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AI Co-Author

Leemu Support

Last Update hace 7 meses

The AI Co-Author is your intelligent assistant for creating, refining, and optimizing OKRs. This guide explains how to use AI-powered features in Leemu OKR.

Note: In the app, this feature is called "AI Co-Author" and can be accessed from the sidebar navigation.

What is AI Co-Author?

AI Co-Author uses advanced artificial intelligence to help you:

  • Generate OKR proposals based on your goals
  • Refine and improve existing OKRs
  • Suggest relevant key results
  • Provide best practice guidance
  • Draft strategic objectives
  • Analyze and optimize your OKR structure
Accessing AI Co-Author

Navigate to AI Co-Author from the main menu to:

  • Start new conversations
  • View conversation history
  • Review past proposals
  • Continue previous sessions
AI Token SystemUnderstanding AI Tokens

AI features consume tokens based on usage:

  • Tokens: Units measuring AI usage
  • Each interaction consumes tokens based on complexity
  • Token limits vary by subscription plan
  • Tokens reset monthly (on your billing cycle)
Token Usage

Typical Token Costs:

  • Simple question: 100-500 tokens
  • OKR generation: 500-1,500 tokens
  • Conversation thread: 1,000-5,000 tokens
  • Complex analysis: 2,000-10,000 tokens
Checking Token Usage
  1. Navigate to Settings > Billing
  2. View "AI Usage" section:
    • Tokens used this month
    • Total token allowance
    • Percentage used
    • Reset date
Token Limits by Plan

FREE Plan:

  • Limited tokens per month
  • Basic AI features
  • Simple generations

STANDARD Plan:

  • Moderate token allowance
  • Full AI features
  • Multiple conversations

PREMIUM Plan:

  • High token allowance
  • Priority processing
  • Advanced features
  • Extensive usage
What Happens When You Run Out

When you reach your token limit:

  • AI features are disabled until next reset
  • You receive notification warning
  • Consider upgrading plan for more tokens
  • Tokens reset on billing cycle date
Starting a ConversationCreating a New Thread
  1. Navigate to Copilot
  2. Click "New Conversation"
  3. You'll see:
    • Chat interface
    • Message input box
    • Conversation title (auto-generated)
    • Team selector (optional)
Your First Message

Describe what you want to achieve:

Good Examples:

  • "Help me create OKRs for growing our customer base"
  • "I want to improve our product quality metrics"
  • "Generate objectives for our engineering team this quarter"
  • "How can we measure customer satisfaction better?"

Less Effective:

  • "Help me" (too vague)
  • "OKR" (not specific)
  • Single word prompts
Conversation Context

Provide context for better results:

Include:

  • Your role and team
  • Current situation or baseline
  • Target timeframe (quarter, year)
  • Constraints or resources
  • Previous attempts or challenges

Example:

"I'm the head of customer success at a B2B SaaS company.
We currently have 500 customers with an NPS of 45.
I want to create quarterly OKRs focused on improving customer satisfaction and reducing churn, which is currently at 8% monthly." Generating OKR ProposalsHow It Works

The AI Co-Author:

  1. Analyzes your input and context
  2. Considers OKR best practices
  3. Generates relevant objectives
  4. Suggests measurable key results
  5. Presents proposals for your review
Requesting a Proposal

Simple Request:

"Generate OKRs for improving customer satisfaction"

Detailed Request:

"Generate quarterly OKRs for our support team. We want to improve response times (currently 6 hours) and increase customer satisfaction (currently 3.8/5). We have 10 support agents and handle 500 tickets/month." Reviewing Proposals

AI will generate proposals showing:

Proposal Components:

  • Objective Title: Main goal
  • Objective Description: Detailed context
  • Key Results: Measurable outcomes
    • Each with unit type, direction, and target
  • Timeline: Suggested timeframe
  • Level: Company, Team, or Personal
  • Rationale: Why this OKR matters

Example Proposal:

