AI Chat

AI Chat is the WinnerWare module for turning your configured AI models and knowledge sources into reusable chat experiences. It gives teams a practical path for delivering either an all-in-one Chat Interactions experience or a repeatable assistant on the admin menu, a page widget, or an external site.

Overview

This module helps teams move from "we have an AI model" to "we have a working assistant people can actually use." It supports the full flow of choosing model deployments, grounding answers against a knowledge source, shaping the assistant behavior through profiles and templates, and then exposing that experience in WinnerWare.

The module ships with two main experiences:

Experience	Purpose
AI Chat	Handles the reusable WinnerWare assistant, profile-based chat sessions, and page/widget integrations.
External Widgets	Exposes the same assistant experience to approved external applications and sites.

Key Features

• Uses AI Profiles to create reusable chat assistants with a stable business purpose.
• Supports Chat Interactions as a separate all-in-one chat experience for teams that want to work without a profile-led flow.
• Connects chat responses to indexed business content so answers can stay grounded in approved information.
• Supports reusable prompt and setup patterns so teams can standardize assistants across different use cases.
• Adds an AI Chat Search Form widget that can be placed on a WinnerWare page.
• Supports external chat widgets for use outside the main application.
• Stores session history and can generate a session title from the first prompt.

How It Works

Start with the shared AI settings

WinnerWare relies on the shared Settings -> Artificial Intelligence area for the default deployments used by Chat Interactions and AI Profiles. In the current tenant setup, the defaults include separate chat, utility, and embedding deployments.

This is the foundation for the rest of the module:

• Chat deployment handles the main assistant reply.
• Utility deployment supports lighter-weight supporting work such as title generation and orchestration tasks.
• Embedding deployment supports knowledge retrieval and grounded responses.

Use Chat Interactions for all-in-one conversations

Chat Interactions is its own style of AI experience. It is useful when a team wants one place to manage the conversation setup directly inside the chat experience instead of building a profile-led assistant first.

Teams can use Chat Interactions when they want to manage:

• the selected chat and utility deployments
• system instructions
• reusable prompt selections
• the Knowledge tab for document or data-source-backed context
• the Capabilities tab for additional tools and options

Use AI Profiles for reusable assistants

An AI Profile is the better fit when teams want a defined assistant that should appear the same way every time people open it in WinnerWare.

One practical WinnerWare setup uses a knowledge assistant profile with:

• Profile type set to Chat
• Title type set to generated titles
• a Welcome message
• Show on admin menu enabled
• Text only chat mode

In practice, this is the pattern used when teams want a homepage search-and-chat experience tied to approved knowledge content.

Attach a knowledge source to keep answers grounded

The profile’s Knowledge tab connects the assistant to the indexed knowledge source it should use when answering.

In the current WinnerWare setup, the profile is configured to use:

• Data source: knowledge_base
• Restrict answers to retrieved data only: enabled
• Strictness: 3
• Retrieved documents: 5

This is what turns a general model into a reusable assistant that answers from the WinnerWare knowledge library instead of guessing.

Connect the assistant to the approved knowledge source

The knowledge connection is managed under Artificial Intelligence -> Data Sources and links the searchable content to the assistant.

One practical WinnerWare setup uses a knowledge data source with:

• Source index: knowledge_base
• Knowledge base index: ai_knowledge_base_warehouse
• Content field: Content.ContentItem.FullText
• Title field: Content.ContentItem.DisplayText.keyword
• Key field for the source content reference

Configuration

Profiles, templates, and deployments

The easiest way to explain the WinnerWare setup is:

1. Deployments choose which model should be used.
2. Chat Interactions give teams an all-in-one managed chat experience.
3. Profiles create reusable assistants with a defined purpose.
4. Templates keep prompts and profile setup consistent.
5. Knowledge sources give the assistant approved business context.

That structure is especially important when a business manager needs a stable assistant, while an implementation team still needs enough control to tune the setup.

WinnerWare setup example

One practical setup follows this flow:

1. Creates the knowledge data source.
2. Creates the reusable AI Profile.
3. Places an AI Chat Search Form widget on the Home Page.

Page widget setup

WinnerWare includes an AI Chat Search Form widget that can be placed on a page through the flow editor.

In that setup, the widget is configured with:

• Title: How can I help you today?
• Display headline: enabled
• AI Profile: the approved knowledge assistant
• Top Keywords Count: 4
• Cache Duration: 180

This is a good pattern when you want a simple search-and-chat entry point on a landing page without sending users through the full admin chat experience first.

Homepage and discovery flow

The search form works best when it sits alongside the wider knowledge experience. A strong WinnerWare pattern is to pair the chat entry point with a discovery page that helps users browse before or alongside chat.

The standard Discover page combines three practical elements:

1. a Search Form
2. a List of Featured Taxonomy Terms
3. a Top Searched Content Items widget

This helps users either search directly, browse by category, or start from what other users search most often, while still keeping the AI assistant close to the same knowledge experience.

Usage

Choose the right experience

Use Chat Interactions when the goal is a flexible, all-in-one chat experience where the conversation settings, knowledge options, and capabilities are managed directly in that experience.

Use an AI Profile when the goal is a reusable assistant with a defined purpose, stable behavior, and a consistent place in WinnerWare such as a homepage, menu, or shared assistant experience.

Publish a knowledge-backed assistant

A common WinnerWare pattern is:

1. set the default AI options in Settings -> Artificial Intelligence
2. connect the assistant to the approved knowledge source
3. create the reusable AI Profile
4. place the AI Chat Search Form on the homepage or another landing page
5. add the assistant to the admin menu when teams need direct access

Extend it outside WinnerWare

If the same assistant needs to appear outside WinnerWare, use the External Widgets option and manage the widget catalog from the external widget admin screens.

Operational Notes

• Chat Interactions and AI Profiles are different production use cases, not a draft-and-final workflow.
• The page widget pattern works well when you want a search-and-chat entry point on a landing page tied to the knowledge experience.
• The external widget option works best when the same approved assistant needs to appear beyond the main WinnerWare experience.

Related Documentation

• AI Knowledges
• AI Chat Genesys