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• • Status IDs Assignee Created Order status Amount Currency Merchant Operator chats Labels
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Merchant Operator
Comment
Merchant
Provider
Comment
Assistant
Chats
Select a conversation
Chat options

Chats

Select a conversation to see details.

Chat List
Chat ID Title Namespace Mute status Agents Messages React to new cases Success reply with message Link cases Preprocess documents New cases mode Business type Direction Locale External active External onboarded
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Params Messages

Chat List

Select a conversation to manage its metadata.

Agents 0 agents
Refine list
Combine filters across the table columns.
Name Conversation Role Bot Runtime Active Namespace Source

Select an agent from the list or create a new one.

Edit agent

Configure delivery, scope, runtime, and context without mixing role-specific behavior into the agent form.

Identity

Attach the agent to a chat and connect it to the role and runtime.

Open conversation

Used by POST /api/agent/send-message. Leave blank to preserve the current token.

Delivery

Set how the agent behaves when it is already attached to a message flow.

Trigger Settings

Control which incoming messages can activate the agent.

Context

Tune how much message history and related material is included for each model call.

Source

Read-only provenance for agents managed by a team deployment.

Roles
Name Namespace Description

Select a role from the list to edit.

Edit role

Select tools
Allowing a server injects its prompts into this role's instructions and enables its tools. Uncheck individual tools/prompts to exclude them.

Conversation agent connections

Conversations and bots using this role.

Conversation Bot Account Active Muted Trigger Reply policy
User groups
Name Team Members

Select a group from the list to edit.

Edit group

Select members
Tools
Tool Roles Integration Description

Select a tool from the list to edit.

Edit tool

Namespaces
ID Name Description

Select a namespace from the list to edit.

Edit namespace

ID —
Created —
Save the namespace first to review attached users, agents, roles, chats, connectors, profiles, and agent teams.

System Users

0
Username Display Name Enabled

Agents

0
Conversation Role Bot Active

Roles

0
Name Policy

Chats

0
Title Platform Updated

Model Connectors

0
Name Type

Model Profiles

0
Name Model Effort

Model Runtimes

0
Name Connector Profile

Agent Teams

0
Name Members Deployments
Model Connectors
Name Namespace Type Endpoint

Select a connector from the list to edit.

Edit model connector

Usage

No usage yet.

MCP Servers
Name Namespace URL Enabled

Select an MCP server from the list to edit.

Edit MCP server

Each end user authorizes their own account from chat (a link is sent when they first use a tool). Connect once below so the tool/prompt catalog can be discovered.

Save the server first, then connect.

Connection (dial + TLS) timeout. Tool-call duration is bounded by Settings → MCP → Tool call timeout.
Discovered tools

Use “Test” to connect and list the server's tools.

Model Profiles
Name Namespace Model Reasoning

Select a profile from the list to edit.

Edit model profile

Usage

No usage yet.

Model Runtimes
Name Namespace Connector Profile

Select a runtime from the list to edit.

Edit model runtime

Usage

No usage yet.

Agent Teams
Name Business type Namespace Members Chats

Select an agent team from the list to edit.

Edit agent team

Members
Key Name Role Runtime State Trigger Context Actions
Deployments
Conversation Updated

Messengers

Manage programmatic messenger accounts (e.g. multiple Telegram bots).

ID Platform Name Phone Status Actions
Add Telegram account
Add agent team member
Apply agent team
Document Types

Select a document field from the list to edit, or add a new one.

Edit document field

Insights

Reporting metrics use the resolved-state transition window. Operational charts use created date or current case state where that is the relevant source. Date changes are applied only after clicking Load.

Operational Views

Billing And Quality

Profile

Account

Notification settings

Display settings

Regressions

Cases with the regress label are replayed into muted child cases. View benchmark cases
Regression Author Started Cases Progress Result Status Cases list
No regression runs loaded
Process
Properties

Settings

Runtime configuration grouped by concern, with one apply action.

Users & Roles

Manage system users and roles. Admin access required.

You do not have permission to manage users and roles.
Users Roles
Username Display name Enabled Roles Namespace Actions
Name Description Actions
Add user
Select roles
Add role
Case files
Selected transaction
Transactions
Report bot mistake
Type or select problem type
Sync chats from source
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