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Conversations

Interact with AI to execute tasks through natural language chat.

Overview

The Conversations page is where you interact with the AI to execute tasks. Navigate to it by clicking Conversations in the sidebar.

Tabs

The page has four tabs across the top:

Tab What It Shows
Conversations All active conversations
Archived Conversations you've archived
Shared Conversations shared with you by teammates
Scheduled Tasks Automated tasks running on a schedule

Starting a New Conversation

  1. Click the New Conversation button (bottom-right of the conversation list, or the + icon)
  2. Type your task or question in the message input at the bottom of the chat
  3. Press Enter to send (or Shift+Enter for a new line)

The AI will process your request. Depending on the task, you may see:

  • A text response (for questions or simple requests)
  • A thinking block that expands to show step-by-step reasoning
  • A live browser preview if the task involves browser automation

Typing a Task

The chat input accepts natural language instructions. Examples:

  • "Run a H03 quote from Bamboo for John Smith at 123 Main St..."
  • "Send an email to sarah@company.com about the meeting tomorrow"
  • "What does our SOP say about handling refund requests?"
  • "Check my calendar for next week"

You can also attach files by clicking the upload button next to the input. Accepted types: PDF, DOCX, TXT, MD, CSV, XLSX, images (PNG, JPG), and video.

Understanding the Chat Response

Assistant messages appear on the left with a sparkles icon. They may include:

  • Markdown-formatted text — The AI's response, rendered with headers, lists, bold, code blocks, etc.
  • Thinking block — A collapsible section labeled "Thinking... (N steps)" or "Thought for N steps". Click to expand and see what the AI did step by step, including timestamps.
  • Browser preview — A live video stream showing the AI navigating a browser in real time.
  • File artifacts — Downloadable files the AI generated during execution (e.g., spreadsheets, reports).
  • Approval prompts — If the AI needs your confirmation before proceeding, you'll see Approve / Deny buttons.
  • Escalation prompts — If the AI encounters something that requires human judgment, you'll see Escalate / Continue buttons.

Status Indicators

  • Running (animated dot) — task is in progress
  • Completed (checkmark) — task finished successfully
  • Failed (X) — task encountered an error

Browser Preview

When the AI runs a browser automation task, a live preview panel appears showing exactly what the AI sees and does. This is a real browser session — not a recording or simulation.

  • The stream shows the AI navigating websites, filling forms, clicking buttons
  • If the task forks into parallel branches, a fork overlay shows branch status and progress (e.g., "2/3 done")
  • If the stream disconnects, a retry button appears

Managing Conversations

Hover over any conversation in the list to see the three-dot menu. Actions available:

Action What It Does
Rename Opens an inline text input. Type a new name, press Enter to save, Esc to cancel.
Pin Moves the conversation to the top of the list in a "Pinned" section. Pinned conversations can be reordered by drag.
Favorite Marks the conversation with a star. Favorited conversations appear after pinned ones.
Share Opens a modal where you can search workspace members and share the conversation. Shared conversations appear in the recipient's "Shared" tab.
Archive Hides the conversation from the main list. It moves to the "Archived" tab. You can unarchive it later.
Delete Permanently removes the conversation. A confirmation dialog appears first.

Scheduled Tasks

The Scheduled Tasks tab shows automated tasks that run on a recurring schedule.

Viewing Scheduled Tasks

  • A table with columns: task instruction, schedule type, next run time, status, and actions
  • The list auto-refreshes every 60 seconds (a countdown timer is shown)
  • Click Refresh to update manually

Creating a Scheduled Task

  1. Click Create at the top of the tab
  2. In the modal, enter:
    • Task instruction — What the AI should do each time (natural language)
    • Schedule type — How often to run
    • Timing details — Specific time, interval, or cron expression
    • Timezone — Select from 13+ timezone options
  3. Click Create

Managing Scheduled Tasks

  • Pause/Resume — Toggle a task on or off without deleting it
  • Delete — Remove the scheduled task permanently

Next Steps