Objective: Deliver exceptional customer support experience Description: Transform our support into a competitive advantage by dramatically improving response times and customer satisfaction. Key Results: 1. Reduce average response time from 6 hours to 2 hours - Type: Number (hours) - Direction: Decrease - Initial: 6, Target: 2 2. Increase customer satisfaction score from 3.8 to 4.5 - Type: Number (out of 5) - Direction: Increase - Initial: 3.8, Target: 4.5 3. Achieve 95% first-contact resolution rate - Type: Percentage - Direction: Increase - Initial: 70%, Target: 95% Timeline: Q1 2025 Level: Team Refining Proposals

If the proposal isn't quite right:

Ask for Modifications:

  • "Make the targets more ambitious"
  • "Focus more on customer retention"
  • "Add a key result about team training"
  • "Make this a company-level objective instead"
  • "Simplify the language"

Iterate: The AI will adjust based on your feedback.

Working with ProposalsAccepting a Proposal

When you're happy with a proposal:

  1. Review all details carefully
  2. Click "Accept Proposal"
  3. Modify if needed:
    • Adjust target values
    • Change owners
    • Update timeline
    • Edit descriptions
  4. Click "Create OKR" or "Save as Draft"

What Happens:

  • Proposal is converted to actual OKR
  • Created in appropriate section (Company/Team/Personal)
  • Status set to Draft (you can activate when ready)
  • Linked to conversation for reference
Rejecting a Proposal

If a proposal isn't useful:

  1. Click "Reject Proposal"
  2. Optionally provide feedback
  3. Request a new proposal with different parameters

Proposals remain in conversation history for future reference.

Editing Before Creating

You can modify the proposal before creating:

  1. In the proposal view, click "Edit"
  2. Change any fields:
    • Objective title or description
    • Key result metrics or targets
    • Timeline or level
  3. Click "Create from Edited Proposal"
Advanced AI FeaturesEnhancing Existing OKRs

Improve OKRs you've already created:

From Objective View:

  1. Open an existing objective
  2. Click "Enhance with AI" (if available)
  3. AI analyzes and suggests improvements:
    • More measurable key results
    • Clearer objective wording
    • Better alignment suggestions
    • Additional key results

Example Prompt:

"Review this objective and suggest improvements to make it more ambitious and measurable" Generating Key Results

Need more key results for an objective?

Request:

"Suggest additional key results for: [Objective Title]"

AI Will:

  • Analyze the objective
  • Suggest relevant, measurable outcomes
  • Provide different metric types
  • Explain why each matters
OKR Analysis

Get feedback on your OKRs:

Ask:

  • "Is this objective ambitious enough?"
  • "Are these key results measurable?"
  • "How can I improve this OKR?"
  • "What's missing from this objective?"

AI Provides:

  • Constructive feedback
  • Specific suggestions
  • Best practice guidance
  • Alternative approaches
Strategic Planning

Use AI for higher-level planning:

Examples:

  • "What should be our company's top 3 priorities this quarter?"
  • "Help me align team OKRs with company objectives"
  • "Suggest strategic goals for a SaaS company focused on growth"
Conversation ManagementViewing Conversations

Conversation List:

  • All your past conversations
  • Auto-generated titles
  • Last message timestamp
  • Proposal count
  • Archive/delete options

Filtering:

  • Active conversations
  • Archived conversations
  • By team (if applicable)
  • By date range
Continuing Conversations

To continue a previous conversation:

  1. Navigate to Copilot
  2. Click on the conversation from list
  3. Conversation history loads
  4. Add new messages
  5. Context from previous messages is maintained

Benefits:

  • AI remembers previous context
  • Build on earlier proposals
  • Iterative refinement
  • Track your thinking process
Conversation Titles

Auto-Generated:

  • System creates title from first message
  • Usually descriptive enough

Manual Edit:

  1. Open conversation
  2. Click on title
  3. Edit to something memorable
  4. Save

Good Titles:

  • "Q1 Customer Success OKRs"
  • "Engineering Team Growth Goals"
  • "Product Launch Objectives"
Archiving Conversations

Keep your list organized:

  1. Open conversation list
  2. Find conversation to archive
  3. Click "..." menu
  4. Select "Archive"

Archived conversations:

  • Removed from main list
  • Still accessible via "Archived" filter
  • Preserved indefinitely
  • Can be unarchived anytime
Deleting Conversations

Permanently remove conversations:

