QAiFirst conversation
About QAi

Keep the example anonymous. Use roles and neutral labels. Do not enter personal, customer or confidential information. Nothing is transmitted from these answers to QAi. Download a record to keep it after this tab closes.

TOPIC 01 / 08

When did you last need to explain a decision or action?

Choose one workflow involving AI or automation. A recent, completed example is most useful. If there is no example yet, say so.

Optional prompts for the conversation

Who needed the explanation? What did they need to know? If this is a planned workflow, keep expectations separate from past experience.

Basis for these notes Participant account

Use the strongest basis that applies to these notes. If it is mixed, identify which point a record supports.

A reference is needed to label a record as seen. This is not an independent audit.

TOPIC 02 / 08

How did your team work out what happened?

Walk through the actual steps, from the request to the answer.

Optional prompts for the conversation

Where did the team start? Which records did they consult? Who brought the explanation together, and how was it checked? What remained unknown?

Basis for these notes Participant account

Use the strongest basis that applies to these notes. If it is mixed, identify which point a record supports.

A reference is needed to label a record as seen. This is not an independent audit.

TOPIC 03 / 08

What worked well? What, if anything, was difficult?

The current approach may already be good enough. Capture both strengths and difficulties.

Optional prompts for the conversation

Was the explanation accepted? Could the team support it with records? If a correction or reversal was found, did that show the control working as intended? Manual work alone does not mean a control failed.

Basis for these notes Participant account

Use the strongest basis that applies to these notes. If it is mixed, identify which point a record supports.

A reference is needed to label a record as seen. This is not an independent audit.

TOPIC 04 / 08

What did that take?

Record only what is known. Estimates are useful when clearly labelled; blank fields stay unknown.

Optional prompts for the conversation

Distinguish the team's working time from the time until an answer was available. Do not turn one example into annual savings. If the workflow is only planned, these figures are expectations.

Basis for these notes Participant account

Use the strongest basis that applies to these notes. If it is mixed, identify which point a record supports.

A reference is needed to label a record as seen. This is not an independent audit.

TOPIC 05 / 08

What consequence, if any, did this have?

Let the participant judge whether anything needs to change.

Optional prompts for the conversation

What was delayed, changed or left unresolved, if anything? Why is this a priority, or why is it acceptable? Importance and materiality are the institution's judgement.

Basis for these notes Participant account

Use the strongest basis that applies to these notes. If it is mixed, identify which point a record supports.

A reference is needed to label a record as seen. This is not an independent audit.

TOPIC 06 / 08

What already helps, and what have you tried?

Understand the tools and improvements already in place before proposing another one.

Optional prompts for the conversation

Has anyone tried to improve this? What happened? Would an existing tool or process change be enough? Has time or money already been committed? No budget is a valid answer.

Basis for these notes Participant account

Use the strongest basis that applies to these notes. If it is mixed, identify which point a record supports.

A reference is needed to label a record as seen. This is not an independent audit.

TOPIC 07 / 08

What would make a change worthwhile?

Ask this before introducing QAi. Keeping the current approach is a valid answer.

Optional prompts for the conversation

What would they change first? What must a new approach preserve? What result would justify the effort of changing? Avoid suggesting features before hearing their answer.

Basis for these notes Participant account

Use the strongest basis that applies to these notes. If it is mixed, identify which point a record supports.

A reference is needed to label a record as seen. This is not an independent audit.

TOPIC 08 / 08

Would this be worth exploring together?

Introduce the idea now, then invite an honest reaction.

Optional prompts for the conversation

Interest in the idea is separate from an observed problem or a commitment. If a follow-up is useful, agree a narrow question and the relevant role. There is no obligation to continue.

Basis for these notes Participant account

Use the strongest basis that applies to these notes. If it is mixed, identify which point a record supports.

A reference is needed to label a record as seen. This is not an independent audit.

QAi First Conversation / Version 4.0 · Effective 29 September 2026
For an initial discussion with banks, insurers and telecom operators.