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| """ | |
| Module content for the BOS AI Training Platform. | |
| Edit copy here. Each module is a dict with a title, a one line summary, | |
| a depth label, and a list of sections. Each section has a heading and | |
| HTML body text. Use <b>label.</b> inline for section labels inside a | |
| paragraph rather than bullet lists. | |
| """ | |
| IT_HELP = ( | |
| "If anything in this training raises a question, or you are unsure whether " | |
| "something is safe to put into an AI tool, stop and ask BOS IT before you " | |
| "proceed. Submit a helpdesk ticket or reach out to the IT team on Teams. " | |
| "There is no such thing as a dumb question here, and asking first is always " | |
| "faster than cleaning up afterward." | |
| ) | |
| MODULES = [ | |
| { | |
| "title": "AI at BOS: Start Here", | |
| "takeaways": [ | |
| "Claude Enterprise is the one approved AI tool for BOS and client information.", | |
| "A language model drafts, rewrites, summarizes, and reasons in plain language. It does not know BOS unless you tell it.", | |
| "You carry the responsibility for anything the tool helps you produce.", | |
| ], | |
| "summary": "What AI is, what it is not, and why BOS standardized on one tool.", | |
| "depth": "Foundation", | |
| "sections": [ | |
| { | |
| "heading": "Why this training exists", | |
| "body": """ | |
| <p>BOS Security, including BOS Staffing, BOS Medical Staffing, and the VirtuGuard | |
| remote video monitoring division, has adopted Claude Enterprise as the company | |
| standard AI tool. Everyone now has access to the same assistant, working from the | |
| same rules, under a company agreement that governs how our data is handled.</p> | |
| <p>That is a real change from a year ago, when people were experimenting with | |
| whatever free tool they found online. This training is meant to get every BOS | |
| employee to a shared baseline: what these tools actually do, how to get useful work | |
| out of them, and where the hard lines are on client and company data.</p> | |
| <p><b>How to use this platform.</b> The six modules build on each other. Start at | |
| the top and read in order. Module 1 and 2 give you the mental model. Modules 3 and | |
| 4 make you productive. Module 5 is required reading on security and data, and | |
| Module 6 ties it to your day to day work and tells you where to get help.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "What AI is, in plain terms", | |
| "body": """ | |
| <p>When people at BOS say "AI" today, they almost always mean a large language | |
| model, or LLM. Claude is one. So are ChatGPT and Gemini. A language model is a | |
| computer program that has read an enormous amount of text and learned the | |
| patterns in it well enough to produce new text that fits what you ask for.</p> | |
| <p>The practical result is a tool that can read, write, summarize, rewrite, | |
| explain, translate, organize, and reason through problems described in ordinary | |
| language. You type a request the way you would ask a capable colleague, and it | |
| answers in kind.</p> | |
| <p><b>What it is good at.</b> Drafting emails and documents, turning rough notes | |
| into clean writing, summarizing long material, explaining unfamiliar topics, | |
| brainstorming options, reviewing your own work for gaps, and helping you think | |
| through a decision out loud.</p> | |
| <p><b>What it is not.</b> It is not a search engine, though it can search when | |
| that feature is enabled. It is not a database of facts that is always correct. It | |
| is not a person, it does not know who you are unless you tell it, and it does not | |
| understand BOS, our clients, or our procedures unless you give it that context. | |
| It also does not carry responsibility. You do.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Why one tool instead of many", | |
| "body": """ | |
| <p>Standardizing on Claude Enterprise solves three problems at once.</p> | |
| <p><b>Data control.</b> Free consumer AI tools generally have terms that allow the | |
| provider to use what you type to improve their products. A company agreement puts | |
| our data under negotiated terms instead. That matters when the conversation | |
| involves anything about a client, a site, or an employee.</p> | |
| <p><b>Consistency.</b> When everyone uses the same tool, IT can support it, | |
| configure it, write guidance for it, and build shared workspaces and templates | |
| that the whole team benefits from. Ten different tools means ten different sets of | |
| rules nobody can keep straight.</p> | |
