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Uniphore Help Center Portal

Interacting with AI Agents

This serves as the central interface for real-time interaction with your AI agents. It allows users to engage directly with the AI, ask questions, and receive responses that are grounded in your KBs. The interface is designed to support natural, conversational inputs and deliver accurate, relevant, and policy-aligned answers.

This environment is ideal for end users who rely on AI-generated information to support decision-making, streamline workflows, or enhance user experiences. The responses generated here reflect the actual behavior of the deployed AI agents and are influenced by your selected retrieval configurations and underlying data.

To access this page, go to the home page and click the Agents icon.png icon on the top right of the page.

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The agent chat page opens.

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Filtering Agents

The agent list can be filtered to help you find the specific agent you need.

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Use the following filters to refine your search:

  • Enter an agent's name in the Search Box to quickly locate them.

  • Select a date range to filter agents created within a specific time frame.

  • Select one or more Users to view the agents they've created.

  • Select one or more Knowledge Bases to find agents linked to specific KBs.

  • Select one or more Tools to view agents linked to specific tools.

  • Enable Published to view published agents only.

  • Use sort order to arrange results as preferred.

  • Click Reset to clear all filters and return to the full agent list.

Ask Anything with AI

The platform enables you to interact directly with AI agents.

To begin:

  1. Use either of the following to start:

    • Type @ in the text box to view the list of predefined AI agents.

    • Click @ Mention an agent to open the agent selector.

    • Filter and find an AI agent from the predefined agent list.

  2. Select the AI agent best suited to address your query. A chat session opens for that agent.

    agent_chat_kbcb.png
  3. (Optional) Add additional knowledge bases for the agent.

    Note

    Appending knowledge bases or replacing the agent's default knowledge base applies only to that session. These changes do not modify the agent itself. When the session ends, the agent will revert to its original configuration.

    1. Click the Attach Knowledge Base kb.png icon. A list of available knowledge bases is displayed.

      agent_chat_kb_list.png
    2. (Optional) Enter or edit the description for a knowledge base. It's important that knowledge bases have useful, detailed descriptions, as this helps the agent determine which knowledge base to query. Changes made to descriptions are retained beyond the scope of the chat.

    3. Select one or more knowledge bases to add. To remove a knowledge base, open the Selected KBs section and select it from the list.

    4. Click Save.

    5. The agent may have a default knowledge base. Use the Append to existing agent Knowledge Bases checkbox to select whether to replace the default knowledge base with the knowledge bases being added, or keep the default knowledge base and append additional knowledge bases.

  4. Enter your question or complete problem statement.

  5. Click the Upload upload_button.png icon to add files that help agents execute your query.

    This option is enabled for a few default agents only:

    • Agents with Data Processing Skills - Attach instruction files that define how an agent thinks and responds for a specific task.

    • Auto Coder Agent - Attach documents or template files to help the agent write code and answer questions about your content.

    • Slide Generator Agent - Attach files to provide context and information, or attach PPTX files to serve as formatting templates for your final presentation.

    • Deep Research Agent Max - Attach files to provide context and background information, or attach PPTX files to serve as formatting templates for your final research output.

      Deep_research_agent.png
  6. Press Ctrl+Enter (Cmd+Enter on Mac) to submit.

    Result_page_1.png

    The interactive conversation page opens, showing the AI agent and its interactions in the right-side panel, and real-time processing details for your request in the left-side panel.

    Note

    Please allow sufficient time for the response to be generated.

    Result_page_2_106.png

    Once generated, you can view the answer or solution in the right-side panel.

    Result_page_3_106.png
  7. You can continue the conversation with the current agent to build on the existing context.

  8. Alternatively, you can tag a new agent and submit your query to leverage different capabilities or expertise.

    Note

    Currently, you can view only individual agent run details. Complete chat history is not yet available.

  9. Click the Information info_icon.png icon to view detailed information about the agent and its configuration.

    • To modify settings, click Manage Agent Configuration to update the agent configuration. Refer to Creating an Agent for more information.

      Agent_details.png
  10. You can review the execution details and logs on the left-side panel:

    • Execution - This is the default view. Click on any execution entry to view its complete information.

      Execution_page.png
    • Trace Details - Switch to this tab to access technical metadata about the execution.

      Trace_Details.png
      1. Click on any execution entry to view its input/output data (JSON and YAML format), execution sequence, timing information, and other performance metrics.

      2. Switch to the Metadata tab to view additional execution data in JSON and YAML formats.

Viewing the Agent Execution History

Monitor and analyze your agent's performance by accessing detailed execution information. The platform provides comprehensive execution logs to help you understand how your agent processes requests and delivers results.

To view the agent execution details:

  1. Click the Ellipsis Ellipsis_icon.png icon on the agent card.

    view_agent_execution_icon_1_0_10.png
  2. To view the latest execution:

    • Click View Last Run.

      A right-side panel opens, displaying metadata about the last execution, including input/output, execution sequence, time, and other performance metrics.

      View_Last_run.png
  3. To view all executions:

    • Click View Run History.

      A right-side panel opens, displaying all its execution records for the last five runs.

      View_run_history.png
    • Click any execution record to view its detailed metadata, including input/output, execution sequence, time, and performance metrics.

    • To view the previous or next execution record, click << or >>.

      View_run_history_1.png