Guides
Start typing to search…

Overview

Champion AI brings the power of conversational assistance to your ERP and business applications. Through an intuitive chatbot interface and comprehensive administrative tools, Champion enables your team to interact with business systems using natural language—no complex screens or extensive training required.applications through an embedded chatbot and administrative portal.

Two Products, One Platform

Champion Chatbot (For End Users)

What It Is: An embedded conversational assistant that appears as a side panel in your business applications

Where You'll Use It:

  • QAD ERP
  • Redzone Connected Worker
  • Process Intelligence
  • Other integrated applications

What You Can Do:

  • Ask questions in plain English
  • Get instant answers from your ERP data
  • Create and update records through conversation
  • Generate reports and summaries
  • Execute workflows without clicking through screens

Example:

You: "Show me all purchase orders over $10,000 that are past due"
Champion: [Displays table with PO details, suppliers, and dates]

You: "Create a purchase order for supplier ABC-123"
Champion: [Guides you through PO creation step-by-step]

See: Chatbot Features

Champion Web Experience (For Administrators)

What It Is: A web-based admin portal for managing the entire Champion platform

Access: https://app.champion.ai/admin

What You Can Do:

  • Set up your Champion account
  • Invite and manage users
  • Choose and configure Champions (AI Champions)
  • Upload knowledge base documents
  • Monitor usage and costs
  • Manage ERP implementation workflows

See: Web Experience Guide

The Customer Journey

Follow these steps to get started with Champion AI:

1. Account Setup (in Champion Web Experience)

1.1. Account Creation

  • Navigate to app.champion.ai
  • Enter your business email address
  • Receive and enter 6-digit verification code

1.2. Account Verification

  • Receive domain verification code
  • Add DNS TXT record to your domain
  • Verify domain ownership

1.3. Account Details

  • Provide company name and information
  • Set up business contact details
  • Configure organizational settings

1.4. Account Agreements

  • Review Terms of Service
  • Accept Privacy Policy
  • Sign Data Processing Agreement (DPA)

Guide: Account Creation

2. Adding Users (in Champion Web Experience)

Adding/Inviting Users

  • Navigate to Users section in CWE
  • Click "Add User"
  • Enter user details (name, email)
  • Assign roles:
    • Account Admin
    • Organization Admin
    • Organization Member
    • Knowledge Manager
  • Click "Send Invitation"
  • User receives email to join

Guide: User Invitation

3. Choosing Champions (in Champion Web Experience)

What are Champions?

Champions = Specialized AI Champions for specific business workflows

Examples:

  • Purchase Order Management Champion
  • Budget & Forecast Champion
  • Item Master Updates Champion
  • Game Ready Champion (Manufacturing)

How to Choose Champions

In Champion Web Experience:

  1. Navigate to Agents section
  2. Browse available Champions
  3. Click "Setup" on desired Champion
  4. Configure required tools:
    • Database/API connections
    • Authentication credentials
    • Service endpoints
  5. Test configuration
  6. Click "Enable"

What Happens:

  • Champion becomes available to users
  • Appears in "My Champions" in the chatbot
  • Users can recruit and use the Champion

Guide: Champion Configuration

4. Using the Chatbot (in Host Application)

Once Champions are configured, your users can access the embedded chatbot.

7.1. Chatting

Basic Interaction:

  • Click Champion icon in your application
  • Type your question or request
  • Champion responds with relevant information
  • Continue conversation naturally

What You Can Ask:

"Show me pending sales orders"
"What's the budget for GL account 1300?"
"Create a requisition for office supplies"
"Find items assigned to buyer SMITH"
"What tasks are overdue?"

7.2. My Threads

Managing Conversations:

  • Click "Expand" icon (top-left of chatbot)
  • See "Threads" list in left panel
  • Each thread represents a separate conversation topic
  • Click any thread to resume that conversation
  • Click "+ New Thread" to start fresh

Why Use Threads:

  • Keep different topics organized
  • Resume conversations from days ago
  • Review previous queries and results
  • Share thread links with team members

Example Organization:

My Threads:
├── "Monthly Budget Review - November 2025"
├── "Vendor Performance Analysis - Q4"
├── "Inventory Optimization - Slow Moving Items"
└── "Purchase Order Follow-ups - Week of Nov 4"

7.3. Choosing Champions (in Chatbot)

Targeting Specific Champions:

