IntellectraAI

Practice exercise · 5 minutes to start · no account or email needed

Helpful, but Unsupported

Map each claim in an AI assistant’s answer to a fixed policy, catch what the policy contradicts or never says, and write a corrected answer that still helps.

Start the 5-minute exercise

What you will practice

Check an assistant’s answer claim by claim against the policy it should rely on, route what it cannot answer to the right person, and keep the parts that genuinely help.

An AI assistant drafted a reply to a real-sounding question. It is friendly, specific, and fast. Some of its specifics come from the policy. Some do not.

Assistants tend to fill gaps with plausible detail: a typical timeline, a usual fee, a reassuring promise. When a claim is not in the source, specificity is not evidence. The fix is not a vaguer answer; it is an answer that says what the policy says and sends the rest to someone who can answer it.

A quick example

Fictional store policy: “Returns are accepted within 30 days with a receipt.”

Before

“You can return it within 30 days, even without a receipt.”

After

“Returns are accepted within 30 days with a receipt. If you don’t have your receipt, our service desk can tell you what options are available.”

The first half was supported; the second half contradicted the policy. The revision keeps the useful part and routes the unanswered part to a person.

Your turn — about 5 minutes

Fictional advisory firm. A prospect writes through the website: “Should I move my 401(k) into your managed portfolio? What returns can I expect, and what do you charge?” An assistant drafted the reply below.

Read the policy excerpt and the question, then classify each claim in the assistant’s answer. A claim the policy does not allow staff to make counts as contradicted.

Prospect Communication Guidelines (fictional firm)

  • A. Written communications must not project or promise investment returns.
  • B. No account-specific recommendations before a documented discovery meeting and review of the client’s situation.
  • C. Share the firm’s published fee schedule; do not quote fees in messages.
  • D. The first consultation is free, takes about 45 minutes, and is available by video or in person.
  • E. Messages to prospects are reviewed by the compliance team before they are sent.

Assistant’s answer

Choose one answer for each statement. 0 of 6 answered.

  1. Statement 1: Our first consultation is free and takes about 45 minutes, by video or in person.
  2. Statement 2: You can expect 7–9% annual returns in our managed portfolio.
  3. Statement 3: Moving your 401(k) into our portfolio is usually the smart choice at your stage.
  4. Statement 4: Our fee is 1% of assets per year.
  5. Statement 5: A direct rollover has no tax consequences.
  6. Statement 6: This message has been reviewed by our compliance team.

General education only. This is not investment, tax, or compliance advice, and the firm and its guidelines are fictional. Follow your firm’s actual policies and supervisory review.

Review rubric

Use these questions on your own work, not just on the exercise.

Mapped
Is every claim tied to a policy section, or marked “not in the policy”?
Contradictions
Are contradicted claims removed or restated in the policy’s terms?
Specifics
Do numbers, fees, and timelines appear only where the policy states them?
Commitments
Are promises (expediting, approvals, reviews) made only where the policy grants them?
Routing
Are out-of-scope questions sent to the person or team who can answer them?
Still useful
Does the corrected answer still answer everything the policy does allow you to answer?
Version
Do you know which version and date of the policy you checked against?

Also check, for this kind of work

  • No return projections, recommendations, or tax statements appear in prospect messages.
  • The firm’s review step happens before sending, and the message never claims a review that has not occurred.

Go deeper — 20–30 minutes with your own work

  1. Choose one policy, procedure, or guideline you answer questions about, and note its version and date.
  2. Write a realistic question someone might ask. Use no real person’s details.
  3. Ask an AI tool your organization approves to answer it, first without the policy and then with the relevant excerpt (if you are allowed to share it with that tool).
  4. Map every claim in each answer: supported, contradicted, or not in the policy.
  5. Write the answer you would actually send, and note who the unanswered parts should go to.

Stop or change the exercise if

  • The policy is confidential and the tool is not approved for it.
  • You find that two official sources disagree. Stop and ask which one is authoritative; do not pick one silently.

Keep this: Claim-to-source map

A table that shows where each claim came from and what you did about it.

What you type here stays in your browser and is lost when you leave the page. Keep real work details in the tools your organization approves.

Reflect

Which unsupported claim sounded most helpful, and what made it convincing?

Do it again

Try the other case, or apply the map to an assistant your team already uses. Then “One Mistake, One Checklist” shows how to turn a recurring catch into a standing check.

  • Would You Send This? — Check an AI-written update against its source record and fix every statement the record does not support before it goes out.
  • One Mistake, One Checklist — Turn one concrete lesson from your work into a short checklist someone else could use, with a clear trigger, specific checks, the judgment it cannot replace, and its limits.
  • Could Someone Continue This Tomorrow? — Write a handoff note that lets a colleague, or a fresh AI session, pick up the work without you: goal, state, sources, decisions, open questions, next actions, and what to leave out.

A personal next step

Which capability should you practice first?

The free 10-minute assessment helps you see which tasks AI may affect, where your professional judgment matters, and which capability to strengthen first. You get a personal report, a learning path, and a four-week Development Plan. It is an educational starting point, not a job prediction or a credential.

Map My Work