| <p><b>Compliance.</b> BOS tracks security frameworks, and pursuing government work | |
| brings additional handling requirements. A single approved tool with known terms is | |
| something we can defend in an audit. A personal account on a random website is | |
| not.</p> | |
| <p>The rule that follows from this is simple: use the company Claude Enterprise | |
| account for work. Do not put BOS or client information into any other AI tool, | |
| including a personal Claude account, ChatGPT, Copilot in a personal Microsoft | |
| account, or AI features baked into browser extensions and phone apps.</p> | |
| """, | |
| }, | |
| ], | |
| }, | |
| { | |
| "title": "How AI Actually Works", | |
| "takeaways": [ | |
| "The model predicts plausible text. It does not look facts up unless given a tool to do so.", | |
| "Its working knowledge is the context: your messages, its replies, and attached files.", | |
| "Every number, date, name, and compatibility claim gets verified against the real source.", | |
| ], | |
| "summary": "Prediction, training data, context, and why the tool sometimes makes things up.", | |
| "depth": "Foundation", | |
| "sections": [ | |
| { | |
| "heading": "It predicts, it does not look up", | |
| "body": """ | |
| <p>The single most useful thing to understand about a language model is that it | |
| works by prediction. Given everything in the conversation so far, it produces the | |
| most plausible next piece of text, then the next, then the next. There is no step | |
| where it checks a fact against a trusted source unless it has been given a tool to | |
| do that and told to use it.</p> | |
| <p>This is why the same tool that writes a flawless email can also confidently | |
| state a wrong date, invent a statistic, or cite a report that does not exist. | |
| The output is plausible by design. Plausible is not the same as true.</p> | |
| <p><b>Training.</b> The model learned from a very large body of text, most of it | |
| public. That knowledge has a cutoff date and has gaps, especially for small | |
| companies, niche products, local ordinances, and anything that changed recently. | |
| It knows the general shape of the security industry. It does not know our pricing, | |
| our clients, or what a specific camera model does with our platform.</p> | |
| <p><b>Context.</b> Everything the model can see in a given conversation is called | |
| its context: your messages, its earlier replies, and any files you attach. That is | |
| its entire working knowledge for that chat. If the answer you want depends on | |
| information that is not in the context, the model will either guess or ask. | |
| Giving it the right material up front is the whole game.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Memory, sessions, and what carries over", | |
| "body": """ | |
| <p>By default a language model has no memory between conversations. Start a new | |
| chat and it knows nothing about the last one. Some products add a memory feature | |
| on top of the model that saves notes across chats. Whether that is turned on, and | |
| what it saves, is a product setting, not a property of the AI itself. BOS IT | |
| controls how these features are configured on the company account.</p> | |
| <p>Inside a single conversation, the context has a size limit. Very long chats, | |
| or many large attachments, can push earlier material out of view. If a long | |
| session starts giving worse answers or forgetting instructions you gave earlier, | |
| that is usually why. Starting a fresh chat with a clean summary of where you are | |
| often fixes it.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Why it makes things up, and what that means for you", | |
| "body": """ | |
| <p>When the model does not have the information it needs, it does not stop. It | |
| fills the gap with something that looks right. People in the field call this | |
| hallucination. It is not a bug that will be patched next month. It is a | |
| consequence of how prediction works, and every language model does it to some | |
| degree.</p> | |
| <p>The risk is highest for specific facts: numbers, dates, names, quotes, legal | |
| requirements, product specifications, and anything about our own company that the | |
| model has no way to know. The risk is lowest for tasks where you supply the facts | |
| and ask it to work with them: rewrite this, summarize that, organize these notes, | |
| check this draft for tone.</p> | |
| <p>The operating rule at BOS is that the AI is a drafting and thinking partner, | |
| and a person is always the last check before anything leaves the building. Every | |
