Getting Started in AI Chat: First-Time Users

2.1. Accessing the AI Chat Agent

1. 1. Log In to PortPro:
   Access the PortPro platform using standard login credentials.
2. Locate the Chat Icon:
   Once logged in, locate the AI Chat Agent on the left hand navigation bar where it says "AI."
3. Open the Chat Window:
   Click on the AI Chat Agent icon to open the chat interface, ready for a conversation.

• Chat History Panel:
  Upon opening the chat interface, a left-hand panel will display recent conversations with the AI Chat Agent.
• New Chat Button:
  To start a fresh conversation, click the blue "New Chat" button located beside the filter icon.
• Search Field:
  Use the search field at the top of the panel to search across all previous conversations.
• Suggested Prompts:
  When starting a new conversation, suggested prompts will appear to help get started quickly.

2.2. First Conversation: A Quick Tutorial

Interacting with the AI Chat Agent is as simple as sending a text message.

1. Greeting (Optional):
   A simple greeting like "Hi" or "Hello" can be entered, or go straight to a question.
2. Type a Question:
   In the message input field at the bottom of the chat window, type a question in plain, natural language.
   For example:

            What is the status of the latest load?

            Show active loads.

            Where is container TRLU1234567?

        3. Send the Message:
            Press the Enter key on the keyboard or click the send button (often an arrow icon) in the chat interface.

        4. Read the Response:
            The AI Agent will process the request and typically reply within a few seconds. The response will appear directly      below the question in the chat window, providing relevant details such as load status, location, and more.

Example Interaction:

User: What are the details for load XMTR8_E100003?
Agent: Load XMTR8_E100003 is currently 'In Transit'. Pickup was on May 5th, and the estimated delivery is May 7th. The assigned driver is John D. The last reported location was Los Angeles Port.

Ask Follow-Up Questions:
The conversation can continue with follow-up questions. The agent remembers the context of the current session.
For example:

User: Who is the consignee for that load?
The agent will understand that "that load" refers to XMTR8_E100003.

• Using Suggested Prompts:
  When starting a new conversation, click on one of the suggested prompts to quickly access common topics.
• Working with Tables:
  When the agent responds with a table of data, two new buttons will appear                                                                           Download: Click to download the table as a CSV file.

                Email: Click to send the table to an email address.

• Managing Multiple Conversations:                                                                                                                          New conversation management features include:

• Start a new conversation by clicking the "New Chat" button.

• Switch between conversations by clicking on them in the left-hand panel.

• Search for specific information across all conversations using the search field.

Example Interaction with New Features:

User: Show all loads scheduled for delivery tomorrow
Agent: [Displays a table with tomorrow's deliveries]
[Download] [Email]

User: [Clicks Email button]
Agent: The table will be sent to user@portpro.com. Would another email address be preferred?

User: Yes, please send it to customer@example.com
Agent: Email sent! The table has been delivered to user@portpro.com and customer@example.com.

Tips for First-Time Users:

• Keep it Simple Initially:
  Start with straightforward questions like checking a single load status or listing today's deliveries.
• No Special Commands Needed:
  No complex commands or codes are required. The agent is designed to understand everyday language.
• Ask About Agent Capabilities:
  To learn more, ask questions like: "What can you do?" or "List available features." The agent will provide an overview of its functions.
• Try the Suggested Prompts:
  These prompts showcase the agent's capabilities and help initiate a conversation quickly.
• Organize Conversations:
  Start new conversations for different topics to keep chat history organized and easy to navigate.
• Use the Search Function:
  For locating past discussions, use the search field to find specific information quickly.
• Download Data for Offline Use:
  When needed, download tables as CSV files for offline work or sharing with others.

2.3. Understanding the Chat Interface

While the exact appearance may vary, most chat interfaces include:

• Message Display Area:
  The main part of the window where questions and agent responses appear in chronological order.
• Message Input Field:
  A text box at the bottom for typing messages to the agent.
• Send Button:
  A button to send the typed message (pressing Enter usually also works).
• Clear/End Chat (Optional):
  Some interfaces include options to clear the current conversation history or end the chat session.
• Left-Hand Panel:
  Displays recent conversations, with the newest at the top.
• New Chat Button:
  A blue button with a "+" icon to start a new conversation.
• Search Field:
  A text input at the top of the panel for searching across all conversations.
• Suggested Prompts:
  Pre-defined questions or commands that appear when starting a new conversation.
• Download Button:
  Appears next to tables, allowing data to be saved as a CSV file.
• Email Button:
  Appears next to tables, allowing the data to be sent via email.