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Chats

Written by Product Management

This article is auto-synced from its in-app version in Tai.

Chats are interactive, multi-turn conversations with an AI agent inside the Workbench.

When you'd use this

Start a chat when you want to ask an agent a question, work through a task step by step, or test how an agent behaves before deploying it. For example: ask the TripBuilder Ops & BI Agent to summarise a booking, or run through a scenario with the Trip Guard agent.

Steps

  1. In the Workbench sidebar, click Chats (under the Terminal section).

  2. In the chat panel, select an agent from the agent picker. Available agents are listed with their names and descriptions.

  3. Type your message in the input field and press Enter (or click the send button).

  4. The agent responds in real time. Continue the conversation across as many turns as you need.

  5. To start a fresh conversation with the same agent, begin a new session. Past sessions are listed in the sessions panel on the left.

Start a chat from the agent detail page

If you want to test a specific agent:

  1. In the sidebar, click Agents.

  2. Click the agent you want to test.

  3. Click the Test Chat button in the top-right corner. This opens Chats with that agent pre-selected.

Tips and limits

  • Each chat runs against one agent at a time. To switch agents, start a new session.

  • Past chats are saved and listed in the Chats area, so you can reopen a previous conversation.

  • Built-in agents are configured by your company admin and may be limited in what they can access.

  • The agent can only use the connectors and knowledge items assigned to it by your admin.

Related

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