Introduction
Workbench is a familiar, Tines-powered AI chat interface to take action and access proprietary data in real-time, privately and securely. It has the general knowledge capabilities of the leading LLM it’s powered by, and it can run various tools configured in Tines. In keeping with all Tines AI features, your data is private and secure, never leaving your tenant.
💡Note
Conversation
Type into the chat box to start a conversation with Workbench. Conversations are individual to the user. Within each conversation, Workbench will have the context of all messages sent. Users can get real-time data from their systems and take actions by allowing Workbench to use tools.
Tools
When a tool is run, a user can view the JSON input and output of the tool within the conversation. There are two types of tools supported:
Templates
Templates are singular actions provided by Tines. To enable a template for access, users must:
Select or create a credential that corresponds with the template's product
Select the specific templates that Workbench can access
Templates can be enabled or disabled through the green or grey dot. Templates that may make changes to your environment will prompt the user to confirm before running.
Stories
Stories are custom workflows built by users. To create a story that Workbench can access, users must:
Define a name for the story
Define a description of what your story does
Configure the following send to story settings:
Send to story setting is toggled on
Input parameters are defined
Toggle
Enable for:
to eitherWorkbench
orWorkbench and Send to Story
Note: if
Enable for Workbench
is toggled on, the story can only be called via Workbench and cannot run autonomously (i.e. scheduled actions will not run and the webhook will not accept events from outside of Workbench). The story will not count towards any license counts.
Toggle
Require confirmation to run
is set to your preference. If turned on, Workbench will not run the story without user confirmation.
Within Workbench, stories can be enabled or disabled by selecting the green or grey enabled dot. Learn more about how to use stories with Workbench here.
Chat history
View chat history by selecting the arrow in the top middle of Workbench. Users can search for existing chats, rename, and delete them. Select a chat to load the contents in Workbench and continue the conversation. Chat history retention and the ability to delete chats varies by Workbench plan, learn more here.
Custom instructions
Configure custom instructions via the settings icon in the top right of Workbench. Custom instructions can define context for Workbench and will be processed by Workbench with each message sent.
Access
Workbench is scoped to the individual user. Tool configurations, chats, and custom instructions are individual to each user. Within Workbench, users can enable credentials or stories they have access to run within Tines. Specifically,
Credentials:
A user can access credentials that live in or are shared with their drafts in Workbench
A user with permissions
story: run
,story: update
, andstory: view
, (editor and team admin roles have these permissions) in a team can access any credentials that live in or are shared with that team
Stories:
A user can access Workbench configured stories that live in or are shared with their drafts
A user with permissions
story: run
,story: update
, andstory: view
, (editor and team admin roles have these permissions) in a team can access any Workbench configured stories that live in or are shared with that team
ℹ️Info
Send a case or event to Workbench
Case:
To send a case to Workbench, select the kebab menu on the top right of the case and select Load in Workbench
. This will open a new chat with Workbench with the embedded context of your case. Updates to the case will be sync'd with the chat in real time.
To send an event to Workbench, use the function WORKBENCH_LINK()
. This will produce a link to Workbench. When a user opens this link, it will open a new chat with Workbench with the embedded context of your event. The latest details of this event will be available to Workbench in real-time.
Mobile support
Workbench supports a mobile chat experience for iPhone and Android devices. To access Workbench, visit your tenant URL in your mobile browser. Select Add to your Home Screen
to create a more native app like experience. For optimal experience, certain features are not supported via mobile such as tool configuration and viewing tool inputs and outputs.
Keyboard shortcuts
N
starts a new conversation when viewing an existing one/
focuses the input cursor on the chat barEsc
removes the input cursor from the chat bar⌘[
toggles the sidebar open and close