Core Purpose

Supporting people in navigating complex, multi-step processes by providing adaptive guidance and scaffolding at each stage, helping manage cognitive load while maintaining engagement and understanding.

Key Problems This Pattern Addresses

• Process Complexity: Many valuable processes require multiple interconnected steps that can be overwhelming to tackle all at once
• Variable Starting Points: Different users come with different levels of understanding and preparation for the process
• Cognitive Overload: Users can become overwhelmed when trying to hold multiple steps, requirements, and considerations in mind simultaneously
• Momentum Loss: Without guidance, users may get stuck at difficult transition points or lose sight of the broader process
• Quality Assurance: Users may miss important considerations or rush through critical steps without adequate reflection

How AI Helps

• Adaptive Pacing: AI can adjust the level of detail and support based on user responses and progress
• Persistent Memory: AI maintains awareness of the full process while helping users focus on one step at a time
• Interactive Guidance: Unlike static guides or checklists, AI can probe understanding and provide targeted support
• Scalable Expertise: Process coaching that would typically require significant human expert time becomes more accessible
• Consistent Support: AI maintains steady focus on process goals while flexibly responding to user needs

Key Design Principles

• Clear Process Structure: Have a well-defined sequence of steps while remaining flexible to user needs
• One Step at a Time: Focus user attention on the current step while maintaining context
• Appropriate Pacing: Wait for adequate completion of each step before moving forward
• Targeted Questions: Use questions to guide thinking and surface potential issues
• Progress Awareness: Help users understand where they are in the overall process