Lesson 4

Deep Dive into UI

Deep Dive into UI

Explore all the UI options available in StackAI—from chatbots to forms to Slack integrations—and choose the best one for your use case.

Once your agent’s logic is ready, it’s time to craft the ideal user experience. In this video, you’ll learn how to select and customize UIs for your StackAI apps, whether you’re building a chat assistant, a form-based tool, or a batch processor. You’ll also see how to embed your agent in Slack, Teams, WhatsApp, or your own product via the StackAI API.

Summary

  • Access the Export tab to choose a UI for your agent

  • Use the Chat Assistant (ChatGPT-style) for open-ended Q&A interactions

  • Build structured Form UIs with file upload, required fields, and conditional logic

  • Enable Batch Input to process multiple files at once and view results in a downloadable table

  • Chat directly with the batch results table to dig deeper into responses

  • Embed your agent into Slack, Microsoft Teams, WhatsApp, or SMS via Twilio

  • Walkthrough of adding StackAI to your Slack instance and setting up Twilio for messaging

  • Use the API interface to integrate workflows into your own software

  • Run a live API test using curl to confirm everything works

  • Preview, save, and update your UIs easily using the Save Interface button

  • Next up: deep dive into file systems and knowledge bases

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Course Overview

At Stack AI, our mission is to empower customers to create AI agents with confidence. To further that goal, we’re introducing Stack AI Academy — an educational series designed to guide and support you throughout your journey.

Stack AI Academy provides a strong foundation for success through structured, hands-on courses that explore the platform and demonstrate its capabilities.

Welcome to Stack AI Academy - Course #4 - Deep-Dive into User Interfaces. In this course, you’ll learn everything you need to know about UIs in Stack AI. 

For the examples in the following blog, we’ll use the Stock Researcher Tool to showcase the different UIs in Stack AI. 

Selecting User Interfaces in StackAI

In StackAI, you can give your AI agent multiple user interfaces, based on how you want users to interface with the app. 

To set your AI agent’s UI, navigate to the Export tab.

StackAI platform navigation tabs showing Workflow, Export, Analytics, and Manager

You can select the user interface tab to choose between several different UIs.

StackAI Export tab UI type dropdown with Website Chatbot selected from the list of interface options

Chat Assistant

First, let’s take a look at the Chat Assistant interface. 

StackAI Export tab UI type dropdown with Chat Assistant selected from the list of interface options

Chat Assistant is a ChatGPT-style interface that enables users to ask questions of the AI agent. 

StackAI Chat Assistant interface with a Stock Research Report prompt and a typed question asking for the stock price of Tesla

Chat Assistant will output answers, in this case reporting on the stock price fluctuations of Tesla. 

StackAI Chat Assistant interface answering a user question with a Tesla (TSLA) stock report

Form

Now let’s try another user interface. Return to the UI dropdown and select “Form”. 

StackAI Export tab UI type dropdown with Form selected from the list of interface options

The Form will allow you to enter a company name and receive back a report on the stock. 

 

The Form will display the report in the “Stock Research Report” box.

StackAI Form interface with a Stock Ticker field set to Apple and a generated Apple (AAPL) stock report with copy and download options

Website Chatbot

Now let’s head back to the drop-down menu. Choose the Website Chatbot.

StackAI Export tab UI type dropdown with Website Chatbot selected from the list of interface options

You can simulate what the Website Chatbot will look like on your website.

StackAI Website Chatbot widget with a blue header and a typed question asking for information about Microsoft stock

In this example, the Website Chatbot outputs a report about Microsoft’s stock price. 

StackAI Website Chatbot widget embedded on a page showing the Market Sentiment section of a Microsoft stock report with a message box

Slack App

Now let’s try the Slack App interface.


Configure your Slack application to use your workflow within your workspace.

StackAI Slack App Configuration screen with a step-by-step guide to create an app from a manifest and install it in your Slack workspace

Now you can use your AI agent in your Slack workspace, allowing you to execute faster. 

StackAI Slack integration showing AI assistant answering employee questions about data disposal policy

Microsoft Teams

Now let’s check out the Microsoft Teams user interface. 

StackAI Export tab UI type dropdown with Microsoft Teams selected from the list of interface options

To launch the Microsoft Teams interface, you’ll have to configure your Teams application to use your workflow within your workspace.

StackAI Microsoft Teams Configuration screen with a step-by-step guide to register an Azure app and connect a workflow to Microsoft Teams

WhatsApp/SMS

Now let’s take a look at the WhatsApp/SMS user interface. 

StackAI Export tab UI type dropdown with WhatsApp/SMS selected from options including Chat Assistant, Form, Website Chatbot, Slack App, Microsoft Teams, and API

To use WhatsApp or SMS, you must connect to your app using Twilio. 

StackAI Twilio Configuration screen to connect a workflow to WhatsApp or SMS with Account SID, Auth Token, and Webhook URL fields

Chrome Extension

You can also turn your AI agent into a Chrome Extension. 

StackAI Export tab UI type dropdown with Chrome Extension selected from the list of interface options

Toggle on the stock researcher extension, and look up a stock price. 

StackAI Chrome Extension popup in a browser showing the Stock Research Report agent with a typed question about Amazon stock price

The full stock research report will appear in the Chrome extension.


Batch

Now let’s consider a new type of user interface: batch. The batch interface allows you to run multiple instances of the AI agent all at once. 

StackAI Export tab UI type dropdown with Batch selected from the list of interface options

You can ask for the stock prices of several different companies at once. 

StackAI Batch interface running a Stock Research Report across multiple stock tickers with Add Run and Run Batch controls

This will return multiple stock research reports at once.

StackAI Batch interface showing a Stock Research Report run across multiple tickers with generated reports for JP Morgan, Heinz, Google, and Wayfair

API

Finally, you can build your own external interface and leverage the AI agent by API. 

StackAI Export tab UI type dropdown with API selected from the list of interface options

Choose the type of code you want to call the API with.

StackAI API interface with a Python code snippet to call the agent via API, a language selector for Python, JavaScript, and cURL, and a Run button