Drafting with AI

Draft with AI and Draft summary write a first draft for you where you write the most. A draft is only a suggestion: nothing is sent or saved until you accept it and save it the usual way.

Before you start

• An Administrator must switch on Administrator drafting in your organisation's AI assistance settings. While it is off, the buttons are hidden.
• You need permission to change the record you are drafting for: to edit the decision, to post in the application's conversation, or to edit the report.
• Your organisation's Tone notes in AI assistance tell every draft what voice to take, such as plain and warm.

Where you can draft

• A decision's personal message. While you set up a decision, an open Add personal message offers Draft with AI. The draft is two to four sentences in keeping with the outcome. See Funding decisions.
• A decision's letter. When you Edit a decision's letter, Draft with AI sits under the letter. It drafts one paragraph to add to the letter as it stands, and Accept adds it after the letter's text, so your own wording is never replaced. See Decision letters.
• A conversation reply. In an application's Conversation, the message box offers Draft with AI, a reply to the latest message. Nothing goes to the applicant until you select Send. See An application.
• A report summary. A data table on a report offers Draft summary, one paragraph written from the table's totals as you see them. Only you can see or accept your summary, even on a shared report, and if your access to the report's records changes before you accept it, the card asks you to draft again. See Building a data table.

Information requests don't offer Draft with AI.

Accept, edit or discard

While the draft is written, you see Drafting…. The draft then appears in a card labelled AI-generated suggestion – nothing is sent until you save it:

• Accept adds the text to the box or letter you are writing in, after anything already there.
• Edit lets you change the text first, then accept it.
• Discard drops it.

If a draft can't be written, the card offers Retry. A draft you leave for seven days without accepting it is cleared, and the card asks you to draft again.

Accepting saves nothing to the record. The personal message is saved with the step, the letter with your next change or when you leave it, and a report summary isn't saved with the report at all, so copy it to where you need it.

What the model is given

• For a decision: the application's number, title and answers, the outcome, the amount granted or the decline reason the applicant reads, the application's conditions and, for a letter, the letter's current text. Never the decision's internal rationale.
• For a declined application: assessors' names are replaced with [Assessor], both in what the model reads and in what it writes back. The assessment score is left out unless the letter already carries a score personalisation token, and so is any sentence stating a score, such as one typed into the letter, both in what the model reads and in what it writes back.
• For a conversation: the application and the conversation's latest messages.
• For a report: the data table's totals only, never its rows.

Contact details and other personal details in the answers are left out unless your AI assistance settings allow them, and every model call is in its audit log.

When a decision has been sent

Once a decision is sent there is nothing left to draft into, so Draft with AI is no longer offered. A draft that finishes after the decision was sent is discarded, and the card says so.