Chatting with an agent

Open an agent from Agents to send messages, review tool calls, and respond to approval requests.

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Starting a conversation

1. Open an agent from the Agents list.
2. Type a message in the composer at the bottom of the chat.
3. Send.

Replies stream in as the agent writes them. The first chat you open can take a moment to load. The agent can call tools according to its permissions. The assistant sidebar remembers your agent selection for each business during your session. If that agent is unavailable, it uses the active default agent, or the first active agent if no default is available. This does not change your business’s default. With no active agents, the sidebar shows No active agents available and does not start a conversation.

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Tool calls inline

When the agent calls a tool, an inline card shows its name, inputs, and outputs. Inputs are collapsed by default; expand the card to review them. A tool that fails is marked Failed, and its card shows the error in place of an output. If the tool is set to Ask, the card pauses with:

• The tool’s risk badge
• The inputs the agent wants to use
• Approve / Deny buttons

The approval waits without a countdown. The agent cannot continue that conversation until you respond. Approve continues from the paused tool call; Deny lets the agent respond without running it. A pending approval stays parked in its original conversation. A new chat does not show it. Return to the original conversation to approve or deny it.

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Searching the web

Ask the agent to look up information on the public web. Search results include source links and short excerpts; publication dates appear when available. Specify a date range or preferred websites when your question needs them. Before searching, review AI processing and web search for data-use restrictions and agreement-specific protections. While the agent searches, the chat shows Searching the web in place of the usual typing indicator. A reply that used web search ends with a sources control showing how many sources it drew on and the newest publication date. Open it to see each source’s title, website, and publication date, and select a source to open it in a new tab. If you request a company or people category, omit date ranges and excluded websites. The people category accepts only LinkedIn website filters. Ask for a general web search to use other filters. The agent needs Allow or Ask for Web → Search → Read in its permissions. Search, Pages, and Enrich inherit Web → Read unless you set them separately. Ask pauses chat for your approval; automations and MCP connections require Allow. Each turn permits up to five searches. When that limit is reached or search is unavailable, the agent continues with the information it has and tells you it could not check the web further. Monthly search, page-read, and enrichment limits are shared by all businesses on your billing account and reset on the first day of each month at 00:00 UTC. When you reach a monthly limit, the agent uses the information already available and tells you when it can check the web again. Submitted searches and page reads count toward these limits even when retrieval fails. Each submitted company lookup counts as one enrichment, including unsuccessful lookups.

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Reading web pages

Send a public web page URL and ask the agent to read it, or ask it to read pages from its search results. The agent needs Allow or Ask for Web → Pages → Read in its permissions. Each read accepts up to five URLs and returns up to 5,000 text characters per page by default, with a maximum of 10,000. Longer pages are cut off at that limit. If a page cannot be read, the other pages remain available. Each turn permits up to 20 page reads. When that limit is reached or page reading is unavailable, the agent continues with the information it has and tells you it could not check the web further.

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Looking up a contact’s company

Ask the agent to look up a contact’s company. The contact needs a business email domain or a company name and city. Personal mailbox domains, such as Gmail, do not identify a company. The lookup uses company details only; your contact’s name, full email, phone number, street address, and notes are not sent. The reply proposes a website, industry, description, location, founding year, and employee count when found. Company sources show what the match was resolved from. A proposal has its own source only when that source supports the field; other proposed values can arrive without individual citations. Review the sources before using the information. Looking up a company does not change the contact. The agent needs Allow or Ask for Web → Enrich → Read in its permissions. Each turn permits five company lookups, subject to the monthly enrichment limits above. When the contact lacks company details or no supported match is found, the agent tells you what it could not look up.

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Turn off web access

1. Open the agent’s Tools tab.
2. Under Web, click Inherit from parent for any explicit Search, Pages, and Enrich overrides.
3. Set Web → Read to Deny.
4. Click Save changes.

These settings apply to this agent. Repeat for each agent you want to keep off the public web. Resetting child overrides ensures no web tool stays allowed when you deny the parent. Changes apply to the next chat turn, MCP request, or automation run. Work already in progress keeps its starting permissions.

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Files and images in chat

Files appear as attachment cards. Images show a thumbnail; other files show an icon, filename, and format. Click the download button to save a file. You cannot upload files from the composer.

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Multiple conversations

You can keep several independent conversations running at once. Starting a new chat opens a fresh conversation. The previous conversation keeps its history and work in progress, but neither appears in the new chat.

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Resuming past conversations

Past conversations appear in Agent Conversations. Open any conversation to see its history and send a new message. Messages remain after you close or reload the page. Date separators group them under Today, Yesterday, or a date.

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Troubleshooting

If the agent refuses an expected task, review its system prompt and the relevant tool in Tools. A restrictive prompt or Deny setting can block the task.

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Next steps