Help Docs/Help Docs
All docs

AI Goal Helper

The AI Goal Helper is a conversational coach that lives in a right-side panel on the Goal Details page. It refines your plan around your personal context, remembers what you share, and updates high-level steps in seconds.

Open the helper

Go to a goal's Details page and click AI Helper in the top-right corner. A chat drawer will slide in from the right.

What it can do now

  • Remember your situation (for example, "I'm already training at Midtown Dojo") through clarification chips so future suggestions stay relevant.
  • Mark steps complete or active, change durations, insert brand-new steps, move them, or delete them.
  • Add a new step between existing steps from the Live Plan Preview panel using the Add step here control.
  • Require a timeline policy when adding a step: either extend total timeline, or keep the original timeline and recalibrate remaining incomplete step durations.
  • Adjust the overall goal timeline (in months) whenever you ask for a shorter or longer schedule.
  • Answer quick questions about your plan (timeline, remaining days, active step count) by reading your current goal and step data.
  • Stream tool progress so you can see which operations are running before the final reply arrives.
  • Summarise changes with motivation science framing (Goal-Setting Theory + Self-Determination Theory) to keep momentum high.

Sample prompts

  • "I've already been in classes for a year-mark step 1 complete and add a step to prep for the brown belt exam."
  • "Make step 3 21 days and move it before step 2."
  • "Insert a new step after step 4 for 14 days: cross-train with strength sessions. Keep my original timeline and recalibrate remaining steps."
  • "How many active steps are left and how many days are still open on this goal?"
  • "Shorten the whole goal to 36 months and confirm the schedule still works."

Clarifications panel

The helper surfaces remembered clarifications as chips. Click a chip to toggle its status or remove it if it is no longer correct. The agent checks these details before it changes your plan, so keep them up to date.

Live updates

While the helper works you will see status messages above the chat (for example, "Running summarize_goal_overview" or "Finished adjust_goal_timeline"). You can keep typing while the assistant finishes operating, and the draft is replaced with the final summary once everything is complete.

Notes

  • Timeframes are in days, and step numbers refer to their current order.
  • Completed high-level steps are locked. The helper will not move, delete, or reopen them.
  • If you change an incomplete high-level step duration, incomplete child actions/todos are pruned and completed child work is preserved.
  • Goal step cards now show a Locked history badge when completed work in that branch prevents destructive rewrites.
  • When the helper detects an explicit order in your prompt (or a clear "By Month X" sequence), it auto-normalizes steps so the final ordering matches your specified sequence.
  • For explicit sequence rewrites, the helper now shows a numbered preview first and waits for your confirmation before applying step mutations.
  • The right preview pane now shows an order status badge: Proposed order while waiting for confirmation, and Confirmed order after apply.
  • In Proposed order mode, you can edit proposed items directly in the right pane (pencil icon), delete items, insert new items between steps, choose timeline handling (extend vs recalibrate), and apply the revised sequence directly.
  • If a proposed step arrives without an explicit duration, the helper auto-fills duration to fit the current goal timeline so every proposed step shows a usable day count.
  • If you request a new step in chat without choosing timeline policy, the helper will ask you to choose before it inserts.
  • On mobile, the helper now uses a single-pane view with Chat, Plan, and (when clarifications exist) a Notes tab so content stays readable.
  • If a confirmed AI rewrite removes the current Today's Actions step, the helper automatically assigns In Today's Actions to the earliest remaining incomplete step.
  • You can still edit steps manually afterward-changes sync instantly.
  • For detailed tweaks to specific action steps or todos, open the AI Action Helper or AI Todo Helper from the relevant tab-they reuse the same context so your plan stays aligned.