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Act

The Act view (/staff/act) is where feedback stops being something you read and becomes something you do. It is a Kanban-style workspace where escalated feedback is assigned to teammates, tracked across To Do / In Progress / Done, and discussed with an AI assistant that reasons over the whole board.

How feedback gets to Act​

Items are not created in Act directly. They are escalated from the Insights view:

  1. Open Insights → Feedback list.
  2. On any feedback item, click the tasks icon.
  3. The item is sent to the Act workspace and lands in the To Do column. A confirmation toast links you straight to the board.

If an item has already been escalated, the tasks icon turns green and clicking it navigates to the board instead of escalating twice.

Escalation never copies or moves data. The action item is the feedback document, enriched with action fields (status, assignee, note, timestamps), so AI analysis, serious-concern flags, and Jira links stay attached.

To remove an item from the workspace, open its detail panel and use Remove from Act. This clears all action fields but never deletes the underlying feedback.

The Action Board​

The board (/staff/act#action-queue) shows every escalated item as a card in one of three columns:

ColumnMeaning
To DoEscalated, nobody has started work yet
In ProgressSomeone is actively handling it
DoneResolved; kept for the record

Drag and drop a card between columns to change its status. Changes save immediately.

Cards​

Each card shows the feedback text plus contextual tags:

  • Serious Concern badge if the AI flagged it (see Serious Concerns)
  • AI badge when AI reasoning or suggested action steps are available
  • The event type (room) and instructor ID where present
  • A Jira link when a ticket has been created from this feedback
  • Submission date and, if assigned, the assignee's avatar

Click a card to open the detail panel.

Assignee filter​

The toolbar filters the board by assignee: Everyone, Assigned to me, Unassigned, or any specific teammate. Use Unassigned as your intake view to make sure nothing sits ownerless.

Open-items badge​

The Act entry in the navigation shows a live count of open items (anything not in Done), so the team can see at a glance whether the queue needs attention.

The detail panel​

Clicking a card opens a Jira-style panel that gathers everything needed to act:

  • The full feedback text and sentiment
  • The AI's reasoning and suggested action steps, when available
  • Serious-concern flag and reason
  • Jira ticket link, when one exists
  • Controls for:
    • Status: move between To Do / In Progress / Done
    • Assignee: pick any teammate, or clear the assignment
    • Work note: a free-text note that travels with the item (e.g. what was done, what to check next)
  • Remove from Act (with confirmation), which de-escalates the item back to plain feedback

Assignment notifications​

When you assign a ticket to a teammate, they receive an email with the feedback text, status, the note, who assigned them, and a button that deep-links to the action queue.

Notifications are deliberately quiet:

  • No email is sent when you assign a ticket to yourself.
  • Re-saving the same assignee does not re-notify.
  • Recipients can opt out in two ways:
    • Settings → Notifications → Action Queue → Ticket Assignment Emails (personal setting, on by default)
    • The "Stop assignment emails" link in the footer of any assignment email, one click, no login required
  • The global All Email Notifications master switch also silences them.

The Act Assistant​

The right-hand panel (collapsible on desktop, a floating button that opens a bottom sheet on mobile) hosts the Act Assistant, a chat that reasons over your live board.

Ask it things like:

  • "What should we tackle first?"
  • "Are there themes across the open items?"
  • "Who is overloaded right now?"
  • "Which items have been sitting untouched the longest?"

How it works:

  • The assistant receives a board snapshot: totals plus one line per item (status, sentiment, event type, age, assignee, flags, truncated text). When the truncated text is not enough it fetches the full detail of specific items on demand.
  • Answers can cite specific items. Clicking a citation opens that item's detail panel on the board.
  • Suggested starter questions are generated from the current board state.
  • Conversations are saved; you can revisit or delete past threads from the history list.

The assistant understands the board's semantics: assignees are handlers, not the subjects of the feedback, and feedback is anonymous, so it will never attribute feedback to an author or recommend action against the teammate handling it. Feedback text is treated strictly as data, instructions embedded in submitted feedback are ignored.

Upcoming AI tools​

Two further tools are visible in the sidebar but not yet enabled: Suggested Replies and Action Plans. They are listed as coming soon.

Typical workflow​

  1. Review new feedback in Insights, escalate anything that needs action.
  2. In Act, open Unassigned, assign owners. Assignees get notified by email.
  3. Owners drag their items to In Progress while working, adding work notes in the detail panel.
  4. Ask the Act Assistant for priorities and themes during team check-ins.
  5. Drag finished items to Done, or remove items that turned out not to need action.