A free resource from Community Heart
AI Has Entered the Chat
A practical playbook for delivering learning via AI chatbots.
Explore how conversational AI can support meaningful learning, while keeping your people, your context and your organisational values at the heart of the experience.
For the non-profit sector in Aotearoa New Zealand.
REAL PROJECTS. PRACTICAL INSIGHTS.
Free to download
No AI experience needed
Grounded in real projects
Learning first. People always.
Good learning begins with people.
AI can ask questions, respond to scenarios and give feedback in real time. Making those conversations useful takes thoughtful design: clear learning goals, realistic context, meaningful feedback and deliberate choices about values.
Inside the Playbook
From first ideas to better learning conversations.
Guidance, examples and lessons you can put to work in your own organisation.
01
Design the learning
Start with a real learning need. Shape scenarios, questions and feedback that help people think, reflect and apply what they know.
02
Build the experience
Choose a suitable tool, provide relevant context and develop instructions that guide the AI’s behaviour. Example instructions give you a starting point.
03
Test, evaluate and refine
Look at what happens in real conversations. Consider learning, learner experience, values and the effort needed to keep the experience useful.
04
Learn from the field
Explore three case studies of organisations working with limited time, stretched resources and a strong need for accurate information.
A practical pathway
Start small. Learn as you go.
The Playbook follows six connected stages. Expect to move between them as you learn what works in your context.
01
Explore
Clarify the learning need and your context.
02
Design
Shape scenarios, interaction and feedback.
03
Build
Bring tools, instructions and content together.
04
Test
Try it with learners and observe what happens.
05
Evaluate
Understand what is working, and why.
06
Refine
Use what you learn to improve the experience.
The research behind the resource
Built from real learning conversations.
The Playbook draws on projects with three non-profit organisations in Aotearoa New Zealand. Chatbot conversations, learner feedback and organisational perspectives informed repeated rounds of testing and refinement.
Created as part of a Master of Professional Practice research inquiry at Otago Polytechnic.
3
Organisations. Different learning challenges.
A shared focus on learning that works, reflects organisational values, fits its cultural context and can be sustained in practice.
Make it your own
A starting point for your next learning project.
Exploring the possibilities?
Use the Playbook and case studies to consider where conversational AI might help with a learning challenge in your organisation.
Already building something?
Use the design guidance, structured starting points and example instructions to review your approach and plan your next test.
Your next step
Bring the Playbook to your next conversation.
Download it, share it with your team and choose one learning challenge to explore together.
Free PDF resource
Questions or reflections? Get in touch with us.