Questions for your next 1:1. Alongside the action suggestions, the analysis also produces 2-5 open-ended discussion questions per weak area, meant to be used in a regular 1:1 conversation with a direct report to better understand what’s behind the result. The questions are based on the exact same aggregate averages as the suggestions — no quotes or individual answers. This is content only, meant to bring into a conversation you already have — it is not a separate meeting tool and stores no agenda, notes, or scheduling.

Anonymity. Just like the results dashboard, data that hasn’t reached the organization’s anonymity threshold (minimum group size) is never analyzed — neither action suggestions nor conversation-starter questions are generated until the threshold is met, and the AI model is never called with under-threshold data.

Who sees it. Managers and Admins can request the analysis. A manager only sees their own part of the org tree. Employees do not reach this feature.

Cache. The result (both action suggestions and conversation starters) is cached per survey and department, so re-opening the same view doesn’t make a new AI call until the underlying results change.

AI provider. The analysis uses the organization’s configured AI provider (see “AI provider” in settings). The feature is optional and off by default.