{"article":{"id":33195144568466,"url":"https://winningtemp.zendesk.com/api/v2/help_center/en-gb/articles/33195144568466.json","html_url":"https://help.winningtemp.com/hc/en-gb/articles/33195144568466-AI-Conversation-Manager-guide","author_id":387167576619,"comments_disabled":false,"draft":false,"promoted":false,"position":4,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":33192858402194,"created_at":"2026-02-09T14:38:00Z","updated_at":"2026-10-12T06:51:05Z","name":"AI Conversation: Manager guide","title":"AI Conversation: Manager guide","source_locale":"en-gb","locale":"en-gb","outdated":false,"outdated_locales":[],"edited_at":"2026-10-12T06:50:18Z","user_segment_id":null,"permission_group_id":32573410308498,"content_tag_ids":[],"label_names":[],"body":"<p>When engagement scores change, knowing what to focus on isn't always easy. AI Conversation helps you uncover the reasons behind your team's feedback through short, anonymous AI-led conversations, and turns them into clear insights and recommended next steps.</p><p>This guide covers what AI Conversation does for you as a manager, how to run your first one, and how to act on the results.</p><p><em>Prefer to see it in action first? Click through the interactive demo below.</em><br> </p><div>\n  <script async=\"async\" src=\"https://js.storylane.io/js/v2/storylane.js\"></script>\n  <div class=\"sl-embed\" style=\"position: relative; padding-bottom: calc(56.25% + 25px); width: 100%; height: 0; transform: scale(1);\">\n    <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https://app.storylane.io/demo/1x7ksgejswjl?embed=inline\" name=\"sl-embed\" allow=\"fullscreen\" allowfullscreen=\"allowfullscreen\" style=\"position: absolute; top: 0; left: 0; width: 100%!important; height: 100%!important; border: 1px solid rgba(63,95,172,0.35); box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15); border-radius: 10px; box-sizing: border-box;\"></iframe>\n  </div>\n</div><div>\n<br> </div><h2 id=\"h_01M4DNPDW57GZCWV7XRWG3CJ12\">Quick links</h2><ul>\n<li data-list-item-id=\"e658dd97df76341ee374273b15be28cdf\">\n<a href=\"https://help.winningtemp.com/hc/en-gb/articles/33194505860882\">Setup an AI Conversation Survey</a>: step-by-step setup and launch.</li>\n<li data-list-item-id=\"e9d57d0c4768954cec48d0ed20d8d150e\">\n<a href=\"https://help.winningtemp.com/hc/en-gb/articles/33358238921490\">View your AI Conversation results</a>: open the synthesis and generate a report.</li>\n<li data-list-item-id=\"e9481b7837d5db75a235c05bb51055b95\">\n<a href=\"https://help.winningtemp.com/hc/en-gb/articles/39257103998098\">Question categories in AI Conversation</a>: the topics you can explore.</li>\n<li data-list-item-id=\"e6becc68f49ffbea2e4a5f26014e18fa3\">\n<a href=\"https://help.winningtemp.com/hc/en-gb/articles/33213247789970\">AI Conversation: Employee guide</a>: An overview for your team members. </li>\n<li data-list-item-id=\"ec43584ba1f179fb07bc31680066eff92\">\n<a href=\"https://help.winningtemp.com/hc/en-gb/articles/26573056281874\">AI-powered features in Winningtemp</a>: how the AI model handles your data.</li>\n</ul><div> </div><div class=\"callout callout--success\">\n<h2 id=\"h_01M4DNQ5YS4RHP7VB2XZN992JW\">Why managers love AI Conversation</h2>\n<p><strong>Get the context behind the numbers</strong></p>\n<p>Instead of wondering what caused a score to rise or fall, AI Conversation asks your team intelligent follow-up questions and uncovers the themes driving your results.</p>\n<p><strong>Save time on analysis</strong></p>\n<p>No manual interpretation of comments or lengthy reports. AI Conversation summarises feedback into clear team-level insights and highlights what needs attention.</p>\n<p><strong>Know where to start</strong></p>\n<p>The AI identifies priorities and suggests actions with high impact and low effort, so you can act faster and with greater confidence.