Executive Summary4–6 bullets · decisions, cost impact, schedule impact, top risks
1
1.1
1.1.1
Archie is intended to support read, write, and analysis functions, with read and/or write authorization configured by the user at connection setup.
1.1.2
Agreed that users should be able to accomplish tasks within Ingenious without using an external AI tool; support for alternative models is contingent on bring-your-own-key functionality.
1.1.3
Initial scope established as answering user questions on how to perform tasks in Ingenious and locating user data, with navigation hyperlinks to the referenced item, evolving later into creation capabilities.
1.1.4
Identified gaps: chat history cannot be searched by keyword; handoff points where users get stuck are not tracked; AI chat panel overlays creation slide-outs and requires a snap/dock behavior. Billing information access and escalation-to-support workflow remain undecided.
Tables & Forms
column nameDate | |
|---|---|
Title
Archie Scope
Starts
Sep 21 · 5:30 PM
Ends
Sep 21 · 6:30 PM
Timezone
America/Chicago (GMT-5)
Frequency
Recurring · Weekly
Location
Location / project
Web Conference URL
Zoom / Google Meet / Teams link
Description
Product working session on the scope, capabilities, and user experience of the Archie AI assistant within the Ingenious platform.
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