  • Click "Expand" to enter expanded mode
  • See "My Champions" panel on left
  • View currently active Champion
  • Click "Choose Champion" to see all available
  • Click "Recruit this Champion" to activate
  • Champion becomes your active assistant for this thread

When to Choose:

  • You know which Champion you need
  • Want specialized assistance for a specific workflow
  • Different thread = different Champion

Example:

Thread 1: Recruiting "Purchase Order Management Champion"
Thread 2: Recruiting "Game Ready Champion" for shift briefing
Thread 3: Recruiting "Budget & Forecast Champion" for financial planning

7.4. Champion Summary Generation (Briefings)

What are Briefings: Comprehensive reports generated by Champions analyzing current data and providing recommendations.

How to Generate:

  1. Activate a Champion (e.g., Game Ready Champion)
  2. Champion welcome screen appears
  3. Click "Generate a briefing" button
  4. Champion analyzes data (10-30 seconds)
  5. Comprehensive summary appears

Briefing Contents:

  • Executive summary of current state
  • Key metrics and KPIs
  • Identified problems requiring attention
  • Recommended actions (clickable buttons)
  • Detailed findings with supporting data

Example Briefing:

Game Ready Champion - Shift Briefing:

Safety:
├─ 1 overdue action: "LOTO procedure update" (3 days past due)

Production:
├─ OEE: 72% vs Target 85% (-13%)
├─ Top Problems:
│  ├─ Weak Seals: 48 minutes downtime
│  └─ Metal Detector: 22 minutes downtime

Quality:
├─ 1 failed metal detector check (3:30 AM)

Reliability:
├─ 3 open work orders

Recommended Actions:
[Explore weak seals in playbook]
[View previous actions for weak seals]
[Create action to clean bagger jaws]

Briefing Features:

  • Generated once per refresh period (typically daily)
  • Click recommended actions to create new threads
  • Threads remain linked to the Champion
  • Historical briefings available in thread history

7.5. User Linking (Champion Authentication)

What is User Linking: Connecting your Champion account to your host application account so Champions can make API requests on your behalf.

When It's Required:

  • Champions need to access your ERP/application data
  • Champions need to create or update records
  • Champions need user-specific permissions

First-Time Linking Flow:

Step 1: You ask Champion to do something requiring ERP access
"Create a purchase order for supplier ABC-123"

Step 2: Champion detects no linked account
"To create purchase orders, I need access to your ERP system.
 Would you like to authorize me?"

[Authorize Access to ERP] [Cancel]

Step 3: You click "Authorize"
-> Redirected to your company's login page

Step 4: Login (if not already authenticated)
-> Enter your ERP credentials

Step 5: Consent screen appears
"Champion AI is requesting permission to:
 ☑️ View purchase orders on your behalf
 ☑️ Create and update purchase orders
 ☑️ Access your profile information

 This allows Champion to perform ERP operations when you ask."

[Approve] [Deny]

Step 6: Click "Approve"
-> Redirected back to Champion

Step 7: Champion confirms
"✅ Access granted! Your Champion account is now linked to your ERP account.
 Creating your purchase order..."

[Champion proceeds with original request]

What Gets Linked:

  • Your Champion user -> Your ERP user
  • Champion user -> Your Redzone user
  • Champion user -> Your PI user
  • (Separate linking per application)

Security:

  • You control what permissions Champion has
  • Can revoke access anytime
  • All actions logged under your user ID
  • OAuth2 standard protocol

One-Time Per Application:

  • Link once per application
  • Stays linked until you revoke
  • No re-authorization needed

7.6. User Context (Plant, Location, Persona)

What is User Context: Additional information about your role, location, or preferences that helps Champions provide accurate, personalized responses.

Types of Context:

  • Plant/Factory Location: Which facility you work at
  • Production Line: Which line you manage
  • User Persona: Line Lead, Supervisor, Purchasing Manager
  • Department: Manufacturing, Finance, Procurement
  • Shift: Day shift, Night shift, Weekend
  • Entity: US operations, Canadian operations, etc.

How Context is Captured:

First-Time Context Selection:

You: "Give me the shift summary"

Champion: "Which facility?
           1. Plant A (North America)
           2. Plant B (Europe)
           3. Plant C (Asia Pacific)"

You: "Plant A"

Champion: "Which production line?
           1. Line 1 - Packaging
           2. Line 8 - Assembly
           3. Line 12 - Testing"

You: "Line 8"

Champion: [Saves: Plant A, Line 8]
          [Displays shift summary for Line 8 at Plant A]

Context Memory:

[5 minutes later...]

