Chat with Agents

The Inbox is the main place where end users interact with the AI Kit. It lists every conversation you started or that was assigned to you, lets you pick up where you left off, and is where you start new conversations with the agents your team has built.

When to use the Inbox

Use it whenever you want to:

• Ask an agent a question (for example "Summarize the latest team meeting notes" or "Open a vacation request for next month").
• Continue a conversation you started earlier.
• Pick up a task that an automation has handed to you for review or input.
• See what is still open vs. already done.

What is a conversation

A conversation in the Inbox is one ongoing exchange between you and an agent. It can be of two types — both look the same in the list:

• A conversation with a true agent — back-and-forth chat, the agent decides when it is done.
• A workflow that paused to ask you something — a workflow runs on its own most of the time, but if it needs a human decision or input, it shows up in the Inbox as a conversation until you respond.

You do not need to know which is which. You just answer.

Filtering the list

The Inbox shows three filters at the top:

• All — every conversation, open and closed.
• Open — only conversations that are waiting on input from you or are still in progress. This is the default and what you typically want.
• Completed — finished conversations. Useful for looking up past results.

Step by step — start a new conversation

1. Click New conversation at the top right of the Inbox.
2. Pick the agent you want to talk to from the list. Each agent has a name and a short description — read it to make sure you are choosing the right one.
3. Depending on the agent, you will either:
   • See a chat window ready for your first message, or
   • First fill in a short form with the information the agent needs upfront, then enter the chat window.
4. Type your message and send it. The agent's response appears after a brief moment.
5. Continue the conversation. When the agent has everything it needs, it tells you the conversation is finished.

Step by step — continue an existing conversation

1. Find the conversation in the list. The most recent are at the top.
2. Click the conversation card.
3. The full transcript appears. Scroll up to read prior messages, scroll to the bottom and type your reply.

What if the agent shows a form mid-conversation

Some agents pause mid-conversation to ask you something structured — for example a date, a category, or a file upload. The chat shows the form inline. Fill it in, submit, and the agent continues with what it was doing.

What if the conversation gets stuck

If you sent a message and the agent does not reply within a minute or two:

• Check your network connection.
• Refresh the page. Conversations are saved continuously — you will not lose your messages.
• If the problem persists, contact the person who built the agent. They can inspect the conversation's job from the Automations area.

Recommendations

• ✅ Be specific in your first message. Agents handle "Summarize the meeting on Monday with the marketing team" better than "Summarize that meeting".
• ✅ When an agent asks a clarifying question, answer it before sending more context. The agent uses your answer to decide what to do next.
• ✅ Use the Open filter as your default view. Once a conversation is complete, it slides out of your daily list.
• ⚠️ Long conversations stay in the Inbox forever. If a conversation has served its purpose, mark it complete (the agent often does this for you automatically).
• ❌ Do not paste highly sensitive data (full identity records, raw credentials, secrets) into a chat without checking with your administrator. The data goes through whichever AI model the agent is configured to use, which may be external. See Best Practices → Data Privacy.

What to do next

• If you build agents yourself: Automations → Agents.
• If you want to understand the system that decides what an agent can do: Automations → Core Concepts.