{"article":{"id":33193230088594,"url":"https://winningtemp.zendesk.com/api/v2/help_center/en-gb/articles/33193230088594.json","html_url":"https://help.winningtemp.com/hc/en-gb/articles/33193230088594-Activate-AI-conversation","author_id":387167576619,"comments_disabled":false,"draft":false,"promoted":false,"position":2,"vote_sum":2,"vote_count":2,"upvote_count":2,"downvote_count":0,"section_id":33192858402194,"created_at":"2026-02-09T13:44:35Z","updated_at":"2026-10-13T13:22:35Z","name":"Activate AI conversation","title":"Activate AI conversation","source_locale":"en-gb","locale":"en-gb","outdated":false,"outdated_locales":[],"edited_at":"2026-10-13T13:17:18Z","user_segment_id":null,"permission_group_id":32573410308498,"content_tag_ids":[],"label_names":[],"body":"<div class=\"callout callout--success\">\n<h4 class=\"callout__title\" id=\"h_01KN1BAMF800KS7NX90SV3M89F\"><span style=\"color: #2F3941;\"><strong>💡 30-day free trial</strong></span></h4>\n<p>Try AI Conversation with full access for 30 days, available on all plans. Everything in this guide works during the trial.</p>\n</div><h3 id=\"h_01KJS2ZVAS2B0W02H3CXAH6TQ3\">Introduction  </h3><p>AI Conversation helps your organisation explore engagement results in more detail through targeted AI-powered follow-up surveys. It allows selected teams to dive deeper into specific engagement areas and uncover actionable insights.<br> </p><h3 id=\"h_01KHJV8ZWV3PP8FKX460EPEXKN\">Learn more about AI Conversation</h3><ul><li data-list-item-id=\"e8234074e3c06d2cc656283acac2a5f36\">\n<a href=\"https://help.winningtemp.com/hc/en-gb/articles/33616585016850\" target=\"_blank\" rel=\"noopener noreferrer\">What is AI Conversation?</a><br> </li></ul><div><div class=\"callout callout--success\">\n<h3 id=\"h_01KHKC67XJ3TXMK799PV4FV6D8\"><span style=\"color: #2F3941;\">Preparations</span></h3>\n<p data-start=\"3318\" data-end=\"3424\">When you activate the AI Conversation, a little preparation goes a long way. Here's what we recommend:</p>\n<ul>\n<li data-start=\"3162\" data-end=\"3240\" data-list-item-id=\"ebbbbac07cd06076a7ae53321c3a1cf08\"><p data-start=\"3164\" data-end=\"3240\">Start with teams that are already actively working with engagement insights.</p></li>\n<li data-start=\"3241\" data-end=\"3315\" data-list-item-id=\"e0d6d2bfa0e4955d11d65c876fa22c562\"><p data-start=\"3243\" data-end=\"3315\">Choose question categories aligned with your current HR or leadership priorities.</p></li>\n<li data-start=\"3425\" data-end=\"3534\" data-list-item-id=\"e219c13920062e9de0e4abfcea393f9b5\"><p data-start=\"3427\" data-end=\"3534\">Inform managers in advance of the AI Conversations' purpose to ensure strong participation and follow-up. Read more: <a href=\"https://help.winningtemp.com/hc/en-gb/articles/33195144568466\" target=\"_blank\" rel=\"noopener noreferrer\">AI Conversation: Manager guide</a></p></li>\n</ul>\n</div></div><h3 id=\"h_01KJSHRCMG12C7Y6YTGFXC08TX\">\n<br>Step 1 - Activation (System administrators &amp; HR)</h3><ol>\n<li data-list-item-id=\"eb069f9ac8a7c526fde30142f2da9d771\">Go to <em>System &amp; templates</em>. </li>\n<li data-list-item-id=\"eea81f29a1e50a7dc98dcd87c43d59ccc\">Click <em>AI</em>. </li>\n<li data-list-item-id=\"e98968575cc1aa11af5e484a471de4c23\">Select which teams should have access to AI Conversation</li>\n<li data-list-item-id=\"e45667602806d707832dc8e0fd1d49b01\">Select a question category. The chosen category applies to all selected teams. The following categories are available in the pilot (more options coming soon): <strong>Leadership, Job satisfaction, </strong>and<strong> Work situation.