Start Your First AI Agents Conversation
Start a chat
- Open AI Agents or go to
/ai-agents. - Use All, Connected, or Document and Search assistants… to find an assistant.
- Select its card. A new conversation opens at
/ai-agents/<assistant>/new. - Enter a question. Press Enter to send or Shift+Enter for a new line.
- After the first saved message, the address changes to the conversation's unique URL.
Use a Document assistant for answers grounded in configured knowledge. A Connected assistant sends the request to the external service configured by an administrator.
Read the answer
An answer can contain formatted text, tables, links, suggestions, and citations. Open a citation or a card under Sources before relying on an important fact. Use the thumbs controls to report whether an answer was useful.
You may also see small tool-trace chips just under an answer — for example search_document_content · found 3 results. A Smart Assistant works agentically, so these chips show which built-in tool it used (searching your documents, looking up a workflow, or checking the web) to build the answer. They are informational; a chip with a warning icon means that step did not complete. See Configure a Smart Assistant for the full list of tools.
Do not enter passwords, access tokens, or secrets. If sending fails, keep the question, retry once, and contact Support if the problem continues.