How-To Guides
| Guide | Description |
|---|---|
| Personalize Experience for New and Returning Users | Use the isReturningUser flag to apply different business logic based on whether a user is new or has interacted with the AI Agent before. |
| Access Original PII Data | Retrieve original (unmasked) PII values from the protected vault for use in user confirmation prompts or backend service calls. |
| Use Agent Node and Search AI to Generate Answers | Configure the Agent Node to query Search AI for indexed website and PDF content, enabling accurate, multi-turn responses grounded in your verified content. |
| Share Metadata from AI for Service to Agent Platform | Pass session context—such as user preferences, channel details, and order information—from AI for Service to the Agent Platform for personalized, context-aware agent responses. |
| Proactive Notifications with Interactive Elements in MS Teams | Send proactive notifications to MS Teams users with interactive Adaptive Card elements, including buttons and rich text, using the Proactive Notifications API. |
| Include an Image in an Outbound Twilio SMS (MMS) | Use the MediaUrl parameter in the Twilio SMS channel to attach an image to an outbound message. |
| Using nlMeta | Programmatically control conversation flow by triggering intents, pre-populating entity values, and overriding NLP detection using the nlMeta object via BotKit, Web SDK, or Widget SDK. |