Create and Use a Chatflow

Important: This feature is considered to be released in beta for your testing purposes. Workflows and features may change before a production-ready version is released.

Build chatflows to easily give your customers complex information brought together from a number of disparate sources, both inside and outside of your Symphony environment.

Bring nodes together from an number of available sources using the LangChain or LlamaIndex frameworks. We've also included our own Document Loader. Use this document loader to bring your customers data from all of Symphony: managed dashboards, managed reports, and visual data discovery.

Create a New Chatflow

1. Select Chatflows from the main menu of the Logi AI module. The chatflow work area opens, displaying a list of existing chatflows in column or tile format.

2. Select Add New. A work area opens you can use to build your new chatflow, named Untitled chatflow.

3. Select the plus symbol (+) to add nodes. An Add Nodes menu opens.

4. Navigate among available nodes from the offered frameworks to find a node to add to your canvas.

5. Grab a node, drag it to the canvas, and enter the required information to enable the node to works. Connect in your chatflow to complete your process.

6. Select the save icon in the upper right header of the work area to save a full or partial chatflow with a name you define.

   Once you've named the chatflow, you can rename it by selecting the edit icon next to the chatflow name you have assigned.

After you've saved your chatflow, you can:

• Test your chatflow by selecting the chatbot icon in the upper right corner of your chatflow canvas.

  Learn more about working with Flowise here: https://docs.flowiseai.com/getting-started

• Select the API Endpoint icon (</>) to open an embed dialog box. You can select one of several options for embedding a chatflow in a website or use it as an API. Learn more about working with embedded chatbots here: https://docs.flowiseai.com/using-flowise/embed

  Note: When you embed a chatbot, it will always override any dashboard ID defined in the chatflow with the dashboard ID of the dashboard in the chatbot is embedded in.
  Important: If you upsert via API using the Logi Symphony document loader, you must supply overrides to ensure a session ID is known.

• Select the settings option to view messages related to your chatflow, to configure the chatflow, to duplicate, load, and export the chatflow, or to delete the chatflow.

• Add the chatbot to a dashboard in your Symphony environment.