You: "Show me top problems"

Champion: [Automatically uses Plant A, Line 8]
          [No need to re-specify]

Changing Context:

You: "Switch to Line 12"

Champion: "✓ Now using Plant A, Line 12"

You: "Show shift summary"

Champion: [Displays Line 12 summary]

Where Context Comes From:

  • Automatic: Host application provides (e.g., current screen, selected items)
  • Interactive: Champion asks first time you use it
  • Persistent: Saved for your user profile
  • Thread-Specific: Different threads can have different context

Context in Multi-Entity Scenarios:

You: "Show budget for GL account 1300"

Champion: "I found data across 3 entities:
           1. 10USACO (United States)
           2. 20CANCO (Canada)
           3. 30UKCO (United Kingdom)

           Which entity would you like to see?"

You: "10USACO"

Champion: [Remembers: Entity = 10USACO]
          [All future budget queries use US entity automatically]

5. Specific Champion Capabilities

Each Champion specializes in particular workflows. Explore individual guides:

Purchase Order Management

Find and fix PO line issues

Purchase Order Creation

Create new purchase orders

Requisition Creation

Create purchase requisitions

Item Master Updates

Bulk update item parameters

Budget & Forecast

Manage budgets and forecasts

Game Ready Champion

Manufacturing shift briefings

See: All Champions for complete catalog

Champion Products Explained

Champion Chatbot Deep Dive

The Interface:

Standard Mode:

  • Single conversation panel
  • Input at bottom: "What insights are you looking for?"
  • Responses with formatted text, tables, and charts
  • Action toolbar: thumbs up/down, copy, regenerate

Expanded Mode:

  • Two-panel interface
  • Left: My Champions + Thread history
  • Right: Active conversation
  • Switch between threads seamlessly
  • Manage multiple Champions

Key Features:

Thread Management:

  • Organize conversations by topic
  • Auto-generated thread titles
  • Save important threads
  • Resume anytime

Champion Selection:

  • Browse available Champions
  • Recruit Champions for specific tasks
  • Active Champion shown prominently
  • Switch Champions easily

Briefing Generation:

  • One-click comprehensive summaries
  • Generated by specialized Champions
  • Actionable recommendations
  • Create threads from briefings

Response Types:

  • Plain text explanations
  • Data tables with filtering
  • Charts and visualizations
  • Bulleted lists
  • Step-by-step instructions
  • Suggested follow-up actions

Interaction Patterns:

  • Ask questions -> Get answers
  • Request actions -> Guided workflows -> Confirmation -> Execution
  • Generate briefings -> Review -> Take recommended actions
  • Browse threads -> Resume conversations

See: Chatbot Features for complete details

Champion Web Experience Deep Dive

The Portal: Web application at app.champion.ai/admin

Main Sections:

Dashboard:

  • System overview
  • Recent activity
  • Quick actions
  • Usage summary

Users:

  • User directory
  • Invite new users
  • Manage roles and permissions
  • Approve access requests

Agents (Champion Management):

  • Browse available Champions
  • Configure tools and connections
  • Enable/disable Champions
  • Test configurations
  • View active Champions

Knowledge:

  • Upload documents (PDF, Word, Excel, etc.)
  • Search knowledge base
  • Download files
  • Delete outdated content
  • Monitor processing status

Usage & Billing:

  • Usage analytics (by day, user, Champion)
  • Cost tracking
  • Subscription management
  • Upgrade requests

Configuration:

  • System settings
  • Agreement management
  • Integration configurations
  • Application credentials

Rapid Implementation (if enabled):

  • ERP onboarding workflows
  • Task management
  • Data migration
  • AI-assisted mapping

See: Web Experience Guide

Champions (The "Champions")

What They Are: Specialized AI assistants for specific business workflows

How They're Different from Generic Chatbots:

  • Purpose-built for specific tasks
  • Deep domain expertise
  • Access to relevant tools
  • Validation and safety checks
  • Guided step-by-step workflows

Champion Categories:

Purchase Management:

  • Purchase Order Management
  • Purchase Order Creation
  • Requisition Creation
  • Blanket Order Analysis

Item & Inventory:

  • Item Master Updates
  • Supplier Certifications

Financial Management:

  • Budget & Forecast
  • Sales Order Management

Manufacturing:

