Chat page
With the Assistant module, it is possible to start various workflows through direct access in the Chat.
The Chat page is available to all users. If a workflow is initiated as a result of a message in the chat, the user who wrote the message in the chat will be the initiator of the workflow.
The Chat page is a user interface where information about the message history is displayed both on the User and Assistant sides. It is available to the User with the roles of Assistant User, Assistant Administrator.
The Chat page has the following features:
- Using Assistant as an additional tool for employee communication with program robots (along with starting robots through the orchestrator and initiating the workflow by filling in data on the screen form).
- Receiving data from the robot directly to the chatbot.
- Transferring data to the robot via the Assistant.
- Classifying user requests in order to determine intent.
- Communicating with the Assistant using smart search.
- Launching feedback from any message from the Assistant sent to the chat (Feedback tab).
The view of the Chat tab page is displayed below.
The Chat page workspace contains input/output fields:
- selecting the user's reference: classifier or smart search
- entering and sending a message
- displaying a request from the user
- displaying a response from the Assistant
- Possibility to start feedback
The Chat page interface is a field divided into 3 areas:
- Chat area (1)
- Assistant panel (2)
- Requests tab (3)
On the right is the chat area.
Above the left side of the chat area is the Assistant panel, where the user can view the history of HIS chat requests, add/favorite workflows, as well as track active requests, overdue tasks and tasks on other people's requests.
Down from the left side of the chat area is the Requests tab.
Between the Assistant panel and the Requests tab there is a forward-back button (4) If you click this button, the Assistant panel is minimized - only the chat area remains visible.
Chat area
The Chat page displays the correspondence between the User and the Assistant.
It is possible to receive answers to questions from the chat in the form of text messages, or there is an option to receive a service, as a result of which the workflow is started.
The user writes his question in the text field of the chat (2) and sends it by clicking on the Send button (3) or by clicking on Enter.
Messages can be displayed in the chat in the format of screen forms that have been created in the screen form editor.
Feedback process (1) can be started from any assistant message sent to the chat.
On the left side of the chat, the user can view the history of their chat requests, as well as track active requests, overdue tasks, and tasks on other people's requests.
Description of chat area interface elements
Element name | Visibility | Description |
|---|---|---|
Start feedback button (1) | If the feedback button in the Feedback tab is enabled | The button is located on the generated response of the Assistant to the user's request. When clicked, the workflow selected in the Feedback tab is started. The last message of the user in the chat and the last reply of the Assistant in the chat are the input attributes. |
no name User request input field (2) | If:
| Used by the user to enter a text message into the chat. |
Send button (3) | If:
| Sends the user's request to the Assistant chat. The button is inactive if there are no characters without a space in the input field of user's request. The button is inactive if the skill is not selected by the user (if several skills are available). Hot key Enter duplicates the functionality of the button. |
Date of dialog start (4) | Displayed in the message | Displays the text of the dialog start date. |
The questions asked by the User earlier to the Assistant in the chat will be displayed in the Dialogs tab in sent messages (2).
Assistant panel
The Assistant panel allows the User to view the history of his requests to chat.
By clicking the active requests, overdue tasks and tasks by other people's requests buttons, the history of the User's requests launched in the Requests tab is filtered.
The active requests include the requests that are currently running. If a workflow was started when executing a request, the request is in the active requests until the workflow is fully performed.
The overdue requests include requests that are not completed in a certain period of time and are there until they are fully performed.
Requests that were assigned to the executor via a workflow launched through another user's chat are included in other people's requests.
If there are no requests according to the selected filter, nothing is displayed in the field.
If you click the active tasks, overdue tasks and tasks by other users' requests buttons again, the filtering is removed.
Filtering is displayed only by the clicked button, filters are not combined.
