AI Agents help automate conversations and take action across any connected assets, such as Forms, Workflows, and more. View all AI Agents in a Workspace using the Filter menu, organize them from newest to oldest using the Sort menu, or search for a specific AI Agent via the Search Bar. This guide will walk through the different ways to view your AI Agents, as well as how to open them from the current Workspace.

Using the Filter Menu

The Filter menu can be used to show AI Agents in the workspace you’re currently viewing. Let’s walk through this together: 

1. In the Workspace, click on the Filter menu on the right-hand side of the Toolbar at the top of the page. 
2. Then, click on the checkbox next to Clear All to remove any selections.

3. Finally, click on the checkbox next to AI Agents and click out of the dropdown. The list will refresh and show only AI Agents in the workspace.

Using the Sort Menu

To organize how your AI Agents are listed, use the Sort menu. Depending on what filters are selected, the Sort options may be different. The following options are available when only AI Agents are selected in the Filter: 

• Last Activity: Sort AI Agents based on the most recent activity.
• Last Conversation: Sort AI Agents based on the most recent conversation.
• Last Edit: Sort AI Agents based on the time of the last edit.
• Creation Date: Sort AI Agents by the date they were created, from newest to oldest.
• Title [a-z] / [z-a]:  Sort AI Agents alphabetically or in reverse alphabetical order by name.

Let’s walk through the process of applying a Sort option together: 

1. In the Workspace, make sure the Filter menu is set to only AI Agents. 
2. Then, click on the Sort dropdown next to the Filter. 
3. Finally, select the Sort option you’d like to apply and click out of the dropdown.

Your list will automatically refresh based on the filter and sort options you’ve applied. For more information about the Sort menu, check out our guide How to Sort Your Assets.

Using the Search Bar

The Search Bar can be used to find specific AI Agents in a workspace, based on their name, title, or asset ID. Enter one of the following in the Search Bar to find what you’re looking for, based on the filters applied to the current workspace: 

• Name: Enter the AI Agent Name or AI Agent Title in the search bar.
• Asset ID: Enter the AI Agent ID in the search bar.

For more information about the Search bar, you can check out our guide How to Use Search on Your Workspace. 

Limitations

When using the Filter, Sort, and Search Bar, keep the following limitations in mind:

• Asset Ownership: Only AI Agents owned by the current workspace will appear when using these tools. If an AI Agent is in a Team, you’ll need to follow these steps inside the Team Workspace. 
• Page Limits: Only AI Agents on the page you’re viewing will appear when using these tools. For example, if you’re in a specific label, only AI Agents tied to the label will appear when using the Filter menu or Search Bar.
• Filter/Search Dependency: Information in the filter or in the search bar will determine what AI Agents appear. For example, if the search bar contains “Support” and the filter is set to AI Agents, only AI Agents that have “Support” in their name will appear in the list. 

Viewing an AI Agent from the Workspace

Once you’ve located your AI Agent, you can use Quick Actions to open the Live Agent or the AI Agent Builder to edit and customize it. 

Viewing the AI Agent Builder

1. In the Workspace, hover over the AI Agent you’d like to open.
2. Then, click on Edit on the right-hand side of the page. 

3. Alternatively, click on More and select Edit from the dropdown menu.

The AI Agent will open in a new tab, where you can edit and train it in the AI Agent Builder. 

Viewing the Live AI Agent

1. In the Workspace, hover over the AI Agent you’d like to view.
2. Then, click on the More dropdown menu on the right-hand side of the page. 
3. Finally, click View.

A chatbot version of your AI Agent will open, ready to go!