| number gets verified against its source. Every claim about a regulation, a | |
| certification, or what a device is compatible with gets checked against the | |
| authority for it, which for device compatibility is the Immix integration matrix, | |
| not the AI's opinion.</p> | |
| """, | |
| }, | |
| ], | |
| }, | |
| { | |
| "title": "Your First Conversations", | |
| "takeaways": [ | |
| "Confirm you are in the BOS organization workspace before any work use.", | |
| "Good requests carry context, specifics, material, and a next step.", | |
| "The first answer is a draft. Iterate two or three times and keep your own voice.", | |
| ], | |
| "summary": "Getting started in Claude Enterprise and the basics of asking well.", | |
| "depth": "Practice", | |
| "sections": [ | |
| { | |
| "heading": "Getting set up", | |
| "body": """ | |
| <p>You should have received an invitation to the BOS Claude Enterprise account | |
| from BOS IT. Accept it, sign in with your company credentials, and confirm that | |
| the workspace shown is the BOS organization, not a personal account. If you did | |
| not receive an invite, or you are not sure which account you are in, stop and ask | |
| BOS IT before you use the tool for work.</p> | |
| <p>Spend your first ten minutes on something low stakes. Ask it to explain a term | |
| you have heard but never looked up. Paste in a paragraph you wrote and ask it to | |
| tighten the wording. Ask it to lay out the pros and cons of two approaches to a | |
| routine task. You are not trying to produce anything. You are getting a feel for | |
| how it responds and how much detail it wants from you.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "The four things every good request has", | |
| "body": """ | |
| <p>Most disappointing AI results come from a request that would have confused a | |
| human colleague too. The fix is the same in both cases.</p> | |
| <p><b>Context.</b> Tell it who the output is for and what it is for. "Write an | |
| email" gets a generic email. "Write a short email to a property manager who is | |
| not technical, letting them know a scheduled camera check moved from Tuesday to | |
| Thursday" gets something you can send.</p> | |
| <p><b>Specifics.</b> Say what good looks like. Length, tone, format, what to | |
| include, what to leave out. If you want three sentences, say three sentences. If | |
| you want plain prose with no bullet points, say that.</p> | |
| <p><b>Material.</b> Give it what it needs to work with. Paste the notes, attach | |
| the document, include the original email you are replying to. The model cannot | |
| read your screen or your inbox. Anything it should know has to be in the chat, | |
| subject to the data rules in Module 5.</p> | |
| <p><b>A next step.</b> Treat the first answer as a first draft. Tell it what to | |
| change. "Shorter." "Less formal." "You dropped the part about the invoice." Two | |
| or three rounds of this is normal and is how experienced users work.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "A few habits worth building early", | |
| "body": """ | |
| <p>Read the whole answer before you use any of it. Skimming is how a wrong | |
| detail slips into a client email.</p> | |
| <p>When you ask about something factual, ask it how confident it is and what | |
| it based the answer on. It will often flag its own uncertainty if invited to.</p> | |
| <p>Keep your own voice. The tool is good at producing clean, safe, slightly | |
| generic writing. If everything you send starts sounding the same, your contacts | |
| will notice. Use it to get past the blank page, then make the result sound like | |
| you.</p> | |
| <p>Start a new chat for a new task. Mixing unrelated work in one long | |
| conversation degrades results and makes it harder to find things later.</p> | |
| """, | |
| }, | |
| ], | |
| }, | |
| { | |
| "title": "Getting Better Results", | |
| "takeaways": [ | |
| "Give the model a role and a quality bar, and paste an example of work you were happy with.", | |
| "Break big deliverables into an outline and sections. Ask it to answer only from attached documents.", | |
| "Check with BOS IT before creating a shared project; one may already exist.", | |
| ], | |
| "summary": "Techniques that separate a casual user from someone who saves hours a week.", | |
| "depth": "Practice", | |
| "sections": [ | |
| { | |
| "heading": "Give it a role and a standard", | |
| "body": """ | |
| <p>Telling the model who to be and what quality bar to meet changes the output | |
| more than almost anything else. "You are reviewing this proposal as a skeptical | |
