Chatbot Features

📍

Embedded in Your Applications

Champion Chatbot is embedded within QAD ERP, Redzone Connected Worker, Process Intelligence, and other integrated applications. You access it while working—no need to switch applications.

Table of Contents

This guide follows the Champion usage journey:

• 7.1. Chatting - Basic interaction and asking questions
• 7.2. My Threads - Organizing multiple conversations
• 7.3. Choosing Champions - Selecting specialized Champions
• 7.4. Champion Summary Generation - Generating briefings
• 7.5. User Linking - Authorizing Champion to access your accounts
• 7.6. User Context - Providing plant, location, and persona information

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Interface Overview

Champion operates in two modes:

Standard Mode: Single conversation panel for quick queries

Expanded Mode: Two-panel interface with thread management and Champion selection

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7.1. Chatting

Opening Champion

Adaptive

Click the champion icon in the toolbar to launch Champion

📘

If you don't see the champion button, you may have not yet signed up for Champion and should reach out to your account representative to gain access to Champion

Redzone

Click the floating action button to launch Champion

📘

If you don't see the champion button, you may have not yet signed up for Champion and should reach out to your account representative to gain access to Champion

User Linking - Grant Access

There are times when the Champion AI system will need to request additional information from the host system in order to enhance agentic responses. To enable this enhanced Champion AI response, you will need to link your host user to your champion user. To link your user, click on the Grant Access button, and follow the flow to link your user account.

Linking the account gives the Champion platform the ability to request and update data on your behalf.

You may be required to renew a user link depending on the particular host application's auth provider configuration. In technical terms, the user linking follows the same renewal timeline as the refresh token issued by the host auth provider, so if the refresh token expires every 30 days, you must re-link your user account every 30 days

Adaptive User Linking

Redzone User Linking

Asking Questions

Input Field: At bottom of Champion panel

Placeholder: "What insights are you looking for?" or "I can help here..."

How to Ask:

1. Click in the input field
2. Type your question in plain English
3. Press Enter to send (or click send icon)
4. Champion responds within seconds

Example Questions:

"Show me pending sales orders"
"What's the budget for account 1300 this year?"
"Create a purchase order for supplier ABC-123"
"Find items assigned to buyer SMITH"
"What tasks are overdue?"
"Show me all PO lines with zero price"

Understanding Responses

Champion responds with formatted content:

Text Responses:

• Clear explanations
• Step-by-step instructions
• Summaries and overviews

Data Tables:

Purchase Orders Over $10,000 - Past Due (8 orders)

PO Number | Vendor      | Amount    | Due Date   | Days Late
----------|-------------|-----------|------------|----------
PO-001234 | Acme Corp   | $15,432   | 2025-10-15 | 24
PO-001289 | Globex Inc  | $22,100   | 2025-10-20 | 19
...

Showing 8 of 8 total records

Interactive Elements:

• Suggested follow-up questions
• Action buttons (e.g., "Next page", "Update these items")
• Clickable links

Conversational Flow

Natural Conversation:

You: "Show me items for buyer SMITH"
Champion: [Displays 45 items in table]

You: "Show only metal items"
Champion: [Filters to 12 metal items]

You: "Update these to buyer JONES"
Champion: "I'll update buyer to JONES for 10 items. Proceed?"

You: "yes"
Champion: "✅ Successfully updated 10 items"

You: "Update remaining items"
Champion: [Gets next 10 items, same update]

Context Awareness:

• Champion remembers previous queries in thread
• Understands pronouns ("these items", "that order")
• Builds on earlier conversation
• Maintains filter state across pages

Response Actions

After each response, interact with results:

Feedback:

• 👍 Thumbs up - Response was helpful
• 👎 Thumbs down - Response needs improvement

Copy:

• 📋 Copy to clipboard
• Includes tables in tab-delimited format
• Useful for pasting into reports

Regenerate:

• 🔄 Regenerate response
• Options: "Simpler", "Shorter", "More Detail"
• Gets new response to same query

Follow-Up:

• Type next question
• Click suggested actions
• Navigate pages ("next page", "previous page")

---

7.2. My Threads

What are Threads?

