Ambassador AI · Advisor Mode Technical Blueprint.pdf
Download
Ambassador AI · Ambassador Mode Technical Blueprint.pdf
Download
Subtasks
Implement new blue prints - NOT advisor mode, but the three blueprints in modes Troy P.
Tue, Jul 14
Troy Pastoral
AI Whisperer
Advisor Mode v1 — dodenai-ae-v1
What changed: The Advisor Mode in Ambassador AI now fully matches the v1.0.0 technical blueprint. When a user sends a problem or decision question, the AI routes it through an upgraded pipeline: smarter knowledge filtering, a 30-requests-per-minute cap, automatic promotion/demotion to the right mode, and a source list shown below every advisor response. Escalation now detects performance management and strategic commitment topics and flags them with elevated audit logging.
What to test:
1. Advisor source list renders below response Before: No source list appeared after advisor responses. After: A numbered source list ([1] Title — collection — updated date) appears below the AI response. Steps: Open chat, switch to Advisor mode, ask a workplace question (e.g. "How should I handle a difficult performance review?"), check that a Sources section appears below the answer.
2. Advisor promotes to Ambassador on mission/values questions Before: Mission-related questions stayed in Advisor mode silently. After: A promotion signal is sent so the UI can prompt switching to Ambassador mode. Steps: In Advisor mode, ask "What does our company stand for?" — the response header should include a mode promotion signal toward Ambassador.
3. Advisor demotes to Answer on simple lookup questions Before: Quick-fact questions stayed in Advisor mode. After: A demotion signal toward Answer mode is sent for simple lookups. Steps: In Advisor mode, ask "What does OSHA stand for?" — demotion signal toward Answer mode should be emitted.
4. Escalation flags for performance management topics Before: "performance review" or "PIP" questions had no special escalation notice. After: A polite escalation notice appears suggesting the user loop in Manager and HR, with advisory disclaimer. Steps: Ask "How do I put someone on a performance improvement plan?" — an escalation suggestion should appear at the bottom of the response.
5. Escalation flags for strategic commitment topics Before: "long-term strategic commitment" questions had no escalation flag. After: An escalation notice recommending Executive Sponsor consultation appears. Steps: Ask "Should we commit to a 3-year partnership with this vendor?" — escalation notice should appear.
6. Knowledge not in the knowledge base -- caveat prefix Before: If no matching policy docs were found, the AI answered without caveat. After: Response starts with "I don't have policy specifics on this — here's what I'd think through, but please verify with the appropriate authority:" Steps: Ask a very niche policy question unlikely to be in the KB; check response starts with the caveat.
7. Rate limit enforced at 30 per minute for advisor Before: Advisor and other modes shared the same 60 req/min limit. After: Advisor allows 30 requests per minute; 31st request in 60 seconds returns 429. Steps: Technical test — rapid-fire 31 advisor requests in under 60 seconds; 31st should return "rate limit exceeded".
Troy Pastoral
AI Whisperer
Advisor Mode UI — Doden AI
What changed: Advisor mode was working in the backend but had no visible way to switch or discover it. Added a Coach/Advisor toggle in the chat header and a slash command popup that appears when typing /.
What to test:
1. Coach / Advisor toggle in header Before: No visible way to switch modes in active chat After: Segmented pill (Daryle AI | Advisor) in header Steps: Open chat. Look top-left next to yellow button. Click "Advisor" — highlights. Click "Daryle AI" — returns to coach mode.
2. Slash command popup Before: Typing /advisor had no visual cue After: Menu appears above input showing /advisor Steps: Click input. Type /. Popup shows "Advisor — Bring a problem." Click it — input fills with /advisor ready to type. Edge case: /adv still shows menu. Space after /advisor hides it.
3. Escape dismisses Steps: Type /. Menu appears. Press Escape. Gone.
4. Advisor placeholder Before: Always "Ask me anything..." After: Advisor mode: "What challenge or decision do you need guidance on?" Steps: Toggle to Advisor. Clear input. Placeholder changes. Toggle back — resets.
Answer, Advisor, Ambassador — QA checklist, plain English
Basics that apply to all 3
Chat header shows 3 mode buttons, right names, right icons
Switching modes mid-chat shows a clear divider, doesn't crash
Old chats from before this update still open and load fine
Answer mode (the default, general-purpose one)
Opens by default for new chats
Handles normal traffic without getting throttled
When it can't find an answer in the knowledge base, behaves same as before
Advisor mode
Recently fixed bug: it was declining to answer too often, even when it actually had good info. Confirm it now only declines when it truly has nothing relevant.
