Agents and Chat
Use AI chat with workspace context and approved tools.
Agents and chat help users ask questions about workspace data and work with approved tool categories.
Use chat when you need an interactive answer. Use an AI worker when you need a repeatable process with saved instructions, context sources, and allowed tools.
Start a Useful Chat
- Open AI Workers or the AI chat area.
- Start a new conversation.
- Describe the record, module, or customer context you want the agent to use.
- Ask one clear question or request one concrete action.
- Review the response and any tool activity before using the result.
Good prompts include the goal and the record context:
Summarize the open work for the Acme onboarding project and list the next customer-facing update we should send.
Avoid prompts that ask the agent to guess missing business facts. If a date, price, owner, or contract term matters, include it or point the agent to the record that contains it.
Use Chat Carefully
AI output should be reviewed before it is used for customer communication, finance decisions, legal documents, or automated changes. Keep prompts specific and include the relevant record context when possible.
Use chat for draft thinking, summaries, and investigation. Use the source record for final status, amounts, due dates, permissions, and customer commitments.
Review Before Acting
Before using an AI answer, confirm the records it referenced, the dates or amounts it used, and whether any suggested action would affect customers, finance, HRM, or external systems. Ask the agent to cite the record names when the answer will drive a decision.
Tool Access
Tool access depends on workspace permissions and agent configuration. If an agent cannot read or update a record, check permissions and allowed tool categories.
When a chat uses tools, review the visible tool activity before you rely on the answer. If the activity shows the wrong record, start a new prompt with the exact customer, project, invoice, task, or document name.
Attachments and Context
When attachments are available, use them for source material such as briefs, contracts, call notes, or customer files. Keep sensitive files limited to the chat that needs them and do not attach unrelated material just because it exists in the workspace.
Name the attachment in your prompt when several files are available. This helps the agent focus on the right brief, contract, invoice, or customer note.
When Chat Cannot Help
If the agent cannot see the needed data:
- Confirm your user role can access the module.
- Check whether the workspace has the relevant module enabled.
- Check whether the agent or worker has the right context source or tool category.
- Open the record directly and confirm it exists in the current organization.
Turn a Chat Into a Worker
If you repeat the same prompt several times, create an AI worker. Move the prompt into saved worker instructions, choose the context sources, and test the worker on one safe record before assigning it to regular work.
Do not turn a chat into a worker until the manual prompt produces reliable results. The worker should automate a proven review pattern, not a guess.
Escalate From Chat To Workflow
If the same AI output needs to trigger tasks, notifications, or record updates, design a workflow or AI worker run with clear review steps. Chat should not become an invisible operational process that only one user remembers to run.