Chat

Starting a conversation

To chat with an agent, click on the agent from your dashboard or select it from the sidebar. You'll see a welcome screen with the agent's name, description, and suggested prompts to get you started. Type your message in the input field and press Enter or click the send button.

If you already have an active conversation and want to start fresh, click the New chat button that appears next to the tabs. This clears the current conversation and returns you to the welcome screen.

Sending messages

Type your message in the input field at the bottom of the chat. Press Enter to send, or click the send button. The agent will process your message, potentially use its connected tools to gather information, and respond.

Responses stream in as the agent generates them, so you can start reading before the full response is complete.

Attachments

You can attach files to your messages for the agent to analyze. Click the paperclip icon in the message input to open the file picker, or simply drag and drop files onto the input area. A dashed border will appear when you're dragging files over the input to confirm the drop zone.

Supported file types and limits

• Images (PNG, JPG, etc.) — up to 5 MB. Sent as visual content, so the agent can see and describe what's in the image.
• Documents (PDF, DOCX, CSV, XLSX, TXT) — up to 10 MB. Text is extracted from the file and included in your message, so the agent can read and analyze the contents.
• Audio — up to 25 MB. The file is stored and available for processing.

You can attach up to 3 files per message.

Tool confirmations

When an agent needs to perform a write operation — like updating a ticket, creating a record, or sending a message — it will ask for your confirmation before proceeding. You'll see a confirmation card showing what the agent wants to do and with what parameters.

Click Confirm to let the agent proceed, or Cancel to stop the action. This safety mechanism ensures the agent never makes changes without your explicit approval.

Read-only operations (fetching data, searching, looking things up) run automatically without confirmation.

Markdown in responses

Agent responses support rich formatting including:

• Bold and italic text
• Bullet and numbered lists
• Code blocks with syntax highlighting
• Links
• Tables — wide tables scroll horizontally within the chat, so the page layout stays intact

File generation

Agents with the File Tools connector can generate files on your behalf and return download links directly in the chat. Supported formats include:

• Spreadsheets (.xlsx) — structured data with multiple sheets, formatting, and formulas
• CSV files — simple comma-separated data
• PDF documents — formatted reports and documents
• Word documents (.docx) — rich text documents

Just ask your agent to create a file. For example: "Create a spreadsheet with this month's sales data" or "Generate a PDF report of the open tickets."

Conversation management

Your past conversations are accessible from the sidebar. Click on any previous conversation to continue where you left off. Each conversation maintains its full history, so the agent remembers the context from earlier messages.

To start a new conversation with the same agent, click the New chat button that appears next to the Chat tab when you have an active conversation.