Using the Platform ================== This page covers the core features of Co-Design Assistant: projects, AI chat, templates, and diagnosis. Projects -------- Projects are the central workspace. A project represents a service idea — or an existing service you want to improve — being developed through the 4-phase co-design methodology. Each project provides: - A dedicated **AI chat workspace** with thread-based conversations - **Templates** aligned to each methodology phase - A **Knowledge Base** that accumulates all structured outputs - **Diagnosis tools** to assess and re-assess maturity Creating a Project ~~~~~~~~~~~~~~~~~~~ From the **Home Dashboard**, click "Create Project" and fill in: .. list-table:: :header-rows: 1 :widths: 20 80 * - Field - Description * - **Project name** - A short name identifying your initiative * - **Domain** - Thematic field (water management, agriculture, climate, etc.) * - **Organisation** - Institution leading the project * - **Expertise** - Your main technical competency * - **Service idea** - Short description of the service you are exploring * - **Description** - The problem you are solving and users you target (max 1000 chars) * - **Objectives** - Specific outcomes for this co-design process (at least one) .. tip:: Be specific in your **service idea** — the AI uses this to tailor its guidance. Roles & Collaboration ~~~~~~~~~~~~~~~~~~~~~~ - **Admin** — Full control: edit project, manage members, delete project - **Member** — Participate in chat, view and contribute to templates The project creator is automatically Admin. To invite collaborators: 1. Go to **Project Settings → Manage Members** 2. Copy the **invite code** (auto-generated at creation) 3. Share it — collaborators join via "Join an existing co-design journey" Pending members must be approved by an admin before gaining access. Notifications ~~~~~~~~~~~~~~ The bell icon shows project activity: join requests, member changes, and template updates. Notifications are self-filtered (you don't see your own actions). AI Chat ------- The AI chat is the **central feature**. It's a methodology-aware assistant that understands the 4-phase process, the 5 evaluation dimensions, and adapts based on what your project has accomplished. The assistant can: - Guide you through the methodology phase by phase - Suggest and pre-fill templates when structured input is needed - Search your Knowledge Base for accumulated context - Search external sources (CORDIS, web) for domain information Starting a Conversation ~~~~~~~~~~~~~~~~~~~~~~~~ 1. Open your project 2. Click **"New Thread"** in the sidebar (optionally select a phase) 3. Type your message and press Enter How the AI Works ~~~~~~~~~~~~~~~~~ The AI uses **RAG (Retrieval-Augmented Generation)** to search the co-design methodology documentation for relevant context. It combines this with conversation history and your project data to generate grounded, methodology-aware responses. It's a **multi-agent system** — a routing agent classifies your intent and dispatches to specialised agents. The list of available agents may evolve as the platform develops: .. list-table:: :header-rows: 1 :widths: 30 70 * - Agent - What it does * - **Knowledge Search** - Answers grounded in your project context and methodology docs * - **Stakeholder Agent** - Creates and manages stakeholder ID cards * - **Stakeholder Suggestions** - Searches EU CORDIS for relevant organisations * - **Project Suggestions** - Searches CORDIS for relevant EU-funded projects * - **DIV Framework** - Guides through the Data-Information-Value assessment * - **Ecosystem Map** - Maps stakeholder-project relationships * - **Outcomes Diagram** - Synthesises outcomes across time horizons * - **Sustainability Canvas** - Guides through 6 dimensions of sustainability * - **Web Search** - Searches the open web for domain-specific information * - **Progress & Guidance** - Advises on phase status and next steps Chat Features ~~~~~~~~~~~~~~ - **Streaming** — Responses appear token by token in real-time - **Rich content** — Markdown, tables, code blocks, Mermaid diagrams - **Template triggers** — Forms appear inline when the AI determines structured input is needed - **Thread memory** — Full context within each thread; threads are independent .. tip:: **One topic per conversation.** When you want to change topic, clear the current conversation to start fresh. Be specific in your messages — include domain context and constraints. Templates & Knowledge Base -------------------------- Templates are structured forms that capture project knowledge at each phase. They serve as deliverables, AI context, and team alignment tools. Template Types ~~~~~~~~~~~~~~~ **Phase 1 — Approaching Users:** Stakeholder ID Card, Project ID Card **Phase 2 — Co-Design Diagnosis:** Data-Information-Value (DIV) **Phase 3 — Workshop Sessions:** User Profile, User Journey, User Needs Expansion, Integration Challenges, User Feedback Form, Facilitator Capture Sheet **Phase 4 — Outcomes:** Outcomes Diagram, Sustainability Canvas Working with Templates ~~~~~~~~~~~~~~~~~~~~~~~ Templates are triggered during AI conversations or created manually from the Knowledge Base: 1. The AI determines structured input is needed 2. A form appears inline in the chat 3. Fill in and submit — saved to the Knowledge Base 4. The AI uses it as context for future responses You can also view, edit, and delete templates from the **Knowledge Base**. Ecosystem Matrix ~~~~~~~~~~~~~~~~~ A singleton template mapping connections between all stakeholders and projects. Generated automatically once you have at least one Stakeholder or Project ID Card. Stakeholder Assessment ~~~~~~~~~~~~~~~~~~~~~~~ Each stakeholder is assessed across 8 dimensions (0–5): Policy, Sustainability, Innovation, Scientific, Technical EO, Business, Operational, Collaborative. Visualised as a radar chart. Knowledge Base ~~~~~~~~~~~~~~ The Knowledge Base stores all completed templates, diagnosis results, and AI-generated summaries. The AI searches it on every query — the more you produce, the better the AI's responses become. .. list-table:: :header-rows: 1 :widths: 30 70 * - Phase - Minimum expected content * - Phase 1 - 2+ Stakeholder ID Cards, 1+ Project ID Card * - Phase 2 - 1 DIV Assessment * - Phase 3 - 1+ User Profiles, 1+ User Journey, 1+ Needs Expansion * - Phase 4 - 1 Sustainability Canvas, 1 Outcomes Diagram Diagnosis --------- Diagnostic assessments evaluate project readiness across 5 dimensions: **Usefulness**, **Operability**, **Usability**, **Sustainability**, **Scalability**. Flash Diagnosis ~~~~~~~~~~~~~~~~ A standalone quick assessment (no project needed): 1. Click **"Start Diagnosis"** from the Home Dashboard 2. Answer 12 questions across a 5-page wizard 3. Get a radar chart, textual synthesis, and recommendations 4. Optionally convert to a full project Project Diagnosis ~~~~~~~~~~~~~~~~~~ Re-evaluate progress at any time within an active project. Compare results over time to track maturity. Run it at phase transitions to validate readiness. Understanding Scores ~~~~~~~~~~~~~~~~~~~~~ - **Score 1** — Not addressed; critical gap - **Score 2** — Partially considered; needs work - **Score 3** — Well addressed; minor improvements possible - **Score 4** — Fully mature; strong area .. seealso:: - :doc:`03-prompt-examples` — Ready-to-use prompts for each phase - :doc:`04-faq` — Troubleshooting and common questions