Gestión de instancias

Información general

Instance Management provides the full-featured chat interface for conversational agents. It serves as the primary access point for administrators and internal users during development, testing, and internal operations.

Intended users: Administrators, developers, and internal team members who build, test, manage, or use conversational agents.

Disponibilidad de característica

Instance Management includes all available chat features. Use this as the baseline when comparing other channels.

Función	Disponible
Start new chat	✅
Historial de chat	✅
Delete chat session	✅
Configuración	✅
Iniciar solicitudes	✅
Cargas de archivos	✅
Citas	✅
Vista previa de HTML	✅
Copy response	✅
Feedback (thumbs)	✅
Debug dump (Ctrl+Alt+D)	✅

Requisitos previos

No additional setup is required. Instance Management is available automatically for any deployed conversational agent.

Requisitos:

• A published conversational agent.
• Access to the UiPath Automation Cloud portal and Instance Management.
• Appropriate permissions to view the agent.

Accessing the agent

1. Go to the UiPath Automation Cloud portal.
2. Navigate to Agents > Deployed Agents.
3. Find your conversational agent in the list.
4. Select Chat to start a conversation.

Chat features

This section describes all available chat features. Other channels may support a subset of these features.

Iniciar un nuevo chat

Select the New chat button to begin a fresh conversation with an agent of your choice. This clears the current context and starts a new session.

Acceder al historial de chat

Access previous conversations from the chat history panel:

1. Select the Chat history icon in the chat interface.
2. Browse or search previous conversations.
3. Select a conversation to continue where you left off.

Deleting chat sessions

Remove conversations from your chat history:

1. Select the Chat history icon to open the history panel.
2. Find the conversation you want to delete.
3. Select the Delete icon next to the conversation.

Deleted conversations are permanently removed and cannot be recovered.

Customizing chat settings

Access chat settings to customize your experience:

1. Select the Settings icon in the chat interface.
2. Adjust available options, such as Profile Information/

Deleting chat sessions

Remove conversations from your chat history:

Send files to the agent for analysis:

1. Select the Attach file(s) icon or drag and drop a file into the chat.
2. Add a message describing what you want to do with the file.
3. Send the message.

A file analysis tool such as Analyze files or IXP is required to process the file.

Supported file types for Analyze Files tool:

• Images: GIF, JPE, JPEG, PNG, WEBP
• Documents: PDF (must be under 5MB)

Citas

When an agent uses knowledge sources to generate a response, citations appear to show the origin of the information:

1. Look for numbered citation markers in the agent's response.
2. Select a citation to view the source details.
3. The Sources panel displays the source document and page (if applicable) referenced.

Nota:

Citation preview is only available for PDF documents.

Citations help verify information accuracy and provide transparency into how the agent formulates responses.

Vista previa de HTML

When agent responses contain HTML content, Instance Management renders an interactive preview:

1. The agent generates HTML as part of its response.
2. A preview panel displays the rendered HTML.
3. You can interact with the preview or copy the HTML code.

Nota:

HTML preview is only available in Instance Management. Other channels display the raw HTML or markdown representation.

Copying responses

Copy agent responses to your clipboard:

1. Select the Copy icon below an agent response.
2. The response text is copied to your clipboard.

Proporcionar comentarios

Help improve the agent by providing feedback on responses:

1. After an agent response, select Thumbs up or Thumbs down.
2. (Optional for positive feedback) Add a comment explaining your feedback.
3. Submit the feedback.

Feedback is collected and available for review in the Instance Management feedback menus. Administrators can access aggregated feedback to identify areas for agent improvement. For more information, see Observability.

Depurar volcado

Generate a debug dump for troubleshooting issues:

1. While in the chat interface, press Ctrl+Alt+D (Windows) or Cmd+Option+D (Mac).
2. Debug logs will be copied to your clipboard:
   • Conversation history
   • Trace information
   • System metadata

Share this file with support or development teams when troubleshooting issues.

Nota:

Debug dump is only available in Instance Management. Other channels do not support this feature.

Limitaciones

Instance Management provides the complete feature set. There are no feature limitations compared to other channels.

Próximos pasos

• Observability: Monitor dashboards and review feedback
• Managing UiPath agents: Full Instance Management documentation