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Procedure: test what the AI retrieves (Playground)

The Playground tab lets you check, before a real customer sees it, which fragments of your knowledge base the AI would retrieve for a given question. It doesn’t generate a chat reply: it shows you the exact sources — the document fragment — it would rely on. If your agency has several agents with tag-restricted access (section 3 and manual 23 · AI agents), the Agent selector lets you test the query as if you were one of them, to check exactly what each one would see.

Requirements: having at least one document uploaded and processed for the test to make sense (with an empty knowledge base, there’s nothing to retrieve).

  1. Go into Knowledge base and tap the Playground tab.
  2. Type an example question, as if you were one of your customers.
  3. In the Agent selector, choose “Global (no agent, full catalog)” to test against every document, or a specific agent to check exactly what that agent would see based on its tags.
  4. Tap “Test query”.

Result: the “Retrieved sources” panel lists the document fragments retrieved for that question and that agent (or the full catalog), with the source document’s name and the retrieved text itself — so you can verify, before the question actually arrives over WhatsApp, Telegram or the web chat, exactly what information the AI would use to answer, and quickly spot if a document is missing a tag it should have.

The knowledge base's Playground tab with the question "What services does the agency offer and what are your hours?", the Agent selector on "Global (no agent, full catalog)", the Test query button and the Retrieved sources (1) panel with the retrieved snippet from the guia-servicios-garcia.md document
The knowledge base's Playground tab with the question "What services does the agency offer and what are your hours?", the Agent selector on "Global (no agent, full catalog)", the Test query button and the Retrieved sources (1) panel with the retrieved snippet from the guia-servicios-garcia.md document