New Chat
Open "New Chat" at the top of the sidebar when you want a Digital Worker to answer questions, analyze business materials, or perform work. Describe the goal and add resources and capabilities as needed. The Digital Worker follows your requirements throughout the conversation, keeping the process and results together.
You do not need to describe everything in the first message. Choose who will handle the task, then explain the goal, context, and expected result. Add requirements during execution, check the result, and decide whether to apply or share it.
Complete work in a new Chat
- Select Digital Workers
Choose a Digital Worker familiar with the business. For work that needs division of responsibilities, form a team of up to three.
- Describe the Goal and Add Resources
Explain what to complete and who will use the result. Use @ to reference objects, knowledge, Outputs, or files.
- Use Capabilities as Needed
Use Skills, apps, or web search when you need a defined process, an external system, or public information.
- Monitor Execution and Add Requirements
View the plan, reasoning, and tool calls. Add or adjust queued messages while the Digital Worker is running.
- Check, Apply, or Share Results
Review generated UI and data change previews, then apply the results or share selected messages.
