Chatting with your agent
You interact with your agent through chat. Each session is a persistent conversation — the agent remembers everything you said earlier in that session, including decisions you made 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 automatically decides when to search the web, read a file, call an integration, use the browser, or draft an email. You don't have to tell it which to pick, but you can nudge: "use Google Ads to pull last week's spend by campaign" is a fine instruction.
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.