Envisio AI FAQs

Why does Envisio have AI Features?

Envisio is introducing AI features to help customers elevate strategy execution with simplified action planning, improved efficiency, and transparency.

What are Envisio's AI features designed to do?

• Simplify planning and create actionable deliverables with intelligent suggestions for implementing steps in Work Plans.
• Save time and improve quality of updates across Actions, Strategies and Goals with best practice formats and prompts that allow you to improve, summarize, simplify, or rephrase written updates with the click of a button.
• Increase report completeness by making the updates process faster and more efficient. Enjoy more reporting periods with 100% completed progress updates from staff and leadership.
• Strengthen communication and transparency with clearer insights into accomplishments, roadblocks, and next steps.

What are the benefits of using Envisio’s AI features?

Our AI Assist feature offers enhanced summarization capabilities, automating the process of summarizing updates for local government leadership. This saves valuable time and effort, particularly at higher levels. With concise summaries readily available, leadership gains a clearer understanding of progress and challenges across the organization, facilitating better decision-making. Streamlining the summarization process encourages more frequent and comprehensive updates at all levels, leading to increased adoption and retention.

Ultimately, the tool aligns with strategic goals by promoting strategy-level updates and supporting the measurement of success, in line with Envisio's overarching aim to facilitate strategic planning and execution within local government organizations.

Our Executive Summary feature generates high-level summary in a report that gives a concise outline of the overall status, key accomplishments, potential roadblocks, and actionable recommendations. The summary appears at the top of the report, providing a quick and clear snapshot of the progress. Additionally, users can use the AI Assist feature on the summary to further refine the output.

What AI system is Envisio AI Assist using?

OpenAI’s API with the GPT-4.1 model

Is my data secure with OpenAI?

Yes. Please refer to https://openai.com/security for more information.

Does OpenAI save my data? Where is it hosted?

OpenAI may securely retain API inputs and outputs for up to 30 days to identify abuse.

Who will have access to my data via OpenAI?

Access to your data is limited to authorized personnel within OpenAI and is encrypted during transit.

Is my data used to train the LLM? 

No. Any data sent to and received from the OpenAI language model is not used to train or improve OpenAI’s models. For more details, see this article: How your data is used to improve model performance.

Which users will have access to AI? How will they leverage it?

All users who have the ability to edit plan elements, provide updates, or generate reports will be able to engage with AI features.

What is the future of AI within Envisio?

The potential for AI development in Envisio is limitless. AI is poised to transform decision-making by suggesting effective strategies and actions, forecasting goal health through data analysis, and effortlessly generating informative reports. Moreover, AI's capacity to analyze visuals and identify anomalies will bolster data accuracy and interpretation, while AI-driven audits will streamline plan management by detecting duplicates and potential issues. Additionally, AI will equip local government leaders with actionable insights, facilitating the celebration of achievements and proactive improvement in areas requiring attention.

Will my users become reliant on AI features?

Our AI features are optional functionalities designed to assist, and are not intended to be a replacement for human judgment or intuition. We encourage users to maintain critical thinking and decision-making skills while leveraging any AI tools.

Can my organization opt out of using AI features in Envisio?

Yes. If you'd like to disable Envisio AI for your organization, simply contact our customer success team and they'll be able to assist.

How do you ensure AI-driven insights are accurate?

Envisio uses OpenAI’s foundational model to help ensure the results are accurate. Additionally, we perform internal tests to make sure that our prompts are producing the correct results and update them as needed.

What is Envisio's philosophy around AI within their product?

While AI presents immense opportunities, it also poses legitimate concerns and risks. Envisio is committed to responsible AI integration, implementing safeguards to protect privacy and mitigate risks. Transparency and accountability are foundational principles guiding our approach, ensuring users can trust in the reliability and security of our AI-powered solutions.

Where are AI features available in Envisio?

• Our AI Assist feature is available in: 
  • Plan Updates
  • Projects Updates
  • Work Plan Creation
  • Shared Notes
  • Goal and Strategy Description Creation
• Executive Summary in Reports