ExactFlow Chat Page User Guide

The Chat Page in the ExactFlow Operational Agent allows you to interact with the Operational Bot (Kai) and quickly get answers related to workforce data, productivity, attendance, and time tracking.

This page is designed to be simple, friendly, and easy for first-time users.

How to Open the Chat Page

  • Log in to your ExactFlow account.

  • From the left sidebar, click Operational Agent.

  • Under Operational Agent, select Chat.

You will now land on the Chat page.

Chat Page Layout Overview

The Chat page is divided into three main sections:

  • Chat History Panel (left side)

  • Chat Conversation Area (center)

  • Message Input Bar (bottom)

Each section plays a specific role.

  1. Chat History Panel

    This panel helps you manage your conversations.

    User Profile Information

    At the top of the panel, you can see:

    • Your profile icon

    • Your name

    • Your role

    • A green dot showing you are online

    This confirms who is currently logged in.

    New Chat Button

    Below your profile, you will see a “+ New Chat” button.

    Use this button to:

    • Start a fresh conversation

    • Ask a new question

    • Clear the current discussion and begin again

    This is useful when switching topics.

    Chat History Section

    Under Chat History, you can view:

    • Previous chat topics

    • Short descriptions of past questions

    • Date and time of each conversation

    This helps you:

    • Reopen earlier conversations

    • Track what was discussed before

    • Avoid asking the same question again

  2. add a new Payer Module mockup
  3. Chat Conversation Area

    This is the main working area where you interact with the Operational Bot (Kai).

    Bot Header Information

    At the top of the chat window, you will see:

    • Bot avatar

    • Bot name: Kai

    • Label: BOT

    • Online status indicator

    This confirms that you are chatting with the system-powered Operational Agent.

    Welcome Message Panel

    When you open a chat, a friendly welcome card appears with:

    • A smiling bot illustration

    • A greeting message:
      “How can the Operational Agent help you today?”

    Below this, a short instruction explains:

    • You can choose a suggested question

    • Or type your own question in the chat box

    This makes it easy for beginners to get started.

    Suggested Question Options

    The system provides ready-made question categories to save time.

    You may see options such as:

    1. User Hours

      Use this option to ask about:

      • Employee working hours

      • Logged-in time

      • Daily or weekly hour summaries

    2. Activity & Productivity

      This option helps you:

      • Check productivity levels

      • Review activity trends

      • Identify performance drops or improvements

    3. Absenteeism

      Use this to:

      • Track employee absences

      • Review attendance issues

      • Understand absence patterns

    4. Overtime

      This option allows you to:

      • View overtime hours

      • Monitor extra working time

      • Control overtime costs

    5. Timelogs & Timesheet

      Select this to:

      • Review time logs

      • Check submitted timesheets

      • Verify recorded work hours

      Each option is clickable and opens related insights instantly.

    6. Scrollable Suggestions Panel

      More options are available:

      • A vertical scrollbar appears on the right side

      • You can scroll down to see additional suggested questions

      This keeps the interface clean and organized.

    add a new Payer Module mockup
  4. Message Input Bar

    At the bottom of the screen, you will find the message input area.

    Message Text Box

    • Displays the placeholder: “Type a message.”

    • Click inside the box to start typing your question

    You can ask questions in natural language.

    Additional Controls

    Next to the input box, you may see:

    • Emoji icon (for expressive messages)

    • Microphone icon (if voice input is enabled)

    • Send button

    Click Send to submit your message to the bot.

    add a new Payer Module mockup

    How This Chat Page Helps You

    The Operational Agent Chat Page allows you to:

    • Get quick answers without searching reports

    • Monitor workforce data easily

    • Reduce manual analysis

    • Make faster operational decisions

    • Save time with smart suggestions

ExactFlow - AI-Powered E-commerce Automation Software