</strong>\n</li>\n<li data-list-item-id=\"eeb9576748ebcedcc03fbe09640880994\">After activation, managers and HR leaders responsible for the selected teams can create AI Conversation surveys. See step 2 to learn how to send one.</li>\n</ol><h3 id=\"h_01KHNW6MTTXAM9NQ060TRBD68N\">\n<br>Step 2 - Create the survey and send it out (Managers &amp; HR)</h3><ul><li data-list-item-id=\"e82be06da6ca4673e196b5f710c27bf63\"><a href=\"https://help.winningtemp.com/hc/en-gb/articles/33194505860882\" target=\"_blank\" rel=\"noopener noreferrer\">Create an AI Conversation survey</a></li></ul><h3 id=\"h_01KJSHQQRFDKQHPXR0NMZX5V1X\">\n<br>Step 3 - Review results and act (Managers &amp; HR)</h3><ul><li data-list-item-id=\"ecd63a32bd4269380e36a9ccd11912b04\"><a href=\"https://help.winningtemp.com/hc/en-gb/articles/33358238921490\" target=\"_blank\" rel=\"noopener noreferrer\">View your AI Conversation results</a></li></ul><div><div><div>\n<div>\n<br> </div>\n<h3 id=\"h_01KJSCDJPZZ7X1ENVHJKSM15T7\">🔒 How we protect your anonymity</h3>\n<p>Team members participate in an AI-guided conversation, and all replies remain completely anonymous. The AI is designed to remove any personal, identifying, or concrete details before the text is processed. Read more about the AI: <a href=\"https://help.winningtemp.com/hc/en-gb/articles/26573056281874\" target=\"_blank\" rel=\"noopener noreferrer\">AI-powered features in Winningtemp</a>.</p>\n<p>All input is then aggregated, so no individual responses can ever be viewed. The default anonymity threshold is 5 respondents, meaning a summary is generated only when at least 5 unique team members have participated.</p>\n<p>This protects your anonymity and ensures that insights can never be traced back to individuals. <br> </p>\n</div></div></div><details>\n  <summary>\n    <h3 style=\"display: inline;\" id=\"h_01KJSBR093T8YZBDMVGZZJGA0B\">FAQ</h3>\n  </summary>\n  <br>\n  <p>\n    <strong>Free trial &amp; Pricing</strong>\n  </p>\n  <p>\n    <strong>How does the free trial work?</strong><br>\n    Every Winningtemp customer can try AI Conversation free for 30 days, on all\n    plans. During the trial there are no limits: all teams can take part, and\n    you can run as many conversations as you like with full functionality.\n  </p>\n  <p>\n    <strong>When does the trial start, and how do I know when it ends?</strong><br>\n    The trial starts when a System Administrator switches on AI Conversation in\n    Administration › System &amp; Templates › AI Conversation. System\n    Administrators can see how many days are left, and the end date, under\n    Surveys › AI Conversation.\n  </p>\n  <p>\n    <strong>Can I try AI Conversation before starting the trial?</strong><br>\n    Yes. Under Surveys › AI Conversation you can try a demo chat to see what\n    your employees will experience, and view a sample Insights report. Nothing\n    is saved, and the trial doesn't start.\n  </p>\n  <p>\n    <strong>What happens when the trial ends?</strong>\n  </p>\n  <ul>\n    <li>Employees can still finish conversations that are already in their inbox.</li>\n    <li>You can no longer create new AI Conversation surveys.</li>\n    <li>\n      You can still view Insights reports in Winningtemp, but you can't download\n      them as PDF.\n    </li>\n  </ul>\n  <p>\n    Nothing is deleted, and you're never charged automatically. If you'd like\n    to keep using AI Conversation, contact your Customer Success Manager.\n  </p>\n  <p>\n    <strong>What does AI Conversation cost after the trial?</strong><br>\n    AI Conversation is an add-on. The price depends on your plan and number of\n    licences. Contact your Customer Success Manager for a quote.