Guidelines for Human-AI Interaction
Research-backed guidelines for AI experiences, including capability disclosure, uncertainty, efficient dismissal, correction, and control.
What this source can teach
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Pattern Decisions This Source Supports
| Pattern | Supported decision | Required contract | Claim note |
|---|---|---|---|
| Adaptive defaults | Choose adaptive defaults when the system proposes a starting value inside the current task based on context or learned behavior. | Opening the task shows the proposed value and why it was chosen before the user submits, exports, sends, schedules, or applies anything. | Microsoft Research supports contextual relevance, correction, dismissal, and user control for AI-infused behavior. |
| Agent plan preview | Choose agent plan preview when an AI agent's proposed multi-step execution needs review before it starts. | The preview names the objective, plan version, source context, model or workflow instructions, planned tools, and expected output before run. | Supports user control, correction, expectations, uncertainty, and capability boundaries. |
| Agent progress trace | Choose agent progress trace when an agent or automation run has started and users need live status across multiple steps or tools. | The trace belongs to one run ID, reviewed plan version, objective, actor, start time, current state, and final state. | Supports user control, feedback, correction, and expectation-setting during AI-assisted experiences. |
| AI agent acts without approval | Flag this anti-pattern when an AI agent or automation executes a high-impact side effect without showing and requiring approval for the exact action and payload first. | The agent distinguishes read-only steps, draft steps, reversible local changes, and external side-effect steps before execution. | Supports user control, capability disclosure, correction, and human oversight in AI experiences. |
| AI confidence shown as fake precision | Flag this anti-pattern when an AI or automated surface shows a precise score without calibration scope, decision threshold, freshness, uncertainty reason, or safe next action. | The interface distinguishes raw internal scores from user-facing calibrated confidence. | Supports AI uncertainty communication, capability limits, correction, and user control. |
| Confidence / uncertainty display | Choose confidence / uncertainty display when users need to judge prediction reliability before acting on AI or automation output. | The display names the task, prediction, source of the confidence estimate, calibration scope, and last calibration or update time when available. | Supports capability boundaries, uncertainty communication, correction, feedback, and control in AI experiences. |
| Correction feedback | Choose correction feedback when users need to correct AI output, source use, assumptions, recommendations, safety behavior, or answer quality after an AI response is shown. | A correction feedback action preserves answer ID, response version, claim span, source ID, user reason, expected correction, submitter, timestamp, and chosen scope. | Supports user correction, feedback, control, and calibrated trust for AI behavior. |
| Dangerous-action review | Choose dangerous-action review when the user is about to execute a high-impact action and needs to inspect the exact payload, risk, evidence, and side effects before it leaves the safe preview state. | The review is bound to a specific action ID, payload version, target, actor, permission scope, source context, evidence set, and policy trigger. | Supports human control, correction, uncertainty handling, and capability-boundary communication for AI-assisted high-impact actions. |
| Editable AI output | Choose editable AI output when the primary object is generated output after creation and users need to revise, review, save, copy, or apply that output. | The generated draft, user edits, tracked changes, source mappings, citations, review status, and final output state are modeled as distinct data rather than one mutable text blob. | Supports user correction, feedback, control, and capability-boundary disclosure in AI experiences. |
| Escalate to human | Choose escalate to human when users need a route from AI, automation, chatbot, self-service, or failed recovery to a human channel or queue. | The escalation action names the human destination and whether it is live, asynchronous, specialist, supervisor, emergency, or review-only. | Supports user control and appropriate human-centered recovery when AI is uncertain or inappropriate. |
| Human approval gate | Choose human approval gate when automation is paused at runtime and cannot execute the next step until an eligible human authorizes it. | The gate belongs to a specific automation run, step ID, payload version, model or workflow version, target object, and approver rule. | Supports human control, correction, uncertainty, and capability-boundary guidance. |
| Prompt suggestions | Choose prompt suggestions when the user needs help discovering useful AI requests, not when the task can be captured by a fixed form. | Selecting a suggestion populates or inserts editable prompt text instead of silently running the request. | Human-AI guidelines support capability clarity, user control, correction, dismissal, and appropriate reliance. |
