The AI Pathway Builder proposes structural changes to a participant pathway as inline “ghost” suggestion cards — faded previews that appear in the pathway editor alongside your existing content. You accept, reject, or accept-and-continue each suggestion; the AI updates the underlying CRF version only on acceptance.Documentation Index
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What It Does
Three AI tools are available when you are editing a CRF version (participant pathway):| Tool | What it proposes |
|---|---|
| Pathway Outline | Section titles and descriptions — the skeleton of the pathway |
| Section Detail | Question groups and activities that fill a specific section |
| Questionnaire Edit | Additions, removals, reorders, or modifications to an existing question group, shown as a coloured diff |
Where It Runs
- Open a CRF version and open the AI Agent side panel.
- Ask the AI to help build or modify the pathway. For example: “Draft a pathway for a 12-week safety follow-up with screening, baseline, week 4, week 8, and end-of-study visits.”
- Suggestions render inline in the pathway editor — not in the chat panel.
Only Draft CRF versions are editable. Testing, Approved, and Retired versions are locked, so suggestions cannot be applied to them — copy them as a new draft first. See Pathway Versioning.
Ghost Suggestion Cards
Suggestions appear as dashed-border cards positioned where they will be inserted:- Green cards — new sections, question groups, or activities to add
- Orange cards — edits to existing content, shown as a diff with added, removed, and unchanged lines highlighted
| Button | Behaviour |
|---|---|
| Accept | Apply the suggestion and dismiss the card |
| Accept and continue | Apply the suggestion, then prompt the AI to keep going from where it left off |
| Reject | Dismiss without applying; the AI learns not to re-suggest the same thing |
Auto-Continuation
Accept and continue is the fastest way to build a pathway end-to-end: accept an outline, then let the AI populate each section one suggestion at a time, reviewing as you go. Behind the scenes the editor sends the AI a short “continue where you left off” prompt so you do not have to re-describe what you want on every step.PDF-Driven Extraction
You can seed the AI with a protocol PDF:Ask for a Pathway
Prompt the AI to draft a pathway based on the schedule of activities in the document.
Permissions
Using the AI Pathway Builder requires the Study AI Prompts permission. Roles that carry it by default:- Chief Coordinating Investigator
- Deputy Coordinating Investigator
- Study Administrator
Best Practices
Start with the Outline
Start with the Outline
Ask for the outline first, review and adjust, then ask for section detail. It is easier to course-correct at the outline level than after a hundred questions are proposed.
Reject Quickly
Reject Quickly
Rejecting a bad suggestion teaches the AI faster than editing it post-acceptance. Use Reject generously.
Work in a Draft Version
Work in a Draft Version
Always build or refactor pathways inside a Draft CRF version. You can promote to Testing and then Approved when you are confident — see Pathway Versioning.
Cite Your Protocol
Cite Your Protocol
Attach the protocol PDF so the AI can ground suggestions in your actual study design rather than general clinical convention.
Limitations
- AI Pathway Builder operates only on CRF versions (participant pathways), not study pathways or site workflows.
- Suggestions are best-effort. Always review clinical logic (eligibility, conditional branching, scoring) before approving a version.
- The AI cannot modify locked versions directly — Testing, Approved, and Retired CRF versions are immutable by design.
Related
Pathway Versioning
Draft, Testing, Approved, and Retired lifecycle.
Conversational AI
The AI Agent side panel and model selection.