Threads = Separate conversation histories for different topics

Why Use Threads:

• Keep work organized by topic
• Resume conversations days or weeks later
• Review previous queries and results
• Share specific threads with team members

Accessing My Threads

Activate Expanded Mode:

1. Click the "Expand" icon (top-left of chatbot panel)
2. Two-panel interface appears:
   • Left: My Champions + Thread list
   • Right: Active conversation

Thread List (left panel):

• Scrollable list of all past conversations
• Auto-generated titles based on first query
• Sorted by most recent first
• "+ New Thread" button at top

Creating New Threads

Button: Click "+ New Thread" in thread list

What Happens:

• Current conversation cleared
• Fresh chat starts
• Greeting message appears: "How may I assist you?"
• Previous thread saved in list

When to Create New Thread:

• Starting a different topic
• Want to keep conversations separate
• Switching to a different Champion
• Beginning new work session

Switching Between Threads

Process:

1. Click any thread in the list
2. That conversation loads in right panel
3. Complete history appears (all queries and responses)
4. Can continue conversation from where you left off

Thread Titles:

• Automatically generated from first query
• Example: "Purchase Order Analysis"
• Example: "Budget Variance Q4 2025"
• Can be renamed for clarity (if feature available)

Thread Management

Thread Actions (hover over thread):

• Click to open/resume
• Rename for better identification
• Delete if no longer needed
• Pin important threads to top (if feature available)

Example Thread Organization:

My Threads:
├── 📌 "Monthly Close - November 2025" (pinned)
├── "Vendor Performance Review - Q4"
├── "Zero Price PO Cleanup - Week of Nov 4"
├── "Budget Updates - Dept 1300"
├── "Inventory Analysis - Slow Movers"
└── "Shift Briefing - Nov 10 Day Shift"

---

7.3. Choosing Champions (Targeting Specific Champions)

What are Champions?

Champions = Specialized AI Champions for specific workflows

Examples:

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

Why Different Champions:

• Each has specialized tools
• Domain-specific expertise
• Access to specific data sources
• Tailored workflows

My Champions Panel

Location: Top section of left panel in Expanded Mode

What You See:

• Active Champion currently recruited
• Champion avatar/icon
• Champion description
• Suggested action buttons specific to that Champion

Example:

My Champions

[Active Champion]
┌─────────────────────────────────────────┐
│ 🤖 Accounting Manager Champion          │
│                                          │
│ Oversees exceptions and ensures         │
│ financial accuracy.                      │
│                                          │
│ [Generate a briefing]                   │
│ [Budget / forecast updates]             │
└─────────────────────────────────────────┘

[Choose Champion] ←  Click to see all available

Choosing a Champion

Process:

1. Click "Choose Champion" link
2. Champion selection screen appears in right panel
3. See all available Champions as cards
4. Each card shows:
   • Champion avatar
   • Champion name
   • Brief description
   • "Recruit this Champion" button (or "Retire" if active)

Recruiting a Champion:

1. Find the Champion you want
2. Click "Recruit this Champion"
3. Champion becomes active
4. Left panel updates to show new active Champion
5. Welcome screen appears in right panel

Example Selection Screen:

Choose a Champion

┌──────────────────────┐  ┌──────────────────────┐
│ Purchase Order       │  │ Budget & Forecast    │
│ Management Champion  │  │ Champion             │
│                      │  │                      │
│ Find and fix PO line │  │ Manage budgets and   │
│ issues...            │  │ forecasts...         │
│                      │  │                      │
│ [Recruit Champion]   │  │ [Recruit Champion]   │
└──────────────────────┘  └──────────────────────┘

┌──────────────────────┐  ┌──────────────────────┐
│ Game Ready Champion     │  │ Item Master Updates  │
│                      │  │ Champion             │
│ Shift briefings for  │  │                      │
│ Line Leads...        │  │ Bulk update item     │
│                      │  │ parameters...        │
│ [Recruit Champion]   │  │ [Recruit Champion]   │
└──────────────────────┘  └──────────────────────┘

