Chatting with Agents

Once you've created an agent, chatting with it feels like messaging a knowledgeable colleague who knows your client inside and out. This guide covers everything you need to know about the chat experience.

Starting a Conversation

From the Agents Page

Navigate to Agents in your sidebar, then click on the agent you want to chat with. This opens the chat interface with that agent's full context loaded.

The Chat Interface

The chat interface includes:

• Message history: Your conversation with the agent, including both your questions and the agent's responses
• Input field: Where you type your messages
• Send button: Click or press Enter to send your message
• New conversation: Start a fresh conversation when changing topics
• Agent info: See which agent you're talking to and access its settings

How Responses Work

When you send a message, the agent begins generating a response immediately. You'll see the response appear word by word as it's being created. This streaming approach means you don't have to wait for the complete response before you can start reading.

Stopping a Response

If you realize you asked the wrong question or want to redirect the conversation, click the Stop button that appears while a response is generating. The agent will stop mid-response, and you can send a new message.

Response Times

Most responses begin appearing within 1-2 seconds. Complex questions that require searching through lots of context may take slightly longer to start. If an agent seems slow, it's usually because it's working through a large amount of relevant information.

Conversations vs. New Threads

Each conversation with an agent maintains context throughout the thread. If you ask a follow-up question, the agent remembers what you discussed earlier in that conversation.

When to continue a conversation:

• Follow-up questions on the same topic
• Refining or expanding on a previous response
• Building on work started earlier in the chat

When to start a new conversation:

• Switching to a completely different topic
• Starting fresh on a new task
• When the previous conversation isn't relevant to your current question

Click New Conversation to start a fresh thread. Your previous conversations are saved and can be accessed from the conversation history.

What Agents Can Help With

Draft Client Communications

"Draft a weekly status update email for Sarah at Acme. Include the completed items from this week and mention the design review scheduled for Thursday."

"Write a response to this client question about timeline changes. Keep it professional but reassuring."

Summarize Information

"Summarize the key decisions from our last three client calls."

"What are the main themes from client feedback on the campaign?"

"Give me a 2-paragraph overview of this client relationship for a new team member."

Pull Client History

"When did we last discuss budget with this client?"

"What creative direction did they prefer for the spring campaign?"

"What were the main concerns raised in the Q1 review?"

Generate Reports

"Create a monthly performance summary based on the campaign data."

"List all deliverables completed this quarter with their completion dates."

"Generate talking points for tomorrow's client call."

Answer Client Questions

"The client is asking about our process for brand guideline development. What should I tell them?"

"How do we typically handle revision requests on projects like this?"

Research and Preparation

"What should I know before the strategy call with this client tomorrow?"

"Are there any outstanding items or concerns I should be aware of?"

"What similar projects have we done that I can reference?"

Tips for Better Responses

Be Specific

Instead of: "Tell me about this client."

Try: "What are this client's top three priorities for Q2, based on our recent conversations?"

Provide Context When Needed

Instead of: "Draft an email."

Try: "Draft a brief email letting the client know the design concepts are ready for review. They mentioned wanting to see options for both conservative and bold directions."

Ask for Formats You Need

"Give me this as bullet points for a slide deck."

"Format this as a numbered list I can paste into a project management tool."

"Keep the response under 100 words."

Iterate and Refine

First message: "Draft a project timeline for the rebrand."

Follow-up: "Make the milestones more specific and add buffer time before the launch date."

Another follow-up: "Now format this as a table with columns for milestone, date, and owner."

Conversation History

All your conversations are saved automatically. Access past conversations from the agent's chat page to:

• Reference previous work
• Continue a conversation you started earlier
• Find information from past discussions

Conversations are private to your account by default. Team members have their own conversation histories with shared agents.

Next Steps

Learn how to customize your agents with saved prompts and advanced settings.