Workspace setup

Set up your NLX workspace and become familiar with common actions

Last updated 1 month ago

Workspace setup

Set up your NLX workspace and become familiar with common actions

Required integrations

Before testing or deploying your application in NLX, a one-time integration of Natural Language Processing (NLP) must be completed. NLP helps disambiguate user inputs for matching user queries to flows, extracting variables from users, and helping construct each application build containing the stack of workflows and training data.

NLP

Select an NLP provider to integrate in your workspace:

Channel

Certain communication channels you may want your conversational AI application available through also 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

To delete a flow, select the Settings icon in the toolbar of the Canvas > Choose Advanced tab > Delete flow.

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.

Need to remove items from your folder? Simply click and drag the item below the folder.

Rename a resource

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

Names of Applications, Actions, Lifecycle hooks, Voice+ scripts, and Knowledge bases allow for spaces and special characters.

Duplicate a resource

For resources that cannot be renamed (such as flows and slots), you may follow the process of duplicating to create a new one with the desired name and delete the old version.

Select resource type from your workspace menu > Choose resource
Enter new resource name
Click Create clone

View/restore a version

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

If you choose to restore or edit/restore, a new version is created, so no need to worry about overwriting an older version. You may always go back and re-restore any version if you break something with subsequent edits.

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.

Last updated 1 month ago

Required integrations

NLP

Select an NLP provider to integrate in your workspace:

Channel

Certain communication channels you may want your conversational AI application available through also require a one-time integration in the workspace:

NLP and other terms are commonly referenced throughout the workspace in this documentation. To learn more, see our .

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

To delete a flow, select the Settings icon in the toolbar of the Canvas > Choose Advanced tab > Delete flow.

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.

Need to remove items from your folder? Simply click and drag the item below the folder.

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. , 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

Names of Applications, Actions, Lifecycle hooks, Voice+ scripts, and Knowledge bases allow for spaces and special characters.

Duplicate a resource

For resources that cannot be renamed (such as flows and slots), you may follow the process of duplicating to create a new one with the desired name and delete the old version.

Select resource type from your workspace menu > Choose resource
Locate Duplicate option in upper right (for flows, locate in the Advanced tab of the )
Enter new resource name
Click Create clone

View/restore a version

Looking specifically to restore a flow? Check out how on .

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

For better visual distinction and organization, color code your resource tags by going to .