</p>\n<p><strong>Build trust through anonymity</strong></p>\n<p>Your team can share their experiences openly. Insights are anonymised and provided at team level, giving you the context you need while protecting employee privacy.</p>\n<h2 id=\"h_01M4DNQ5YVJMP6ZPNJZGHT98J0\">\n<br>How it works</h2>\n<ol>\n<li data-list-item-id=\"e875947986fb05d3c531de391c9aac180\">\n<strong>Spot a topic</strong><br>Review your team's temperature data and pick a category or score you want to understand better.</li>\n<li data-list-item-id=\"ee1633201c03ab239eec889d235e19467\">\n<strong>Start a conversation</strong><br>Invite your team to a confidential, anonymous AI Conversation. The AI holds an individual 10 minute chat with each team member.</li>\n<li data-list-item-id=\"e5bad365bf3e3baa8c7744c5ac65bb67e\">\n<strong>Let the AI listen</strong><br>Your team is notified by email and in the app. Each person chats directly with the AI, which asks open-ended follow-up questions based on their answers.</li>\n<li data-list-item-id=\"e8a63d8d8df5854cccff51713eeca6cf6\">\n<strong>Act on insights</strong><br>When the conversation closes, you receive an anonymised synthesis with key themes, shared concerns, positive highlights, and prioritised actions.</li>\n</ol>\n<p>AI Conversation is built on the same science-based research that powers Winningtemp's pulse surveys, so the results are reliable and grounded in the same framework.</p>\n<h2 id=\"h_01M4DNZJ9MR9CT2GMF79W567YE\">\n<br>Get started in three steps</h2>\n<h4 id=\"h_01M4DNQ5YXR8PENCWKVSXD0VFP\">Step 1: Choose an area to explore</h4>\n<p>Start from your team's temperature data. Pick a topic, category, or score where you want a deeper understanding of your team's experience. A good first pick is a category that has recently changed, or one your team talks about but you can't quite pin down.</p>\n<h4 id=\"h_01M4DNQ5YXE7QC1WXTZ23B5WVZ\">Step 2: Create and launch the conversation</h4>\n<ol>\n<li data-list-item-id=\"ec8d31ec5619f9eba0ba25f54bbbb51d7\">Go to <strong>Employee surveys</strong> and select <strong>Surveys</strong>.</li>\n<li data-list-item-id=\"e0def2319bda8d56887d9224d62145876\">Click <strong>Create survey</strong> and select <strong>Get started</strong> under AI Conversation.</li>\n<li data-list-item-id=\"eeed01895cbdf4fd24158c821368271f8\">Enter a name, date, and duration, then click <strong>Next</strong>.</li>\n<li data-list-item-id=\"e3b1b317ff005c9618efe3855bb77f8db\">Select a question category and click <strong>Next</strong>.</li>\n<li data-list-item-id=\"e79ece2be095a8d2d6b76bcff5f1cbf6e\">Select the recipients. The system checks that the team meets the anonymity threshold.</li>\n<li data-list-item-id=\"e5603696bed6a40a4f7c21c1acbb295b2\">Give the AI some context about your team's main goal or mission. This helps it ask more relevant follow-up questions.</li>\n<li data-list-item-id=\"ec445d5ce5bda7a05062c8ca20854e499\">Click <strong>Review</strong>, check the summary, and click <strong>Launch survey</strong>.</li>\n</ol>\n<p><strong>Tip:</strong> Before launching, you can preview and test the AI Conversation experience and send a test email to yourself. If your team needs more time, you can extend the closing date while the conversation is active: go to <strong>Employee surveys</strong>, open the <strong>Mailing</strong> tab, select <strong>Sent</strong>, click the three-dot menu next to the survey, and choose <strong>Edit closing date</strong>.</p>\n<p>Full details: <a href=\"https://help.winningtemp.com/hc/en-gb/articles/33194505860882\">Setup and AI Conversation Survey</a>.</p>\n<h4 id=\"h_01M4DNQ5Z0YZT44NM9HP19Q17F\">Step 3: Review the results and act with your team</h4>\n<ol>\n<li data-list-item-id=\"e41279770cb3f7335e764f39bd5df7121\">Go to <strong>Results &amp; analysis</strong> and click <strong>Survey results</strong>.</li>\n<li data-list-item-id=\"e5b1b06afe7e3247ee725216e73b526b4\">Find your AI Conversation in the list and click it.</li>\n<li data-list-item-id=\"e7c6c302466d41b5436fd9ea565f4e60d\">Once the response window has closed and the anonymity threshold is met, generate the synthesis. It includes a summary overview, key themes across all conversations, and recommended actions tailored to your team.