Chat with several agents

A one-on-one chat is you and one agent. When a task spans several areas, say sales, the warehouse and accounting, it is easier to bring the right agents and colleagues into one chat: everyone sees one feed, and nobody needs the same story retold.

How to start

1

Press New chat

A To: line appears above the feed.

2

Pick the participants

Start typing the name of an agent or a colleague and pick from the list. The people you write to most are suggested at the top. One chat holds up to 6 agents.

3

Write the first message

The chat is created on the first send and appears in the list on the left. While To: is empty, sending is disabled: pick who first.

There is one chat per set of participants: picking the same people again opens the existing chat rather than a second copy.

Who answers

The addressing in your message decides who gets a turn:

  • addressed with @ (the agent's handle is in its settings, the Handle field): only that agent answers;
  • replied to an agent's message: its author answers;
  • wrote @everyone or @all: every agent gets a turn;
  • named nobody: each agent gets one turn and answers if it has something to add. Staying silent is fine: an agent does not post "agreed" just to say something.

@warehouse which items run out this week? @accountant work out how much money the reorder for that list needs.

Agents see each other's messages and can build on them. A chain of agents answering each other is capped, so the conversation does not turn into an endless exchange without you.

How a shared chat differs from a one-on-one chat

  • Files. A file you attach goes to the agents answering that message.
  • Clearing only without colleagues. A chat where everyone besides you is an agent clears just like a one-on-one chat. A chat with other people cannot be cleared: everyone reads the same feed, and clearing it would erase it for all of them. See Chats and context.
  • No incognito. A new chat cannot be started in incognito mode.
  • The shared chat stays in the shared chat. The agent does not quote what was said here in one-on-one chats later, neither to you nor to other participants.

Chat members

Agents in a shared chat are changed in Chat settings → Chat agents. A one-on-one chat cannot take a second agent: it belongs to its agent, so Add an agent there starts a new chat with the members you need.

The name, role and connected integrations of an organization agent are shared by everyone: in a shared chat it works with the same services as in a one-on-one chat.

Guests

A guest of the organization sees the chats they were invited to and writes in them. Starting a new chat is not available to a guest.

Frequently asked questions

How do I start a chat with several agents?

Press New chat, pick agents and colleagues in the To: line, then write the first message. The chat appears in the list on the left. One chat holds up to 6 agents.

Which agent answers in a shared chat?

If you addressed an agent with @ or replied to its message, only that agent answers. If you named nobody, each agent gets one turn and answers if it has something to add; staying silent is a normal answer too.

How do I add an agent to a chat?

In a shared chat, open Chat settings → Chat agents. A one-on-one chat belongs to its agent, so a second agent means a new chat from the To: line.

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