Chat interface

The chat interface is the genie component visibly exposed to your end users. You can integrate the chat interface into platforms where your organization works, such as Slack, Microsoft Teams, Workato GO, and internal systems with custom chatbots. The chat interface includes the following capabilities:

• A user-friendly interface for employees to interact with the genie
• Multiple communication channels to fit your organization's workflow
• Customizable UI elements to match your brand and user experience preferences
• Real-time communication between users and the genie

CHAT INTERFACE CONFIGURATION

The genies feature can only be configured to use Slack, Microsoft Teams, or Workato GO as the chat interface. Support for additional chat interface apps is in development.

Getting started with a chat interface

Refer to Create a genie manually for complete steps on how to create a genie with a job description, AI model, chat interface, knowledge base, knowledge base recipe, and skills.

Complete the following steps to create a genie and configure its chat interface:

1

Sign in to Workato.

2

Go to AI Hub > Genies.

3

Click + Create genie to build your own genie.

4

Select New genie to create a blank genie.

5

Use the Location drop-down menu to select a location for your genie.

6

Enter a request or goal for your genie in the What would you like your genie to help with? field.

Create a genie

7

Click Start building. The genie Build page displays.

JOB DESCRIPTIONS ARE AUTOMATICALLY GENERATED

The Job description is automatically generated based on the input you provide to the What would you like your genie to help with? field during genie setup and can be edited to suit your requirements.

Genie build page

8

Go to the genie where you plan to add the chat interface.

9

Click Edit.

10

Click Chat interface to open the configuration page.

Select your chat interface

11

Select the app to use as your interface:

Configure Slack as your chat interface

Complete the following steps to configure Slack as your chat interface:

1

Go to Step 1 and click Create new app. This redirects you to the app you selected and enables you to create a new app. Follow the instructions in Workato to create the Slack app for your genie.

2

Go to Step 2 and enter your Client ID. You can find this in the Basic Information or App Credentials section of your app.

Chat interface Step 2 configuration

3

Enter your Client Secret. You can find this in the Basic Information or App Credentials section of your app.

4

Provide your Signing Secret. This is used to verify that interactive messages and events requests originate from your app. You can find this in the Basic Information or App Credentials section of your app.

5

Click Save app details.

6

Go to your app's App Manifest and use the Click here to verify link to verify your app's URL for Step 3.

7

Return to Workato and click Connect interface.

Configure Microsoft Teams as your chat interface

Complete the following steps to configure Microsoft Teams as your chat interface:

1

Go to Step 1 and click Create new app. Follow the instructions in Workato to create the Microsoft Teams app for your genie.

Go to Step 1 and click Create new app

2

Go to Step 2 and enter your app ID in the App ID field.

Go to Step 2 and enter your app ID in the App ID field

3

Enter your bot ID in the Bot ID field. You can find your app's bot ID by going to Tools > Management in Microsoft Teams.

4

Enter your client secret in the Client secret field.

5

Enter your tenant ID in the Tenant ID field. This is your unique Azure Active Directory tenant ID. You can find your tenant ID in the Microsoft Azure Portal (opens new window).

6

Click Save app details.

7

Go back to Apps (opens new window) and select your app.

8

Click Publish > Publish to your org. Your Microsoft Teams admin may need to approve the publish request.

9

Return to Workato and click Connect interface.

Configure Workato GO as your chat interface

Click Connect interface to configure Workato GO as your chat interface.