Skip to main content

Using the Chats

Learn how to interact with AI Assistants, maintain chat history, and view document references using the Chats page in Makula Field Service.

G
Written by George Newman
Updated over 2 months ago

How do I access AI Chats?

Navigation: Open your Field Service workspace, then select AI Chats from the sidebar.


How do I select an Assistant to chat with?

  • The Tesla Assistant (demo assistant) is selected by default when you open the page.

  • Pre-configured sample questions are available only for the demo assistant.

  • A banner at the top indicates you are chatting with a demo assistant.

To switch assistants:

  1. Click the dropdown menu at the top.

  2. Two tabs are available:

    • My Assistants: AI Assistants created by your organisation.

    • Shared Assistants: AI Assistants shared with you by other organisations.

  3. Select an assistant and start chatting instantly.


How does chat history work?

  • Once you send your first message, a chat history is created.

  • The assistant refines responses based on ongoing context.

  • The AI responds in the language you use, supporting multi-language interactions.

  • As conversations continue, the assistant builds on previous context, making answers increasingly accurate and relevant.


How do I view references?

  • AI responses include reference numbers.

  • Clicking a reference number opens a right-hand sidebar showing the document section used to generate the answer, with the relevant text highlighted.


How do I manage chat history?

Click the Chat History button (top left) to view saved conversations.

For each saved chat, you can:

  • Edit Chat Name: Rename for easier reference.

  • Delete Chat: Remove the chat (confirmation required).

  • View Assistant: Opens the assistant's detail view (only for My Assistants).

Did this answer your question?