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Getting Started with Q in Connect

How to Access Q in Connect

  1. Go to https://portal.pronetx.com.
  2. Sign in with the credentials your organization provides.
  3. In the left menu, click CxPortal.
  4. In the left menu, click Q in Connect.

Note: If certain actions are not visible in the UI, your role may not include those permissions.

Understanding the Q in Connect Browser Layout

Q in Connect is accessible in left menu in CxPortal. Expand Q in Connect to access your Prompts, AI Agents, and Knowledge Bases.

The Q in Connect module is split into main two areas:

  • Prompts: This page displays your prompts and their type. You can set up Prompts to instruct AI how to reply and structure its responses.
  • AI Agents: This page displays your AI Agents and lets you configure each agent with its own set of prompts to tailor the agent's behavior and easily troubleshoot problems or refine the specific prompts when needed.
  • Knowledge Bases: This page displays your Knowledge Bases along with their type and connection. You can search for a Knowledge Base by name and use the filters on the left side of the screen to narrow the list.

Your First Task

Try it: Create your first Prompt:

  1. In the left menu, expand Q in Connect.
  2. Click Prompts.
  3. Click Create Prompt.
  4. Enter the Prompt Name and Description.
  5. Choose the Prompt Type, API, and Model.
  6. Choose a Prompt Template. The template automatically populates in the Prompt Template box.
  7. Edit the Prompt to match the needed functionality.
  8. Click Save Prompt to apply your changes.

For the complete workflow, including editing, syncing, and deleting Knowledge Bases — see Setting Up Prompts.

What to Do Next

Now that you've created a Prompt, here's what to do next: