The ClearPoint AI Assistant is your always-on strategic co-pilot, accessible directly from the left navigation. Unlike the in-page AI tools that work within a specific element or report, the AI Assistant has full visibility into your entire account — every scorecard, objective, measure, initiative, milestone, action item, and risk — and uses that context to help you build strategy, answer questions, and take action through natural conversation.

💡 The more data your account holds, the more powerful the AI Assistant becomes. An account with years of historical data gives the assistant the equivalent of a long-tenured strategy consultant who knows your organization's full history.

[Screenshot: Left navigation showing the AI Assistant icon and the assistant panel open]

Playbooks guide you step-by-step through building scorecards, objectives, or full strategic plans. The AI Assistant enhances these with flexibility and richer examples, adapting to any strategic framework — from Balanced Scorecard to OKRs to custom methodologies.

Example prompt:

"Build a Balanced Scorecard for a mid-sized city's 5-year plan."

The AI generates objectives, measures, and projects instantly — giving you a structured starting point to refine rather than a blank page to fill.

Other prompt examples:

Supported frameworks include: Balanced Scorecard, OKRs, V2MOM, SWOT, Porter's Five Forces, Blue Ocean Strategy, Hoshin Kanri, Strategic Horizons, Stakeholder Theory, EOS (Entrepreneurial Operating System), Value Disciplines, VRIO Framework, Ansoff Matrix, and PEST Analysis.

The AI Assistant can automatically scan your strategic data and stakeholder input to surface your organization's Strengths, Weaknesses, Opportunities, and Threats — cutting preparation time and improving clarity for leadership sessions.

Example prompt: "Run a SWOT analysis across our current strategic plan."

⚠️ Confirm exact trigger location for SWOT in the current CP Next UI and add screenshot before publishing.

You can ask the AI Assistant to make updates across your account through natural-language prompts — without navigating between pages or opening individual elements. It can:

Example prompts:

Ask the AI Assistant questions in plain language and it will search across your entire account to surface relevant answers — from performance trends to risk flags to cross-departmental comparisons.

Example prompts:

The AI Assistant surfaces early warning signs and forecasts based on patterns in your account's data — flagging problems before they become crises.

For example: if a project has a pattern of milestone slippage, the assistant can flag that it is likely to miss an upcoming deadline and recommend corrective action — before the problem occurs, not after.

This moves your team from reactive reporting to proactive strategy management.

Example prompt: "Which of our current projects are most likely to miss their targets based on historical performance?"

The AI Assistant can turn dense performance data into high-level, leadership-ready narratives — saving the hours it would take to manually compile and write up results.

Example prompt: "Generate an executive summary of our Q2 performance across all scorecards."

💡 The assistant generates a draft you can edit. Want to adjust the tone, add context, or publish with formal approval? You're always in control — the AI suggests, you decide.

The AI Assistant can help you create clear, well-structured Objectives and Key Results at the individual, departmental, or organizational level.