  • Game Ready Champion (shift briefings)
  • Problem tracking
  • Action creation

Task Management:

  • Activity and task creation
  • Task tracking and updates

See: Champions Overview

Complete Customer Journey Flow

Phase 1: Getting Set Up (Administrator Tasks in CWE)

1. Account Creation -> 2. Domain Verification -> 3. Account Details ->
4. Agreement Acceptance -> 5. Invite Users -> 6. Choose & Configure Champions

Time: 1-2 hours for initial setup

Who: Account Administrator

Outcome: Champion platform ready for users

Phase 2: Using Champion (End User Tasks in Chatbot)

7. Open Chatbot -> 7.1. Start Chatting -> 7.2. Organize with Threads ->
7.3. Select Champions -> 7.4. Generate Briefings -> 7.5. Link User Account ->
7.6. Provide Context -> 8. Use Specific Champions

Time: Immediate productivity

Who: All organization members

Outcome: Daily operational efficiency

Typical User Flows

Morning Routine for Purchasing Manager

In Champion Chatbot:

1. Open Champion in ERP
2. "Show me all PO lines with zero price"
3. Review results in table
4. "Update price to $50 for these items"
5. Confirm -> Updates applied
6. "Next page" -> Continue fixing remaining items

Shift Start for Line Lead

In Champion Chatbot:

1. Open Champion in Redzone
2. Recruit "Game Ready Champion"
3. "Generate a briefing"
4. Review: Safety, Production, Quality, Reliability status
5. Click recommended action: "View previous actions for weak seals"
6. "Create an action to clean the bagger jaws"
7. Assign to Steven Hart -> Action created

Monthly Close for Finance Team

In Champion Chatbot:

1. Open Champion in ERP
2. Recruit "Budget & Forecast Champion"
3. "Show account 1300 budget and forecast for current year"
4. Review monthly breakdown
5. "Update forecast to match budget for Q4"
6. Confirm -> All months updated
7. Save thread: "Monthly Close - November 2025"

Key Concepts

Threads

What: Separate conversation topics/histories

Why: Keep different work organized

How: Expand Champion -> See thread list -> Click to resume or create new

Champions vs. General Chat

General Chat: Basic Q&A without specialized tools

Champions: Specialized Champions with:

  • Domain expertise
  • Access to specific tools
  • Ability to modify data
  • Guided workflows
  • Safety validations

Briefings

What: Comprehensive summaries generated by Champions

When: Click "Generate a briefing" from Champion welcome screen

Contents: Current status + Problems + Recommendations

Action: Click recommendations to create focused threads

User Linking

What: Connecting your Champion account to application accounts

Why: Allows Champions to access APIs on your behalf

When: First time a Champion needs to call application APIs

How: One-time OAuth authorization flow

User Context

What: Your role, location, and preferences

Why: Personalizes Champion responses

Examples: Plant location, department, shift, entity

How: Champion asks first time, remembers for future

What Makes Champion Different

vs. Generic AI Chatbots

Generic ChatbotChampion AI
General knowledge onlyAccess to your ERP data
Cannot take actionsCreates and updates records
No validationBuilt-in safety checks
One-size-fits-allSpecialized Champions per workflow
No audit trailComplete activity logging

vs. Traditional ERP Screens

Traditional ERPChampion AI
Navigate complex menusAsk in plain English
Remember field namesDescribe what you want
Fill out formsGuided conversation
Learn each screenNatural interaction
Time-consumingInstant results

Next Steps

Ready to get started? Follow the customer journey:

Step 1: Create Account

Set up your Champion account (CWE)

Step 2: Invite Users

Add your team members (CWE)

Step 3: Configure Champions

Enable AI Champions for your workflows (CWE)

Step 4: Upload Knowledge

Add your documentation (CWE)

Step 5: Use the Chatbot

Start asking questions (in your app)

Step 6: Explore Champions

Learn about all available Champions

Support & Resources

Documentation:

  • End-user guides for using the chatbot
  • Admin guides for managing the platform
  • Developer guides for integration
  • Individual Champion capability docs

Getting Help:

Training:

  • Video tutorials
  • Interactive product tours
  • Best practices guides
  • Live training sessions (Enterprise)
🎯

Ready to Start?

Begin with creating your account and follow the customer journey step-by-step. Your team will be productive with Champion AI in hours, not weeks.

Updated 12 days ago