Workspace setup
Set up your NLX workspace and become familiar with common actions
Integrations
Each NLX workspace comes equipped with a built-in NLP engine managed by NLX; no external setup required. You only need to connect a third-party provider if a phone channel demands it, or you prefer using a specific engine.
NLP (Natural Language Processing) engines are small fast AI models that can disambiguate user inputs over voice or text, build and deploy an application as well as manage essential conversation runtime operations.
NLP (off-the shelf providers)
In case you wish to use specific phone channels that are only compatible with specific NLP engines, or if you prefer to bring your own NLP, you can integrate among the following. Once integrated, the NLP may be selected as an engine when creating a build and deploying your application.
Channel
Certain communication channels you may want your conversational AI application available through require a one-time integration in the workspace:
Workspace actions
The following actions are for common functions performed across your NLX workspace:
Create a resource
Select any resource type from your workspace menu to begin:
Choose New option button in bottom right
Enter a descriptive name
Select Save
Delete a resource
With conversation resources, deleting an item is done easily by selecting the trash bin next to each item on a resource page or through an individual resource's Settings tab:
Choose the resource to delete
Select its Settings tab
Scroll to Danger zone > Delete button
Confirm delete
Create a folder
Select any resource type from your workspace menu to begin:
Choose New folder in bottom right
Enter a name
Drag and drop resources into new folder
Hover beside folder name to rename or delete (ungroups contents during delete action)
Organize resources by business unit, customer, sandbox environment, or more, and collaborate and manage folders with your teammates.
Rename a resource
Because some resources are used in the building and training of the NLP (Natural Language Processing), name editing is restricted for flows and slots, as it can break deployed builds. Duplicating a resource, naming the duplicate, and deleting the old version is an alternative option in those instances.
Applications, Actions, Lifecycle hooks, Voice+ scripts, and Knowledge bases do not disturb production workflows with your NLP and are therefore conversation resources that may be renamed:
Access the Application, Action, Lifecycle hook, Voice+ script, or Knowledge base you'd like to rename by choosing the applicable resource from your workspace menu
Select the name to activate the text field and make changes
Click Save
Duplicate a resource
Select resource type from your workspace menu > Choose resource
Locate Duplicate option in upper right (for flows, locate in the Advanced tab of the flow's Settings)
Enter new resource name
Click Create clone
View/restore a version
Looking specifically to restore a flow? Check out how on the Canvas builder.
Click the Versions tab of your resource's edit page > Choose a timestamped version to preview
Select Restore version to make it the latest instance, or select Current [resource] version above the name to go back
Tag a resource
Easily assign a keyword or term to any resource in your workspace with a resource tag:
Select resource type from workspace menu
Choose specific resource
Navigate to the resource's Settings tab
Locate Tags section > Type and enter new tag or select from existing in the workspace
Click Save
Optional
Remove a tag: Select the remove icon located beside the tag while on the resource's Settings tab. If a tag is removed from all usage in the workspace, it will no longer appear in the dropdown for selection until it's re-entered and added to a resource.
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