When to Choose Champions

Auto-Routing (Standard Mode):

• Champion automatically selects right Champion
• Based on your query content
• Works well for most queries

Manual Selection (Expanded Mode):

• You know which Champion you need
• Want to ensure specific Champion handles query
• Exploring Champion-specific features
• Generating briefings

Use Cases:

Morning Routine: Recruit "Purchase Order Management"
                 -> Handle all PO-related queries

Budget Meeting: Recruit "Budget & Forecast Champion"
                -> All budget queries go to this Champion

Shift Start: Recruit "Game Ready Champion"
             -> Get shift briefing and create actions

Champion-Thread Linking

Automatic Linking:

• Threads created from Champion briefings are permanently linked
• When you open that thread later, Champion auto-highlights in "My Champions"
• Maintains Champion context for that conversation

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7.4. Champion Summary Generation (Briefings)

What are Briefings?

Briefings = Comprehensive reports generated by specialized Champions analyzing current data and providing actionable recommendations.

Not All Champions Generate Briefings:

• Game Ready Champion: ✅ Shift briefings
• Accounting Manager: ✅ Financial exception reports
• Inventory Champion: ✅ Optimization opportunities
• Purchase Order Management: ❌ (search-focused Champion)

Generating a Briefing

Prerequisites:

1. Recruit a briefing-capable Champion
2. Champion welcome screen appears

Process:

1. See welcome screen with Champion description
2. Click "Generate a briefing" button
3. Champion analyzes current data (10-30 seconds)
4. Comprehensive summary appears

What Champion Analyzes:

• Current shift/period data
• Key performance indicators
• Identified problems and exceptions
• Historical patterns
• Actionable opportunities

Briefing Contents

Typical Structure:

Executive Summary:

• High-level overview
• Critical issues highlighted
• Key metrics vs. targets

Detailed Findings:

• Organized by category (Safety, Production, Quality, Reliability)
• Problems ranked by impact
• Supporting data and evidence

Recommended Actions:

• Clickable action buttons
• Prioritized by urgency/impact
• Based on current data

Example: Game Ready Champion Briefing:

🛡️ SAFETY
├─ 2 open safety actions
└─ 1 overdue: "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
│  └─ Changeover Delay: 15 minutes
└─ Uncategorized Downtime: 12 minutes

✓ QUALITY
├─ 1 failed metal detector check (3:30 AM)
└─ 2 seal integrity failures

🔧 RELIABILITY
├─ 3 open work orders
└─ 1 failed PM check

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

Taking Action from Briefings

Recommended Action Buttons:

• Displayed at bottom of briefing
• Tailored to identified problems
• One click to execute

Clicking an Action:

1. Click recommended action button
2. New thread automatically created
3. Thread is linked to this Champion
4. Champion provides detailed assistance for that action

Example Flow:

Briefing shows: "Top Problem: Weak Seals (48 minutes)"

You click: [View previous actions for weak seals]

-> New thread created: "Previous Actions - Weak Seals"
-> Champion shows: Recent actions that worked for this problem
-> Champion offers: "Create an action to clean the bagger jaws"

You click: "Create an action to clean the bagger jaws"

-> Champion guides: "Who should I assign this to?"
-> You select: "Steven Hart"
-> Champion shows: Action draft with details
-> You confirm: "yes"
-> Champion creates: ✅ Action assigned to Steven

Briefing Refresh

Frequency: Once per period (typically daily)

Expiration: Briefings expire at midnight UTC (configurable)

Regeneration:

• After expiration, click "Generate a briefing" again
• Champion analyzes fresh data
• New briefing reflects current state
• Previous briefings remain in thread history

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7.5. User Linking (Champion Authentication)

What is User Linking?

User Linking = Connecting your Champion account to your host application account (ERP, Redzone, etc.) so Champions can access APIs on your behalf.

Why It's Needed:

• Champions need your permissions to access ERP data
• Champions create/update records as you
• Maintains proper audit trail (your user ID in logs)
• Respects your role-based access controls

When It's Required:

• First time a Champion needs to access your application's APIs
• When a Champion needs to create or modify data
• For user-specific queries (your orders, your tasks, etc.)

