interaction.worker.explore interactions use custom logic to return the next record in a dynamic explore set.

Currently, explore mode uses a static point-in-time snapshot of a worklist for the first 1,000 records. This ignores new higher priority records that entered a worklist after explore started, and it includes records that may have been handled recently by other workers.

With dynamic explore mode, a ‘next’ button can determine the next most important task in real-time (including new records and excluding records that no longer match filters).

The interaction is expected to return await:explore: with a title, url, and optional label for the next URL to visit. The interaction receives inputs for explore_hash:, explore_page: and the current worker.

A custom conditional toolbar can be displayed with each URL. The toolbar interactions can be interactive or headless, and they can return an explore_page: for navigating the explore set (e.g. back/next).

For convenience, named toolbar buttons (e.g. interaction/next:) can also be defined without an automation uri:, where the name will be treated as the explore_page: action.

Custom keyboard shortcuts can be assigned to each toolbar button. This will significantly optimize workflows that involve visiting a set of records/URLs (e.g. dispatch, finding a next assignment, etc).

Explore sets are created with api.command: in automations.

For example:

A custom explore mode could track a specific worklist to always display the top unseen record. This would include records that were added to the list after explore mode started.
An onboarding tour could walk a worker through various pages and explain their functionality.

Inputs

An interaction automation dictionary starts with the following input values:

Key	Type	Notes
`explore_hash`	string	The unique identifier of the explore set.
`explore_page`	string	The custom page action returned by `await:explore:` (e.g. `next`)
`inputs`	dictionary	Custom input values from the caller.
`worker_*`	record	The active worker record. Supports key expansion.

Outputs

await:explore:

When suspending in the await:explore: state, the interaction displays the next record in an explore set.


await:
  explore:
    title: The title of the explore set
    url: The URL of the next item
    label: The optional label for the next item
    toolbar:
      interaction/next:
        label: Next
        icon: chevron-right
        icon_at: end
        keyboard: ]

Interactions in a custom toolbar can use the following after: options:

Key	Type
`explore_page:`	string	A default for the next page in the explore set when the interaction doesn’t return one.
`refresh_widgets@list:`	array	Refresh widgets if the current page is a record profile.