SimpleT AI Agent - End User Documentation
SimpleT AI Agent provides an intelligent AI assistant that can help you with various tasks through natural conversation. It supports text, voice, file sharing, and camera capture to make communication easy and efficient.
Getting Started
Opening the Chat
- Look for the chat widget on your page (usually appears as a minimized bar at the bottom)
- Click on the chat header to expand the interface
- The AI assistant will greet you and offer help
Basic Chat Interface
- Chat Header: Shows the assistant's name and your available actions
- Message Area: Displays your conversation history
- Input Area: Where you type messages and access additional features
- Action Buttons: Quick access to files, camera, voice, and settings
How to Communicate
Text Messages
1. Type Your Message: Click in the text box and start typing
2. Send Message: Press Enter or click the send button (arrow icon)
3. Multiple Lines: Hold Shift+Enter to add line breaks
4. Character Limit: Messages are limited to 500 characters
Example:
You: Hello, can you help me with my order?
AI: Hi! I'd be happy to help with your order. Can you provide your order number?
2. Send Message: Press Enter or click the send button (arrow icon)
3. Multiple Lines: Hold Shift+Enter to add line breaks
4. Character Limit: Messages are limited to 500 characters
Example:
You: Hello, can you help me with my order?
AI: Hi! I'd be happy to help with your order. Can you provide your order number?
Voice Input
1. Start Recording: Click the microphone button when the text box is empty
2. Speak Clearly: The AI will transcribe your speech in real-time
3. Stop Recording: Click the microphone again or wait for auto-stop
4. Language Support: Works with 40+ languages automatically
Tips for Voice Input:
• Speak clearly and at normal pace
• Ensure quiet environment for better recognition
• Voice input automatically detects your language
• You'll see live transcription as you speak
2. Speak Clearly: The AI will transcribe your speech in real-time
3. Stop Recording: Click the microphone again or wait for auto-stop
4. Language Support: Works with 40+ languages automatically
Tips for Voice Input:
• Speak clearly and at normal pace
• Ensure quiet environment for better recognition
• Voice input automatically detects your language
• You'll see live transcription as you speak
File Sharing
1. Upload Files: Click the "+" button and select "Document"
2. Drag & Drop: Drag files directly onto the chat area
3. Supported Types: Documents, images, videos, spreadsheets, PDFs
4. File Limits: Individual files up to reasonable size limits
5. Multiple Files: You can attach several files at once
File Preview:
• See file name, size, and type before sending
• Remove files by clicking the X button
• Files appear as attachments in your message
2. Drag & Drop: Drag files directly onto the chat area
3. Supported Types: Documents, images, videos, spreadsheets, PDFs
4. File Limits: Individual files up to reasonable size limits
5. Multiple Files: You can attach several files at once
File Preview:
• See file name, size, and type before sending
• Remove files by clicking the X button
• Files appear as attachments in your message
Camera Capture
1. Open Camera: Click "+" button and select "Photo & Video"
2. Choose Mode: Switch between Photo and Video mode
3. Take Photo/Video: Click the large capture button
4. Review: Preview your capture and choose "Send" or "Retake"
5. Camera Options: Switch between front/rear camera, toggle flash
Camera Features:
• Photo Mode: High-quality still images
• Video Mode: Short video recordings with timer
• Preview: Review captures before sending
• Fallback: Choose from device if camera unavailable
2. Choose Mode: Switch between Photo and Video mode
3. Take Photo/Video: Click the large capture button
4. Review: Preview your capture and choose "Send" or "Retake"
5. Camera Options: Switch between front/rear camera, toggle flash
Camera Features:
• Photo Mode: High-quality still images
• Video Mode: Short video recordings with timer
• Preview: Review captures before sending
• Fallback: Choose from device if camera unavailable
Understanding AI Responses
Rich Content
The AI can send various types of formatted content:
- Plain Text: Simple conversational responses
- Formatted Text: Bold, italic, and structured content
- Lists: Bullet points and numbered lists
- Tables: Data presented in organized tables
- Code: Programming code with syntax highlighting
- Links: Clickable links to external resources
Interactive Elements
- Action Buttons: Click buttons for quick actions (like "Learn More")
- Quick Replies: Suggested responses you can click instead of typing
- File Downloads: Click on file attachments to download
Example Rich Response:
AI: Here are your account options:
Quick Actions:
• View Recent Orders
• Update Profile
• Contact Support
Would you like me to help with any of these?
[View Orders] [Update Profile] [Get Help]
AI: Here are your account options:
Quick Actions:
• View Recent Orders
• Update Profile
• Contact Support
Would you like me to help with any of these?
