Lattice AI Agent
answers staff questions from HR documents and Lattice data, and can act for them
Answers employees’ questions in chat, from HR documents an admin uploads and from the company’s own Lattice data. Lattice: “If an admin has enabled the Lattice AI Agent, employees can ask the Lattice AI Agent questions on everything from HR policies based on documents admins upload to Lattice to data from 1:1s, Feedback, Reviews, Engagement, Grow, and Updates in your Lattice.” It answers within the asker’s own permissions, and it can act as well as answer: “The Lattice AI Agent can take actions from within the chat.”
Lattice Agent in 1:1s
joins 1:1 video meetings and writes up summaries, action items and coaching insights
Joins a 1:1 video call once someone invites it, and writes up the meeting in Lattice afterwards. Lattice: “Lattice Agent in 1:1s can join your new or existing 1:1 meetings to capture key discussion points, and automatically generate summaries, action items, agenda suggestions, and coaching insights directly in Lattice.” Lattice: “A manager cannot view the coaching insights generated for their direct report, and vice versa.”
Evidence-based Review Drafts
writes first drafts of performance reviews from a person’s Lattice history
Writes a first draft of a self, upward or manager review from the person’s history in Lattice. Lattice: “It generates review drafts using historical Lattice data from 1:1s, goals, feedback, updates, growth areas, and prior reviews.” The reviewer still picks the ratings: “Ratings must be selected manually.” It comes on with the Agent: “If the Lattice AI Agent is enabled, Evidence-based reviews are auto-enabled however you can toggle this feature off within the AI feature settings”.
Writing Assist
also called the Lattice AI Writing Assistant; rewrites text a person has drafted, when they ask
Rewrites what someone has drafted when they ask it to: suggesting improvements, fixing spelling and grammar, or changing the tone. Lattice: “This experience will be embedded within the Reviews module and help users reframe their responses to be more concise, precise, inclusive, and actionable.” Lattice: “When the Writing Assist feature is activated, all text that is entered into the Review field will be shared with Open AI; for this reason, you'll be asked within the product to accept the Lattice AI Addedum before using this feature.”
Performance Summarization
summarises the feedback and reviews written about a person, for whoever is reviewing them
Summarises what has been written about a person during the cycle, for the people writing that person’s review. Lattice: “Performance summarization summarizes feedback and reviews that have been written in the current cycle about the reviewee into key trends for reviewers while completing their reviews.” Lattice: “Depending on permissions and visibility, Public, Private + Manager, and Manager Only feedback may be included in the analysis.”
Review Packet Summaries
summarises a person’s review packet for the people running calibration
Summarises a person’s review packet for the admins and participants of a calibration session. Lattice: “Lattice AI summarizes a reviewees' review packet for admins, Calibration group participants and Calibration facilitators during Calibration sessions in Performance and Talent Reviews.” Lattice: “Review packet summaries are only generated for the current review cycle and will not include past performance review responses.”
Recommended Growth Areas
suggests development areas for an employee from their feedback and latest review
Suggests growth areas for an employee, with actions to go with them. Lattice: “Lattice AI creates recommended Growth Areas for employees based on the Feedback they've received, their most recent performance review and their assigned Growth Track.” A suggestion becomes a growth area only when someone adds it, and every field stays editable.
Updates Summarization
summarises weekly updates, and shows managers their team’s sentiment
Summarises a person’s recent Updates, or a manager’s team’s. Lattice: “Lattice AI summarizes your recent Updates as an employee or your direct and indirect report's as a manager.” Lattice: “Managers see a summary of their own Updates and their team’s Updates, including sentiment and review status.”
Engagement Insights
summarises engagement survey comments into trends and recommends what to do
Turns the written comments from an engagement survey into trends and recommendations. Lattice: “Engagement Insights summarize open-ended engagement survey comments into key trends, summaries, and recommendations on how to take action.” It runs by itself when a survey closes: “After an engagement survey ends, Lattice will automatically generate key driver analysis insights to help admins better understand results.”
Sentiment analysis
scores the tone of written review answers; only admins see the scores
Scores the tone of the written answers in a person’s review packet as negative, neutral or positive. Lattice: “Lattice's Natural Language Processing (NLP) engine leverages artificial intelligence and machine technology to provide sentiment tagging.” Lattice: “Managers and employees will not see sentiment scores even when review packets are shared.”
- Where to check the switch
- No switch found — look in your Lattice settings or ask your administrator