Ask it something it should know → gets a real answer, not a false "I don't know"
Ask it something outside its knowledge → politely declines, doesn't make things up
Ambassador mode (the mission-focused one)
Never invents answers about the mission — if it doesn't have a verified source, it declines and offers to redirect
Can't be hammered with requests — caps at 20 per minute
Tone and answer style match the approved script (calm, on-brand, short quotes)
Known unresolved issue — the content library isn't fully labeled yet, so the safety filter that's supposed to block off-topic material isn't fully active. Only the "how relevant is this" score is currently doing the filtering. Flag this as a known gap, not a passed test, until the labeling work is done.
cc Red
Red Bañares
Astra Product Experience Designer
Noted on this Troy
I have updated the tester with these new modes. The assessment will check Daryle's answers based on these expected behaviors of each mode.
What changed: The Advisor Mode in Ambassador AI now fully matches the v1.0.0 technical blueprint. When a user sends a problem or decision question, the AI routes it through an upgraded pipeline: smarter knowledge filtering, a 30-requests-per-minute cap, automatic promotion/demotion to the right mode, and a source list shown below every advisor response. Escalation now detects performance management and strategic commitment topics and flags them with elevated audit logging.
What to test:
1. Advisor source list renders below response
Before: No source list appeared after advisor responses.
After: A numbered source list ([1] Title — collection — updated date) appears below the AI response.
Steps: Open chat, switch to Advisor mode, ask a workplace question (e.g. "How should I handle a difficult performance review?"), check that a Sources section appears below the answer.
2. Advisor promotes to Ambassador on mission/values questions
Before: Mission-related questions stayed in Advisor mode silently.
After: A promotion signal is sent so the UI can prompt switching to Ambassador mode.
Steps: In Advisor mode, ask "What does our company stand for?" — the response header should include a mode promotion signal toward Ambassador.
3. Advisor demotes to Answer on simple lookup questions
Before: Quick-fact questions stayed in Advisor mode.
After: A demotion signal toward Answer mode is sent for simple lookups.
Steps: In Advisor mode, ask "What does OSHA stand for?" — demotion signal toward Answer mode should be emitted.
4. Escalation flags for performance management topics
Before: "performance review" or "PIP" questions had no special escalation notice.
After: A polite escalation notice appears suggesting the user loop in Manager and HR, with advisory disclaimer.
Steps: Ask "How do I put someone on a performance improvement plan?" — an escalation suggestion should appear at the bottom of the response.
5. Escalation flags for strategic commitment topics
Before: "long-term strategic commitment" questions had no escalation flag.
After: An escalation notice recommending Executive Sponsor consultation appears.
Steps: Ask "Should we commit to a 3-year partnership with this vendor?" — escalation notice should appear.
6. Knowledge not in the knowledge base -- caveat prefix
Before: If no matching policy docs were found, the AI answered without caveat.
After: Response starts with "I don't have policy specifics on this — here's what I'd think through, but please verify with the appropriate authority:"
Steps: Ask a very niche policy question unlikely to be in the KB; check response starts with the caveat.
7. Rate limit enforced at 30 per minute for advisor
Before: Advisor and other modes shared the same 60 req/min limit.
After: Advisor allows 30 requests per minute; 31st request in 60 seconds returns 429.
Steps: Technical test — rapid-fire 31 advisor requests in under 60 seconds; 31st should return "rate limit exceeded".
What changed: Advisor mode was working in the backend but
had no visible way to switch or discover it. Added a
Coach/Advisor toggle in the chat header and a slash command
popup that appears when typing /.
What to test:
1. Coach / Advisor toggle in header
Before: No visible way to switch modes in active chat
After: Segmented pill (Daryle AI | Advisor) in header
Steps: Open chat. Look top-left next to yellow button.
Click "Advisor" — highlights. Click
"Daryle AI" — returns to coach mode.
2. Slash command popup
Before: Typing /advisor had no visual cue
After: Menu appears above input showing /advisor
Steps: Click input. Type /. Popup shows
"Advisor — Bring a problem." Click it
— input fills with /advisor ready to type.
Edge case: /adv still shows menu. Space after
/advisor hides it.
3. Escape dismisses
Steps: Type /. Menu appears. Press Escape. Gone.
4. Advisor placeholder
Before: Always "Ask me anything..."
After: Advisor mode: "What challenge or decision
do you need guidance on?"
Steps: Toggle to Advisor. Clear input. Placeholder
changes. Toggle back — resets.
Will need QA for this cc
Justin
Red
I will also have Ben and Malina test.
cc
Red
Answer, Advisor, Ambassador — QA checklist, plain English
Basics that apply to all 3
Answer mode (the default, general-purpose one)
Advisor mode
Ambassador mode (the mission-focused one)
cc
Noted on this
Troy
Justin
Ann
Brandon
I have updated the tester with these new modes. The assessment will check Daryle's answers based on these expected behaviors of each mode.
cc