AI Chat New Features

Chat History Management

• Viewing Chat History:
  Upon opening the AI Chat Agent, recent conversations appear in the left-hand panel, with the newest listed at the top.
• Starting a New Chat:
  Click the blue "New Chat" button beside the filter icon to begin a fresh conversation.
• Switching Between Conversations:
  Click on any conversation in the left-hand panel to switch to it. This enables maintaining multiple ongoing conversations across different topics.
• Searching Chat History:
  Use the search field at the top of the panel to search across all conversations. Enter relevant keywords, and matching conversations will be displayed.                                                                                                    
  

Example- Managing Multiple Conversations:

[User opens the AI Chat Agent]

[Left panel shows previous conversations:

• "Invoice inquiry for ABC Corp" (2 hours ago)

• "Tomorrow's deliveries" (Yesterday)

• "Container status check" (May 28)]

[User clicks "New Chat" button]

[Agent displays a new conversation with suggested prompts]

[User types "Show all loads for customer XYZ"]

[Agent responds with the requested information]

[User clicks on "Invoice inquiry for ABC Corp" in the left panel]

[Agent displays that previous conversation]

Data Export (CSV Download)

• When to Use:
  Use the CSV download feature to work with data offline, share it externally, or import it into applications like Excel or Google Sheets.
• How to Use:
  When the agent displays a data table, a Download button appears next to it. Click this button to save the data as a CSV file.
• What Gets Downloaded:
  The CSV file contains all data shown in the table, including the same column headers.
• File Naming:
  Files are named descriptively based on the query—for example: "loads_delivery_tomorrow_2025-05-31.csv".

Example – Downloading Data:

User: "List all containers at Los Angeles Terminal"

Agent: [Displays a table with containers] [Download] [Email]
User: [Clicks Download button]
Agent: "The CSV file 'containers_los_angeles_terminal_2025-05-31.csv' has been downloaded to the computer."

Email Integration

• When to Use:
  Use the email feature to share data with colleagues or customers without requiring them to log into PortPro.
• How to Use:
  When the agent displays a table, a Email button will appear. Click it to send the table via email.
• Specifying Recipients:
  By default, emails are sent to the registered account email. Additional recipients can be added when prompted.
• Email Format:
  The email includes a short message explaining the data, along with a CSV file attachment.

Example – Emailing Data:

User: "Show all invoices for customer ABC due this week"

Agent: [Displays a table with invoices] [Download] [Email]
User: [Clicks Email button]
Agent: "The table will be emailed. Would another address be included?"
User: "Yes, also send to john@abc-customer.com"
Agent: "Email sent! The table has been delivered to the registered email and john@abc-customer.com."

Code Execution for Calculations and Reports

• When to Use:
  Use this feature for quick calculations or reports based on PortPro data.
• How to Request:
  Submit requests using natural language—for example: "Calculate the average delivery time for loads last week" or "Show projected revenue by day for this week."
• Available Calculations:
  The agent can perform sums, averages, counts, groupings, and simple projections.
• Data Presentation:
  Results appear in formatted tables with options to download or email.
• Limitations:
  Advanced statistical analysis or complex custom formulas may not be supported. For deeper analysis, download the data and use external tools.

Example – Generating a Report:

User: "Calculate the average time between pickup and delivery for completed loads this month, grouped by customer"

Agent: [Displays results in a table] [Download] [Email]
User: "Include the median time as well"
Agent: [Updates calculation and displays a revised table] [Download] [Email]

Suggested Prompts

• When to Use:
  Suggested prompts assist when uncertain about what to ask or when getting started.
• Where to Find Them:
  These prompts appear when starting a new conversation.
• How to Use:
  Click any suggested prompt to have the agent execute it.
• Types of Prompts:
  Prompts include queries related to loads, containers, invoices, drivers, and general information.