Skip to content

Chat

The Chat interface lets you interact with your assistants in real-time to test responses, develop conversations, and refine your chatbot behavior.

Purpose of the Chat Interface

The Chat section is your development and testing environment for assistants. Use it to:

  • Test assistants before deploying them
  • Refine instructions based on actual responses
  • Verify knowledge base integration works correctly
  • Develop conversation flows with your AI

Interface Layout

The Chat interface consists of three panels:

Left Panel: Assistants & Threads

  • List of your assistants
  • Conversation threads for selected assistant
  • Create new threads

Middle Panel: Resources

  • Connected knowledge bases
  • Active function templates
  • Quick add/remove options

Right Panel: Conversation

  • Message history
  • Input field
  • Send button

Quick Navigation

Guide Description
Using Chat Complete guide to the chat interface
Threads Managing conversation threads

Key Features

Real-Time Responses

Messages are processed immediately, allowing you to iterate quickly on assistant behavior.

Multi-Assistant Support

Switch between assistants without losing context. Each assistant maintains separate conversation threads.

Resource Management

Add or remove knowledge bases and templates directly from the chat interface without navigating elsewhere.

Message History

Conversations are preserved within threads, allowing you to review and continue past interactions.

Common Use Cases

Testing New Assistants

  1. Create a new assistant
  2. Open Chat
  3. Select the assistant
  4. Test various questions and scenarios
  5. Refine instructions based on responses

Verifying Knowledge Bases

  1. Connect a store to your assistant
  2. Open Chat
  3. Ask questions specific to your uploaded content
  4. Verify accurate retrieval and responses

Debugging Issues

  1. If an assistant behaves unexpectedly
  2. Open Chat to test interactively
  3. Try different phrasings
  4. Identify instruction gaps

Tips for Effective Testing

Test Comprehensively

  • Happy path: Normal, expected questions
  • Edge cases: Unusual or boundary scenarios
  • Off-topic: Questions outside the assistant's scope
  • Ambiguous: Unclear or multi-interpretation questions

Document Your Tests

Keep notes on: - What you tested - What worked well - What needs improvement - Changes you made

Iterate Quickly

  1. Test a scenario
  2. Identify an issue
  3. Update assistant instructions
  4. Re-test immediately
  5. Repeat until satisfied

Next Steps