How-To View and Manage Threads in Gen AI Builder in Hybrid Manager v1.3
Prerequisite: Access to the Hybrid Manager UI with AI Factory enabled. See /edb-postgres-ai/1.3/hybrid-manager/ai-factory/.
This guide provides systematic procedures for accessing and analyzing conversation threads within Gen AI Builder to support quality assurance, compliance monitoring, and assistant optimization activities.
Prerequisites
System Requirements
- Gen AI Builder access with appropriate thread viewing permissions
- At least one completed assistant conversation generating thread data
- Understanding of assistant configuration and expected behavior patterns
User Roles This procedure applies to:
- Quality assurance teams evaluating assistant performance
- Compliance officers conducting conversation audits
- Developers debugging assistant behavior issues
- AI architects analyzing interaction patterns
Access Thread Management
1. Navigate to Thread Interface
Access the Threads section within Gen AI Builder console. Thread management typically appears within the main navigation structure or under application management categories.
2. Review Thread Catalog
The thread catalog displays comprehensive conversation metadata:
Thread Identification
- Name: User-assigned or system-generated thread identifier
- Alias: Unique system identifier for programmatic access
- Created: Initial thread creation timestamp
- Updated: Most recent message or modification timestamp
Navigation Controls
- Search Functionality: Locate threads using keywords, aliases, or metadata filters
- Pagination: Navigate large thread collections efficiently
- Sorting Options: Order threads by creation date, activity, or other criteria
Thread Analysis Procedures
3. Locate Target Thread
Search Strategies
- Keyword Search: Use conversation content or topic keywords
- Temporal Filtering: Filter by creation or update date ranges
- Assistant Filtering: Narrow results to specific assistant instances
- User Identification: Search by user identifiers or session data
Search Examples
Search Terms: - "account opening inquiry" - Assistant: "customer_service_bot" - Date Range: "Last 7 days" - Thread Alias: "thread_abc123"
4. Access Thread Details
Select thread from catalog to open detailed conversation view containing:
Thread Overview Panel
- Complete thread metadata and identification information
- Thread lifecycle timestamps and modification history
- Associated assistant configuration and version information
Action Controls
- Thread management operations (edit, delete, export)
- Sharing and collaboration features
- Archival and retention controls
5. Analyze Conversation Flow
Message Sequence Analysis Review conversation progression through systematic examination:
- Message Navigation: Step through individual messages using sequence controls
- Content Inspection: Examine full message content and formatting
- Metadata Review: Analyze message timestamps, processing duration, and system information
- Tool Execution Tracking: Identify tool invocations and result integration
Message Detail Examination For each conversation turn, evaluate:
User Input Analysis
- Intent clarity and specificity
- Context preservation across conversation turns
- Information completeness and accuracy
Assistant Response Evaluation
- Response relevance and accuracy
- Source attribution and citation quality
- Tone consistency with configured rulesets
- Knowledge base utilization effectiveness
Tool Integration Assessment
- Tool selection appropriateness for user requests
- Parameter extraction accuracy from conversation context
- Result integration and presentation quality
- Error handling during tool execution failures
6. Performance Assessment
Quality Metrics Evaluation
Assessment Area | Evaluation Criteria |
---|---|
Intent Recognition | Accuracy of user request interpretation |
Knowledge Retrieval | Relevance and accuracy of information sources |
Response Quality | Coherence, completeness, and helpfulness |
Behavioral Compliance | Adherence to configured rulesets and policies |
Tool Utilization | Appropriate tool selection and execution |
Behavioral Analysis
- Ruleset Compliance: Verify adherence to configured behavioral guidelines
- Tone Consistency: Evaluate communication style alignment with organizational standards
- Escalation Handling: Review appropriate escalation trigger recognition
- Privacy Protection: Confirm appropriate handling of sensitive information
Thread Management Operations
7. Execute Management Actions
Thread Modification
- Name Updates: Modify thread identifiers for improved organization
- Metadata Enhancement: Add classification tags or organizational labels
- Access Control: Adjust viewing permissions based on content sensitivity
Data Management
- Export Operations: Generate thread exports for external analysis or archival
- Retention Management: Apply organizational data retention policies
- Deletion Procedures: Remove threads following established data governance protocols
Quality Assurance Workflow
- Document performance assessment findings
- Identify improvement opportunities for assistant configuration
- Report compliance violations or policy adherence issues
- Recommend knowledge base updates or ruleset modifications
Practical Example: Financial Services Inquiry Analysis
Scenario Context Customer inquiry regarding new savings account opening processed by financial services assistant.
Analysis Procedure
Thread Location
- Navigate to Threads catalog
- Search parameters:
savings account opening
- Filter by assistant:
financial_services_bot
- Select relevant thread from results
Conversation Evaluation
- Initial Request Assessment
- User intent: Account opening information request
- Context: New customer inquiry with specific product interest
- Assistant Response Analysis
- Product information accuracy verification
- Compliance with financial services communication requirements
- Knowledge base utilization for current product details
- Multi-turn Interaction Review
- Follow-up question handling effectiveness
- Context preservation across conversation turns
- Appropriate information gathering for account opening process
Quality Assessment Documentation
- Strengths: Accurate product information delivery, compliant communication tone
- Areas for Improvement: Enhanced eligibility requirement explanation
- Recommendations: Knowledge base update with current promotional offers
Troubleshooting Common Issues
Thread Access Problems
Thread Not Found
- Verify search parameters accuracy and scope
- Confirm thread creation completion (processing delays possible)
- Check user permissions for thread visibility
Incomplete Message Data
- Validate conversation completion status
- Verify tool execution logging configuration
- Check system processing status for recent conversations
Analysis Challenges
Performance Issues
- Response Accuracy Problems: Review knowledge base content coverage and retrieval configuration
- Behavioral Violations: Examine ruleset configuration and enforcement mechanisms
- Tool Execution Failures: Analyze tool configuration and external system connectivity
Resolution Strategies
- Document specific issues with conversation context
- Cross-reference assistant configuration for troubleshooting
- Escalate systematic problems to development teams
- Implement temporary workarounds while addressing root causes
Operational Best Practices
Systematic Analysis Approach
Regular Review Procedures
- Establish consistent thread review schedules
- Implement standardized evaluation criteria
- Document findings systematically for trend analysis
- Maintain assessment records for compliance purposes
Quality Improvement Integration
- Use thread analysis findings for assistant optimization
- Identify patterns requiring knowledge base updates
- Recommend ruleset modifications based on behavioral analysis
- Coordinate with development teams for systematic improvements
Data Management Considerations
Privacy and Security
- Implement appropriate access controls for sensitive conversations
- Follow organizational data retention policies
- Secure export procedures for audit and analysis purposes
- Maintain confidentiality during review processes
Compliance Requirements
- Document review procedures for regulatory compliance
- Maintain audit trails for thread access and analysis activities
- Implement systematic approaches for compliance violation reporting
- Coordinate with legal and compliance teams for policy adherence
Related Documentation
Thread Analysis Resources
- Threads Architecture: Comprehensive thread system overview
- Assistant Performance Evaluation: Assistant optimization procedures
- Compliance Monitoring: Behavioral compliance assessment methods
System Integration
- Gen AI Builder Overview: Platform architecture and component relationships
- Hybrid Manager Integration: Infrastructure management procedures