Preload conversations

You can set up a conversation to be preloaded for any new user you add to hila. This is useful for onboarding new users or for providing a consistent experience for all users.

Note: Only admins can set up preloaded conversations.

1. In the hila UI, curate a set of questions in a conversation that you want to preload for new users.

   • Ask questions that are relevant to the user’s role or to the data sources they will be using.
   • Fine-tune your questions to make sure they receive the answers you expect.
   • Delete any questions that were not successful during fine-tuning.

2. Open the Conversations window by clicking the Conversations icon in the left pane.

   

3. Click three vertical dots on the right side of the conversation.

   • Click Rename and give the conversation a name that describes the questions in the conversation.
   • Click Copy UUID, to copy the conversation’s UUID to your clipboard so you can add it to the configuration file.

4. Open the hila monitoring app by changing the subdomain of your hila instance to monitoring. For example, if your instance URL is ui.customername.site, then change it to monitoring.customername.site.

5. Open Raw Config Values window by clicking User > Settings in the bottom of the left pane.

   

6. Click the down arrow to the far right of the vianai row.

   

7. In the search box, type Preloaded, and the preloaded_conversations row appears.

   

8. Open the Edit Value window by clicking the edit icon to the far right of the preloaded_conversations row.

   

9. Click Open Editor.

10. In the Edit Code window, add the conversation UUID as the key to the object and add a value as follows:
    • “*” — wildcard indicates to preload the conversation for all users.
    • [“role1”,”role2”,”rolen”] — A list of roles to preload this conversation.
    • [“user1”,”user2”,”usern”] — A list of users to preload this conversation.
    • A list with a mix of roles and users.

    

11. Click Save Changes, then click Save Changes on the Edit Value window.

12. Search for Preloaded again, and the preloaded_conversations row appears with the conversation UUID listed under the Value column.

    

13. That’s the end of setting up a conversation to be preloaded for users. When you create a user, this conversation is pinned to the top of that user’s list of conversations.

    Note: hila runs the conversation to get updated answers so when the user opens the conversation, the answers are ready.