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Previewing and sharing your assistant

Previewing and sharing your assistant

Internal review is a necessary step in any virtual assistant workflow. You need an environment without customer interactions so your team can test your assistant. The draft environment closely resembles the final experience that your users encounter so you can ensure that you are publishing the optimal end product.

Saving and editing your work in the draft environment

The draft environment contains all your in-progress work in the Actions, Preview, and Publish pages. Use the Draft environment tab to manage the draft environment, including adding draft environment integrations (channels and extensions) that you can use for internal testing before deployment. These integrations are unique to the draft environment, and changes to draft integrations don't affect the live environment.

The Preview page

Use the Preview page to test your assistant. You can experience your assistant from your customers' perspective. The Preview page includes an interactive web chat widget where you can test out your assistant as if you were a customer. The content that is contained in the assistant is the content that you built into your actions or set up with the search integration.

On the Preview page, you also find the following elements:

  • Copy link to share: Share an unauthenticated version of your assistant with your colleagues by sending them a link. For more information, see Copying a link to share.
  • Change background: Change the background of the page so you can see what your assistant looks like on different web pages. For more information, see Changing background website.
  • Customize web chat: Customize your draft web chat channel to match your brand or website. For more information, see Web chat setup overview.

Image of the Preview page

Changing background website

You can visualize how your assistant would look as a web chat widget on your organization's website. You can enter a URL or upload an image.

Entering a URL

You can enter a URL of your organization's website. Your assistant captures an image of your website to use as the Preview page background.

Your website must be publicly available to all users. Private or intranet sites can’t be accessed. Any login, splash, cookie, or warning screens might be captured in the image.

To enter a URL:

  1. On the Preview page, click Change background.
  2. Click Enter URL, then click Continue.
  3. Enter the path of your website URL, for example, https://www.example.com or example.com.
  4. Click Continue.

Uploading an image

You can upload an image of your organization's website. Images are stored for 24 hours. The maximum file size is 1 MB. Supported file types are JPEG and PNG.

To upload an image:

  1. On the Preview page, click Change background.
  2. Click Upload an image, then click Continue.
  3. Drag a file or click to upload, then click Change background.

Images are stored for 24 hours. A warning message might appear on the Preview page about the time limit expiration. To clear this message:

  1. On the Preview page, click Change background.
  2. Click Clear background setting, then click Continue.
  3. Click Remove background to finish.

Removing the background

After you enter a URL or upload an image to use as a background, you might decide to remove the background and restore the default background.

To remove the background image:

  1. On the Preview page, click Change background.
  2. Click Remove background, then click Continue.
  3. Click Remove background to finish.