First-Time Linking Flow

Trigger:

You: "Create a purchase order for supplier ABC-123"

Champion: ⚠️ "To create purchase orders, I need access to your ERP system.

           This allows me to:
           • View purchase orders on your behalf
           • Create and update purchase orders
           • Access your ERP profile information

           Would you like to authorize me?"

           [Authorize Access to ERP] [Cancel]

Authorization Process:

Step 1: Click "Authorize Access to ERP"

Step 2: Redirected to your company's login page

[Your Company] ERP Login

Email: ___________________
Password: ___________________

[Login]

Step 3: Login (if not already authenticated)

• Enter your ERP credentials
• Multi-factor authentication if required

Step 4: Consent screen appears

Champion AI is requesting permission to access your ERP account

Champion will be able to:
☑️ View purchase orders and requisitions
☑️ Create purchase orders on your behalf
☑️ Update purchase order details
☑️ Access your profile information

This allows Champion to perform ERP operations when you ask.
All actions will be logged under your user ID.

[Approve] [Deny]

Step 5: Click "Approve"

Step 6: Redirected back to Champion

Champion: "✅ Access granted! Your Champion account is now linked
           to your ERP account.

           I can now create purchase orders for you.
           Creating your purchase order..."

[Champion proceeds with original request]

What Gets Linked

Separate linking per application:

Multiple Links: You may have Champion linked to multiple applications simultaneously.

After Linking

Subsequent Requests:

You: "Create another purchase order for supplier XYZ-456"

Champion: [No re-authorization needed]
          [Directly proceeds with PO creation]

Token Management:

• Champion stores secure access tokens
• Automatically refreshes when expired
• No re-linking needed until you revoke access

Revoking Access

How to Disconnect:

1. In your ERP or host application:

   • Navigate to connected applications or authorized apps
   • Find "Champion AI"
   • Click "Revoke Access" or "Disconnect"

2. In Champion Web Experience:

   • Navigate to Configuration > Applications
   • Find linked application
   • Click "Disconnect"

What Happens After Revoke:

• Champion loses access to that application
• Cannot create/update records
• Can still answer general questions
• Must re-authorize to regain access

Security

What You Control:

• Which permissions Champion has (defined in authorization scopes)
• When to authorize (you must explicitly approve)
• When to revoke (disconnect anytime)

What's Protected:

• All actions logged under your user ID
• Champion can only do what you can do
• Your role-based permissions are respected
• Cannot bypass approval workflows

Audit Trail:

• All Champion actions attributed to you in ERP logs
• Timestamped activity records
• Full traceability for compliance

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7.6. User Context (Plant, Location, Persona)

What is User Context?

User Context = Information about your role, location, and preferences that helps Champions provide accurate, personalized responses.

Types of Context:

Location Context:

• Plant/Factory (which facility you work at)
• Production Line (which line you manage)
• Site code (warehouse or distribution center)
• Department (Manufacturing, Finance, Purchasing)

Role Context:

• User Persona (Line Lead, Supervisor, Manager, Operator)
• Job Function (Purchasing, Planning, Accounting)
• Shift (Day, Night, Weekend)

Organizational Context:

• Entity (US operations, Canadian operations, UK operations)
• Business Unit (Division, Department)
• Cost Center

How Context is Captured

Automatic Context (from Host Application)

Host Application Provides:

• Current screen/page you're on
• Selected items or records
• Your user role
• Your assigned locations
• Current timestamp

Example:

You're on: Purchase Orders screen
Selected: PO-12345
Your role: Purchasing Manager
Your sites: 10-100, 20-200

Champion automatically knows:
- Context: Purchase order management
- Relevant PO: PO-12345
- Your access: Sites 10-100 and 20-200

Interactive Context Selection

First-Time Champion Use:

When a Champion needs context it doesn't have:

You: "Give me the shift summary"

Champion: "Which facility do you work at?

           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: ✓ "Using Plant A, Line 8"

          [Displays shift summary for Line 8 at Plant A]
          [Saves this context for future queries]

Context Memory

Session Memory:

[30 minutes later, same conversation...]

