Request Form - Visit Agenda

The Agenda form allows you to add discussion topics and food items to the visit planning process.

First time opening the page

Recommendations

When the Agenda page is opened for the first time by the Requester, then AI automatically starts generating list of Recommended Topics based on data entered in the Visit. When the list is generated all suggested topics will be displayed in the “Top AI Recommended Topics” section. Users can check topics description and reason why they are recommended in hoverable info icons. Users can generate new list of the topics by clicking on “Generate” arrow icon.

AI recommendation process is following:

AI reviews the Engagement data focusing on engagement reasons (both questions and answers), industries, customer questions and answers, opportunities, agenda notes and visit notes.
Identifies key words, themes, or concepts that are prominent within these data points.
Examines the list of topics, paying close attention to the 'Name' and associated 'Category' and 'Notes'.
Aligns the themes and concepts identified in the datasets with the topics, ensuring that your selections closely match the engagement's data.
From your aligned list, selects the most relevant topics for the engagement, ensuring they best fit the extracted themes or concepts.
Provides a brief rationale for each selected topic, explaining why it was chosen based on the data analysis and topic alignment.

Additionally, AI won’t recommended any topic that is not available for the selected Site/Center, Topics that are not available for the Requester and Topic that already added as Agenda Items.

Catalog

Offers a comprehensive view of available topics, allowing for a customized and detailed agenda.

Upon completing the Recommendations section, the Requester proceeds to the subsequent stage, where they may either conduct a search or choose from various categories to explore additional topics. It is important to note that the Requester is not authorized to request meals; this function is exclusively reserved for the Briefing Manager. In the Catalog phase, the Requester has the ability to view the topics previously selected, displayed on the right-hand side. Additionally, they have the option to append notes to each individual topic. Beneath the "Proposed Agenda Items", there is a provision for a text box. This enables the Requester to input any remarks or comments intended for the Briefing Manager's attention.

Proposed agenda

Overview

Provides a clear summary of the planned agenda, ensuring all elements are in place and correctly noted.

Once finishing agenda planning, the Requester will see the Overview page with all of the submitted information (this view be shown until the Briefing Manager starts to build the agenda). The Requester cannot remove topics on this page but can update notes left per topic or to the Briefing Manager.

Edit

Allows for flexibility in agenda planning, enabling users to revise and refine their choices.

Should the Requester wish to modify an agenda item that was previously added, they may do so by clicking the "Edit Agenda" button. The Requester has the option to choose from both AI-suggested and Business English topics from the list provided.

Agenda created by the Briefing Manager

Upon completion of the agenda planning, the Requester will be directed to the Overview page, which displays all submitted information. Please note that this view will remain accessible until the Briefing Manager commences the agenda construction process. It is important to be aware that the Requester does not have the capability to remove topics on this page.

However, they retain the ability to update any notes associated with individual topics or notes specifically addressed to the Briefing Manager.

Actions available to the Requester:

Hover over the speakers to view their pop-overs
Hover over the abstract to see the abstract text in a tooltip
Hover over the note icon to see the note text in a tooltip. 
Edit the “Additional Notes & Comments”
Edit the “Notes to Presenter” by clicking the Topic Title
Share the agenda