← All help topics · Practitioner
Use AI to understand a step, improve a draft or challenge a decision. Review the result against your project before relying on it.
On desktop #
- Open a project step and show the AI panel. In Three-pane it appears beside the article and step; in other layouts use the AI opening control.
- Read the step and role shown in the panel so that you know which context the assistant is using.
- Choose a suggested action or type a specific question in the message field. Add the relevant project context to your question.
- Send your message and read the response. Compare proposed wording or reasoning with the facts you have recorded.
On mobile #
- Open a project step and tap Open AI Project Administrator.
- Choose a suggested action or use the message field at the bottom of the panel.
- Scroll within the conversation to read the response. Minimise the panel when you want to check the project record.
Use or quiet the step prompts #
- The onboarding card identifies the current step and can show an incomplete record or a question about your work.
- Choose Answer to work on that prompt, or Skip the question to move past it.
- Use Show on screen · 3 steps for interface guidance or Read theory alongside for the explanation.
- Choose Quiet for this step when the current step needs fewer interruptions. Quiet everywhere applies more broadly; Fewer tips is the lighter option.
Choose how much drafting help you want #
Level of help controls the style of assistance. It is different from a paid AI level.
- Example: a full draft and alternatives.
- Scaffold: a structure with gaps for you to complete.
- Your own first: start with your own wording, then ask for remarks and a draft.
- Off: turn off drafting and follow-up suggestions in this control.
Use Pin this level when you want to keep the chosen style.
Review a proposal before using it #
“Fill in with the AI administrator” and “Stress-test a decision” serve different purposes: drafting helps express an answer; stress-testing examines it. An answer in the conversation is not evidence that a project record has changed. Check the actual record and any confirmation shown by the interface.
TPM uses the term Human-in-the-Thought-Loop: your judgement remains part of the reasoning. For product context, see AI Project Administrator.
If assistance is unavailable #
Read the message in the panel. Check the selected project and your access. If an allowance or level message appears, review your current AI access rather than repeatedly sending the same request. Keep a copy of the question if you need to retry; include the time, step and error text when reporting a problem.
Interface reviewed on 12 November 2026. Screens shown are from the development environment.