| purchasing manager who has been burned by vendors before. What would you push | |
| back on?" produces sharper feedback than "review this proposal."</p> | |
| <p>The same works for writing. "Write this the way an experienced operations | |
| manager would, direct and plain, no marketing language" steers it away from the | |
| inflated tone these tools default to.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Show, do not just tell", | |
| "body": """ | |
| <p>If you have an example of what you want, paste it. One good sample of a past | |
| email, report, or summary that you were happy with teaches the model your format | |
| and tone faster than any description. "Here is how I wrote the last three of | |
| these. Write the next one in the same style using these notes." This is called | |
| giving examples, and it is the single most reliable technique for consistent | |
| output.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Break big tasks into steps", | |
| "body": """ | |
| <p>Asking for a finished twenty page document in one shot invites a mediocre | |
| result. Instead, ask for an outline first. Review it, adjust it, then have it | |
| write one section at a time. You catch problems early, and each piece gets the | |
| model's full attention.</p> | |
| <p>The same applies to analysis. "Before you answer, list the factors that | |
| matter here, then work through each one, then give me your conclusion" produces | |
| better reasoning than asking for the conclusion alone. Making it think out loud | |
| also lets you see where its logic went wrong, which is far more useful than a | |
| confident answer with no visible reasoning.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Working with documents", | |
| "body": """ | |
| <p>Attaching a file puts its full text into the context, which makes the model | |
| dramatically more accurate about that material. Long policy documents, meeting | |
| transcripts, spreadsheets exported to text, and reference material all work well. | |
| Ask it to answer only from the document and to tell you when the document does | |
| not cover something. That one instruction cuts hallucination sharply.</p> | |
| <p>Before you attach anything, check it against Module 5. A file can carry | |
| information you did not notice: a client name in a header, a site address in a | |
| footer, an account number in a hidden column. Look before you upload.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Shared workspaces and reusable instructions", | |
| "body": """ | |
| <p>Claude Enterprise supports shared projects where a team can store standing | |
| instructions and reference material so every chat in that project starts with | |
| the same context. This is how a team gets consistent output without each person | |
| retyping the same setup. BOS IT can help set these up for a department, and will | |
| tell you which ones already exist. Ask before creating your own, so we do not end | |
| up with a dozen slightly different versions of the same thing.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Common mistakes", | |
| "body": """ | |
| <p><b>Accepting the first answer.</b> The first draft is the starting point, not | |
| the deliverable.</p> | |
| <p><b>Asking it to remember something it cannot.</b> If it needs to know it, put | |
| it in the chat.</p> | |
| <p><b>Trusting numbers.</b> Any figure it produces that you did not give it needs | |
| a source you can point to.</p> | |
| <p><b>Asking yes or no questions about compatibility, licensing, or | |
| regulations.</b> It will answer confidently and may be wrong. These go to the | |
| authoritative source, and where BOS has one, that is the answer.</p> | |
| <p><b>Letting it write in its voice instead of yours.</b> Watch for words like | |
| leverage, robust, delve, and streamline, and for every list having exactly three | |
| items. Cut them.</p> | |
| """, | |
| }, | |
| ], | |
| }, | |
| { | |
| "title": "Security and Data", | |
| "takeaways": [ | |
| "CUI, FCI, export controlled material, credentials, personnel data, and raw incident material never go into any AI tool.", | |
| "External material refers to clients generically unless attribution is approved in writing.", | |
| "Legal notices, subpoenas, claims, regulatory inquiries, and incident disputes go to leadership, not to a draft.", | |
| ], | |
| "summary": "The hard lines. Required reading for every BOS employee.", | |
| "depth": "Required", | |
| "sections": [ | |
| { | |
| "heading": "Why this module matters more than the others", | |
| "body": """ | |
| <p>BOS earns its living on trust. Clients give us access to their cameras, their | |