| Recommendations | Choose recommendations when the system ranks a small set of likely useful items from behavior, context, similarity, popularity, rules, or model output. | Opening a recommendation navigates to that item or action and records the event according to the disclosed analytics and personalization rules. | Microsoft Human-AI guidelines support capability disclosure, uncertainty, efficient dismissal, correction, and user control. |
| Regenerate / retry | Choose regenerate / retry when the task is rerunning an AI response attempt, creating a new answer version, continuing a failed generation, or recovering from failed AI source or tool work. | Retry same prompt repeats the submitted prompt and visible context unless the UI explicitly shows which context changed. | Supports user correction, control, feedback, and appropriate reliance in AI experiences. |
| Scope clarification | Choose scope clarification when the AI needs a missing boundary before producing a reliable answer, plan, retrieval query, or tool action. | The system identifies what boundary is missing before asking the user to clarify. | Supports clarification, control, and avoiding inappropriate AI assumptions. |
| Tool-use visibility | Choose tool-use visibility when users need to inspect exact tool names, purposes, inputs, outputs, permissions, side effects, failures, or redactions. | Each tool-use item identifies one tool call or tool-call attempt with stable call ID, run ID, step ID, tool name, status, timestamp, and permission scope. | Supports user control, correction, feedback, and capability-boundary disclosure in AI experiences. |
Comparisons supported by this source
- Adaptive defaults vs settings management vs preference center vs recommendations
Microsoft Human-AI guidelines support context timing, relevant information, dismissal, correction, and user control for adaptive behavior.
- Agent plan preview vs task list vs recommended next action vs human approval gate vs step navigation
Supports user control, correction, expectations, and uncertainty boundaries in AI-assisted experiences.
- Agent progress trace vs agent plan preview vs streaming response vs activity log vs progress bar vs human approval gate
Supports user control, correction, and expectation-setting for AI behavior.
- AI agent acts without approval vs human approval gate vs agent plan preview vs agent progress trace vs tool-use visibility vs dangerous-action review
Supports user control, correction, capability boundaries, and human oversight.
- AI answer without sources vs source grounding display vs citation display vs confidence / uncertainty display vs streaming response vs correction feedback
Supports communicating AI uncertainty and helping users understand system capabilities and limitations.
- AI confidence shown as fake precision vs confidence / uncertainty display vs meter vs source grounding display vs warning text vs human approval gate
Supports communicating AI uncertainty, capability limits, correction, and user control.
- Confidence / uncertainty display vs source grounding display vs citation display vs meter vs warning text
Supports communicating AI uncertainty, capability limits, efficient dismissal, correction, and control.
- Correction feedback vs query correction vs inline validation vs comments vs regenerate / retry vs editable AI output
Supports user correction, feedback, control, and calibrated trust for AI systems.
- Dangerous-action review vs destructive action confirmation vs typed confirmation vs human approval gate vs review before submit vs security warning
Supports human control, correction, uncertainty handling, and capability-boundary communication for AI-assisted high-impact actions.
- Editable AI output vs inline edit vs prompt box vs streaming response vs citation display vs source grounding display
Supports user correction, control, and feedback around AI behavior.
- Escalate to human vs handoff summary vs chat interface vs review queue vs human approval gate vs recommended next action
Supports user control and human-centered recovery when AI handling is uncertain or inappropriate.
- Human approval gate vs approval workflow vs review queue vs review before submit vs recommended next action
Supports human control, correction, and capability-boundary guidance for AI-assisted experiences.
- Recommendations vs related links vs recently viewed vs browse by category
Microsoft Human-AI guidelines support explanation, correction, dismissal, and user control for AI-supported suggestions.
- Regenerate / retry vs retry vs chat interface vs streaming response vs prompt box vs editable AI output
Supports user control, correction, feedback, and appropriate trust in AI behavior.
- Scope clarification vs prompt box vs search scope selector vs agent plan preview vs human approval gate vs chat interface
Supports clarification, control, and avoiding inappropriate AI assumptions.
- Tool-use visibility vs agent progress trace vs source grounding display vs citation display vs activity log vs human approval gate
Supports control, feedback, correction, and capability disclosure for AI behavior.
Evidence Role
This source is treated as ux-research evidence. Its value comes from the specific claims and setting described above.
Publisher: Microsoft Research. Last checked: .