Assistant panel interface description
Element name | Description |
|---|---|
Active requests filter button (1) | The button filters the history of user requests and messages from the chat assistant. The button displays the number of records that match the filter and are active. Requests are taken into account, in which the workflows that are currently running are launched - the workflows can be launched via the Classifier skill or by manually launching the workflow on the Favorites tab. If there are no active records, the button is displayed without numbers. When clicking on the filter:
Filtering is maintained as long as the Active queries filter is selected. Filtering is reset:
If there was an active record (opened chat request history) that fits the filter logic, the record remains active, the chat is not changed. |
Filter button Overdue tasks (2) | Filter button by the history of user requests and messages from the assistant in the chat. The button displays the number of records that match this filter and are active. Requests with incomplete and overdue tasks in the form of SFs are taken into account:
If there are no active records, the button is displayed without numbers. When you click on the filter:
Filtering is maintained as long as the Overdue tasks filter is selected. Filtering is reset:
If there was an active record (opened chat request history) that fits the filter logic, the record remains active, the chat is not changed. |
Filter button Tasks by others' requests (3) | Filter button by history of messages from the chat assistant. The button displays the number of records that match this filter and are active. Requests with unfinished tasks in the form of SF assigned to an executor via a workflow launched via another user's chat are taken into account. If there are no active records, the button is displayed without numbers. When you click on the filter:
Filtering is retained as long as the task filter for others' queries is selected. Filtering is reset:
If there was an active record (opened chat request history) that fits the filter logic, the record remains active, the chat is not changed. |
untitled Forward-backward button (4) | When you click the button, the Assistant panel is minimized - only the chat area remains visible. If you click the button again, the panel is expanded. By default, the panel is in the expanded state. |
Requests tab
The Requests tab displays the list of user requests and messages from the Assistant in the chat.
If you click the New request button, a new chat is created, the user selects a skill (if more than one skill is available), a new request is created, which is entered into the list of requests history on the Requests tab.
The list of available skills is formed from groups of documents available to the user (the Intelligent search skill) and groups of classifiers (the Classifier skill).
Document group forms one skill in chat, classifier group forms as many skills as there are classifiers in the group.
If skill is used in chat:
- Classifier, then new queries can be added to the chat until the classifier determines the subject of the query.
- Smart search, then new queries can always be added to the chat room - a query record always has an active user query input field.
Records are added to the tab in the following cases if:
- The user clicked the New request button and selected a skill in the chat room.
- The user launched a workflow from the Favorites tab.
- The user received a task in the form of an SF in chat, where he is the executor of the task, and the initiator of the workflow launched through chat, within which the task is directed, is another user.
- The user has sent requests earlier in the Assistant widget under his account, and a record with the history of requests from the widget in the read mode is added to the tab.
Records with tasks assigned to the group are not added to the Requests tab and are displayed to the user only within the Tasks subsection.
If there are no records, the tab displays text:
List of Requests to Assistant
By default, the tab is active.
Description of the interface elements of the Requests tab
Element name | Description |
|---|---|
Field untitled Search field (1) | The search is performed by the headers of the queries created on the Queries tab. Case is not taken into account. Search by part of the name is available: the entered text can be in any part of the message in the request history. |
Button New request (2) | When the button is clicked, a new query is created
|
List untitled Records of user requests and messages from the chat assistant (3) | Displays records of user requests and messages from the chat assistant. The record contains:
Two identically named chats must always be distinguished by a number, except for the first one, it has no number.
If an assistant's reply is added to a user request record that has not been viewed by the user or a new task is assigned to a user that the user has not yet opened for viewing, the record in the list is marked with an unread message sign. The history of messages is displayed as soon as you click on a chat entry:
Records are arranged by date - the most recently updated requests are added to the top. The records contain icons similar to the filters above the Requests tab:
Records do not contain icons if:
|
List Assistant widget | The record contains user requests and messages from the Assistant in the widget chat. It is displayed only if the user has sent requests to the Assistant widget. The record contains all messages that are available in the user's widget. The chat is available for viewing only. The record contains:
When you click on a chat entry, the message history is displayed:
|
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