| sites, and their incidents. Employees trust us with their personal information. | |
| Government work, when we pursue it, comes with handling rules that carry legal | |
| weight. An AI tool is just another place data can go, and the rules about where | |
| data can go do not change because the destination is new and convenient.</p> | |
| <p>Read this module in full. If you are ever unsure whether something can go into | |
| the tool, the answer is to ask BOS IT first, not to try it and see.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Never enter this into any AI tool, including the company one", | |
| "body": """ | |
| <p><b>Controlled and regulated information.</b> Controlled Unclassified | |
| Information, Federal Contract Information, and anything export controlled must | |
| never be processed, summarized, restated, or stored in an AI tool. If you are | |
| handling material that may fall into these categories, stop and route it through | |
| the approved handling process. When in doubt, treat it as controlled until BOS IT | |
| or leadership tells you otherwise.</p> | |
| <p><b>Personnel and payroll data.</b> HR records, disciplinary documentation, | |
| compensation, medical information, and anything from a personnel file stays out. | |
| This applies even when the task seems harmless, such as reformatting a document | |
| or checking grammar.</p> | |
| <p><b>Credentials and access details.</b> Passwords, API keys, VMS logins, | |
| network configurations, IP addresses of client systems, and remote access details | |
| never go into a chat, an attachment, or a screenshot.</p> | |
| <p><b>Raw incident material.</b> Incident narratives, dispatch records, video | |
| descriptions, and details of law enforcement interactions stay inside operations | |
| systems. If you need help writing about incident trends, summarize at the metric | |
| level without tying a specific incident to a specific site.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Client confidentiality in practice", | |
| "body": """ | |
| <p>Anything you create with AI assistance that could leave the company follows | |
| the same rule as everything else we publish: no client names, site addresses, | |
| camera locations, account numbers, or contract values. Refer to clients | |
| generically by vertical and size, for example "a multi site auto dealer group in | |
| the Southeast," unless the client has approved attribution in writing.</p> | |
| <p>Inside the company account, using a client name in a working draft is a | |
| judgment call. The safer habit, and the one we recommend, is to work with | |
| placeholders like "the client" or "Site A" and fill in specifics after the AI | |
| step is done. It costs you thirty seconds and removes an entire category of | |
| risk.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "The approved tool and only the approved tool", | |
| "body": """ | |
| <p>Company and client information goes into the BOS Claude Enterprise account | |
| and nowhere else. Not a personal Claude account. Not ChatGPT. Not the free tier of | |
| anything. Not AI features inside a browser extension, a note taking app, or a | |
| phone keyboard, many of which send your text to a third party you have never | |
| heard of.</p> | |
| <p>The reason is not that other tools are bad. It is that we have not reviewed | |
| their terms, we cannot see what they retain, and we cannot answer for them in an | |
| audit or to a client. If you find a tool you think BOS should adopt, bring it to | |
| BOS IT. That is how good tools get approved.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Accuracy is a security issue too", | |
| "body": """ | |
| <p>An invented statistic in a proposal, a made up citation in a report, or a | |
| confident claim that a camera model works with our platform when it does not, | |
| damages the company as surely as a data leak. Never let AI generated numbers, | |
| sources, model numbers, firmware versions, or compatibility claims into a | |
| document without checking them against the real source. For device compatibility, | |
| the Immix integration matrix is the authority. For licensing, insurance, | |
| certifications, guaranteed response times, and regulatory compliance, the claim | |
| comes from the source document, not from the AI.</p> | |
| <p>And some things do not get drafted with AI at all. Responses to legal notices, | |
| subpoenas, insurance claims, regulatory inquiries, and client incident disputes go | |
| to leadership. Do not draft them yourself with or without the tool.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Watch for manipulation", | |
