Getting Started

CTERA Content Services are managed via a web-based user interface and access is via single sign-on (SSO).

Signing In

1. In a Web browser open http://<server_name>
   where, server_name is the name of any one of the content services server.
   The Sign In page is displayed.
   
2. Click Sign In.
   Note

   If prompted, select the account to use to sign in.

   The user interface is displayed with at least one expert, defined during the initial setup.
   

The User Interface

The user interface has two main parts:

• The side panel
  • Icons to display the side panel, add bookmarks for specific chats and start a new chat.
  • Your conversation history.
  • Your user name. Clicking your name displays a pop-up menu with options to create a new expert, review the CTERA Content Services FAQ, and set how you want CTERA Content Services to behave.
• The main area
  • An Expert selector at the top left of the area.
  • An icon to enable multi-conversation.
  • The chat interface.

The Left-side Panel

The left-side panel consists of the following:
– Close or open the side panel. Closing the side panel provides a bigger main area, which is especially useful for diagrams.
– List the bookmarked chats.
– Start a new chat.
– The side panel includes a list of past chats listed under Chats. You can search for a specific chat.
– Access the CTERA Agent Marketplace.

The marketplace provides you with the option to find additional experts to add to your available experts.
Chats – The list of past chats. This list are grouped by time. The chats from today in a group and the chats from the previous 30 days in another group.

The User Profile

Clicking your avatar at the bottom of the side panel displays additional options:

Administration – Access to the Administration view to create experts.
Help & FAQ – Opens a new browser window displaying the CTERA website.
Settings – Displays your Content Services settings.

The Main Area

The main, central area is where all chats take place.

– The current expert you are using for the chat. Clicking the expert displays the list of available experts to choose from.
– Create a new multi-conversational chat.

The Right-side Panel

The right-side panel renders the structured output to a chat generated by an expert in a rich, readable format. You can toggle this output between markdown and the formatted visual preview of the output, by clicking the icon.

Logging Out

Click Log out in the user profile menu to log out of Content Services.

The Sign In screen is displayed.