AI Chat

Documentation Index

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The AI Chat is your guide, mentor, and coach for driving your AI program forward. It has full access to everything in your Kowalah platform — your projects, deliverables, tasks, organization context, and accelerators — so it can give you relevant, informed guidance through natural conversation.

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What the AI can do

The AI Chat goes beyond simple question-and-answer. It can take actions on your behalf:

• Navigate your workspace — access project details, deliverable stages, organization information, and stakeholder data
• Create and update entities — capture Opportunities, draft Expert Requests, update deliverables, and manage accelerators through conversation
• Work with files — read project documents, create new files, and edit existing content
• Search the web — look up information relevant to your AI program
• Multi-step workflows — chain multiple actions together to complete complex tasks without you directing each step

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Starting a conversation

Click AI Chat in the sidebar to start a new conversation. You can also open a chat from within a project, deliverable, or accelerator, and the AI will automatically have context about that entity.

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General chats

Open a new chat from the sidebar for broad questions or tasks that span multiple projects:

• “What’s the overall status of our AI program?”
• “Help me prioritize our deliverable pipeline”
• “Draft a business case for a new AI use case”

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Entity-scoped chats

Open a chat from within a specific project or deliverable, and the AI automatically has context:

• From a project: “Summarize the progress on this project’s milestones”
• From a deliverable: “What tasks are still outstanding for this deliverable?”
• From an accelerator: “How should we adapt this accelerator for our finance team?”

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Tips for effective prompting

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Be specific about what you want

Instead of “Help me with AI”, try:

• “Draft an Expert Request for a Claude skill that automates our weekly reporting process. It should pull data from our CRM and generate a summary for the leadership team.”

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Provide context

The AI knows about your organization, but it helps to include specifics:

• Your role and department
• Timeline constraints
• Who the output is for
• Industry-specific considerations

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Ask for a specific format

If you need a structured output, say so:

• “Create a table comparing our three active deliverables by stage, owner, and target date”
• “Write this as a one-page brief suitable for our board meeting”

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Build on previous messages

The AI remembers your conversation. You can refine and iterate:

• “Make that more concise”
• “Now adapt it for a non-technical audience”
• “Add a section on risks”

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Managing your chats

• Search — find past conversations using the search bar in the chat sidebar
• Recent chats — your most recent conversations appear at the bottom of the sidebar for quick access
• Delete — remove conversations you no longer need