Chat with Your AI Receptionist

💬 Chat System Overview

tDoc's Chat feature provides a seamless way to interact with your AI Receptionist through a text-based interface:

🔍 Chat Capabilities

The Chat system allows you to:

• Test AI Performance: Evaluate your AI receptionist's responses in a controlled environment
• Review Conversation History: Access and analyze past chat interactions
• Document Integration: Upload and reference documents during conversations
• Multi-Agent Support: Chat with different AI agents in your account

🎮 How Chat Works

📡 Technical Foundation

The Chat feature uses advanced technologies to deliver a seamless experience:

• Real-time Messaging: Instant bidirectional communication with WebSockets
• Message Persistence: All conversations saved for future reference and training

🔄 Conversation Flow

When you chat with your AI:

1. Agent Selection: Choose which AI agent you want to interact with
2. Conversation Start: Begin with your first message or question
3. AI Response: Receive contextually relevant responses from your AI
4. Follow-up: Continue the conversation with additional messages
5. Review: Track conversation history and analyze AI performance

📱 Using Chat

🚀 Starting a New Chat

Follow these steps to begin chatting with your AI:

1. Navigate to Chat: Select the Chat section from your team account dashboard
2. Choose an Agent: Select the AI agent you wish to interact with
3. Start Conversation: Type your first message in the input field
4. Send Message: Press Enter or click the send button to transmit your message
5. Receive Response: View your AI's response in the conversation thread
6. Continue Conversation: Add follow-up messages to simulate a real interaction

🎧 Best Practices

For optimal chat experiences:

• Be Specific: Clear, concise questions yield better AI responses
• Test Edge Cases: Deliberately ask challenging questions to improve your AI
• Use Real Scenarios: Base your test conversations on actual customer interactions
• Document Testing: Upload documents to test your AI's ability to reference information
• Regular Training: Schedule periodic chat sessions to refine your AI's capabilities

✨ Key Features

📂 Document Integration

The Chat system includes document capabilities:

• Document Upload: Add reference materials for your AI to access
• Content Extraction: Automatic processing of document content
• Contextual References: AI can cite specific document sections in responses
• Multiple Format Support: Works with PDFs, Word documents, and other text files

📊 Conversation Management

Efficiently manage your chat interactions:

• Conversation List: Access all previous chat sessions from the sidebar
• Search Capability: Find specific conversations by keyword or date
• Status Indicators: See which conversations are active or completed
• Conversation Names: Auto-generated titles based on content for easy reference

🔐 Security Features

Protecting sensitive conversation data:

• End-to-End Security: All chat communications are secured
• Access Controls: Team permissions determine who can view conversations
• Data Retention: Control how long chat data is stored
• Export Options: Download conversation history for record-keeping

🔧 Troubleshooting

🛠️ Common Issues

Solutions for typical chat challenges:

Chat or Call didn't end properly

If the call or chat didn't end properly, you can end it by clicking the "End Conversation" button in the chat interface.

Messages Not Sending

1. Check your internet connection
2. Ensure you haven't exceeded your message quota
3. Refresh the page and try again
4. Verify that the agent status is active

AI Not Responding

1. Check that the agent is properly configured
2. Ensure your question is clear and specific
3. Verify you haven't reached token limits on your plan
4. Try selecting a different agent if available

Document Reference Problems

1. Confirm document was successfully uploaded
2. Check that the document format is supported
3. Ensure file size is within allowable limits
4. Try simplifying your document or breaking it into smaller files

🌟 Advanced Features

🎯 Task Creation

Convert conversations into actionable tasks:

• Create from Chat: Generate tasks directly from conversation content
• Assign Responsibility: Delegate tasks to team members
• Track Progress: Monitor task completion status
• Reference Context: Tasks maintain links to original conversations

🔄 Agent Switching

Work with multiple AI personalities:

• Compare Responses: See how different agents handle the same queries
• Specialized Expertise: Use agents trained for specific industry knowledge

Next Steps

Now that you understand the Chat feature, explore these related capabilities:

• Call Analytics
• AI Training
• Team Collaboration