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Add a chat panel to your application in Jitterbit App Builder

Overview

This page shows how to add a chat panel to a page in your App Builder application. This is an optional step in setting up the Conversational UI feature.

By default, the Conversational UI is accessed through a floating chat bubble. Adding a chat panel embeds the chat interface directly in a page layout. When a page includes a chat panel, the chat bubble is not displayed on that page.

Prerequisites

To add a chat panel, first you need to set up the Conversational UI feature's default behavior. See Set up an agent for instructions.

Add a chat panel

  1. Create a new page or open an existing page for editing.

  2. Click + Add Panel, then click + Choose panel type. The Create a Panel wizard opens.

  3. Under Edge Case, select Agent Chat Panel, then click Next.

    Chat panel type

  4. Complete the remaining steps in the wizard and publish the panel.

  5. Launch the page. The chat interface appears in the panel. The chat bubble is not visible on this page.

    Chat panel

Note

If the page contains multiple panels, the Agent chat panel is not displayed in full-screen mode. Click the expand icon on the panel to enter full-screen view.

Important

Only users belonging to a group with access to the AI agent's data source can interact with the chat panel. When a user without access navigates to a page containing a chat panel, they will see a message stating that no agents are defined.