Saltar al contenido

Set up a Conversational AI agent in Jitterbit App Builder

Overview

This guide shows how to configure the chat interface in App Builder using the Agents page in the IDE. This is the second step in setting up the Conversational AI feature.

After completing this step, a chat bubble appears in the bottom-right corner of your application, allowing users to interact with your AI agent.

Prerequisites

Before configuring agents, you must have connected your AI agent to App Builder as a REST API data source. See Connect an AI agent for instructions.

Add an agent

  1. Access the IDE.

  2. Under Build, click Agents (Beta).

    Agents page

  3. Click Create. The agent configuration dialog opens.

  4. Configure the agent:

    • Name: Enter a name for the agent.

    • Data Source: Select the REST API data source you configured in the previous step.

    • Target: Select the endpoint to use for the agent interaction.

    • Description: (Optional) Enter a description of the agent.

    • Welcome Message: (Optional) Enter a message to display to users when they open the chat interface.

    • Include All Messages: (Optional) Enable this option to include the full conversation history in each request sent to the agent. If disabled (the default), only the latest message is sent.

    • Is Default: Enable this option to make this the default agent for the application. The default agent is the one that opens when a user clicks the chat bubble.

    • Is Active: Enable this option to make the agent available to users.

    • Icon File: (Optional) Select an image to use as the agent's avatar in the chat interface. Click Browse to locate the file and upload it. If no icon is provided, the chat interface displays a default icon using the first two letters of the agent's name.

    • Icon Preview: If you've selected an avatar for the agent in the Icon File field, a preview of the selected icon is displayed.

  5. Click Save. The chat bubble appears in the bottom-right corner.

    Chat bubble

    Important

    The chat bubble is visible only to users belonging to a group that has access to the data source that the AI agent connects to. Users without access will not see the chat bubble.

Configure agent visibility

By default, an agent's chat bubble is visible on all custom applications and hidden on system pages. Since App Builder 4.62, you can override this behavior per agent; for example, to show a Sales agent only in a Sales app and hide it in all other applications.

To configure visibility for an agent:

  1. Access the IDE.

  2. Under Build, click Agents (Beta).

  3. Locate the agent record and click Visibility. The Customize Agent Visibility dialog opens.

    Customize agent visibility

  4. In the System Options dropdown, select how the agent behaves on App Builder system pages:

    Option Description
    Hide on System Applications (default) The agent is hidden on all system pages and visible on all custom applications.
    Show on System Applications The agent is visible on all system pages (Site Menu, IDE, Designer, User Management, and others) and on all custom applications.
    Show only on the Site Menu The agent is visible on the Site Menu only, hidden on all other system pages, and visible on all custom applications.
    Hide Everywhere The agent is hidden on all system pages and all custom applications. The agent is accessible only through custom chat panels.

  5. Under Visibility by App, configure which custom applications display the agent:

    • By default, no applications are selected, meaning the agent appears on all custom applications. A icon next to an application indicates the agent will be visible on that application; a icon indicates it will not.
    • To restrict the agent to specific applications, click Select next to each application you want to include.

    Tip

    Leave all applications deselected to ensure the agent appears on all current and future custom applications. Selecting individual applications means the agent will not appear on new applications added to the system later. This setting applies only when the agent is not set to Hide Everywhere in System Options.

    Note

    When Hide Everywhere is selected in System Options, the application selection controls are disabled.

  6. Click Save to apply the changes.

Chat bubble

After saving the agent, a chat bubble appears in the bottom-right corner. You can drag and drop it to reposition it on the screen. Clicking the chat bubble opens a chat window as a side panel, sliding the page content to the left:

Chat side panel

The chat window displays the following:

  • The default agent's name and logo at the top.

  • The welcome message configured for the agent.

  • A prompt text box at the bottom with a send button (or press Enter to send a message).

The top-right corner of the chat window has the following controls:

  • Pencil icon: Opens a new chat, clearing the current message history. The welcome message is displayed again.

  • Maximize icon: Expands the chat to full screen. In full-screen mode, a navigation bar appears to the left.

  • X: Closes the chat window.

In the side panel view, clicking the hamburger menu in the top-left corner opens the navigation bar, which displays the following:

  • Agents: Lists all available agents. Click an agent to switch to it.

  • Chats: Displays chat history organized by date, with each entry showing the icon of the agent used in that conversation.

Chat navigation bar

Next steps

After configuring an agent, you can optionally embed the chat interface directly in a page layout instead of using the floating chat bubble. See Add a chat panel to continue.