  1. Open conversation
  2. Click "..." menu
  3. Select "Delete"
  4. Confirm deletion

⚠️ Warning: This deletes:

  • All messages
  • All proposals
  • Cannot be undone
Best PracticesGetting Better Results

✅ DO:

  • Provide specific context
  • Include current baselines
  • Mention your team and role
  • Specify timeframes
  • Share constraints or resources
  • Ask follow-up questions
  • Iterate on proposals
  • Give feedback to AI

❌ DON'T:

  • Use vague prompts
  • Expect perfect first results
  • Accept without reviewing
  • Skip providing context
  • Ignore AI suggestions completely
  • Create without customization
Effective Prompting

Be Specific:

Bad: "Help with OKRs" Good: "Create quarterly OKRs for my sales team to increase enterprise revenue from $2M to $5M"

Provide Context:

Bad: "Generate customer OKRs" Good: "Generate customer success OKRs for a B2B SaaS company with 200 customers, focusing on reducing churn (currently 10%) and improving NPS (currently 30)"

Iterate:

First: "Generate OKRs for product quality" Follow-up: "Make the key results more focused on user experience metrics" Refine: "Add a key result about reducing bugs in production" Managing Token Usage

Conserve Tokens:

  • Be concise but clear
  • Avoid very long conversations
  • Use suggestions wisely
  • Plan questions before asking

Maximize Value:

  • Use for complex OKR creation
  • Get feedback on important objectives
  • Strategic planning sessions
  • Monthly reviews

When to Upgrade:

  • Frequently hitting limits
  • Need extensive AI assistance
  • Managing multiple teams
  • Running many experiments
Team CollaborationTeam Conversations

If creating team OKRs:

Set Team Context:

  1. Start conversation
  2. Select team from dropdown (if available)
  3. AI tailors suggestions for that team
  4. Proposals automatically tagged for that team

Benefits:

  • Team-specific proposals
  • Appropriate scope and metrics
  • Relevant to team capabilities
  • Easy to assign to team
Sharing Proposals

Share AI-generated proposals:

Method 1: Direct Create

  • Accept proposal
  • Create OKR
  • Team can see it in Team OKRs section

Method 2: Share Conversation

  • Copy conversation link
  • Share with team members
  • They can view proposals
  • Discuss before creating
AI LimitationsWhat AI Can Do

✅ AI is excellent at:

  • Generating ideas and suggestions
  • Ensuring measurable key results
  • Following OKR best practices
  • Providing structure and format
  • Offering alternatives
  • Explaining concepts
What AI Cannot Do

❌ AI cannot:

  • Understand your specific context perfectly
  • Know your company's unique challenges
  • Make strategic decisions for you
  • Guarantee OKR success
  • Replace human judgment
  • Access real-time company data
  • Set realistic targets without your input
When to Use Human Judgment

Always review and adjust:

  • Target values (AI estimates may be off)
  • Timeline feasibility
  • Resource availability
  • Strategic alignment
  • Team capability
  • Market conditions
Privacy and DataWhat Data is Used
  • Conversation messages you send
  • Proposals generated
  • Team and company information you provide
  • OKRs you've created (for context)
What Data is NOT Used
  • Other users' private OKRs (unless shared)
  • Sensitive company data (unless you provide it)
  • Check-in comments (unless in conversation)
  • Personal user information
Data Security
  • Conversations are encrypted
  • Associated with your account
  • Not shared with other companies
  • Used to improve AI (may be reviewed)
  • Can be deleted anytime
TroubleshootingAI Not Responding

Solutions:

  1. Check internet connection
  2. Verify you have tokens remaining
  3. Refresh the page
  4. Try a simpler question
  5. Check service status
Poor Quality Responses

Solutions:

  1. Provide more context
  2. Be more specific
  3. Break complex requests into steps
  4. Ask follow-up clarifying questions
  5. Try rephrasing
Token Limit Reached

Solutions:

  1. Wait for monthly reset
  2. Upgrade your plan
  3. Prioritize critical OKR creation
  4. Use AI for planning only
Proposal Not Creating

Solutions:

  1. Verify you accepted the proposal
  2. Check permissions for creating OKRs
  3. Ensure required fields are filled
  4. Try refreshing page
  5. Contact support

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