Is there a full chat page?

No, chat lives as a drawer or panel you open from any page in the app. There's no separate full-page chat view.

Does my agent remember earlier conversations?

Yes. It keeps context from previous chat and email conversations, so you don't have to repeat yourself.

Can I manage a specific goal through chat?

Yes, tell your agent which goal you mean, like "pause outreach on the restaurant goal," and it acts on that goal's tactics.

What if my agent is busy when I message it?

It still gets your message right away. If it's mid-task, the reply might take a bit longer, but nothing gets lost.

Using the Chat Interface

Chat is the always-on way to talk to your agent. It's a drawer or panel you open from wherever you're working, no separate page to hunt for.

Opening Chat

Your agent's chat is always one click away, on every page. Open it, type, and your agent responds in the same window. It's the same conversation no matter where you open it from.

What You Can Ask

Your agent can help with a wide range of things through chat.

Status & Updates

"How's my Dallas roofing goal 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"

Goal & Outreach Management

"Draft an outreach campaign targeting dentists in Portland"
"Pause outreach on the restaurant goal"
"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 answers within seconds. If it's mid-task, sending emails or researching a lead, a reply might take a little longer. Messages go through instantly either way.

Tips for Better Conversations

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

Chat History

Every conversation is saved. Open the chat drawer any time to scroll back, your agent remembers context from earlier conversations across chat and email both.