[View Orders] [Update Profile] [Get Help]
Managing Your Conversation
Chat Controls
- Clear Chat: Click the refresh button to start a new conversation
- Minimize/Expand: Click the header to minimize or expand the chat
- Feedback: Use thumbs up/down to rate AI responses
Session Management
- Automatic Saving: Your conversation is automatically saved
- Session Continuity: Return to previous conversations seamlessly
- Privacy: Sessions are secure and private to your account
Quick Actions
- Suggested Replies: Click suggested responses instead of typing
- Action Buttons: Use interactive buttons for common tasks
- File Actions: Click on files to download or preview
Troubleshooting
Common Issues and Solutions
Voice Input Not Working
• Check Permissions: Ensure browser has microphone access
• Try Again: Click microphone button and speak clearly
• Browser Support: Use modern browsers (Chrome, Firefox, Safari)
• Noise: Find quieter environment for better recognition
Camera Not Working
• Check Permissions: Allow camera access in browser
• Device Support: Ensure your device has a working camera
• Fallback Option: Use "Choose from device" if camera fails
• Browser Compatibility: Update to latest browser version
File Upload Issues
• File Size: Check if files are within size limits
• File Type: Ensure file type is supported
• Connection: Verify stable internet connection
• Try Again: Refresh page and retry upload
AI Not Responding
• Wait: Allow time for AI to process complex requests
• Check Connection: Verify internet connectivity
• Refresh: Reload the page if needed
• Clear Chat: Start fresh conversation if issues persist
• Check Permissions: Ensure browser has microphone access
• Try Again: Click microphone button and speak clearly
• Browser Support: Use modern browsers (Chrome, Firefox, Safari)
• Noise: Find quieter environment for better recognition
Camera Not Working
• Check Permissions: Allow camera access in browser
• Device Support: Ensure your device has a working camera
• Fallback Option: Use "Choose from device" if camera fails
• Browser Compatibility: Update to latest browser version
File Upload Issues
• File Size: Check if files are within size limits
• File Type: Ensure file type is supported
• Connection: Verify stable internet connection
• Try Again: Refresh page and retry upload
AI Not Responding
• Wait: Allow time for AI to process complex requests
• Check Connection: Verify internet connectivity
• Refresh: Reload the page if needed
• Clear Chat: Start fresh conversation if issues persist
Getting Help
If you continue experiencing issues:
1. Click the feedback button to report problems
2. Use the "Contact Support" option if available
3. Provide specific details about the issue
4. Include browser and device information
1. Click the feedback button to report problems
2. Use the "Contact Support" option if available
3. Provide specific details about the issue
4. Include browser and device information
Best Practices
Writing Better Messages for AI
• Be Specific: Provide clear, detailed questions instead of vague requests
• Include Context: Mention relevant background information about your situation
• Ask One Thing: Focus on one topic per message for clearer responses
• Use Examples: When asking for help, provide specific examples of what you need
• Include Context: Mention relevant background information about your situation
• Ask One Thing: Focus on one topic per message for clearer responses
• Use Examples: When asking for help, provide specific examples of what you need
Examples and Use Cases
Customer Support
You: I need help with my recent order
AI: I'd be happy to help! Can you provide your order number?
You: Order #12345
AI: Found your order! It was shipped yesterday and should arrive tomorrow.
[Track Package] [Change Address] [Contact Carrier]
AI: I'd be happy to help! Can you provide your order number?
You: Order #12345
AI: Found your order! It was shipped yesterday and should arrive tomorrow.
[Track Package] [Change Address] [Contact Carrier]
Technical Help
You: [uploads screenshot of error]
AI: I can see the login error in your screenshot. Here are the steps to resolve it:
1. Clear your browser cache
2. Disable browser extensions
3. Try incognito/private mode
Would you like detailed instructions for any of these steps?
AI: I can see the login error in your screenshot. Here are the steps to resolve it:
1. Clear your browser cache
2. Disable browser extensions
3. Try incognito/private mode
Would you like detailed instructions for any of these steps?
Voice Interaction
You: [voice] "What's my account balance?"
AI: Your current account balance is $1,245.67. Recent activity includes:
• Deposit: $500.00 (2 days ago)
• Purchase: $89.99 (yesterday)
[View Full Statement] [Make Payment]
AI: Your current account balance is $1,245.67. Recent activity includes:
• Deposit: $500.00 (2 days ago)
• Purchase: $89.99 (yesterday)
[View Full Statement] [Make Payment]
Component Properties
Record Page Properties
Chat Title
Title displayed in the chat header (default: AI Assistant).
Use Case API Name
API name of the use case for this component.
Chatbot Authentication
Enter the full callout path including the Named Credential and the endpoint path. Format: callout:NamedCredentialName/your/path. Example: callout:N8N_Webhook/webhook/abc123.
Initial Message
ChatBot's greeting message (default: Hello! How can I help you today?).
Input Placeholder Text
This text shows up inside the input field to guide you on what to type (default: Type your message...).
Enable Voice Input
Enable speech-to-text functionality for voice input (default: true).
Enable File Attachments
Allow users to attach files to messages (default: true).
Enable Camera
Allow users to take photos and videos (default: true).
Enable feedback message on dislike?
Select the checkbox to enable entering a message when the dislike button is pressed (default: true).
Title displayed in the chat header (default: AI Assistant).
Use Case API Name
API name of the use case for this component.
Chatbot Authentication
Enter the full callout path including the Named Credential and the endpoint path. Format: callout:NamedCredentialName/your/path. Example: callout:N8N_Webhook/webhook/abc123.
Initial Message
ChatBot's greeting message (default: Hello! How can I help you today?).
Input Placeholder Text
This text shows up inside the input field to guide you on what to type (default: Type your message...).
Enable Voice Input
Enable speech-to-text functionality for voice input (default: true).
Enable File Attachments
Allow users to attach files to messages (default: true).
Enable Camera
Allow users to take photos and videos (default: true).
Enable feedback message on dislike?
Select the checkbox to enable entering a message when the dislike button is pressed (default: true).
Screen Flow Specific Properties
All properties are the same as Record Page properties but numbered for flow configuration order.
Supported Page Types
lightning__RecordPage, lightning__AppPage, lightning__HomePage, lightning__FlowScreen
