It’s 2:47 PM. Your one-on-one with Sarah starts in three minutes. You know she’s been working on that Q4 pricing project, but wait — wasn’t she also dealing with that customer escalation? And didn’t she mention wanting to get more client-facing experience? Or was that during her review six months ago?
This is exactly where the Lattice AI Agent comes in.
Before your one-on-one, it shows you everything in one place: Sarah submitted that pricing analysis last Tuesday. Her Q4 goal was launching that new customer onboarding process — looks like it went live last week. Oh, and she got that great feedback from the sales team two weeks ago.
Now you can actually have a conversation, instead of playing catch-up for the first 10 minutes.
You’ve got four more one-on-ones after this one. Lattice AI helps you show up ready for all of them, and finish your workday certain of what matters most.
What is the Lattice AI Agent?
Lattice AI Agent is an AI copilot that lives inside Lattice and knows your company’s stuff. Career tracks, goals, company benefits, PTO policies, parental leave guidelines, that new remote work FAQ HR just posted — it’s all there.
Which means that, unlike ChatGPT, it actually knows your people, and it can actually coach them toward the level of performance you need.
So when you sit down with a direct report for a one-on-one, you’re not winging it. You’re not relying on memory. You show up knowing exactly where someone stands — their wins, their struggles, what they’re working toward.
Let’s say you’re prepping for a one-on-one with Marcus. Instead of digging through old reviews and Slack threads, you just ask Lattice AI Agent: “What feedback has Marcus gotten in the last six months?”
You get a summary pulled from his Lattice records. Turns out the engineering team loved his work on the API migration, but his peer review mentioned he could be more proactive in standups. Now you’ve got something real to talk about.
It’s not just about spotting problems, either. You’ll also make sure you notice your top performers. For instance, the AI Agent might tell you: “Emma’s crushed three major projects this quarter, and multiple people mentioned her in feedback. Maybe it’s time to talk about promotion.”
The difference between this and a generative AI chatbot is that you don’t have to feed it information. You don’t type “Marcus is a senior engineer who reports to me and has been here for two years and…” You just ask about Marcus. It already knows.
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How Lattice AI Agent Coaches You Before and After One-on-Ones
Agentic AI tools like Lattice AI Agent don’t simply respond to prompts — they actively perform tasks within workflows. For instance, the Agent can surface AI-powered insights about your HR data, communicate company policies to employees, and even nudge you about employees at risk of burnout.
The Agent acts like your own mentor, turning everyday conversations into moments of clarity, growth, and better leadership with real-time coaching.
Here’s how to use the Lattice AI Agent as a coach for your next one-on-one.
1. Find updates, feedback, and goals in one place.
Scouring multiple screens during a meeting to compare recent performance data with old feedback notes — while your employee watches — is…not a great look.
With the Lattice AI Agent, simply open the context panel, and it’s all there in a single, unified view: recent goal progress, past feedback on strengths and growth areas, role expectations, and what’s changed since the last one-on-one.
But the Agent doesn’t simply show status updates. Ask it for details or insights on a particular employee, and it’ll tell you what you need to know, based on what’s in their file: performance reviews, goal progress, feedback from peers, and how they’ve been tracking over time.
Want a refresher of your previous performance conversations? Ask, “What did I talk about in my last one-on-one with Jane?”
Want to know who needs your help the most? Ask, “Which direct report needs immediate attention, and how can I help them?”
2. Use AI summaries to prepare better talking points.
Rather than relying on generic, run-of-the-mill questions like “How are things going?” use AI summaries to direct the conversation with relevant, up-to-date questions.
The Agent analyzes data from Lattice to detect patterns (like missed goals or growth progress) and flag warning signs, such as a drop in the employee’s engagement score. Rather than treating employees as a set of data points, it interprets these signals in context: who the person is, what they’ve achieved, and what’s happening around them.
By using prompts like “What patterns in Casey’s recent updates should I address?” or “What accomplishments should I recognize in my one-on-one with Casey?” you can get suggestions in plain language for targeted talking points to incorporate directly into the one-on-one agenda.
Those conversational prompts can lead to more natural interactions, showing your employees that you’re focused on their particular situation.
3. Capture action items and follow through.
The Lattice AI Agent helps you collaborate with your employees during one-on-ones — planning together, setting goals, and tracking action items. After the meeting, it can turn your conversation into a summary, create follow-up tasks, draft feedback to send, and give you pointers on how to adjust your communication style.
The Lattice AI Agent includes a Meeting Agent, which functions as a live notetaker and coach designed to strengthen the most important driver of performance: how people communicate and lead.
The Meeting Agent keeps track of the discussion and suggests action items and next steps. This frees you up to stay present with the conversation, without having to worry about documenting everything.
