Docs/Help/Conversation

Conversation

New ConversationOpens the conversation simulation creation flow and pre-selects the currently filtered category context when available.
Show/Hide FiltersToggles the filter panel for narrowing scenario records without leaving the page.
Sorting ControlsApplies server-backed sorting for the scenario list using selected order field and direction.
Pagination (Load More)Loads additional scenario records using continuation token pagination.

Search, Filter, and Scope

Name FilterFilters conversation simulations by scenario name keyword.
Category FilterLimits the list to scenarios assigned to a selected category.
Persisted List PreferencesStores filter and sorting state in session storage so list context can be restored during the same session.
Folder-aware Bulk ScopeEnables category-level actions when a specific category is selected in filters.

Scenario List and Card Information

Scenario Card OverviewDisplays scenario name, assigned category, and total conversation step count.
Multi-select CheckboxSupports selecting multiple scenarios for batch execution actions.
Empty State GuidanceShows contextual empty state messaging for no-data and filtered-no-result conditions.
Context Menu TriggerOpens scenario-level action menu from card menu button or context click behavior.

Scenario Actions

Run Single ScenarioStarts one scenario execution and redirects to the generated simulation result detail.
Run SelectedStarts batch execution for all selected scenarios in the current list.
Run All in This CategoryStarts execution for all scenarios inside the active category filter scope.
Duplicate ScenarioCreates a copy of an existing scenario with a generated copy naming convention.
Move to CategoryReassigns a scenario to another category through a dedicated move dialog.
Delete ScenarioRemoves a scenario through confirmation-driven destructive action flow.

Scenario Editor and Step Design

Conversation InformationStores scenario-level metadata such as conversation name and category assignment.
Step-based Conversation ModelingDefines a multi-step conversation sequence using ordered user messages and expected responses.
Drag-and-drop Step ReorderingReorders conversation steps interactively while preserving sequence-based execution intent.
Add/Remove Message StepsSupports dynamic step authoring with guardrails to prevent invalid minimum-state deletion.
Edit and Run from DetailIn edit mode, provides direct actions to run or delete the current conversation simulation.

Evaluation Criteria Management

Per-step Criteria ListMaintains structured evaluation criteria attached to each conversation step.
Suggest Criteria (AI-assisted)Generates criteria for a step from the user message and expected response context.
Suggest All CriteriaBatch-generates missing criteria across steps with progress tracking and rate-limit-safe batching.
Add Manual CriterionAdds custom criterion entries for manual evaluation definition.
Rewrite CriterionRegenerates a specific criterion line while preserving its position in the step.
Criteria Save GatingUses criteria readiness state to gate final save actions and keep scenario quality checks explicit.

Validation and Execution Safety

Required Field ValidationValidates mandatory scenario fields before create or update actions are confirmed.
Confirmation Dialog PatternUses explicit confirmation for create, save, run, and delete actions.
Default Category InitializationEnsures a default category context exists for scenario assignment when folder tree is empty.
Dirty Form TrackingTracks unsaved changes to prevent accidental state loss during navigation.