Generative AI: Designing Intelligent Prompts

Summary

The Case IQ platform is a versatile investigation management service tailored for industries such as compliance, human resources, corporate security, insurance, government, and public services.

Opportunity

With the integration of Case IQ Copilot, powered by generative AI, the platform enhances the efficiency of documenting and archiving investigation summaries. By offering customizable configuration controls for content inclusion, layout design, and conditional logic to adapt to business needs, generative AI streamlines the summarization process. This ensures organizations can create precise, shareable summaries effortlessly, showcasing the transformative potential of generative AI in simplifying complex workflows.

Challenges

Designing prompts for generative AI to align with customer business goals presents unique challenges. Our team utilized qualitative analysis of customer feedback from diverse sources, including Salesforce, Gong, and direct interactions, to deeply understand user needs. This approach allowed us to refine prompt engineering strategies, ensuring the AI-generated outputs effectively addressed customer workflows and expectations.

Outcome

The Case IQ Copilot project showcases our team’s innovative approach to harnessing generative AI to streamline complex workflows. By designing a robust task chain that integrates multiple personas—Administrators, the Investigation Team, Team Leaders, and a Large Language Model (LLM)—we successfully delivered an AI-driven solution that balances automation with human oversight. Each persona plays a critical role in the process, from configuration and input to summarization, review, attestation, and final AI generation. This structured collaboration ensures both efficiency and governance, with customizable controls and safeguards embedded at every step.

Our approach was guided by careful prompt design, which identified key categories such as flow, roles, mission, policies, examples, and output parameters to fine-tune the AI’s performance. This allowed us to create a system that is not only effective but also adaptable to varying organizational needs. By reducing input length through summarization and enabling user-driven review and attestation, we ensured the generated outputs met high standards of accuracy and accountability.

This project reflects our pride in mastering new technologies like generative AI while fostering a seamless integration of human expertise and machine intelligence. The Case IQ Copilot is a testament to our team’s dedication to innovation, precision, and collaboration in delivering cutting-edge solutions.

Related Strategies