Using Agents
Select agents, use @mentions, and understand conversation behavior
Selecting an Agent
Choose your agent from any of these locations:
| Location | How to access |
|---|---|
| Top-bar agent selector | Starts a fresh chat with the chosen agent, or opens the chosen app, site, or builder |
| Chat input "+" menu | Click "+" → Agent to change the agent for the current conversation |
| Home screen | Choose the agent for a new conversation |
Agents are grouped in the menu:
- System Agents — Built-in agents (Advisor, Business Specialist, System Architect, etc.)
- My Agents — Agents you created
- Shared with Me — Agents others shared with you
Home Screen Selection
The agent you select on the home screen becomes your default for new conversations.
| Context | Behavior |
|---|---|
| Home screen | Your selection becomes the default for new chats |
| Loading a conversation | Temporarily switches to that conversation's agent |
| Returning home | Restores your home screen preference |
This means viewing old conversations won't accidentally change your preferred agent—when you return home, your selection is restored.
Conversation Behavior
Starting a New Conversation
- Your home screen agent selection is used
- If the agent has a greeting, it's displayed
- Any greeting buttons appear for quick actions
- Your first message goes to this agent
Loading from History
When you load a conversation from history:
- The conversation switches to the agent that was used
- Your home screen preference is preserved (not overwritten)
- The conversation continues with its original agent unless you deliberately change it from + → Agent
Changing an Existing Conversation's Agent
The connected business instance remains locked once a conversation has messages, but you can deliberately change its agent:
- Use + → Agent in the message box to reassign the current conversation
- The top-bar agent selector never reassigns it; that selector starts a new chat or opens another workspace
- The instance selector shows a lock icon and is disabled
- Switching to a different instance while viewing an active conversation triggers re-authentication to the correct instance
Example: selecting System Architect in the top bar starts a new System Architect chat. Selecting it from + → Agent changes the current conversation instead.
Agent Indicators
The active agent is shown in the chat header next to the Operator name, so you always know which agent you're talking to. System agents show their built-in name; user-defined agents show the name you gave them.
Browsing Your Agents
The Agents page offers two layouts, switchable with the toggle in the top-right:
- Table view — Compact list with enable/disable and edit/delete actions. Best when you need to scan many agents quickly.
- Gallery view — Visual cards showing a thumbnail of each agent's flow diagram. Best when you recognize your agents by shape, or when picking between several.
Thumbnails reflect the agent's most recently generated diagram. If a card shows "No diagram yet", open the agent and use the Diagram panel to generate one — the thumbnail will appear automatically on your next visit. Shared agents show their owner's diagram (read-only).
Your chosen view is remembered across sessions.
Tips
- Use home screen wisely — Set it to your most frequently used agent
- Watch the header — Always know which agent you're talking to
- Greeting buttons — Use them to jumpstart common workflows