Agent chat
Chat overview
What happens between pressing Enter and getting your result.
Chat is the right-hand side of the window. You always chat with one agent, named in the header. Everything it does happens here, in view.
One turn, start to finish
- Type into Ask anything... and press Enter.
- While it works, a line above the box says the agent is typing.
- It may pause on an approval card or a question card.
- You get the reply, with a card for each document it made.
Click Open on a document card to open it. To change it, keep asking in chat. See Editing.
The reply's ⋯ menu has Copy and Create document, the turn's cost and tokens, and the model that ran it. With a document open, it can also insert the reply at the cursor or replace the document's content. See Models.
Tools: how the agent does the work
A model on its own only writes text. Tools let the agent act: search your documents, build an Excel file, read invoices from Xero. Each use is a tool call.
Every agent starts with the workspace basics.
- Search and read its documents
- Create and edit notes, Excel files and PDFs
- List its documents, tasks and subscriptions
- Find and follow your saved skills
- Search the web
Connectors add more, such as invoice tools from Xero or mail tools from Outlook. You don't need tool names. Say what you want done and the agent picks the tools.
To see what a turn did, hover the reply and click the Turn details icon. It lists every step in order. Its footer gives a count such as "Ran 4 commands", the tokens used and the time taken.
Controls
Stop is the round button beside + while the agent works. It halts the turn, and the chat and documents already written stay.
Press Enter while the agent is busy to queue a message for next.
Conversations persist. Click Load Previous Messages at the top for earlier history.
The turn-settings button above the box shows a shield and the model's mark. It opens Select model with See prices, Set permissions for the permission mode, and Clear chat and reset conversation.
The $ left chip shows your workspace's remaining AI credit. It turns red when chat is blocked, and admins can click it to open Billing.
Clear the chat
Choose Clear chat and reset conversation, or send /clear, /reset or /new as the whole message. Then click Clear.
The agent forgets this chat. Its documents, skills and connections stay, and earlier messages are hidden, not deleted. Stop a running turn before you clear.
Start new work
Chat follows the agent or task you select. For fresh work, start a task with the ＋ beside Tasks. See Creating task agent.
When a turn fails
A line above the box offers a fix. Continue picks up from saved work and costs a normal turn. Send again resends a message that never arrived. Reset conversation appears when a chat is too big to continue.
Agent Hero first retries temporary failures, like a dropped connection, on its own. See Troubleshooting.
Your chat is private
On a shared agent, each person gets a private conversation. You share the documents, not the chats. See Team agents.
Open a document and ask about it. "What's wrong with row 40?" works because the agent sees the document you're on.