Using Chat UI

When enabled, the Chat UI is available globally within the PeopleSoft Pure Internet Architecture (PIA).

The following example illustrates the floating button for Chat UI on a PeopleSoft homepage.

Select the PeopleSoft Assistant floating button on the PIA page to access the PeopleSoft Assistant or Chat UI. You can personalize the location of the chat window and floating button by dragging and dropping them.

The following example illustrates the PeopleSoft Assistant window on a PeopleSoft homepage. You can find definitions for the fields and controls later on this page.

Using the PeopleSoft Assistant window, users can ask questions, request information, or initiate actions using natural language.

By default, the response timeout is set to 5 minutes. You can modify this value in the Response Timeout section of the PeopleTools Feature Options page. See Enabling Chat UI.

Fields or controls and descriptions for the PeopleSoft Assistant window.

Field or Control	Description
	Clear chat button. Use the Clear chat button to clear the current chat screen. Note: The cleared chat is deleted from the user interface only. The chat remains available in the chat history table (PS_PTML_CHAT_HIST) until it is deleted or turned off from the PeopleTools Feature Options page. See Enabling Chat UI
	Close button. Use the Close button to close the Chat UI window. Alternatively, you can also click the PIA pageto close the Chat UI window.
	Chat Input field. Use the Chat Input field to enter a question or request for the Chat UI.
	Send message button. Use the Send message button to submit your question or request. Alternatively, you can also press Enter on your keyboard to submit your request.
	Thumbs up and Thumbs down buttons. The Thumbs up and Thumbs down buttons appear after you receive a response from the NL Search Service for your query. Select Thumbs up to indicate that the response was helpful or accurate, or select Thumbs down to indicate that it was unhelpful or inaccurate. The application records the feedback to help improve future responses. The selected button changes from an outline to a filled state.

Working with Stored Prompts

Prompts are structured text, instructions, or contextual information that guide the NL Search Service in generating accurate and relevant responses.

Use the Prompt Store page to create and manage reusable prompts, instructions, and sample queries for the chatbot. These stored prompts help guide LLM behavior, provide consistent context across requests, standardize response handling, and improve the quality and relevance of generated responses.

Select PeopleTools, and then Utilities, and then Administration, and then Prompt Store.

The following example illustrates the Prompt Store page. You can find definitions for the fields and controls later on this page.

Fields or controls and descriptions for the Prompt Store page.

Field or Control	Description
Prompt Type	Select the prompt type. Valid values are: Generic Prompt - Stores reusable standard instructions that are always sent to the LLM to control response format, behavior, or the handling of specific data types. For example, instructing the LLM to return only the intent name, generate only the query without explanations, or format date and time values in a specific way. These prompts provide common guidance for all requests. System Prompt - Stores system-level instructions that are included with every chat request sent to the LLM. These prompts establish the overall behavior and context for the assistant and are transmitted along with the user's message for every interaction. User Prompt - Stores reusable prompts generated from user interactions. When a user approves a response (for example, by selecting the Thumbs up button), the corresponding OpenSearch query generated by the LLM is extracted and stored as a User Prompt. These prompts are associated with a specific search definition, allowing the application to reuse successful queries for similar future requests.
Intent Name	Enter an intent name to specify the business intent or functional area to which the prompt applies.
Prompt Value	Displays the prompt text or instruction to be sent to the LLM.
Edit Prompt	Select to open the Edit Prompt dialog box and enter or edit the Prompt Value.
Created Date Time	Displays the date and time when the prompt was created.