The panel to the right of a chat has three tabs. Preview shows documents Haruno writes, Activities shows what Haruno is doing, and Browser shows the web page Haruno has open.
Mac appAvailable
Windows appAvailableA third tab, Browser, shows the page the agent browser has open.
The side panel sits to the right of the conversation on the Chat page. It shows what Haruno is making and doing, so you do not have to read it all in the chat.
It has three tabs: Preview, Activities and Browser.
Open and close it
Use the View menu:
The View menu. The tick shows which tab is open.
Show Preview panel opens the Preview tab.
Show Activities panel opens the Activities tab.
Show Browser panel opens the Browser tab. It is listed only when the agent browser is switched on.
Show Chat Panel is for the other pages. It docks the chat beside the page you are on.
Choose the entry that is already ticked and the panel closes. The button at the top right of the panel closes it too. The keyboard shortcut is Ctrl+Alt+0, and you can change it in the shortcuts settings.
Drag the line between the chat and the panel to change its width. Haruno remembers it. In a narrow window the panel floats over the conversation instead of sharing the row.
Preview
Documents that Haruno writes for you, such as reports, summaries and emails, show here and update as they are written. See Live documents.
Activities
The Activities tab lists the steps, the files and the sources.
Activities lists everything Haruno does in this chat, step by step. Before anything has happened it says: Everything Haruno does appears here, step by step. It has these parts, shown when there is something to show:
Part
What it lists
Actions
The steps Haruno takes. The count, such as 1/1, is steps finished out of all steps so far.
Agents
Helpers that Haruno starts for part of the work. Stop all stops every helper still running.
Artifacts
The files Haruno made. Open the ⋯ menu on one for actions on the file.
Sources
The pages and files Haruno used. Copy link copies the address of a source.
At the bottom, Context shows how full the conversation is. When it runs high, a long chat is getting close to what Haruno can hold in mind at once. If you chose to always allow an action in this chat, it is listed under Always allowed, with a button to Remove permission.
Drag the dividers between the parts to give one more room.
Browser
When Haruno opens a web page for you, you can watch it here and step in when it needs you to sign in. See The agent browser.
What to tell a customer
If a customer asks "what is Haruno doing right now?", point them to Activities. It is the same list as the chat, kept in one place.