Workspace controls

Become familiar with common workspace actions in NLX in minutes!

The following workspace controls are for common tasks performed across the NLX platform:

Create or add to 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

Other elements particular to a resource (e.g., an intent's training phrases, a slot's set of values, etc.) may be added and edited later after initial creation.

Delete a resource

With conversation resources, deleting an item is done easily through its 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.

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 may be restricted as it can break builds in production. 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 the only 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 also allow for spaces and special characters.

Duplicate a resource

For resources that cannot be renamed, 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

  • Enter new resource name

  • Click Create clone

You may also duplicate an intent flow for managing a different channel in the same intent. See Setting up an intent flow.

View/restore a version

Looking specifically to restore an intent 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

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.

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

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