Use a conversational workspace to set up how your agents help customers. Each profile has its own agents, tools, knowledge, and conversation settings.
Open a conversational workspace
-
Open the profile selector at the top left of HALO Studio.
-
Select the profile you want to work in.
-
Open the feature you want to work on from the menu on the left.
The selected profile's name appears above the menu. Switching profiles changes what you are editing. It does not move or copy your agents, tools, or knowledge.
To create another profile, see Profiles.
Find your work
The menu shows the features included in your subscription:
-
Use Agents to define what an agent should do and which tools it can use. See Agents.
-
Use Tools to build actions an agent can carry out during a conversation. See Tools.
-
Use Knowledge to add the information your agents use to answer questions. See Knowledge.
-
Use Persona to set how your agents speak and represent your organisation. See Persona.
What to expect
Changes you save are not live until you publish them. See Publication for the publishing process.
Open Conversations to review individual customer conversations. Open Analyse to review performance for the selected profile.
If an agent, tool, or knowledge source seems to be missing, first check the selected profile. If the menu shows Workflows, you are in the automation workspace. Select a conversational profile to return to your agents.
To check which steps you can add to a conversational tool, see Step availability.