While Agents excel at running consistent workflows to deliver consistent outputs, Chat excels at offering an open ended assistant to get started quickly to ask adhoc questions or complete adhoc tasks. Underneath, Chat has access to the same connectors and capabilities of Agents so you can expect the same level of analysis and same rich outputs from graphs to presentation ready documents.
Note: This feature is not available by default. If interested, please reach out to your Account Manager or contact Support.
- To start a chat, navigate to the CentrlX Module and begin chatting in the primary chat box, or alternatively, select Start Chat in the Left Navigation bar.
- User can optionally select the + icon within the message box, then select an option below:
- Add Files — upload files from a local device, or select a connected source, such as SharePoint, to add context to your chat.
- Target Platform Data — limit results to specific Partners, Products, Files, or Assessments.
- View Content — show the current scoped Partners, Products, Files, or Assessments for this chat.
- Connectors — enable or disable a variety of different data sources. By default customers have access to Web and Centrl Data. Other connectors require setup in System Admin. If a previously connected account needs to be reconnected, select Reset Connectors in the left navigation bar.
- Skills — enable or disable a skill for your chat. To learn more about skills, refer to our article on the topic: Creating and Managing Skills
- Learn About Actions — directs users to our article on this topic:
- View Sources — review the underlying data used to generate a chat's response.
FAQs
How do I rename a Chat?
- Under the Source column, locate the chat and click on the 3 dots icon. Select the Rename option in the menu.
- Within the Rename window, type the desired name into the text field and click the Save button.
Note: By default, a chat will be named by CentrlX based on a user's first prompt.
How do I delete a Chat?
- Under the Source column, locate the chat and click on the 3 dots icon. Select the Delete option in the menu.
- Within the Delete window, click the Yes button to delete the chat.
Where can I find a previous Chat?
To navigate to a previous Chat, click on the name of the chat under the Chat column on the left-hand side.
What if I leave my Chat's configuration as is?
By default, Chat enables the Centrl Platform connector. CentrlX will take your query and attempt to resolve what data is most relevant and ask followup questions if needed.
How long should it take to respond to a query?
Right now the average response takes around 30 seconds. Depending on the complexity of the query this may take longer.