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The Chat feature lets you have conversations with your AI employees. Ask questions, get help with tasks, brainstorm ideas, or just explore what your AI can do.

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Starting a Conversation

  1. Select your company from the sidebar
  2. Click Chat
  3. Choose an AI employee to talk to (you’ll see their profile cards)
  4. Type your message in the text box at the bottom
  5. Press Enter or click the send button
Your AI employee will respond based on their personality and the knowledge you’ve given them.

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Choosing the Right AI Employee

Each AI employee has different expertise based on how you’ve set them up. Choose the one that fits your question:
  • Support-focused employee: Ask about customer questions, policies, procedures
  • Sales-focused employee: Get help with pitches, objections, product info
  • Technical employee: Ask about processes, how things work
  • General assistant: Good for brainstorming and general questions
Tip: You can switch employees mid-conversation if you need a different perspective.

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Sending Messages

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Text Messages

Just type your question or request and press Enter. Be specific for better responses:

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Attaching Images

Some AI employees can analyze images:
  1. Click the attachment icon (paperclip or image icon)
  2. Select an image from your computer
  3. Add a message explaining what you want to know about the image
  4. Send
Example: Attach a screenshot and ask “What’s wrong with this design?”

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Uploading Documents

Share documents for context:
  1. Click the upload icon
  2. Select a file (PDF, Word doc, etc.)
  3. Ask your question about the document
  4. Send
Example: Upload a contract and ask “Summarize the key terms in this agreement.”

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Getting Better Responses

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Be Specific

The more context you provide, the better the response: ❌ “Write an email” ✅ “Write a follow-up email to a prospect who attended our webinar last week but hasn’t scheduled a demo. Keep it friendly and under 100 words.”

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Provide Context

Tell the AI what you’re trying to accomplish: ❌ “What should I say?” ✅ “A customer is threatening to cancel because of a billing error. What should I say to keep them as a customer?”

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Ask Follow-Up Questions

The AI remembers the conversation, so build on previous responses:
  1. “What are the benefits of our premium plan?”
  2. “Now write that as a comparison table”
  3. “Make it more concise”

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Conversation Features

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Starting Fresh

To begin a new conversation:
  1. Click the Reset or New Chat button
  2. Your conversation history is cleared
  3. Start your new conversation

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Viewing Chat History

To see past conversations:
  1. Click Chat History or the history icon
  2. Browse your previous chats
  3. Click on one to continue it

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Sharing a Conversation

To share a conversation with a colleague:
  1. Click the Share button
  2. Copy the generated link
  3. Send it to whoever needs to see it
They’ll be able to view the conversation (but not continue it).

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Adjusting Chat Settings

Click the Settings icon (gear) to customize your chat experience:

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Model Selection

Choose which AI model powers your conversation:
  • Fast models: Quick responses, good for simple questions
  • Advanced models: Slower but more thoughtful, good for complex tasks

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Context Settings

Control how much context the AI uses:
  • More context = better understanding but uses more credits
  • Less context = faster and cheaper but may miss nuance

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Connected Tools

Tools let your AI employee take action — not just answer. In the chat settings, click the Connected Tools card (it shows how many tools are currently enabled) to turn tools on or off for your conversation. Built-in tools: Alongside the built-in tools you’ll see your connected tools — MCP servers, connected apps, and toolsets set up in Integrations — each toggled per conversation. From here you can also browse the catalog of 1000+ app integrations (Gmail, Slack, HubSpot, Salesforce, and hundreds more) or click Manage Toolsets to group tools into reusable sets. When the AI uses a tool, the step appears right in the conversation (for example, Find Leads or Enrich Contact) so you can follow what it’s doing.
Tools require a tool-compatible model — if your current model doesn’t support tools, pick a different one in settings. The exact set of tools you see depends on your plan and enabled features.

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Tips for Effective Conversations

  1. One topic at a time - Don’t mix unrelated questions in one message
  2. Use examples - Show the AI what you want: “Write something like this: [example]”
  3. Give feedback - If a response isn’t right, explain what to change
  4. Be patient - Complex questions take longer to answer
  5. Experiment - Try different ways of asking to find what works best

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Understanding AI Responses

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When the AI Says “I Don’t Know”

This usually means:
  • The information isn’t in the knowledge base
  • The question is outside the AI’s training
  • You need to add more documents to help the AI learn
Solution: Add relevant documents to your Knowledge Base.

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When Responses Seem Wrong

AI can make mistakes. If something seems off:
  • Ask the AI to double-check its answer
  • Verify important information yourself
  • Report issues to improve the AI over time

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When Responses Are Too Long/Short

Guide the AI with explicit instructions:
  • “Give me a brief 2-sentence answer”
  • “Explain this in detail with examples”
  • “Summarize in bullet points”

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Frequently Asked Questions

Q: Does the AI remember previous conversations? A: Within a single session, yes. But when you start a new conversation, it begins fresh. Q: Who can see my conversations? A: By default, only you. Shared conversations can be viewed by anyone with the link. Q: How do I make the AI sound more like me/my brand? A: Customize the AI employee’s personality and instructions in the Employees settings. Q: Why is the AI giving wrong information about my company? A: The AI only knows what’s in your Knowledge Base. Add more documents with accurate information. Q: Can I use the AI for customer-facing chat? A: Yes! Create an Agent to embed on your website.

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Next Steps