Getting Started
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Query agents via Playground interface
TL;DR
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
Key Takeaways
- Home Screen
- Query an Agent
- Read Response
- Response Actions
- Edit Responses
- Switch Agents
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
Home Screen
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
How to ask a question
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
Reading an AI Answer
Citations Format
Answer text mentioning refund policy [1] and shipping [2].
Sources:
[1] Refund Policy (similarity: 0.89) - docs.example.com/refunds
[2] Shipping Guide (similarity: 0.85) - help.example.com/shipping
Citation actions:
- ๐ Link icon: Opens source document in new tab (URL from ingestion)
- ๐๏ธ Eye icon: Shows chunk text in modal (no navigation)
How to verify: Click link icon โ check if citation matches claim in response
Response Actions
Accept and Copy
Available buttons (below response):
- ๐ Copy: Copies response text to clipboard (includes citations)
- ๐ Accept + Copy (Train role+): Copies + marks accurate (logged for analytics)
- ๐ 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 ๐ Edit button โ Right panel opens
Editing an AI Response
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 โ Click Regenerate โ 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 โ 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
Changing the AI Agent/Persona
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 โ 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 ๐๏ธ icon on each citation
- Check if chunk text supports the claim
- If mismatch, mark response inaccurate (๐ button if Train role)
Fix: Click Edit โ Regenerate โ 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.
Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the ask query parameter:
GET /dev/getting-started/ask-a-question.md?ask=<question>
The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
Related Pages
Last updated January 26, 2026


