Start An Agent Conversation
Start a new agent thread, write a useful prompt, and review the first response.
Start a new agent conversation when the question or task should not be mixed with an older thread. A clean thread gives the agent clearer context and makes the conversation easier to review later.
Start A New Thread
- Open Agents.
- Select the new conversation action.
- Write one specific request.
- Include the record, customer, module, or file context the agent should use.
- Send the message.
- Review the answer, tool activity, and any generated UI before acting.
If the request depends on a record, include the record name or ID. If it depends on a policy or file, attach it or link to the source.
Write A Useful Prompt
Good prompts include the goal, source context, and expected output.
Example:
Review the Acme onboarding project and summarize overdue tasks, blocked items,
and the next customer update we should send.Avoid broad prompts such as "What should I do today?" unless the agent has a clear context source for the answer.
Review The First Response
Before continuing, check whether the agent:
- understood the correct customer, record, or module;
- used current workspace data;
- separated facts from suggestions;
- identified missing information;
- proposed actions that need approval.
If the answer uses the wrong context, correct it immediately with the exact record or file before asking follow-up questions.
When To Start Over
Start a new thread when the topic changes, the context was wrong, attached files were unrelated, or the conversation became too long to review easily.
Use thread history for continuity, but do not keep unrelated work in one thread.