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Query agents via Playground interface
Home Screen
After login, the default view shows:
Playground (center): Query input box
Agent selector (top): Dropdown to choose agent
Navigation (left): Data, Agents, Inbox, Admin, Settings
Query history (right sidebar): Recent questions
Query an Agent
Location: Playground (home screen or Playground menu item)
Select agent from dropdown (required)
Type question in input box
Press Enter or click Send
Query format: Natural language, 5-200 words
Examples:
"How do I reset a user password?"
"What are the pricing tiers for enterprise customers?"
"Explain the API rate limits"
Expected result: Response appears in 2-5 seconds with citations
Read Response
Response components:
Question (top): Your query, verbatim
Answer (main area): Paragraph response, may include code blocks
Citations (below answer): Numbered sources
[1],[2], etc.Sources panel (right): Shows chunks retrieved with similarity scores
Citations Format
Citation actions:
🔗 Link icon: Opens source document in new tab (URL from ingestion)
👁️ Eye icon: Shows chunk text in modal (no navigation)
How to verify: Click link icon → check if citation matches claim in response
Response Actions
Available buttons (below response):
📋 Copy: Copies response text to clipboard (includes citations)
👍 Accept + Copy (Train role+): Copies + marks accurate (logged for analytics)
📝 Edit (Train role+): Opens edit panel (see below)
Role visibility:
ReadOnly users: See Copy only
Train/Configure/Admin: See all buttons
Edit Responses
Requires: Train, Configure, or Admin role
Click 📝 Edit button → Right panel opens
Edit Panel Features
Text editor (top):
Edit response text directly
Markdown supported (bold, italic, lists, code blocks)
Click Copy to save edits to clipboard
Citations (middle):
Checkboxes for each source
Uncheck sources → Click Regenerate → New response without those sources
Regeneration uses same agent config, different context
Style presets (buttons):
Shorten: Reduce response to 1-2 paragraphs
Lengthen: Expand with more detail
Bulletize: Convert to bullet points
Make Empathetic: Add empathetic language
Make Casual: Conversational tone
Each button triggers AI rewrite (~2-3 seconds)
Custom rephrase (text input at bottom):
Enter instruction: "Respond in a single sentence"
Or: "Add code examples"
Or: "Remove technical jargon"
Click Rephrase
Expected result: Response regenerates with new style, same factual content
Switch Agents
Location: Agent selector dropdown (top of Playground)
Click dropdown → List of available agents appears
Agent differences:
Different system prompts (Support agent: detailed steps, Sales agent: concise)
Different data sources (Support: all docs, Sales: only pricing/features)
Different RAG strategies (Support: Redwood for speed, Sales: Cypress for accuracy)
How to test differences:
Ask same question with Agent A
Note response length and tone
Switch to Agent B (dropdown)
Ask same question
Compare responses
Common Mistakes
Symptom: Response says "I don't have information about that"
Cause: No relevant chunks retrieved (all below similarity threshold 0.7)
Diagnostic steps:
Check Sources panel → if empty, retrieval failed
Verify question matches content in data sources
Try more specific query with exact terminology from docs
Fix: Rephrase query or add relevant data source
Symptom: Citations don't match response claims
Cause: LLM hallucinated despite context, or citations parsed incorrectly
Diagnostic steps:
Click 👁️ icon on each citation
Check if chunk text supports the claim
If mismatch, mark response inaccurate (👎 button if Train role)
Fix: Click Edit → Regenerate → Check citations again. If persists, contact support with interaction ID.
When This Doesn't Apply
This guide covers Playground UI. For API queries, see REST API Reference.
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