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 intent flows and slots and helps 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:
NLP and other terms are commonly referenced throughout the workspace in this documentation. To learn more, see our Terms & concepts.
Color codes
When referencing resources that exist in the workspace through messages, flow logic, webhook setup, and more, these items are easily distinguished by color code:
Green: Custom or built-in Slots
Orange: Data requests and their data attributes
Yellow: Variables that are local to a flow (defined by a Define node or Loop node set to List for processing properties of a Data request array)
Pink: Context variables that are global
Purple: Actions
Black: System variables or Secrets
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 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 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
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 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
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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