Champions

What Are Champions?

Champions are specialized AI assistants that focus on specific business workflows. Unlike a general-purpose chatbot, each Champion is an expert in its designated area -- it knows the right questions to ask, has access to the right tools, and understands the terminology and processes you use every day.

Every Champion:

Understands natural language -- ask questions in your own words, no special syntax required
Has access to your data -- connects directly to your ERP or manufacturing systems
Confirms before changing anything -- modifications always require your explicit approval
Remembers context -- keeps track of what you have discussed within a conversation

How Your Questions Get Answered

When you send a message in Champion, the system determines the best way to respond. There are three possible paths:

No Champions selected -- If your organization has Champion enabled but no specific Champions have been activated, your questions are answered using your product knowledge base (documentation, guides, and reference material uploaded for your organization).
Champions are selected -- When your administrator has activated one or more Champions, your questions are routed intelligently. Champion-matched questions go directly to the right Champion, while general questions are still answered from your knowledge base. You do not need to pick the right Champion yourself -- the system handles routing for you.
Direct Champion interaction -- You can also choose to work with a specific Champion directly through My Champions. Open the chatbot, click "Choose Champion" in the left panel, browse the available Champions, and click "Recruit this Champion" to start a focused conversation. See Choosing Champions for details.

Available Champions

Finance and Accounting

Accounting Manager

Spot financial exceptions and keep your books accurate

Consolidation Manager

View and update budget and forecast values by GL account and period

Revenue Manager

Monitor order-to-cash health, credit holds, and invoice aging

Procurement and Supply Chain

Purchasing Clerk

Manage purchase orders, blanket orders, and supplier compliance

Requisition

Create purchase requisitions through natural conversation

Buyer Planner

Bulk update item master parameters like buyers, planners, and commodity codes

Operations and Production

Shop Floor Supervisor

Query and manage production orders with natural language

Line Leader

Shift briefings, problem resolution, and manufacturing floor support

Planning and Materials

Inventory

Analyze stock levels, turnover rates, and reorder points

Sales and Customer Service

Customer Service Manager

Search, review, and manage sales orders

Quality and Compliance

Supplier Quality Engineer

Track supplier certifications, monitor expiration, and ensure compliance

Pricing Manager

Analyze item costs and update item setup parameters

Common Capabilities

All Champions share a set of core capabilities:

Natural Language Queries

Ask questions the way you would ask a colleague:

"Show me purchase orders over $10,000"
"What POs are past due?"
"Find items assigned to buyer SMITH"
"Update budget for January to $50,000"
"Create a requisition for office supplies"

Smart Filtering

Narrow results with simple language:

Single filter: "Show pending orders"
Multiple filters: "Show pending orders for customer ABC at site 10-100"
Date ranges: "Find orders from last month"
Complex conditions: "Show items with no commodity code at site 10-100"

Safety Confirmations

Before any data modification, Champions always:

Show you what will change -- a clear summary of the affected records
Ask for your approval -- nothing happens until you say "yes"
Confirm the result -- verify the update was applied successfully

Pagination

Large result sets are displayed in manageable pages. Navigate with simple commands like "next page", "previous page", or "show the last page".

Context Memory

Within a conversation, Champions remember your previous searches, selected entities, and pending changes so you do not have to repeat yourself.

When to Use Which Champion

If you need to...	Use this Champion
Fix PO line issues or manage blanket orders	Purchasing Clerk
Create a new purchase requisition	Requisition
Update item buyers, planners, or commodity codes	Buyer Planner
Review or update sales orders	Customer Service Manager
View or update budgets and forecasts	Consolidation Manager
Spot financial exceptions	Accounting Manager
Monitor credit holds and invoice aging	Revenue Manager
Manage production orders	Shop Floor Supervisor
Get a shift briefing or resolve manufacturing issues	Line Leader
Analyze inventory levels and turnover	Inventory
Track supplier certifications	Supplier Quality Engineer
Analyze item costs	Pricing Manager

Best Practices

Be Specific

The more detail you provide, the better the results:

Vague:    "Show me some orders"
Better:   "Show pending sales orders for customer ABC-123 due this month"

Review Before Approving

When a Champion asks for confirmation, take a moment to:

Read the summary of what will change
Verify the record count and values
Make sure you are updating the right records
Respond clearly with "yes" or "no"

Stay in Scope

Each Champion is an expert in its own area. If you need help with a different workflow, start a new conversation with the appropriate Champion rather than asking one Champion to do another's job.

Troubleshooting

Champion not available?

Verify the Champion is enabled for your organization
Check that all required tools are configured
Contact your administrator

Getting errors?

Check that your ERP or manufacturing system is accessible
Verify your permissions have not changed
Try rephrasing your query

Champion doesn't understand?

Break complex questions into simpler parts
Ask the Champion what it can help with
Check the Champion's documentation for supported queries

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Ready to Get Started?
Explore the individual Champion guides above, or jump into the chatbot and start asking questions.