BotIntelli — Chat Interface User Guide

This guide explains how to use the Chat Interface: where to open it, how to send messages, attach files, switch assistants/agents/workflows, and what to expect from responses.

What Is the Chat Interface?

The Chat Interface is where you have a conversation with an AI assistant, agent, or workflow. You type messages, optionally attach files, and receive replies. Sessions are saved so you can resume from All Chats.

Where to Open the Chat Interface

From Assistants: Sidebar → Chats → Assistants → click an assistant/agent. The chat opens with that assistant selected.
From All Chats: Sidebar → Chats → All Chats → click a past session. The chat opens with that session and the same participant (assistant, agent, or workflow).
From Dashboard: Use a “New chat” or “Start chat” shortcut; you may be asked to pick an assistant first.
URL: The app uses a single dashboard with ?view=chat (and often a selected bot/session in state). Opening a chat from the sidebar or All Chats loads the correct participant.

Complete User Journey

Step 1: Choose Who to Chat With

At the top of the chat area you see a dropdown that lists:
- Assistants (bots you or your org created)
- Agents (including default/system agents)
- Workflows (saved workflows you can run as a chat)
Select one participant. The chat history for that participant (or the current session) loads below.

Step 2: View the Conversation

Message list: Your messages and the assistant’s/agent’s/workflow’s replies appear in order. Each message shows who sent it and when.
Scroll: The area scrolls so the latest message is in view. Long replies (including markdown, code, lists) are fully visible.

Step 3: Type and Send a Message

Input field: At the bottom, a text box (placeholder often “Type a message…” or similar).
What to enter: Type your question or instruction in natural language.
Send: Press Enter or click the Send button. The message is sent and a reply appears when the system responds (you may see a loading state).

Step 4: Attach Files (When Supported)

Attachment: Use the Upload or attachment icon next to the input to attach files (e.g. PDF, images, documents).
What to attach: Only types allowed by the app (e.g. PDF, images, text). The exact list depends on your plan and the participant (assistant/agent/workflow).
After attach: Files are uploaded; you can type a message and send. The participant may use the file content to answer.

Step 5: Continue or Start a New Chat

Continue: Keep typing and sending; the conversation continues in the same session.
New chat: Use Back or All Chats to leave, then start a new chat from All Chats or by selecting another assistant/agent/workflow.

Input Fields and Actions

Element	What to do
Participant dropdown	Select the assistant, agent, or workflow to chat with. Changing it loads that participant’s context (and may load a previous conversation).
Message input	Type your question or instruction. Send with Enter or Send.
Attachment / Upload	Add one or more files so the participant can use them in the reply.
Send button	Submit the current message.
Back	Return to All Chats or the previous view without leaving the app.

What You See in Responses

Text: Normal paragraphs, lists, and formatted text (markdown where supported).
Code: Code blocks with syntax highlighting when the reply includes code.
Links and structure: Clickable links and structured content when the model returns them.
Workflow runs: If the participant is a workflow, you may see execution steps or outputs as part of the reply.

Tips and Troubleshooting

No reply / loading long time: Check your connection. For workflows or heavy agents, responses can take longer.
Wrong participant: Use the dropdown at the top to switch to the correct assistant, agent, or workflow.
Session not found: If a chat from All Chats doesn’t load, it may have been deleted or you may lack permission; try opening another session or starting a new chat.
File not accepted: Ensure the file type is supported and within size limits; remove the file and try again or use a different format.

Quick Reference

Action	How to do it
Open chat with an assistant	Chats → Assistants → click assistant.
Open a past conversation	Chats → All Chats → click session.
Change who you’re chatting with	Use the participant dropdown at the top of the chat.
Send a message	Type in the input and press Enter or click Send.
Attach a file	Use the Upload/attachment control next to the input.
Go back to chat list	Click Back or go to All Chats.

For managing chat history and sessions, see the All Chats guide. For creating or managing assistants and agents, see the Assistants guide.