Conversational AI (Beta) in Jitterbit App Builder

Overview

Conversational AI (Beta) is an App Builder feature that embeds a ready-made chat interface into your application, powered by a Jitterbit AI agent. Users can type messages and receive responses in real time without leaving the application.

Conversational AI is an alternative to building a custom front-end page to interact with an AI agent (as described in Build an intelligent app). Instead of wiring up the UI manually, Conversational AI provides a ready-made chat experience that requires no custom UI setup.

When configured, Conversational AI is accessed through a chat bubble in the bottom-right corner of the application. You can also add a chat panel to embed the chat interface directly in a page layout.

Prerequisites

Before setting up the Conversational AI, you must have a Jitterbit AI agent built and deployed with a REST API endpoint. For instructions, see AI agents.

Access to the Conversational AI is controlled at the group level. Only users belonging to a group with access to the AI agent's data source will be able to see and use the chat interface.

Get started

Setting up the Conversational AI involves three steps:

1. Connect an AI agent
   Create a REST data source in App Builder and configure the column usage types required for the chat interface.

2. Set up an agent
   Use the Agents (Beta) page in the IDE to set up the chat interface and connect it to your AI agent data source.

3. (Optional) Add a chat panel
   Embed the chat interface directly in a page layout instead of using the floating chat bubble.