Using the Chat Interface

Accessing Chat

There are two ways to chat with your agent:

1. Full chat page — Click Chat in the sidebar for a full-screen conversation
2. Chat panel — Available as a slide-out panel on most dashboard pages

What You Can Ask

Your agent can help with a wide range of tasks through chat:

Status & Updates

• "How are my campaigns doing?"
• "How many leads did you find today?"
• "What's my reply rate this week?"

Instructions & Adjustments

• "Focus on restaurants in the downtown area"
• "Make your emails shorter — 3 sentences max"
• "Don't contact any business with 'franchise' in the name"

Campaign Management

• "Create a new campaign targeting dentists in Portland"
• "Pause the restaurant campaign"
• "How many emails have you sent today?"

Lead Questions

• "Tell me about the hot lead from earlier"
• "What do you know about [lead name]?"
• "Which leads look most promising?"

Response Times

Your agent typically responds within seconds. If your agent is busy processing tasks (sending emails, researching leads), it may take a moment longer. Messages are delivered instantly via the web app.

Tips for Better Conversations

1. Be specific — "Focus on restaurants without websites" beats "find better leads"
2. One instruction at a time — Give clear, focused guidance
3. Provide context — "We just landed a big restaurant client, use that as a case study" helps your agent improve
4. Share feedback — "That email to the Portland bakery was perfect — more like that"

Chat History

All conversations are saved and visible in the Chat page. Your agent remembers context from previous conversations across all channels (chat, email, SMS).