Ask Wennston helps you find information, understand your work, and learn how to use FORGE. This guide explains when to use Search or Chat and gives practical questions you can try in your daily work.
The Difference Between Search and Chat
Search Finds Matching Records and Help Topics
Choose Search when you want to locate information and open it. Enter a customer name, service call number, equipment description, or a product help question. Wennston returns matching results with titles, supporting details, and an Open button.
Search is useful when you know roughly what you need and want to go directly to a record or help topic. A match percentage indicates relevance to your search; it does not confirm that an answer or record is correct.
Chat Answers Questions About Your Work
Choose Chat when you want a written answer, a count, a focused list, a grouped summary, or an explanation. Wennston can use supported business data and product help to answer your question and provide links to relevant records or pages.
Chat also lets you ask follow-up questions in the same conversation. For example, start with “How many open service calls do we have?” and then ask “Break those down by priority.”
Choose the Mode That Fits Your Goal
-
Find a record: Use Search for “SC-12345” or a customer name, then open the matching result.
-
Understand a workload: Use Chat for “How many open service calls are unscheduled?”
-
Learn a process: Use Search to find the relevant help topic, or Chat to ask “How do I create a service call?”
-
Investigate a blocker: Use Chat for “Why is service call SC-12345 not ready for invoice creation?”
Use Chat for totals and counts. The number of results shown by Search is a set of matches, not a complete count of every record that meets a business condition.
Use Search to Find and Open Information
-
Open Ask Wennston. Select the Ask Wennston field in the application header. Choose Search in the panel.
-
Enter your search. In the Ask Wennston field, enter the name, number, phrase, or product question you want to find. Include a customer, location, or record number when it will make the search more specific.
-
Run the search. Press Enter. Wait for the results to appear.
-
Open a result. Review the title and supporting details, then select Open. A product help result takes you to the relevant page or tab with its help panel open.
If no useful match appears, try a more specific phrase or a different name. Use Chat if your goal is a count, summary, or explanation.
Use Chat to Ask a Question
-
Choose Chat. Open Ask Wennston, then select Chat. Enter your question in the conversation prompt, which shows Ask a question... when empty.
-
Describe what you need. In the Ask Wennston field, type a question in everyday language. Specify the record or topic, the condition you care about, and a date range when relevant. For example, “Show appointments for Sarah from October 20 through October 23.”
-
Use an example if helpful. Expand Example Prompts and select a suggestion to place it in the prompt. Edit it for your needs before sending.
-
Send your question. Select Send or press Enter. Use Shift+Enter to add a new line. Wait for Wennston to finish before sending another question.
-
Review the answer. Read the count, explanation, or list and follow any relevant links. Ask a follow-up question to narrow the results or request another grouping.
-
Finish the conversation. Select Clear to clear the current questions and results, or Close to dismiss the panel.
These lookup and question workflows do not require a Save step. Use the appropriate application page and its normal controls when you need to change a record.
What You Can Use Wennston For
Try the questions below with your own customer names, record numbers, and dates. Answers depend on your permissions, enabled features, and the data available in your active working scope.
Plan Service and Dispatch Work
-
“How many open service calls do we have by priority?”
-
“Show open unscheduled service calls, oldest first.”
-
“Show appointments for Sarah this week.”
Review Billing Readiness and Costs
-
“Which completed service calls are ready for invoice creation right now?”
-
“Why is service call SC-12345 not ready to invoice?”
-
“What costs are on SC-12345?”
Be specific about the stage: readiness to create an invoice and readiness to send an existing draft invoice are different checks. Wennston can explain supported blockers so you can review the underlying record.
Find Business Information and Learn a Workflow
-
“Find equipment with serial number 1234.”
-
“Which purchase orders are still draft?”
-
“How do I create an invoice, and how many service calls are ready right now?”
-
“Which background jobs failed today?”
Get Useful and Reliable Answers
Check your working scope. Business data answers use your active company and business unit. To change scope, open your profile menu and use the Business Unit selector. Your role controls which records, fields, and related information Wennston can return.
Make the question specific. Use names and numbers as they appear in FORGE. Include a status, customer, location, or explicit date range when needed. Ask one focused question first, then follow up.
Read totals and list limits carefully. Chat lists show up to 25 records. When more records match, the answer should distinguish the full matching total from the records shown. Open the relevant application page to continue reviewing the work.
Review the supporting records. Use the links to confirm details before making an operational decision. If Wennston cannot answer, narrow the request or use the relevant application page and its help. No search matches alone do not establish that no matching business records exist.
Understand availability. Business data search and Chat depend on your organization’s AI configuration. Product help search does not require a business data search refresh. If results are missing or the service is unavailable, retry and contact your administrator if the issue continues.
Complete actions in the application. Use these Search and Chat workflows to find, review, and understand information. Perform scheduling, approvals, posting, and other record changes through the appropriate application controls.