And when the next one-on-one rolls around, it automatically surfaces actions that haven’t been completed.
4. Get quick answers to employee policy questions.
HR teams spend significant time answering repetitive questions about company policy or employee entitlements. That can eat up their bandwidth and impede more meaningful work.
The Agent eliminates the need to chase down your people team for policy boilerplate to use in your one-on-ones. Just ask questions like “How much PTO does this employee have?” or “What’s our policy on remote work?” and the Agent will pull the answer straight from the Knowledge Vault.
Of course, however useful artificial intelligence can be for meeting preparation, one-on-ones are first and foremost about your personal connection with your employees. To make sure you’re providing the best employee experience in your one-on-ones, check out The Complete Guide to One-on-One Meetings: Benefits, Agendas, and Tips.
Why Connected Data Matters
Generic AI tools like ChatGPT are amazing at generating text. But they operate in a vacuum, limited by their lack of context. They don’t know your organization or your people. Without those key details, their outputs can be generic or even misleading.
You can ask ChatGPT, “How should I give feedback to an underperforming employee?” and it might give you decent general advice. But you’ll need to type out: “This person has been here three years, they used to be great, but their performance dropped after the team restructure in Q2, they’ve missed two deadlines, and their peer feedback mentions they seem disengaged…”
Then ChatGPT will spit out a boilerplate suggestion. After 10 minutes of going back and forth, you still won’t be sure if the advice actually fits your situation.
Connected data does away with that. Because the Lattice AI Agent is embedded within the Lattice ecosystem and can draw on real-life goals, feedback, and employee performance, it’s able to ground responses in real employee activity and history.
Most AI tools are like asking a random stranger for directions. The Lattice AI Agent is like chatting with a local who actually knows the neighborhood.
And it doesn’t just give you information — it can take helpful actions too. After your one-on-one, the Agent can draft the follow-up email. It can update the employee’s goals. It can set a reminder to check in again in two weeks.
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FAQs
What information can the Lattice AI Agent use to answer questions and generate one-on-one prep?
The Lattice AI Agent answers questions based on both your company’s knowledge base and your live employee data, for targeted and personalized meeting preparation. It can access the company policies and documents your admins upload to Lattice Knowledge Vault. In addition, because the Agent is part of the Lattice suite, it can draw on data from your Lattice products, including 1:1s, Updates, Feedback, Performance Reviews, Engagement, OKRs & Goals, and Grow.
How is the Lattice AI Agent different from general-purpose AI tools like ChatGPT?
Unlike generic AI tools or standalone HRIS tools, Lattice AI is designed specifically for human resources and people management tasks, making responses relevant to your workplace. It’s trained securely on your own company policies and performance data. This means it can provide accurate, context-aware answers, surface personalized insights, and take actions like adding one-on-one talking points or sending feedback.
What is the Meeting Agent, and how does it support one-on-ones?
The Meeting Agent is a feature of the Lattice AI Agent. It joins Lattice 1:1s to transcribe conversations, generate thoughtful summaries, and surface clear agenda and action items — while also delivering personalized, role-aware coaching to help managers and employees continuously improve how they show up. This allows managers to focus on the conversation rather than being distracted by note-taking.
The Meeting Agent can then sync everything back to Lattice, so employees can access meeting notes alongside their updates, reviews, feedback, performance data, and career development plans.
How does Knowledge Vault work for policy questions?
Knowledge Vault is the repository for all your company information — the source of knowledge the Lattice AI Agent uses to answer questions. Your admins can upload and sync key documents, such as legal documentation, policies, and employee handbooks. When managers or employees ask questions, the Agent uses those documents to provide contextual answers in seconds. Employees can also upvote or downvote answers to provide feedback to admins about response quality.
How do permissions work for Knowledge Vault content?
Uploaded and synced documents from external sources default to “Admin Only” visibility. However, admins can then manage access to the Knowledge Vault for teams or individual contributors and control which employees can see which documents. Admins can also track questions, responses, and employee feedback, so they can monitor how the Agent is being used across the organization.
Your next 1:1 just got a whole lot easier.
The Lattice AI Agent turns every conversation into an opportunity to grow with coaching insights, recaps, and action items automatically created for managers and employees. Take a tour to learn more.
Lattice AI isn’t just about replacing work or making it easier. By automating prep work, it can actually make you a better manager. With the Agent standard within Lattice, you can make your one-on-one prep quick, perceptive, and relevant. From gathering the right data to developing relevant talking points, the Agent acts as a reliable assistant and advisor, so you can stay focused on performance management.
Request a demo to see how the Lattice AI Agent can transform one-on-one prep for your managers.