</li>\n<li data-list-item-id=\"e02390ef2b7e32da5656185b244042cba\">Share the themes and actions back with your team. Working through the results together closes the feedback loop and shows employees that their input leads to something.</li>\n</ol>\n<p>To get a shareable summary, open the survey, click <strong>Report</strong> and then <strong>Generate report</strong>. Choose which sections to include and their order. The report appears shortly under <strong>Recent downloads</strong> in your profile menu.</p>\n<p>Full details: <a href=\"https://help.winningtemp.com/hc/en-gb/articles/33358238921490\">View your AI Conversation results</a>.</p>\n<h2 id=\"h_01M4DNQ5Z2CA6P6KNDPQ1VXA24\">\n<br>What your team experiences</h2>\n<p>Each team member receives an anonymous invitation to a text-based chat with the AI. The conversation takes around 10 minutes. The AI asks thoughtful, open-ended follow-up questions, and team members can skip any question they prefer not to answer. Before submitting, they see an anonymised summary of their own feedback and can approve it.</p>\n<p>For your team, this means:</p>\n<ul>\n<li data-list-item-id=\"e38e483558d04cb9e3011d875e0592bde\">A safe and anonymous way to share experiences</li>\n<li data-list-item-id=\"e30a0f2b743dc816aaf32a645c8d60399\">An opportunity to explain the reasons behind survey results</li>\n<li data-list-item-id=\"e36fc5f330427ce09c20953d3db047d96\">More meaningful conversations between you and the team</li>\n<li data-list-item-id=\"e9dbcca5ef6a47c59d599db287c3122a5\">Faster actions based on their feedback</li>\n<li data-list-item-id=\"eb70ca734afcac95ee1ece517d9956141\">Greater confidence that feedback leads to real change</li>\n</ul>\n<p>Want to share something with your team ahead of launch? Point them to the <a href=\"https://help.winningtemp.com/hc/en-gb/articles/33213247789970\">AI Conversation: Employee guide</a>.</p>\n<h2 id=\"h_01M4DNQ5Z3TVGWKGB853GFK7F3\">\n<br>How anonymity is protected</h2>\n<ul>\n<li data-list-item-id=\"e4e5dcb3a630441f47b319d8d8338a18e\">\n<strong>You never see individual responses.</strong> All input is aggregated before anything is shown to you.</li>\n<li data-list-item-id=\"e28b5bb2bd0110b7012791789f286fcfc\">\n<strong>Identifying details are removed.</strong> The AI is designed to strip personal or identifying details before the text is processed.</li>\n<li data-list-item-id=\"ecdb05466e75b4c32beaa58cd1b0762ec\">\n<strong>There is an anonymity threshold.</strong> By default, a synthesis is only generated once at least 5 unique team members have participated. If the team is too small, AI Conversation will not be available for it.</li>\n</ul>\n<p>Read more about the AI model in <a href=\"https://help.winningtemp.com/hc/en-gb/articles/26573056281874\">AI-powered features in Winningtemp</a>.</p>\n<p> </p>\n</div><h3 id=\"h_01KKH06H3JQ33EBB813CYN4NWT\">\n<br>Take a closer look</h3><p>Click through the interactive demos to see each part of the experience.</p><div class=\"tabs\">\n  <div class=\"tabs-menu\" style=\"display: flex; flex-direction: row; flex-wrap: nowrap;\">\n    <span class=\"tabs-link is-active\" style=\"white-space: nowrap; font-size: 13px; color: #000000;\">Chat</span><span class=\"tabs-link\" style=\"white-space: nowrap; font-size: 13px; color: #000000;\">Create</span><span class=\"tabs-link\" style=\"white-space: nowrap; font-size: 13px; color: #000000;\">Results</span>\n  </div>\n  <div class=\"tab\">\n    <br>\n<script async=\"async\" src=\"https://js.storylane.io/js/v2/storylane.js\"></script>\n    <div class=\"sl-embed\" style=\"position: relative; padding-bottom: calc(52.23% + 25px); width: 100%; height: 0; transform: scale(1);\">\n      <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https://app.storylane.io/demo/zhgpcumylctz?embed=inline\" name=\"sl-embed\" allow=\"fullscreen\" allowfullscreen=\"allowfullscreen\" style=\"position: