Using assistant chat
Assistant chat is where you talk to your AI in plain language. There is no special syntax to learn. Ask for what you want the way you would tell a capable teammate.
What you can do
- Give instructions: "Follow up with the leads from yesterday's webinar."
- Ask questions: "How many meetings are booked for next week?"
- Request updates: "Summarize what the sales agent did today."
- Provide context: share a preference or an example, and your agents remember it.
Tips for clear requests
- Be specific about the outcome you want and any deadline.
- Mention the audience or tone when it matters, such as "keep it formal."
- If a result is not quite right, say what to change. Your agents learn from the correction.
Chat is also how you steer
Use chat to adjust course at any time. You can ask an agent to pause a task, change an approach, or focus on something more urgent.