Lattice

Adam Kroboth

Lattice AI 

An overview of AI tools in Lattice. Lattice AI Agent If enabled, employees can ask the Lattice AI Agent questions on everything from HR po...

Lattice AI Overview

Our Vision &amp; Approach
What is Lattice’s AI vision? We believe that AI has the unique ability to elevate – not replace – human work. Sp...

Lattice AI FAQs

Manage Lattice AI Access

Admins can choose to enable or disable all Lattice AI features. If enabled, admins can manage and activate the specific AI tools. If disab...

Enable or Disable all Lattice AI Features

Lattice AI Overview 

Lattice AI Agent 

Setting up the Lattice AI Agent

Once configured, admins can activate the Lattice AI Agent for all employees or a subset of employees.
Navigate to Admin &gt; Lattice AI Ag...

Activate the Lattice AI Agent

Can I change or correct responses?Yes, admins can review and correct responses from the admin dashboard. When a correction is made, you ha...

Lattice AI Agent FAQs

Admins can sync documents from an external source for the Lattice AI Agent to use. Before you start
It may take up to 20 minutes for synce...

Sync Documents to the Lattice AI Knowledge Vault

Lattice AI Agent Document Permissions

View and Delete Lattice AI Agent Sources

Admins can track usage and monitor the responses of the Lattice AI Agent using the Dashboard. 
Navigate to Admin &gt; Lattice AI &gt; AI A...

View the Lattice AI Agent Dashboard

Admins can correct the Lattice AI Agent's responses to questions from the Lattice AI Agent Dashboard. 

Navigate to Admin &gt; Lattice AI ...

Correct the Lattice AI Agent

View Charts using the Lattice AI Agent

Lattice AI Agent for Admins 

The Lattice AI Agent acts as your personal coach; helping you reflect, prepare, and take action right where work happens. Below are 15 rea...

Suggested Lattice AI Agent Prompts for Managers

Suggested Lattice AI Agent Prompts for Employees

Use the Lattice AI Agent

Lattice AI Agent for Managers and Employees 

The Writing Assist will assist employees with completing their Update responses. This experience will be embedded within the Updates modul...

Lattice AI: Updates Writing Assistant

Lattice AI: Reviews Writing Assistant

The Writing Assist will enable managers and individual contributors to more easily deliver high quality Feedback. This experience will be ...

Lattice AI: Feedback Writing Assistant

Lattice AI Writing Assistants 

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.