Playground

Chat with an AI agent to check its answers, and see which knowledge base notes each answer came from, before it talks to callers.

Where to find it

AI agents › Playground

Open this screen
Playground on a computer: the agent’s panels (data sources, voice replies, instructions) on the left and the test chat on the right.

Steps

  1. Open AI agents › Playground.
  2. Choose the AI agent at the top right.
  3. Type a question in Ask anything… and press Send (or Enter), or click one of the suggested questions.
  4. Read the reply. Under it, Knowledge base notes used says how many notes matched; Show the notes lists them.
  5. Rate the reply with Good reply or Needs work, or press Edit to teach the right answer.
  6. Press Reset chat to start a new conversation.

Settings on this screen

SettingWhat it doesDefault
AI agentWhich agent you are testing. The choice carries over to the other AI agent pages.—
Data sourcesWhat the agent answers from, by type. Manage and Add a source open the Sources pages for this agent.—
Voice repliesReads each reply aloud in the agent’s call voice or in a voice you pick to test.Off
Instructions (System prompt)The agent’s instructions; managers can edit, Translate and Save them here.—
Reset chatClears the conversation. The agent and its settings do not change.—
Speak your messageDictate a question with the microphone. Shown when the browser supports speech recognition.—
Voice mode / Voice offTurns reading replies aloud on or off from the chat header.—

Troubleshooting

The reply shows notes instead of an answer.

No AI model is connected for drafting replies, or AI processing is turned off for your organisation. The notes are what the agent would answer from.

“Nothing added yet. Until a source is added, the agent can only say it cannot confirm.”

Press Add a source and give the agent something to answer from.

Tips

  • The conversation with each agent survives a page reload in the same browser tab.
  • A banner says when calls do not use this knowledge base yet; then what you try here does not change what a live call says.
  • Open the Playground for one agent straight from its page with Open playground.

Good to know

  • Only managers can edit the instructions or teach answers; everyone can chat and rate.
  • The number of playground messages per hour is limited.

Related how-tos

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