\n  </p>\n  <p>\n    <strong>Setup &amp; Use</strong>\n  </p>\n  <p>\n    <strong>Who can create AI Conversation surveys?</strong><br>\n    Once AI Conversation is switched on, System Administrators, Support, HR Leaders\n    and Managers can create AI Conversation surveys. Only System Administrators\n    can start the trial.\n  </p>\n  <p>\n    <strong>Is a minimum number of employees needed?</strong><br>\n    Yes. To protect anonymity, an Insights report is only generated once enough\n    employees have completed the conversation. The minimum is 5 by default, and\n    you can set it to 5, 6 or 7 in the AI Conversation settings. You can send\n    the survey to a smaller team, but no report will be generated until the\n    minimum is reached.\n  </p>\n  <p>\n    <strong>Is it a new survey, or added to an existing one?</strong><br>\n    AI Conversation is a separate survey type that runs alongside your Pulse\n    and Focus surveys. Your scores show what is happening, and AI Conversation\n    tells you why.\n  </p>\n  <p>\n    <strong>Can I choose or customise the questions?</strong><br>\n    You choose the question category, for example Leadership, Job Satisfaction\n    or Work Situation. The AI then asks follow-up questions based on what each\n    employee shares, so the questions aren't predefined. This works alongside\n    any custom categories you already have.\n  </p>\n  <p>\n    <strong>How long does it take, and which languages are supported?</strong><br>\n    A conversation takes about 12 minutes (median), and employees can take their\n    time. It starts in your question language, and employees can switch to almost\n    any language. The AI adapts automatically.\n  </p>\n  <p>\n    <strong>Can the report be shared?</strong><br>\n    Yes. Insights reports can be downloaded as PDF and shared with the team,\n    while your trial is active or once you have the add-on.\n  </p>\n  <p>\n    <strong>Anonymity &amp; Data</strong>\n  </p>\n  <p>\n    <strong>Can anyone see an employee's conversation?</strong><br>\n    No. Only the employee sees their own conversation. Managers only see combined\n    themes, and only once the minimum number of employees (5, 6 or 7) has replied.\n    At the end of the chat, the employee confirms a summary of their answers\n    before it's included.\n  </p>\n  <p>\n    <strong>Is our data used to train the AI, and where is it stored?</strong><br>\n    No, your conversations and insights are never used to train the AI. Data\n    is stored on AWS within the EU and isn't shared with external models.\n  </p>\n  <p>\n    <strong>Should we tell employees the survey uses AI?</strong><br>\n    We recommend it. The chat format is different from a regular survey, and\n    explaining the purpose and the anonymity up front builds trust and increases\n    response rates. Your Customer Success Manager can share supporting materials.\n  </p>\n  <p>\n    <strong>Getting the most out of it</strong>\n  </p>\n  <p>\n    <strong>When is a good time to start an AI Conversation?</strong><br>\n    After a downward trend, to understand quickly what's behind it. It's also\n    valuable for stable or positive teams, because it often surfaces improvement\n    areas that the scores don't show.\n  </p>\n  <p>\n    <strong>How do we turn insights into action?</strong><br>\n    Share the report with the team, start with what's working, and agree on\n    one thing to try. When employees see that their input led to action, trust\n    and response rates go up. The report also works well as a starting point\n    for temperature meetings.\n  </p>\n  <p> </p>\n</details>","user_segment_ids":[]}}