What the AI Can Do

Your AI assistant is like having an expert team member who knows everything about your processes, team, and documentation. Here’s what it can do for you.

Core Capabilities

Create & Update Core Processes

While you are on a process page, the AI can add new cores, rename existing ones, or list what already exists—always respecting team permissions.

Build Blueprints & Activities

The assistant can create blueprints inside the active core and add activities with a guided RACI flow so every step has clear ownership.

Maintain Guides & SOPs

Ask it to generate a fresh activity guide or SOP, version the content, or apply precise edits to the current document without touching other sections.

Surface Context & Team Info

It can summarize the process hierarchy, pull real team members for RACI roles, and track multi-step plans through AI TODOs so you always know the next step.

AI Toolbelt

The assistant relies on dedicated tools for each job so it can take concrete actions instead of giving generic advice. Here is what is available today:

Process-Building Tools

Tool	What it does	When to ask for it
`manage_cores`	Creates, renames, or lists Core Processes (L2) inside the Business Process you have open. Prevents duplicates and enforces permissions.	“Create a core for Accelerator on Lead to Sale” or “Rename this core to Client Success Operations.”
`manage_blueprints`	Adds or renames Blueprints inside the current Core and can seed Guides with parsed RACI data.	”Add a Discovery blueprint under this core” or “List the blueprints in this core.”
`manage_activities`	Creates Guides via a two-step RACI conversation, updates titles/RACI, or lists Guides within the current Blueprint/Core.	”Create a Guide called Qualify Lead in Discovery and assign RACI” or “Update the responsible person on Review Contract.”

Knowledge & Content Tools

Tool	What it does	When to ask for it
`manage_activity_guide`	Generates, updates, or analyzes activity guides with version control, and can create the underlying activity if it does not exist yet.	“Create a guide for Review Contract with safety notes” or “Update the guide to include a checklist.”
`manage_sop`	Saves Markdown SOP/blueprint/guide content as new versions (or overwrites) and triggers the page to refresh.	“Save this SOP draft for the Accelerator core as a new version.”
`update_sop`	Applies targeted edits to the current SOP version using your instructions while preserving untouched sections.	“In this SOP, change the title to ‘Accelerator Fulfillment SOP’ and add a QA step.”

Support Tools

Tool	What it does	When it runs
`get_process_context`	Returns authoritative definitions, hierarchy, and how-to guidance for cores, blueprints, activities, and workflows.	The AI calls it when it needs to confirm terminology or explain process structure.
`query_team_members`	Pulls the active team roster (name + email) so RACI assignments use real people.	Triggered automatically before suggesting RACI, or on request (“Who can be responsible here?”).
`manage_todos`	Tracks multi-step automation plans so the assistant can show progress while building cores, blueprints, activities, or SOPs.	Used when you ask for multi-part work (“Create three cores and SOPs for each”).

Using Context in Your Chats

The AI can provide answers based on specific blueprints or activities, but you must provide this context manually. The AI does not automatically know what page you are on.

Open the Chat

Click the AI chat button (either the floating button or in the main sidebar).

Select the [Context] Tab

At the top of the chat window, click the [Context] tab.

Add Context

From here, you can start a new session and add specific blueprints or activities to the conversation for the AI to use as a reference.

Context selection is only available on Core pages. You must navigate to a Core Process page to be able to select its blueprints and activities.

Always Learning

The AI has access to:

All your documented processes and activities
Your team structure and roles
Uploaded knowledge base documents (if your admin has added them)
Custom instructions (AI Master Prompts) set by your admin

This means the AI gets smarter and more helpful as your organization adds more information to the system.

Available Anytime

The AI assistant is available 24/7. Whether you’re working late, starting early, or just need a quick answer, it’s always there to help.

Natural Conversation

You don’t need to use special commands or technical language. Just talk to the AI like you would talk to a helpful colleague:

“Create a Customer Onboarding core here and add a Discovery blueprint.”
“List the activities in this blueprint and show their RACI.”
“Generate a guide for Weekly Team Meeting with agenda steps.”
“Update this SOP to include a compliance checkpoint.”

Privacy and Security

Your conversations with the AI are:

Private to you and your organization
Secured with the same protections as the rest of your data
Used only to help you with your work

The AI can only access information that’s already in your Stage3 platform or uploaded to the knowledge base by your admin.

What’s Next?

Ready to start chatting? Learn how to have effective conversations with the AI.

Getting Started

AI Features

Knowledge Base (Admin)

What the AI Can Do

Core Capabilities

Create & Update Core Processes

Build Blueprints & Activities

Maintain Guides & SOPs

Surface Context & Team Info

AI Toolbelt

Process-Building Tools

Knowledge & Content Tools

Support Tools

Using Context in Your Chats

Always Learning

Available Anytime

Natural Conversation

Privacy and Security

What’s Next?

​Core Capabilities

Create & Update Core Processes

Build Blueprints & Activities

Maintain Guides & SOPs

Surface Context & Team Info

​AI Toolbelt

​Process-Building Tools

​Knowledge & Content Tools

​Support Tools

​Using Context in Your Chats

​Always Learning

​Available Anytime

​Natural Conversation

​Privacy and Security

​What’s Next?

Core Capabilities

AI Toolbelt

Process-Building Tools

Knowledge & Content Tools

Support Tools

Using Context in Your Chats

Always Learning

Available Anytime

Natural Conversation

Privacy and Security

What’s Next?