Assistive AI for Feedback

JPMorganChase

Year

2025 - 2026

Company

JPMorganChase

Role

Project Lead

Embedding assistive AI into an enterprise review workflow to help 300,000+ employees turn vague comments into specific, constructive, and actionable performance review feedback at scale.

© JPMorganChase Assistive AI

Context

Designing assistive AI

Designing assistive AI

Designing assistive AI

for better feedback

JPMorganChase supports the growth of 300k+ employees, and one important part of that growth is helping employees give each other meaningful feedback that not only recognizes what went well, but also offers constructive guidance and clear next steps.

Over a three-month exploration, I helped shape this feature from a basic AI rewrite idea into a more thoughtful assistive AI writing experience — one that supported quality, trust, and human ownership in a sensitive feedback workflow.

The ask

Raise feedback quality

Leadership wanted quality improvement, not submission volume. The bar wasn't "more" — it was "meaningfully better."

The constraint

High-trust AI

Performance reviews are sensitive. AI needed to enhance human judgment without replacing it or undermining employee ownership.

The outcome

More actionable feedback

The experience helped employees write feedback with clearer context, observable behaviors, and practical next steps.

The scale

Built for 300k+ employees

The solution was designed to fit into an enterprise review system and scale across a large, complex organization.

Problem

Not a submission problem.

A quality problem.

Employees were already submitting feedback. The bigger issue was that submitted feedback was not always useful.

Praise without specifics

Unclear context

Missing impact

No actionable next step

Judgmental wording

Discovery

Choosing the right AI pattern

Choosing the right AI pattern

for the workflow

The existing flow was simple: select an employee, write feedback in a text input box, and submit.

For this project, the key design question was not simply where to add AI, but what kind of AI pattern made sense. I explored whether this should be a conversational AI experience or an assistive AI experience embedded directly into the feedback flow.

Path A

Conversational AI

A conversational AI model could support open-ended coaching, but too heavy for a simple submission flow. Employees would need to leave the writing moment, choose their intent, and translate the conversation back into the form.

Write feedback

Click "Refine"

Chat open

Choose prompt

Iterate

Apply revised feedback

Selected path

Embedded Assistive AI

An assistive AI model is lightweight, contextual, and fit the workflow better. It allowed employees to write first, then use AI to refine their own input against predefined good feedback criteria.

Write feedback

Click "Revise"

Accept or edit

Submit

Quality framework

Defining what

"better feedback" means

"better feedback" means

Before designing the comprehensive AI interaction, we needed a clear quality framework. The AI refinement was based on four criteria, the same lens an experienced manager would apply.

Set context

Identify a specific situation, project, or time period

Set context

Identify a specific situation, project, or time period

Set context

Identify a specific situation, project, or time period

Describe action

Focus on observable behavior rather than personality judgment

Describe action

Focus on observable behavior rather than personality judgment

Describe action

Focus on observable behavior rather than personality judgment

Explain impact

Connect the behavior to a team, business, or outcome

Explain impact

Connect the behavior to a team, business, or outcome

Explain impact

Connect the behavior to a team, business, or outcome

Suggest next step

Provide clear and respectful developmental guidance

Suggest next step

Provide clear and respectful developmental guidance

Suggest next step

Provide clear and respectful developmental guidance

Exploration

Exploring the right surface

Exploring the right surface

for AI guidance

for AI guidance

Exploration 1

Single popover with explanation

A small popover appeared after users clicked "Revise". It summarized how AI improved the feedback across three qualities: behavior-based, constructive, and actionable.

+ Lightweight and close to the input field.

– Became dense when explanations were longer.

Design learning

A compact popover worked well for quick feedback, but it did not leave enough room for deeper explanation. For sensitive writing tasks, transparency needs more space.

Exploration 2

Guided revision menu with targeted goals

Instead of explaining changes after the fact, this direction let users guide the AI first. The menu offered preset goals like more specific, more constructive, or add a clear next step.

+ Increased user control while keeping the interaction lightweight.

– Added an extra decision step and less transparency into exactly what changed.

Design learning

Preset options reduced the effort of prompting AI and made the interaction feel more intentional. However, users still needed a clearer way to review what changed afterward.

Exploration 3

Multi-step popover with sentence-level highlights

This concept broke the revision into step-by-step suggestions. The AI highlighted specific parts of the feedback and explained each improvement one at a time.

+ Made AI logic more traceable.

– Too click-heavy and slowed users down.

Design learning

Detailed explanations improved trust, but too much step-by-step interaction added friction. Users preferred a faster way to scan the reasoning and move on.

Usability testing

Testing the balance between

guidance and effort

guidance and effort

I tested the main interaction directions with internal users who had given or reviewed peer feedback. Users wanted AI to be easy to access, easy to review, and easy to dismiss — not a long review process.

Finding

Design response

Status

Users liked quick access

Keep the Refine button close to the feedback input area so AI support feels available at the moment of writing.

Shipped

Users wanted explanation

Show a criteria-based AI analysis so users understand why the feedback was improved, not just what changed.

Shipped

Users disliked dense popovers

Move detailed guidance into a side sheet to reduce visual clutter and avoid interrupting the writing flow.

Shipped

Users wanted control

Keep accept, undo, and edit options visible so users remain the final owner of the feedback.

Shipped

Final solution

A side sheet that supports

review, trust, and control

review, trust, and control

review, trust, and control

The final direction used a side sheet for AI refinement. This gave the AI enough space to explain its analysis while keeping the original feedback visible in the main form.

Original feedback remains visible

AI analysis is criteria-based

Suggested refinement is separated

User must choose to accept

Human ownership is preserved

Impact

Since launch, the feature helped employees move from vague comments to feedback that was clearer, more useful, and easier to act on.

Satisfaction score

84%

84%

positive rating based on thumbs up/down feedback

AI adoption

68%

68%

used Refine before submitting

Refinement acceptance

53%

53%

accepted or edited AI suggestions

Created by

© 2026 All rights reserved

Created by

© 2026 All rights reserved

Created by

© 2026 All rights reserved