absolute; top: 0; left: 0; width: 100%!important; height: 100%!important; border: 1px solid rgba(63,95,172,0.35); box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15); border-radius: 10px; box-sizing: border-box;\"></iframe>\n    </div>\n  </div>\n  <div class=\"tab is-hidden\">\n<script async=\"async\" src=\"https://js.storylane.io/js/v2/storylane.js\"></script>\n    <div class=\"sl-embed\" style=\"position: relative; padding-bottom: calc(56.21% + 25px); width: 100%; height: 0; transform: scale(1);\">\n      <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https://app.storylane.io/demo/h7qqhfaq7dxz?embed=inline\" name=\"sl-embed\" allow=\"fullscreen\" allowfullscreen=\"allowfullscreen\" style=\"position: absolute; top: 0; left: 0; width: 100%!important; height: 100%!important; border: 1px solid rgba(63,95,172,0.35); box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15); border-radius: 10px; box-sizing: border-box;\"></iframe>\n    </div>\n  </div>\n  <div class=\"tab is-hidden\">\n<script async=\"async\" src=\"https://js.storylane.io/js/v2/storylane.js\"></script>\n    <div class=\"sl-embed\" style=\"position: relative; padding-bottom: calc(56.25% + 25px); width: 100%; height: 0; transform: scale(1);\">\n      <iframe loading=\"lazy\" class=\"sl-demo\" src=\"https://app.storylane.io/demo/c0n6ybwcvm3f?embed=inline\" name=\"sl-embed\" allow=\"fullscreen\" allowfullscreen=\"allowfullscreen\" style=\"position: absolute; top: 0; left: 0; width: 100%!important; height: 100%!important; border: 1px solid rgba(63,95,172,0.35); box-shadow: 0px 0px 18px rgba(26, 19, 72, 0.15); border-radius: 10px; box-sizing: border-box;\"></iframe>\n    </div>\n  </div>\n</div><p> </p><h3 id=\"h_01M4DPGXATC36670Y26JCBD9Z5\">Frequently asked questions</h3><h5 id=\"h_01M4DNQWQ73Z5EQEAK8VJ6S3WP\"><strong>How long does it take for my team?</strong></h5><p>Each conversation takes around 10 minutes, and team members can complete it on their desktop whenever it suits them during the response window.</p><p><strong>Can I see what an individual person said?</strong></p><p>No. You only receive aggregated themes, insights, and recommended actions. Individual conversations are never shown to anyone.</p><p><strong>What if my team is too small?</strong></p><p>AI Conversation requires at least 5 unique participants before a synthesis is generated. If your team is below the threshold, the option will not be available when selecting recipients. Talk to your HR admin about running it at a larger group level.</p><p><strong>Can I test it before my team gets it?</strong></p><p>Yes. In the review step of the setup you can preview the experience and send a test email to yourself or to HR.</p><p><strong>What if not enough people have answered yet?</strong></p><p>You can extend the closing date of an active AI Conversation from the Mailing tab under Employee surveys to give your team more time.</p><p><strong>How reliable are the insights?</strong></p><p>AI Conversation uses the same science-based framework as Winningtemp's pulse surveys, and the synthesis is built only from your team's actual conversations.</p><p> </p><h3 id=\"h_01M4DNSQCC2438XSJS8VTB7YP3\">Next steps</h3><ul>\n<li data-list-item-id=\"e77114eee6376cb2377fff1901bf7e947\"><a href=\"https://help.winningtemp.com/hc/en-gb/articles/33194505860882\">Setup an AI Conversation Survey</a></li>\n<li data-list-item-id=\"ee04e3a78cd93bd4d61915ce1053a8637\"><a href=\"https://help.winningtemp.com/hc/en-gb/articles/33358238921490\">View your AI Conversation results</a></li>\n<li data-list-item-id=\"e9114a2095855f5f87d2b6b6d32cda387\"><a href=\"https://help.winningtemp.com/hc/en-gb/articles/39257103998098\">Question categories in AI Conversation</a></li>\n<li data-list-item-id=\"e3c82c8e76117e47ad30f758ef556660e\"><a href=\"https://help.winningtemp.com/hc/en-gb/articles/33213247789970\">AI Conversation: Employee guide</a></li>\n</ul>","user_segment_ids":[]}}