What Team Intelligence Is For
Team Intelligence is the coaching and capability layer for the workspace. Use it when you need to understand who needs support, where skill gaps are showing up, and which development actions should move next.
- See workspace or team-level member coverage based on your role scope.
- Compare submitted assessment scores across analytics, technical, operations, client, and testing skills.
- Review pod summaries for average score, strongest category, weakest category, and active alert count.
- Scan for intelligence alerts connected to assessments, Operations evidence, overdue actions, or performance pressure.
- Create, update, complete, dismiss, and archive development actions with an audit trail.
- Generate AI coaching plans with priorities, talking points, exercises, watchouts, and action drafts.
Best Workflow
- 1Start with the top metric tiles: Members, Assessments, Open Actions, and Active Alerts.
- 2Check pod summaries to see which pod has pressure before drilling into one person.
- 3Select a member from the Team list and review their latest score, role, pod, assessment count, and open actions.
- 4Read category score bars to find the main skill gap before opening alerts or actions.
- 5Scan intelligence alerts when you need fresh gap detection across active evidence.
- 6Review alert evidence before acknowledging, resolving, dismissing, archiving, or creating an action.
- 7Use Recommendations or AI coaching plans to create practical development actions.
- 8Move actions through Open, In progress, Completed, Dismissed, or Archived as the coaching work progresses.
- 9Refresh the workspace after major changes so the member list, alerts, actions, and scores stay current.
Dashboard Overview
Viewer Scope
The header subtitle shows whether the user is seeing a workspace, team, or self-scoped view.
Members
Total members visible to the current user in Team Intelligence.
Assessments
Submitted manager assessments counted across the visible team surface.
Open Actions
Development actions still active for the visible members.
Active Alerts
Unresolved intelligence alerts that may need review, acknowledgement, or action.
Pod Summaries
Each pod card shows member count, average score, active alerts, strongest category, and weakest category.
Member Detail
Selecting a member opens the coaching workspace for that person. The exact buttons available depend on their capabilities and the viewer's role.
Latest Score
Shows the latest submitted manager assessment overall percentage, plus level and track when available.
Category Bars
Shows skill scores for analytics, technical, operations, client, and testing categories.
No Submitted Score
The member has no completed manager assessment yet. Create or submit one before relying on score-based coaching.
Self Button
Opens the self-assessment flow when the selected member can complete their own skill confidence check.
Assess Button
Opens the manager assessment flow when the viewer can assess the selected member.
Capabilities
Team Intelligence respects canAssess, canManageActions, and canSelfAssess permissions from the backend.
Assessments
Manager Assessment
Managers score each assessment question from 0 to 4 and can add coaching notes.
Save Draft
Saves partial manager assessment answers. It is available once at least one question is answered.
Submit
Finalizes the manager assessment. Submit stays disabled until every assessment question has a score.
Self-Assessment
Members rate skill confidence from 1 to 5 and answer written reflection prompts.
Self Draft
Saves partial self-assessment ratings and responses. It is available once at least one skill has a rating.
Self Submit
Finalizes the self-assessment. Submit stays disabled until every self-assessment skill has a rating.
How to interpret scores
Intelligence Alerts
Intelligence alerts surface patterns that may deserve coaching attention. They should be reviewed with context, not treated as automatic judgments.
Scan
Runs the alert scan for the workspace. The success toast reports how many active alerts were found and how many came from Operations when available.
Status
Alerts can be New, Acknowledged, Resolved, Dismissed, or Archived.
Confidence
Low, medium, or high confidence indicates how strongly the alert pattern appears in the evidence.
Why This Fired
Shows evidence like assessment date, score, manager/self gap, category score, Operations score, overdue actions, brand count, or fire pressure.
Related Brands
Some alerts include brand-level evidence, including status, issue count, open fire checklist count, and top leak.
Action
Creates a development action prefilled from the alert title, recommended action, category, and alert source.
Development Actions
Action Types
Actions can be Training, Buddy session, Exercise, Checkpoint, or Note.
Skill Category
Every action is tied to a category such as analytics, technical, operations, client, or testing.
Add
Creates a new development action for the selected member when the viewer can manage actions.
Edit
Updates an existing action's type, category, title, notes, or due date.
Start
Moves an Open action into In progress.
Complete
Marks the action as completed when the coaching work is done.
Dismiss
Marks the action as no longer needed. A reason is required so the audit trail stays useful.
Archive
Removes the action from the active workspace view while keeping its audit trail. A reason is required.
Recommendations And AI Plans
Recommendations and coaching plans help turn observations into action. They should be reviewed by a manager before they become a development plan.
Recommendations
Suggested coaching opportunities for the selected member. Each includes severity, category, title, body, and a suggested action.
Create Action
Recommendation cards can open the action modal with the suggested title, description, and skill category prefilled.
Generate AI Plan
Creates an AI coaching plan for the selected member when no saved plan is available.
Open AI Plan
Reopens the latest saved coaching plan for the selected member.
Plan Contents
A coaching plan can include summary, priorities, rationale, first steps, talking points, exercises, action drafts, and watchouts.
Action Drafts
Action drafts inside the coaching plan can be converted into development actions for follow-through.
Statuses And Review Trails
Action Statuses
Development actions move through Open, In progress, Completed, Dismissed, or Archived.
Alert Statuses
Alerts move through New, Acknowledged, Resolved, Dismissed, or Archived.
Reason Required
Dismissing, resolving, or archiving alerts requires a review reason. Dismissing or archiving actions also requires a reason.
Audit Trail
Dismissed and archived items keep their review trail attached so a manager can later understand why the decision happened.
Refresh
Refresh reloads the Team Intelligence dashboard when scores, alerts, actions, or plans may have changed.
Busy States
Buttons disable while saves, scans, status updates, or plan generation are running to avoid duplicate updates.
Working Safely
- Team Intelligence is for coaching and development, not public ranking or punishment.
- Review alert evidence before taking action. Alerts can reflect context, workload, or data timing, not just individual skill.
- Use required review reasons honestly when dismissing, resolving, or archiving alerts and actions.
- Do not turn AI coaching plans into assignments without manager review and human context.
- Avoid overreacting to one assessment. Look at trends, self-assessments, Operations pressure, and action history together.
- Protect team privacy. Share only the coaching context needed for the person, manager, or pod to improve.
Common Questions
Why can I see only some members?
Your viewer scope controls visibility. Team Intelligence can return workspace, team, or self-scoped access.
Why can't I assess someone?
The selected member or viewer may not have canAssess permission for that relationship.
Why can't I add actions?
Action creation and status changes require canManageActions permission for the selected member.
Why is Submit disabled?
Manager assessments require every question to be scored. Self-assessments require every skill to be rated.
Why did an alert appear?
Open Why This Fired to inspect the evidence behind the rule before deciding what to do.
What if an AI plan already exists?
Team Intelligence opens the latest saved coaching plan instead of forcing a new one when a recent plan is available.
Related Guides
Horizon guide
Use Horizon to connect team pressure with pod and workspace-level account health.
Operations guide
Use Operations when alerts point back to daily account pressure, fire work, or checklist gaps.
Diagnostics guide
Use Diagnostics to understand the brand evidence behind coaching conversations.