Introduction: What is the Screens Section?
The Screens section is the central library where you define, edit, and manage all the interactive building blocks that power your agents. Think of it as your design system or component library for all user-facing elements.
Here you will find:
Engagements – Polls, quizzes, and interactive elements
AI Engagements – AI-generated summaries and content modules
CTAs (Calls to Action) – Email forms, links, and dynamic forms
End Screens – Thank you messages and final screens
Draft – Unpublished or work-in-progress items
Key Concept: Screens vs. Agents
Level | Purpose | Example |
|---|---|---|
Screen | The building block (template) | A "Newsletter Signup" CTA |
Agent | The deployed experience using the screen | A Knowledge Agent with that CTA attached |
Important Note:
You can create Screens directly here OR during agent creation (via the built-in wizards)
If you edit a Screen here, it will affect every agent that uses that Screen.
Performance metrics (views, clicks, conversions) are tracked at the agent level, not the Screen level. This section is for definition and management only, not analytics.
The Visualization configuration is part of the Agent creation wizard, Screen section is just where you define the core screen components.
Section 1: Engagements
The Engagements section houses all your interactive content elements—polls, quizzes, and other user-facing questions.
1.1. Engagements List View
Column | Description |
|---|---|
Title | The engagement question or title |
Engagement Type | Poll, Quiz, Slider Poll, etc. |
Active Agents | How many agents are currently using this engagement |
Status | Approved, Pending, Draft |
Created Date | When it was created |
Actions | Edit, Duplicate, Delete |
1.2. Creating a New Engagement
Click
+ New Engagement.Follow the 3-step wizard:
Step 1: Define – Select Engagement Type
Poll – Multiple choice question
Slider Poll – Interactive slider for ratings
Quiz – Test knowledge with correct answers
Step 2: Design – Build Your Engagement
Title – The question or headline
Description – Additional context (e.g., "Choose the best option")
Template – Visual style (e.g., "Poll new")
Options – Add answer choices (Option 1, Option 2, Option 3+)
Step 3: Publish – Review and Submit
Review your engagement
Click
Submitto save
Section 2: AI Engagements
AI Engagements are content modules automatically generated by your AI agents. These appear when you enable AI-generated features in your agents.
2.1. AI Engagements List View
Column | Description |
|---|---|
Title | AI-generated headline + source URL |
Engagement Type | Polling, CTA, etc |
Active Agents | Which agent is using this |
Approval Status | Approved, Pending Review |
Approved By | Automated or Manual |
Created Date | Generation date |
Actions | Edit, Unapprove, Delete |
2.2. Approval Workflow
If Auto Approval is OFF in your agent settings, AI-generated engagements appear here for review.
You can Approve or Unapprove them.
Approved engagements are eligible to be shown to users.
2.3. Editing AI Engagements
Clicking on an AI Engagement reveals the full content, including:
Note: Edits made here will affect all agents using this engagement.
Section 3: CTAs (Calls to Action)
The CTAs section manages all your conversion elements—email forms, links, and dynamic forms.
3.1. CTAs List View
Column | Description |
|---|---|
Title | CTA headline |
Description | Supporting text |
CTA Type | Email Collection, Link, Dynamic Form |
Active Agents | How many agents use this CTA |
Status | Active, Draft |
Created Date | When created |
Actions | Edit, Duplicate, Delete |
3.2. CTA Types
Type | Description | Use Case |
|---|---|---|
Email Collection | Simple email capture form | Newsletter signups, lead generation |
Link | Button redirecting to URL | Affiliate links, external resources, Banners, Referral links, etc. |
Dynamic Form | Multi-field form with redirect | Qualification forms, gated content, |
3.3. Creating a New CTA
Click
+ New CTA.Follow the 3-step wizard:
Step 1: Define – Select CTA Type
Choose from Email Collection, Link, or Dynamic Form
Step 2: Design – Configure Your CTA
For Dynamic form:
Title – Headline (e.g., "Stay tuned")
Description – Supporting text
Field 1 – Configure the email field:
Title – Field label
Hint – Placeholder text
Input Type – Email, Text, etc.
Max Lines – For multi-line inputs
Max Length – Character limit
Optional Field – Toggle required/optional
Add new field – For multi-field forms
Background Color – Visual styling
For Link:
Title – Button text
Description – Supporting text
URL – Destination link
For Email collection Form:
The same as dynamic form but with limited fields
Step 3: Publish – Review and Submit
Review your CTA
Click
Submitto save
Section 4: End Screens
End Screens are the final messages users see after completing an engagement or CTA.
4.1. End Screens List View
Column | Description |
|---|---|
Title | Thank you message |
Description | Follow-up text |
End Screen Type | Default, Custom |
Active Agents | How many agents use this |
Created Date | When created |
Actions | Edit, Duplicate, Delete |
4.2. Creating a New End Screen
Click
+ New End Screen.Follow the 2-step wizard:
Step 1: Design – Configure Your End Screen
Title – Thank you headline
Description – Follow-up message
Add social icons – Optional social media links
Step 2: Publish – Review and Submit
Click
NextthenSubmitto save
Important: The Impact of Editing Here
Critical Note
The Screens section is a global library. Any edit made to a Screen here will affect every agent that uses that Screen.
Before editing:
Check which agents are using this Screen (see Active Agents column)
Understand that changes go live immediately for all attached agents
Consider creating a duplicate instead if you need a variation
Example:
You have 5 Knowledge Agents all using the same "Newsletter Signup" CTA
You edit that CTA's text from "Sign Up" to "Subscribe Now"
All 5 agents instantly reflect this change
Best Practices
1. Use Descriptive Names
Name your Screens clearly so you can identify them in dropdowns during agent creation.
2. Leverage Reusability
Create once, use many times. A well-designed CTA can power dozens of agents.
3. Duplicate for Variations
Need a slightly different version? Duplicate an existing Screen and modify the copy—don't edit the original if other agents depend on it.
4. Review Active Agents
Before editing, always check how many agents are using a Screen to understand the impact.
5. Approval Workflow
For AI Engagements, use the approval system to maintain quality control before AI-generated content goes live.