You: "Show me top problems"

Champion: [Automatically uses Plant A, Line 8]
          [No need to ask again]

Persistent Memory (saved to your profile):

• Context saved beyond single session
• Next time you use Champion: remembers your plant and line
• Can change anytime

Changing Context

Switch Context Mid-Conversation:

You: "Switch to Line 12"

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

You: "Show shift summary"

Champion: [Displays Line 12 summary]
          [Remembers Line 12 for rest of conversation]

Switch Plant and Line:

You: "Use Plant B, Line 3"

Champion: ✓ "Now using Plant B, Line 3"

Multi-Entity Context

Entity Selection (for financial Champions):

You: "Show budget for GL account 1300"

Champion: "I found data for account 1300 across 3 entities:

           1. 10USACO (United States)
           2. 20CANCO (Canada)
           3. 30UKCO (United Kingdom)

           Which entity would you like to see?
           (The selected entity will be remembered)"

You: "10USACO"

Champion: [Displays US entity budget]
          [Saves: Entity = 10USACO]

[Future budget queries automatically use US entity]

You: "Show account 5000 budget"

Champion: [Automatically uses 10USACO]
          [No need to ask which entity again]

Switching Entities:

You: "Use entity 20CANCO"

Champion: ✓ "Now using entity 20CANCO (Canada)"

You: "Show account 1300 budget"

Champion: [Displays Canadian entity data]

Context by Champion Type

Different Champions need different context:

Manufacturing Champions (Game Ready Champion):

• Plant/Factory
• Production Line
• Shift
• Equipment/Assets

Financial Champions (Budget & Forecast):

• Entity (legal entity/company)
• GL accounts of interest
• Fiscal year

Purchasing Champions (PO Management):

• Sites you manage
• Buyers you work with
• Suppliers you monitor

Context is Champion-Specific:

• Each Champion may have different context
• Switching Champions may require re-specifying context
• Context saved per Champion type

Where Context is Used

In Queries:

You: "Show top problems"
Champion uses: Your plant, your line, current shift
-> Shows problems specific to your line

In Data Filtering:

You: "Show budget data"
Champion uses: Your entity (10USACO)
-> Shows only US entity budgets

In Recommendations:

You: "What should I focus on?"
Champion uses: Your role (Line Lead), your line (Line 8)
-> Recommends actions relevant to Line 8 operations

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Standard Mode Features

1. Panel & Window Management

Panel Launcher

• Activated by clicking a floating icon in any corner of the application
• Configurable position during integration (top-left, top-right, bottom-left, bottom-right)
• Opens as an overlay panel on the left or right side
• Main application dims slightly to focus attention on the chatbot

Panel Controls

2. Query & Response Display

The main conversational interface where AI responses appear.

Response Display Area

A chat-style interface that renders multiple content formats:

Formatted Text

• Plain language summaries and explanations
• Markdown-formatted responses
• Code blocks with syntax highlighting
• Bulleted and numbered lists

Data Tables

• Structured data display (e.g., Purchase Order lines, inventory items)
• Clear column headers (PO Number, Line, Item Code, Quantity, Price)
• Sortable and scrollable for large datasets
• Responsive design for different screen sizes

Interactive Lists

• Bulleted summaries (e.g., "All lines have:")
• Numbered step-by-step instructions
• Collapsible sections for detailed information

Example Query & Response

User Query: "Show me all purchase orders over $10,000 that are past due"

Champion Response:
┌────────────────────────────────────────────────────────────────┐
│ Found 8 purchase orders matching your criteria                 │
├────────────┬─────────┬──────────────┬────────────┬─────────────┤
│ PO Number  │ Vendor  │ Total Amount │ Due Date   │ Days Late   │
├────────────┼─────────┼──────────────┼────────────┼─────────────┤
│ PO-001234  │ Acme    │ $15,432.00   │ 2025-10-15 │ 24 days     │
│ PO-001289  │ Globex  │ $22,100.00   │ 2025-10-20 │ 19 days     │
│ PO-001345  │ Initech │ $11,750.00   │ 2025-10-28 │ 11 days     │
└────────────┴─────────┴──────────────┴────────────┴─────────────┘

Summary:
• Total overdue amount: $142,890
• Average days late: 18 days
• Most affected vendor: Acme Corp (3 orders)

Suggested Actions

Champion proactively displays action buttons with pre-defined queries:

• "Show all Zero Value Purchase Order Lines"
• "Find items with negative inventory"
• "Generate budget variance report"
• "Check supplier certifications expiring this month"

These allow users to initiate complex actions with a single click.

