Customize how task steps appear
This guide walks you through setting the initial display state for task steps. Task steps are the sections that show your agent's progress during task execution.
Steps
- Select the agent, then click Personalize in the right-side menu.
- Go to the Conversation tab.
- Open the Action progress display dropdown and select an option:
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Initially collapsed, but user choice is saved - Task steps are collapsed by default. If a user collapses or expands a step, that preference is saved in their browser and applied to all subsequent steps. New agents use this option by default.
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Initially opened, but user choice is saved - Task steps open by default. If a user collapses or expands a step, that preference is saved in their browser and applied to all subsequent steps.
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Opened - Task steps always open, regardless of user preference.
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Collapsed - Task steps always collapsed, regardless of user preference.
Note: This setting controls how new task steps appear when they first load.
- Click Save Settings.
Updated 16 days ago