| "body": """ | |
| <p>Language models follow instructions, including instructions hidden inside | |
| material you give them. A document, email, or web page could contain text | |
| designed to redirect the AI into doing something you did not ask for, such as | |
| revealing earlier parts of the conversation or drafting something misleading. | |
| Be cautious about pasting content from unknown senders, and if the tool ever | |
| does something strange or unexpected in response to a file, stop and report it | |
| to BOS IT.</p> | |
| """, | |
| }, | |
| ], | |
| }, | |
| { | |
| "title": "Everyday Workflows and Getting Help", | |
| "takeaways": [ | |
| "Each role has good uses and hard lines. Know yours.", | |
| "Finished work reads like a person at BOS wrote it: prose, bold inline labels, no em dashes, no emojis.", | |
| "Ask BOS IT before you paste, not after.", | |
| ], | |
| "summary": "What good use looks like in your role, and where to turn when you need help.", | |
| "depth": "Applied", | |
| "sections": [ | |
| { | |
| "heading": "What good use looks like by role", | |
| "body": """ | |
| <p><b>Operations and the Command Center.</b> Turning rough shift notes into a | |
| clean, consistent report format. Rewriting a procedure so a new agent can follow | |
| it. Explaining an unfamiliar camera or VMS term. What stays out: incident | |
| specifics tied to sites, video descriptions, dispatch and law enforcement | |
| details.</p> | |
| <p><b>Sales and channel partners.</b> Drafting and tightening outreach, preparing | |
| plain language explanations of remote video monitoring for a prospect who has | |
| never used it, organizing meeting notes into follow ups. What stays out: client | |
| names and contract values in anything that could be forwarded, and any claim | |
| about compatibility, certification, or response guarantees that has not been | |
| verified against the source.</p> | |
| <p><b>Staffing and medical staffing.</b> Job posting drafts, interview question | |
| frameworks, candidate communication templates. What stays out: anything from an | |
| individual's application, resume, or personnel record without checking with BOS | |
| IT and HR on the approved workflow first.</p> | |
| <p><b>Administration and leadership.</b> Summarizing long documents, drafting | |
| policies and announcements, thinking through decisions with a structured pros and | |
| cons pass. What stays out: compensation, personnel matters, and legal or | |
| regulatory correspondence.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "Writing that sounds like BOS", | |
| "body": """ | |
| <p>Whatever the AI produces, the finished piece should read as if a person at | |
| BOS wrote it. In practice that means prose rather than bullet lists in client | |
| communications, bold inline labels where a document needs structure, no em dashes | |
| and no emojis, plain language for property managers and general contractors, and | |
| full technical depth preserved for integrators and engineers. Spell out BOS | |
| Security on first reference. VirtuGuard is one word with a capital V and a | |
| capital G. Tell the tool these rules at the start of a session, or better, ask BOS | |
| IT whether a shared project already carries them.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "A short checklist before anything leaves your hands", | |
| "body": """ | |
| <p>Did I read every line of the output, not just skim it? Did I verify every | |
| number, name, date, and source against where it actually came from? Did I remove | |
| or generalize any client, site, or account detail that should not travel? Did I | |
| make it sound like me? Would I be comfortable if the recipient knew exactly how | |
| this was produced? If any answer is no, it is not done.</p> | |
| """, | |
| }, | |
| { | |
| "heading": "When to bring in BOS IT", | |
| "body": """ | |
| <p>Reach out to BOS IT when you are not sure whether information can go into the | |
| tool, when you did not receive or cannot access your Claude Enterprise invite, | |
| when the tool behaves unexpectedly or produces something concerning, when you | |
| want a shared project or template set up for your team, when you have found a | |
| tool or feature you think the company should adopt, or when you want help | |
| building an AI step into a workflow you repeat every week.</p> | |
| <p>IT would much rather hear from you before you paste something than after. A | |
| two minute question on Teams is the cheapest thing in this entire process.</p> | |
| """, | |
| }, | |
| ], | |
| }, | |
| ] | |