Conversational Text Input

At the bottom of the panel:

• Placeholder text: "What insights are you looking for?" or "I can help here..."
• Multi-line input: Press Shift+Enter for new lines
• Auto-suggestions: Recent queries appear as you type
• Context awareness: Understands your current application screen

3. Post-Response Interaction Toolbar

After each response, an interaction toolbar appears with:

Feedback Controls

Thumbs Up / Thumbs Down

• Rate the quality and usefulness of responses
• Helps improve Champion's accuracy over time
• Optional comment field for detailed feedback

Copy to Clipboard

• Copies the full text of the AI's response
• Includes tables in tab-delimited format
• Confirmation tooltip: "Copied to clipboard"
• Useful for pasting into reports or emails

Regenerate Response

• Circular arrow icon prompts a new response to the same query
• Modification options:
  • "Simpler": Reduce technical jargon, use plain language
  • "Shorter": Provide a more concise summary
  • "More Detail": Expand with additional context
  • "Different Format": Convert to table, list, or narrative

Example Regeneration

Original Response: [Detailed 5-paragraph explanation of budget variance]

User clicks: "Shorter"

Regenerated Response:
Budget variance for Q4:
• Actual: $1.2M
• Budget: $1.4M
• Variance: -$200K (14% under budget)
Primary driver: Lower material costs due to supplier negotiations.

---

Expanded Mode Features

Activated by clicking the Expand icon at the top of the panel.

Interface Layout

┌─────────────────────────────────────────────────────────────┐
│                    Champion AI                               │
├─────────────────────┬───────────────────────────────────────┤
│   LEFT COLUMN       │        RIGHT COLUMN                   │
│                     │                                       │
│   My Champions      │     Active Chat Panel                │
│   ---------------   │     -----------------                │
│   • Active Champion │     Current conversation             │
│   • Choose Champion │     displays here with full          │
│                     │     chat history                     │
│   Threads           │                                       │
│   ---------------   │                                       │
│   • Thread 1        │                                       │
│   • Thread 2        │                                       │
│   • Thread 3        │                                       │
│   • + New Thread    │                                       │
└─────────────────────┴───────────────────────────────────────┘

Left Column: Thread Navigation Panel

New Thread Creation

"+ New Thread" Button

• Located at the top of the left panel
• Clears the Active Chat Panel (right column)
• Presents a fresh conversation starting with "How may I assist you?"
• Previous threads remain saved in history

Thread History List

Threads Section

• Scrollable list of all past conversations
• Each thread identified by an automatically generated title
  • Examples: "Purchase Order Analysis", "Budget Variance Q4", "Inventory Optimization"
• Titles generated from the first query or topic
• Sorted by most recent first

Switching Between Threads

• Click any saved thread to load that conversation
• Entire conversation history loads in the Active Chat Panel
• Seamlessly resume past conversations
• Review previous results and decisions

Thread Management

Thread Actions (hover over thread):

• Rename: Custom title for easier identification
• Delete: Remove thread permanently
• Pin: Keep important threads at the top
• Share: Generate shareable link (if permissions allow)

My Champions Panel

Located in the upper half of the left-hand navigation panel.

