Chatting with your agent
Hosted chat is available during the free Agent trial and on the paid Agent plan. Connect customers instead work in their own assistant through MCP.
Each hosted session is a persistent conversation. The agent remembers earlier messages in that session, including decisions and files you referenced.
Sessions vs. messages — a session is a threaded conversation. Within a session, context stays hot: the agent can refer to earlier messages, earlier drafts, and earlier research without you repeating yourself. Between sessions, the agent still has access to uploaded files and connected integrations, but long chat history doesn't all carry forward.
Giving good tasks — the agent does best with concrete, goal-oriented asks:
- Good: "Research our top 3 competitors on G2 and summarize their pricing, positioning, and any recent launches."
- Less good: "Do some marketing."
Give context up front — if there's important context (brand, audience, product, tone), either put it in the first message or keep it in an uploaded file the agent can reference. See Files in chat.
Tools the agent will use — the agent decides when to search the web, read an asset, call an integration, use the browser, or draft an external action. You can still be explicit: "use Google Ads to pull last week's spend by campaign" is a good instruction.
External actions — depending on the brand's permission policy, publishing, email, paid spend, code changes, and destructive actions may stop for approval. Review the exact action in Permissions before allowing it.
Starting fresh — when you want a clean slate (especially after connecting a new integration), click New chat in the sidebar. A new session picks up the agent's latest config.