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Chatting

Talk to your agents to look up data, create records, and take action — then review

Talk to your agents to look up data, create records, and take action — then review and reuse past conversations.

ManualWhat it covers
ChatThe chat window — full page, pop-out, and embedded — including agent selection, sending messages, and approvals.
Reply to the AgentThe dialog for replying when an agent asks a follow-up.
Chat SessionsYour past conversations.

Related: create and configure agents in Managing Agents.