#stratBot chat and actions

Chatting with #stratBot

You can chat with #stratBot about your strategy.

Chat with #stratBot to explore your strategy, search the web, and—with your approval—create, update and link strategy items or record performance measurements.

You can ask it questions about your strategy, about how to use StratNav, and about how to use the tool to develop and execute your strategy further. When asking it questions, you can also ask it to search the internet when it needs to.

#stratBot answers your substantive question first. It may then identify a useful follow-up operation arising from its answer, such as creating, updating, linking, recording or merging something. It will usually propose the single most useful next step and ask whether you want it done.

Nothing changes merely because #stratBot makes a recommendation. A clear confirmation such as “yes” or “please do” authorises the immediately preceding proposal. A direct instruction, such as “create this risk”, is already authorisation and does not require another confirmation.

Asking #stratBot to do things for you

You can also ask it to do things for you, such as:

• Create strategy items: #stratBot can create:

  • Strategic insights
  • Goals
  • Objectives
  • Strategic initiatives
  • Actions and reminders
  • Risks
  • Issues
  • Performance indicators
  • Organisations, classified as competitors, suppliers, customers or other organisations
  • Customer segments
  • Products and services
  • Channels to market
  • Core and support business processes
  • Notes on supported strategy items

  It creates a title and description from the chat, where appropriate. When appropriate, it also links the newly created item to the item on the current page and describes that relationship.
  
  

• Update existing strategy items: #stratBot can update the title or name, or the complete description, of supported existing strategy items after a direct request or confirmation. Supported items include insights, goals, objectives, performance indicators, initiatives, risks, issues, actions, organisations, customer segments or groups, products and services, processes, and Business Model Canvas elements such as channels. It cannot necessarily change every field. For unsupported field changes, such as changing an insight’s internal or external classification, #stratBot will explain how to make the change in StratNav itself.
  
  

• Link strategy items: #stratBot can link a newly created item to the current strategy item where appropriate, or link two existing strategy items. It can also add a description of the relationship. Before creating a link, it checks whether that link already exists rather than creating it again.
  
  

• Merge insights: Combines two existing strategic insights into one, retaining the first insight as the resulting record.
  
  

• Add note: Posts a note drawn from the chat to the strategy item on the current page when that page supports notes and the user has permission to comment.

Actions and reminders

When you ask #stratBot to create an action or reminder, it will create the action and link it to the insight. It will only add a due date or associate a person when that information was explicitly supplied and unambiguous.

#stratBot never infers a due date, the current user as the owner, a likely owner based on job role, stakeholders from the page or linked records, or which person was intended when a name matches multiple people.

Starting a conversation

If the chat interface is not already open on the screen, you can open it by clicking the AI icon on the bottom right of your screen and selecting "Ask me anything."

At the bottom of every conversation, you will also see an option to start a New Chat. Starting a new chat allows you to start a new line of inquiry without the context from your previous line of inquiry clouding or influencing it. 

An example

1. Click on the #stratBot icon at the bottom right of the screen and ask it a question.
   
   For example, you could be sitting on the screen for a target customer segment called "young adults", and ask something like: "We’re considering targeting younger customers, but I’m not convinced they actually want to buy this kind of product directly from us rather than through an adviser. What should we think about?"
   
   
2. #stratBot answers the question. It may suggest several considerations, including something like: "Younger customers may be digitally confident but still prefer advice for complex financial decisions, which could limit the attractiveness of a purely direct-to-consumer growth strategy."
   
   
3. #stratBot may then say that this conclusion would make a useful strategic insight, propose a title, and ask whether it should create the insight and link it to the customer segment.
   
   
4. You reply: “Yes, please.”
   
   
5. #stratBot creates a new Insight with a title and description drawn from the preceding conversation, categorises it on the SWOT, PESTEL, McKinsey 7-S and Porter's 5 Forces analyses as appropriate, and links it to that target customer segment. Once it has done so, it responds with a link to the newly created Insight.
   
   
6. #stratBot may then propose an action to interview existing young adult customers. If you confirm without specifying an owner or date, those fields remain unset. Alternatively, you could reply with an explicit instruction such as: “Yes, create the action, assign it to Alex Smith and set the due date to 30 October 2026.”

Linking existing items

While viewing a goal, you could ask: “What insights should be linked to this goal?” #stratBot identifies relevant existing insights in its answer, explains the proposed relationship for each one, and asks whether you want those links created. On confirmation, it links the existing records without duplicating them.

When #stratBot cannot make a change directly

If #stratBot cannot make a particular field-level change directly, it will explain how to make that change in StratNav. It will only direct you to support for genuine technical, account, billing, security or product-functionality problems.