Use the Reltio AgentFlow Mobile workspace
Learn how to use the Reltio AgentFlow Mobile workspace.
The Reltio AgentFlow Mobile workspace is the interface for interacting with agents and managing your app user preferences.
Prerequisites
Before you begin, ensure that you're signed in to Reltio AgentFlow Mobile app.
For more information, see Download, Install, and Sign in to Reltio AgentFlow Mobile app.
- Select the menu icon
in the top-left corner of the screen.
The left navigation panel appears. - Select the arrow icon
corresponding to the required agent.
The home page appears. - Enter your prompt in the Ask AgentFlow field, or select the microphone icon
to use a voice input.
Result
Your message appears in the conversation, followed by the agent's response.
Verification steps
To confirm the workspace is working as expected, check that the agent's response appears in the conversation.
Set your preferences
To set your user preferences, perform the following steps:
-
Select the menu icon in the top-left corner of the screen.
The left navigation panel opens.
-
Select Settings.
-
Set the following user preferences:
-
Appearance: Controls the color scheme of the app.
-
Export format: Determines the file type used to share a conversation.
-
View conversation history
Select the menu icon .
The left navigation panel opens and displays your conversation history.
Switch tenants
Select the menu icon , then select the Tenants tab in the left navigation panel. Use the search field at the top of the tab to search the list of available tenants by name, ID, or environment .
The workspace switches to the tenant you selected.
Start a new conversation
Select the new conversation icon .
A new conversation opens in the workspace.
Share a conversation
Select Share .
You can share the conversation as a PDF or Markdown file, based on your user preference settings.