Active Champion Display

Current Champion

• Displays the currently active specialized AI assistant
• Examples:
  • "Accounting Manager Champion"
  • "Inventory Champion"
  • "Redzone Problems Champion"
  • "Purchase Order Champion"

Champion Interface

• Avatar representing the Champion
• Role description (e.g., "Oversees exceptions and ensures financial accuracy")
• Pre-defined suggested action buttons specific to that Champion
  • "Generate a briefing"
  • "Budget / forecast updates"
  • "Find reconciliation issues"

Choosing a Champion

"Choose Champion" Link

• Located below the active Champion's name
• Opens the Champion selection screen in the right panel

Champion Selection Screen

Displays all available Champions as individual cards:

Champion Card Components:

• Champion avatar/icon
• Champion title
• Brief description of capabilities
• Action button (see below)

Card Actions:

• "Recruit this Champion" (red/primary button)

  • Appears on inactive Champions
  • Activates that Champion
  • Updates left panel to show it as active

• "Retire this Champion" (greyed out button)

  • Appears on the currently active Champion
  • Deactivates the Champion

Example Champions

Right Column: Active Chat Panel

Standard Chat Interface

• Displays content of currently selected thread
• Full conversation history with all queries and responses
• Scrollable to review past interactions
• Input field at bottom for new queries

Champion-Specific Interface

• When a Champion is active, shows Champion welcome screen
• Displays Champion avatar and description
• Shows suggested action buttons
• Generates specialized briefings

---

Briefing Generation

A powerful feature for specialized Champions that generate comprehensive reports.

How Briefings Work

Initiating a Briefing

1. Activate a specialized Champion (e.g., Accounting Manager, Inventory Champion)

2. Champion welcome screen displays in Active Chat Panel

3. Click "Generate a briefing" button

4. Champion processes the request (typically 10-30 seconds)

5. Comprehensive briefing displays in the panel

Briefing Content

Briefings include:

Executive Summary

• High-level overview of current state
• Key metrics and KPIs
• Critical issues requiring attention

Data Visualizations

• Summary tables
• Trend charts (embedded or linked)
• Comparative analysis

Recommended Actions

• Clickable buttons with suggested next steps
• Prioritized by impact or urgency
• Examples:
  • "Supplier Analysis"
  • "Item-Specific Savings"
  • "Review Zero-Value Lines"
  • "Investigate Variance Drivers"

Detailed Findings

• Categorized insights
• Supporting data and evidence
• Contextual explanations

Creating Linked Threads from Briefings

Important: A briefing itself is not a thread—it's an active report.

Thread Creation Triggers

A new, saved thread is created when you:

1. Click a "Recommended action" button from the briefing

   • Example: Clicking "Supplier Overstock Analysis"
   • Creates thread: "Supplier Overstock Analysis"

2. Type a related query in the chat input field

   • Example: Typing "Show me details on Acme Corp"
   • Creates thread: "Acme Corp Details"

Thread and Champion Linkage

Permanent Link

• Threads created from briefings are permanently linked to the Champion
• When you select a linked thread from the "Threads" list:
  • The corresponding Champion automatically highlights in "My Champions"
  • Visual confirmation of which AI assistant is active

Champion Context

• Linked threads maintain Champion-specific context
• Champion remembers previous interactions within that thread
• Specialized knowledge and tools remain available

Briefing Regeneration

Expiration and Refresh:

• Briefings expire daily at midnight UTC (configurable)
• "Generate a briefing" can only be performed once per expiration period
• After expiration, click "Generate a briefing" again for updated data
• Each regeneration reflects the latest data from your systems

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Key Features Across All Modes

Natural Language Processing

Flexible Query Formats:

✅ "What's the total value of open POs?"
✅ "Show me items below reorder point"
✅ "Which vendors have past due invoices?"
✅ "Summarize Q4 budget performance"
✅ "Find duplicate part numbers"

Context Awareness

Champion understands:

• Your current application screen
• Previously asked questions in the thread
• Your organization's terminology
• Historical interactions

Example Context Use:

Query 1: "Show PO-001234"
Response: [Displays purchase order details]

Query 2: "What's the status?"
Context: Champion knows "status" refers to PO-001234
Response: "PO-001234 is currently In Progress, awaiting approval..."

