Navigate the console
Find product setup, operations, and Organization settings.
Assistant setup
Open an Assistant to use these sections:
- Preview opens the live draft in a full page, the only preview available on a small screen.
- General configures identity, model, answer style, and chat defaults.
- Knowledge manages the Sources this Assistant answers from.
- Flows controls routing, triggers, conditions, and actions.
- Tools & Skills controls runtime tools and reusable instructions.
- Goals manages scheduled answer checks.
- Guardrails checks Visitor messages and hides marked answer text.
- Assistant Help Desks connects available Help Desks.
- Style controls the brand color and launcher position.
- Authentication controls the Visitor sign-in requirement.
- Publish manages the widget snapshot and embed configuration.
Organization operations
Use the main navigation to open Inbox, Improvements, Insights, Library, and Alerts.
Library is the Organization view of Knowledge. It lists every Source and controls which Assistants answer from each one. See Library.
Find
Select the search icon or press F to open Find. You can also press /, or Cmd+K on a Mac and Ctrl+K on other computers. Before you type, Find lists your 12 most recent items, then the console pages and the Assistant setup sections. Type to search Tasks, Projects, Assistants, Conversations, Improvements, Help Desks, and Teammates. Find also lists the console pages, the Assistant setup sections, and actions such as New task and Keyboard shortcuts.
Find highlights the text that matches your search in each result. A title can match with one or two typing errors, and the highlight shows the correct letters. When a result matches only in its text, the row shows the part of the text that matches.
Use the filters below the search box to narrow the results:
- Title only searches titles and ignores the text of each result.
- Type shows one kind of result.
- Updated shows results that changed today, in the past 7 days, or in the past 30 days.
The panel on the right draws the selected result as a small page. Key details appear inside it. For example, it shows the status of an Improvement, the channels of a Help Desk, or the first question of a Conversation. Ciele does not load the full page. Select a card or a row inside the preview to open that item. Press Enter to open it. Press Cmd+Enter or Ctrl+Enter to open it in a new tab.
Keyboard shortcuts
Press ? to see all keyboard shortcuts. Letter shortcuts do not operate while you type in a field.
Press G and then a letter, in less than approximately one second, to open a page:
| Keys | Page |
|---|---|
| G then H | Home, the list of Assistants |
| G then T | My Tasks |
| G then P | Projects |
| G then A | All tasks |
| G then I | Inbox |
| G then S | Settings. Owners and Admins open the Organization settings. Other Members open their own settings. |
| G then N | Notifications |
Other shortcuts:
- N creates a Task and P creates a Project.
- [ shows or hides the sidebar.
- D opens the Developer Panel on pages that have one.
- Cmd+Enter on a Mac or Ctrl+Enter on other computers submits the form or the text that you write.
Settings
Use Settings to manage General Organization data, Members, AI Provider connections, Crawling, API Keys, Usage, and Billing.
Select Personal settings at the end of the Settings group to open your Profile, Theme, and Memory. The account menu also opens your Profile.
The available actions depend on your member Role.