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How to create and edit a circle or role with AI Assistant?
How to create and edit a circle or role with AI Assistant?
Karolina Krawczyk avatar
Written by Karolina Krawczyk
Updated over 2 months ago

Discover how our AI Assistant makes creating and updating roles or circles quick and effortless, addressing the challenges of a time-consuming process! With step-by-step guidance, users can streamline governance processes and stay engaged in its continuous improvement.


Create a new circle or role with AI Assistant

Our innovative AI Assistant on Holaspirit offers a time-effective solution for generating role and circle content, transforming a complex process into a streamlined experience. By using AI to create or generate purpose, domains, and accountabilities, users can save valuable time while ensuring their roles and circles are up-to-date. It's easy to add them up:

  • Find the Add button on your Governance or circle page,

  • Decide whether to add a role or a circle

  • Choose the parent circle, insert the name and description

  • Click on Create with AI button

  • Once the initial content for Purpose, Domains, and Accountabilities is generated, you can generate it again with the Regenerate button

  • To add new Domains and Accountabilities, click on ☆Generate Domain and ☆Generate Accountability buttons

  • Validate changes or save it as a proposal


Edit an existing circle or role with AI Assistant

With the AI Assistant, editing roles and circles becomes faster and more efficient, as AI reformulates and enhances content for purpose, domains, and accountabilities. This feature ensures continuous governance evolution, allowing users to focus on strategic improvements while the AI handles the details. Edit your roles and circles in a few steps:

  • Go to your role or circle and click on Edit button

  • Regenerate Purpose with the button

  • Generate extra domains and accountabilities with ☆Generate Domain and ☆Generate Accountability buttons, then regenerate them again if needed

  • Validate changes or save them as proposal


Add or edit a role from a role template

AI Assistant also helps to add and edit roles based on role templates. To make it faster and more efficient, you can effortlessly generate relevant content for domains, and accountabilities. All you need to do is:

  • Add a role by importing a role template or edit a role already based on a template

  • Generate extra domains and accountabilities with ☆Generate Domain and ☆Generate Accountability buttons, then regenerate them again if needed

  • Validate changes or save them as proposal

📌 Note: When role based on a role template is locked, you can only generate extra domains and accountabilities, but not edit its core.

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