Chat Agent Guide
What is the Chat Agent?
The Chat Agent is your AI-powered assistant that helps you manage your customer relationships, automate workflows, and access your business data through natural conversation. Simply chat with it like you would with a colleague, and it will understand your requests and take action.What Can the Chat Agent Do?
💬 Natural Conversation
- Multi-turn conversations: The agent remembers context from your entire conversation
- File attachments: Upload images, PDFs, documents, and the agent will analyze them
- Smart memory: Automatically summarizes long conversations to maintain context
- Real-time responses: See the agent’s thinking process as it works
📊 Customer & Product Management
Customer Operations
- Search for customers by email, ID, or any field
- List all customers with pagination
- View customer details, status, purchase history
- Filter customers by status, source, locale, or custom metadata
Product Operations
- Browse your product catalog
- Search products by ID, name, category
- View product details, pricing, stock levels
- Filter products by status, category, tags
- “Show me all customers with status ‘churned’”
- “Find the customer with email
john@example.com” - “List all active products in the ‘electronics’ category”
- “How many customers do I have?”
🔍 Knowledge Base & Search
RAG Search (Semantic Search)
- Search your knowledge base using natural language
- Find relevant information from uploaded documents
- Get answers from your business policies, procedures, documentation
- Semantic understanding - finds meaning, not just keywords
RAG Write (Knowledge Management)
- Save new information to your knowledge base
- Update outdated information
- Correct mistakes in the knowledge base
- Store business policies, procedures, FAQs
- “What is our return policy?”
- “Remember: Our store hours are 9am-5pm on weekdays”
- “That’s wrong. The correct shipping policy is free shipping over $50”
- “Find information about sustainability in our products”
🌐 Web & Research
Web Search
- Search the internet for current information
- Filter by time range (day, week, month, year)
- Search specific sites or categories
- Get news, research, technical information
Web Scraping
- Extract content from any webpage
- Read articles, documentation, blog posts
- Get structured data from websites
- “Search for recent news about AI in customer service”
- “What’s on the homepage of example.com?”
- “Find research papers about customer churn prediction”
📄 File Operations
PDF Operations
- Generate PDFs: Create PDFs from Markdown, HTML, or web pages
- Parse PDFs: Extract text from uploaded PDF files
- Custom formatting, margins, page sizes
Image Generation
- Create screenshots from Markdown, HTML, or URLs
- Generate images from content
- Custom dimensions and styling
Excel Generation
- Export data to Excel spreadsheets
- Multiple sheets, custom headers
- Perfect for customer lists, product catalogs, reports
PowerPoint & Word
- Generate PowerPoint presentations
- Create Word documents
- Professional formatting
- “Generate a PDF report of all churned customers”
- “Create an Excel file with all active products”
- “Take a screenshot of example.com”
- “Extract text from this PDF” (with file upload)
🤖 Workflow Automation
Workflow Management
- Create automated workflows from natural language descriptions
- View and edit existing workflows
- Search for workflow examples
- List all available automation actions
- Test and activate workflows
Available Workflow Actions
The agent can create workflows using these operations:- Customer operations (create, update, query, filter)
- Product operations (create, update, query, filter)
- Email operations (send, fetch, reply)
- Conversation management
- Document operations
- RAG operations (upload, sync knowledge)
- Integration with external systems (Shopify, OneDrive, etc.)
- Web scraping and crawling
- Approval workflows
- And many more…
- “Create a workflow that sends welcome emails to new customers”
- “Show me all my active workflows”
- “Build an automation that identifies at-risk customers and sends them offers”
- “What workflow actions are available for products?”
🎨 Advanced Features
Context Search
- Search through your conversation history
- Find relevant past discussions
- Semantic search across all your chats
Resource Checking
- Verify file existence and accessibility
- Check resource availability before operations
Tone of Voice
- Maintain consistent brand voice in communications
- Apply custom tone settings to generated content
How to Use the Chat Agent
Starting a Conversation
Simply type your message in the chat interface. The agent will:- Understand your request
- Use the appropriate tools to gather information
- Provide a clear, well-formatted response
Uploading Files
You can attach files to your messages:- Images: The agent will analyze and describe them
- PDFs: The agent will extract and read the text
- Documents: The agent will process and understand the content
Getting Better Results
Be specific about what you need
- ❌ “Show me customers”
- ✅ “Show me the 10 most recent customers with status ‘active‘“
Ask follow-up questions
- The agent remembers your conversation context
- Build on previous responses
- Refine your requests
Use natural language
- You don’t need to use technical terms
- Describe what you want in plain English
- The agent will figure out the details
Tips & Best Practices
For Data Queries
- Use database tools for counting, listing, filtering by specific fields
- Use RAG search for semantic/meaning-based searches
- Be specific about which fields you need to reduce response time
For Workflows
- Describe the goal, not the implementation
- Provide examples of what should trigger the workflow
- Test workflows before activating them
For File Generation
- Specify the format you want (PDF, Excel, Image, etc.)
- Provide clear content or data to include
- Download files immediately - URLs may expire
For Knowledge Base
- Save important information as you learn it
- Correct mistakes when you find them
- Use clear topics when saving information
Common Use Cases
- Customer Analysis: “Show me all customers who haven’t purchased in 90 days”
- Product Reports: “Generate an Excel file of all products with low stock”
- Workflow Creation: “Create an automation that sends product recommendations to active customers”
- Research: “Search for best practices in customer retention”
- Document Generation: “Create a PDF report of this month’s customer activity”
- Knowledge Management: “What’s our refund policy?” or “Remember: We offer 30-day returns”
Technical Details
- Model: Configurable AI model (default: GPT-4 or similar)
- Max Steps: Up to 20 tool calls per response (configurable)
- Context: Maintains full conversation history with automatic summarization
- File Support: Images, PDFs, Word, Excel, PowerPoint, and more
- Real-time: Responses stream as they’re generated
Need Help?
The Chat Agent is designed to be intuitive and helpful. If you’re unsure about something:- Just ask! “What can you help me with?”
- Request examples: “Show me an example of creating a workflow”
- Ask for clarification: “What information do you need from me?”