Knowledge Base Integration

Champion augments responses with:

• Your organization's uploaded documentation
• Product manuals and SOPs
• Historical best practices
• Industry-specific knowledge

Real-time Data Access

• Direct integration with ERP systems
• Live data retrieval (not cached)
• Up-to-the-minute accuracy
• Secure, audited access

Multi-format Responses

Champion adapts response format based on your query:

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Tips for Effective Use

Best Practices

✅ Do:

• Be specific in your queries
• Use follow-up questions to drill down
• Utilize suggested actions for common tasks
• Save important threads with descriptive names
• Provide feedback on responses

❌ Don't:

• Ask multiple unrelated questions in one query
• Use extremely long queries (break them up)
• Expect real-time updates (refresh for latest data)
• Share sensitive information in thread titles

Query Optimization

Vague Query:

❌ "Show me orders"

Optimized Query:

✅ "Show me purchase orders over $5,000 created in the last 30 days that are still open"

Result: Champion provides precisely the data you need, saving multiple follow-up queries.

Using Threads Effectively

Organize by Topic:

• Keep related queries in the same thread
• Create new threads for different topics
• Rename threads for easy identification

Example Thread Organization:

Thread: "Monthly Inventory Review - November 2025"
├── Query 1: Show slow-moving items
├── Query 2: Compare to October
└── Query 3: Identify obsolescence risk

Thread: "Vendor Performance - Q4"
├── Query 1: List vendors by on-time delivery
├── Query 2: Analyze Acme Corp delays
└── Query 3: Identify alternative suppliers

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Keyboard Shortcuts

Speed up your interactions with keyboard shortcuts:

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Mobile & Responsive Design

Champion adapts to different screen sizes:

Desktop (>1200px):

• Full side panel experience
• Wide data tables
• All features accessible

Tablet (768px - 1200px):

• Responsive panel width
• Simplified table views
• Touch-optimized controls

Mobile (< 768px):

• Full-screen overlay
• Stacked content
• Swipe gestures
• Condensed navigation

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Privacy & Security

Champion is designed with your data security and privacy in mind:

• Secure: All conversations are encrypted and protected
• Private: You only see data you're authorized to view
• Compliant: Meets GDPR, CCPA, and other data protection requirements
• Controlled: Your organization can delete conversation history on demand

What Champion Doesn't Do:

• ❌ Store your data permanently in external systems
• ❌ Share your conversations with third parties
• ❌ Use your data to train public AI models
• ❌ Access data you don't have permission to view

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Troubleshooting

Common Issues

Champion Panel Won't Open

Symptoms: Clicking the launcher icon doesn't open the panel

Solutions:

1. Refresh the browser page
2. Clear browser cache and cookies
3. Disable browser extensions that might block overlays
4. Verify Champion is enabled for your organization
5. Check if pop-up blockers are interfering

Slow Response Times

Symptoms: Champion takes longer than 30 seconds to respond

Solutions:

1. Check your internet connection
2. Simplify your query (break into smaller questions)
3. Verify ERP system is responsive
4. Contact support if consistent delays occur

Incorrect or Irrelevant Responses

Symptoms: Champion provides data that doesn't match your query

Solutions:

1. Rephrase your query more specifically
2. Verify you're using the correct Champion for the task
3. Check if knowledge base documentation is up-to-date
4. Provide feedback (thumbs down) to help improve responses
5. Try starting a new thread to reset context

Thread Won't Load

Symptoms: Clicking a thread shows loading indicator indefinitely

Solutions:

1. Refresh the browser
2. Check if the thread was deleted by another user
3. Verify your network connection
4. Try accessing a different thread
5. Contact support if issue persists

Champion Selection Doesn't Work

Symptoms: Can't activate a different Champion

Solutions:

1. Verify you have permission to use that Champion
2. Check if Champion requires additional configuration
3. Ensure all required tools for that Champion are configured
4. Contact your administrator to enable the Champion

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Support Resources

Getting Help

Training Resources

• Quick Start Guide: 5-minute introduction to Champion
• Use Case Library: Common queries and workflows
• Best Practices: Tips from power users
• Release Notes: Latest features and updates

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Ready to Use Champion?

The Champion Chatbot is already embedded in your application. Click the Champion icon to start asking questions and exploring your data with AI assistance!

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