Guided Tasks Overview

Guided tasks are the core worker experience in Bourne AI. The system walks a worker through a defined sequence of steps — one at a time, on their phone — narrating each step, waiting for confirmation, and then advancing to the next.

What Is a Guided Task?

A guided task is a structured workflow. You define the steps; Bourne delivers them. When a worker starts a session, they hear or read each step in order. They confirm when it's done — by voice or tap — and the system moves forward. The worker stays focused on the work, not on remembering what comes next.

Guided tasks are well suited for:

Equipment inspections and maintenance checks
Installation and commissioning procedures
Quality control walkthroughs
Any multi-step job where sequence and completeness matter

Guided Tasks vs. Coaching Mode

Both guided tasks and coaching mode use the same phone-based interface, but they serve different situations.

Use guided tasks when you want the worker to follow a defined sequence. The system controls the pace and confirms each step is complete before moving on.

Use coaching mode when the worker performs freely and the AI observes and comments in real time — correcting form, flagging deviations, or reviewing a procedure as it unfolds.

In short: guided tasks drive the worker through a process; coaching mode watches while they work. See Coaching Mode for more detail.

Accessing Guided Tasks

Guided tasks appear on the dashboard when the Guided Tasks capability is available on your account. If you don't see a workflow listed, contact your account administrator to confirm your access level.

What Happens During a Session

Pick a workflow — select from the guided tasks available to you.
Start the session — press Start. The first step is announced immediately.
Follow each step — confirm completion by saying "done" or tapping Next. Steps advance in sequence.
Use camera or knowledge as needed — at any step, you can ask a question and the system will reference your uploaded documents, or use the camera for visual identification.
End the session — when all steps are confirmed, the session closes automatically. A session report is generated immediately, showing how the task was performed — including real-time metrics tracked during the session, a coach's written summary, and scores across the task's key dimensions.

Session Reports

At the end of every guided task session, Bourne AI generates a session report. Rather than just recording that a task was completed, the report captures how it was performed.

A session report includes:

Performance metrics — measurements tracked in real time throughout the session (for example: pace, accuracy, or technique, depending on how the task is configured)
Coach's notes — a written AI summary covering what went well and what to work on
Scores — rated dimensions relevant to the task, each with a brief explanation of the rating

Workers see their report immediately when the session ends. Managers and administrators can review session reports in the Bourne AI console by selecting any completed run — even after the worker has moved on to the next job.

See Session Reports for a full guide on reading and acting on reports.