Chat Panel

Overview

The Chat Panel allows you to converse directly with the assistant while you're building it.

Conversations started from the Chat Panel are real conversations with a few exceptions:

• When assigned to your assistant, they will bypass the published version and instead execute against the last saved draft
• Chat Panel conversations automatically log events to the Debug Workbench
• They are excluded from billing

Aside from those caveats, the conversations run normally through your Quiq instance, meaning they will be routed by Conversation Rules and can be escalated/reassigned from the assistant.

Chatting with your Assistant

In order to start a conversation, you can use the Chat button in the header and in the bottom right of the Flow panel:

Assistant Errors

An assistant must not have any validation errors and the draft must be saved (but not published) in order to initiate a chat.

You can use the Validation Issues button to easily identify what errors you need to correct in order to chat with your assistant:

Editing your Assistant

If you make further edits to your assistant while you have an ongoing conversation, a banner at the top will indicate that there are unsaved changes:

Once you save the assistant, the active conversation in the Conversational panel will end:

Using the Chat Panel

Chat Settings

You can modify your chat experience using the Chat Settings button at the top of the Chat Panel:

By default, your assistant will you use a system contact point that will automatically route conversations to your assistant, but you can manually set a different Contact Point for testing purposes:

You can also set Custom Fields using the Set Field, which can help you more easily test different scenarios:

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In order for your changes made in Chat Setting take effect, you'll need to use the Start New Conversation button at the top of the chat

Restarting your Conversation

You can use the Restart Conversation button at the top of the Chat Panel to start a new conversation:

Conversation Events

You can Leverage the Show Events in Workbench button to jump right into Studio Events in Debug Workbench

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Chat panel events will show up under Studio Events in Debug Workbench, making it easy to understand which events happened during internal testing, and which events happened in your production assistant.