How to Interact with Joule

One of the most common ways to use Joule is to ask questions and quickly retrieve information. Instead of searching across different systems or documents, you can ask Joule directly and receive a clear, summarized answer.

You might use this when you need:

• explanations
• policy details
• document summaries
• quick answers

Examples:

• "What is our travel expense policy?"
• "Explain this report to me."

Joule searches relevant sources, such as SAP Help content and company specific information, and provides a concise, easy-to-understand response, often including references or links to the original source. This helps you find reliable information faster and reduces the need to search manually.

Sometimes, you know what you need, but not where to find it. In complex business systems, navigating through menus and applications can take time, especially if you don’t use a feature regularly.

Instead of navigating manually, you can ask Joule to take you directly to the right place.

Examples:

• "Open the supplier performance report."
• "Go to employee details for John Smith."

Joule interprets your request and guides you to the relevant application, page, or business object. This helps you avoid unnecessary navigation steps and quickly access the information or functionality you need.

Joule can also help you perform tasks directly within your business applications. Instead of navigating through multiple screens or steps, you can describe what you want to do, and Joule supports you in executing the action.

This includes actions such as:

• creating records
• updating information
• triggering workflows

Examples:

• "Create a purchase requisition for office supplies."
• "Approve this request."

Behind the scenes, Joule connects to your business systems and executes the required steps based on your request. This allows you to complete tasks more efficiently, reduce manual effort, and stay focused on the outcome rather than the process.

When working with data, Joule can help you retrieve, analyse, and interpret insights directly within your workflow. Instead of manually searching for reports or building queries, you can ask questions in natural language and receive structured, easy-to-understand results.

Examples:

• "Show me sales by region for this quarter."
• "What are the top reasons for customer complaints?"

Joule can analyse business data and present it in a clear, structured way, often as summaries, key figures, or even visualizations such as charts. This allows you to quickly understand trends, identify issues, and make more informed decisions without needing advanced analytical skills.

Joule can also assist with content-related tasks, such as summarizing information or generating text based on your needs. This is particularly useful when you need to quickly prepare materials, structure ideas, or review large amounts of information.

Examples:

• "Summarize this customer case."
• "Draft key points for a meeting."

Instead of starting from a blank page, Joule helps you create a first version that you can review and refine. This allows you to focus more on improving the outcome and less on the initial effort, helping you work faster while maintaining quality.

In practice, these interaction patterns are rarely used in isolation. Instead, interactions with Joule often evolve naturally as a conversation progresses, with each step building on the previous one.

A single conversation with Joule may combine multiple steps. For example, you might begin by asking for information, then navigate to a relevant application, perform an action, and finally explore insights based on the results. Joule supports this flow by maintaining context throughout the conversation, allowing you to move from one step to the next without starting over.

For example:

1. You ask for a summary of performance (informational)
2. You request a breakdown by region (analytical)
3. You navigate to a report (navigational)
4. You take action based on the insight (transactional)

Joule supports this flow seamlessly, allowing you to move from question to action within one conversation.

To get the best results when working with Joule, approach the interaction with a clear goal. Providing context improves the results.

• Be clear about what you want to achieve
• Provide context when needed (for example, time period, region or object)
• Use follow-up questions to refine your request
• Think of the interaction as a conversation, not a one-time command

Over time, you will naturally develop a sense of how to phrase requests and guide the interaction. As you use Joule more frequently, these interactions become more intuitive and require less effort.

Joule enables a more natural way of interacting with business systems by allowing users to describe what they need using everyday language. Behind this conversational experience, different interaction patterns—such as informational, navigational, transactional, analytical, and creative—help users retrieve information, navigate systems, complete tasks, and generate insights. By combining these patterns within a single conversation, Joule allows users to move more efficiently from questions to actions, making everyday work faster and more intuitive.