Managing Conversations with Joule

Objective

After completing this lesson, you will be able to explain how to manage conversations in Joule, maintain context across tasks, and use conversation features to improve outcomes.

Working with Conversations in Joule

When you interact with Joule, your requests are organized into conversations. Each conversation represents a thread that groups related questions, tasks, and responses together.

This allows you to:

  • continue working on the same topic

  • refine previous requests

  • keep context across multiple steps

Instead of starting from scratch each time, you can build on what you have already asked.

Managing Multiple Conversations

In daily work, you may be working on different topics at the same time. Joule allows you to maintain multiple conversations and switch between them as needed.

From the side panel, you can:

  • start a new conversation

  • switch between conversations

  • view your active conversations

This is useful when you want to:

  • separate different tasks or topics

  • return to a previous request later

  • avoid mixing unrelated questions in the same thread

A screenshot of the Joule interface showing the conversation history panel where multiple active and past conversations are listed for selection.

Renaming and Organizing Conversations

Each conversation is automatically given a title based on your first request. You can rename conversations at any time to better reflect their purpose.

For example:

  • "Sales performance Q2"

  • "Supplier onboarding"

  • "HR policy questions"

This makes it easier to:

  • find conversations later

  • organize your work

  • keep track of ongoing topics

Screenshot showing the option to rename a conversation in the Joule history menu.

Deleting and Managing History

You can delete conversations that are no longer relevant. This helps keep your workspace clean and focused.

Joule manages conversation history automatically, so past interactions remain organized and easier to review when needed.

Joule also automatically manages the conversation lifecycle to keep interactions relevant and up to date.

  • Conversations remain active for a limited time

  • A conversation expires after 8 hours of inactivity

  • Once expired, you will be notified and can start a new conversation

Expired conversations can still be referenced, but they cannot be continued.

This ensures that context remains accurate and aligned with your current work.

A screenshot of the Joule interface showing a message that the conversation has expired. The message indicates that for security reasons, the session has ended and the user needs to start a new chat to continue.

Maintaining Context in Conversations

One of the key advantages of Joule is that it remembers the context within a conversation.

This means you can:

  • ask follow-up questions

  • refine previous results

  • build on earlier responses

For example:

  1. "Show me supplier performance for this quarter."

  2. "Which suppliers have the lowest ratings?"

  3. "Open details for the lowest-performing supplier."

Joule understands that each step relates to the same topic, so you don’t need to repeat the full request. This context can also be maintained as you navigate across supported SAP applications, allowing you to continue your interaction without starting over.

Uploading Attachments

In some scenarios, Joule may ask you to provide additional information by uploading a file.

You can upload files directly within a conversation by:

  • selecting the attachment icon

  • using drag and drop

For example, this may be used when Joule needs supporting data to process your request.

Before submitting, you can review or remove files. After submission, uploaded files can be accessed again within the conversation.

Uploaded files are automatically scanned for security, and limits apply to file size, type, and number of uploads.

Screenshot showing the Drop Your Files interface in Joule, where users can upload attachments by dragging and dropping files into the designated area.

When to Start a New Conversation

While context is helpful, it is not always the best approach to keep everything in one thread.

You should start a new conversation when:

  • you switch to a completely different topic

  • the previous context is no longer relevant

  • you want a clean starting point

This helps Joule provide more accurate and focused responses.

Improving Results Over Time

Managing conversations effectively helps you get better results from Joule.

By organizing your topics, using follow-up questions and starting new conversations when needed, you create a more structured way of interacting, which leads to clearer and more useful outcomes.

Providing Feedback in Joule

Joule also includes a built-in feedback feature that allows you to share your experience and help improve the product over time.

You can provide feedback in different ways:

  • by entering a request such as "I want to give feedback"
  • through suggested feedback options in the interface
  • via the feedback option in the main menu

Feedback can include:

  • ratings to evaluate your experience
  • free-text input to describe your feedback in more detail

All feedback is collected anonymously and is used to continuously improve Joule and its capabilities.

Lesson Summary

Joule organizes interactions into conversations that allow users to maintain context, refine requests, and manage multiple tasks efficiently. By creating, organizing, and switching between conversations, users can structure their work more effectively and improve the quality of their interactions over time.