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Chat Interface

Learn to interact with AI agents through TeamDay's conversational chat interface.

Chat Interface

The chat interface is your primary way to interact with AI agents in TeamDay. It provides a natural, conversational way to give instructions, ask questions, and collaborate with your AI assistants.

Getting Started with Chat

Opening a Chat Session

  1. Navigate to your agent from the dashboard
  2. Click the “Chat” button or icon
  3. The chat interface will open in a new panel or window

Basic Chat Layout

  • Message Area: Displays conversation history
  • Input Field: Where you type your messages
  • Send Button: Submit your message (or press Enter)
  • Sidebar: Agent info, tools, and settings

Chat Features

Message Types

Text Messages

Standard conversational text for instructions and questions:

Can you analyze the latest sales report and identify trends?

File Attachments

Upload documents, images, or data files:

  • Drag and drop files into the chat
  • Click the attachment icon to browse files
  • Supported formats: PDF, DOCX, CSV, images, and more

Voice Messages

Record audio instructions (if available):

  • Click and hold the microphone icon
  • Speak your message clearly
  • Release to send

Rich Formatting

Code Blocks

Share code snippets with syntax highlighting:

def analyze_data(data):
    return data.describe()

Lists and Tables

Create structured information:

  • Bullet points for tasks
  • Numbered lists for priorities
  • Tables for comparisons

Include relevant links and file references in your messages.

Conversation Flow

Starting a Conversation

Begin with clear context:

Hi! I need help preparing for next week's board meeting. 
Can you help me create a presentation summary of our Q1 performance?

Providing Feedback

Help your agent improve:

  • “That’s exactly what I needed, thank you!”
  • “Can you make the summary more detailed?”
  • “Focus more on the financial metrics”

Asking Follow-up Questions

Build on previous responses:

  • “Can you elaborate on the third point?”
  • “What would happen if we increased the budget by 20%?”
  • “Show me the same analysis for Q2”

Advanced Chat Features

Message Threading

Some conversations support threading:

  • Reply to specific messages
  • Keep related discussions organized
  • Maintain context for complex topics

Message Reactions

Quick feedback without typing:

  • 👍 for good responses
  • ❤️ for excellent work
  • 🤔 when you need clarification
  • 🔄 to request revisions

Conversation Bookmarks

Save important messages:

  • Click the bookmark icon on key responses
  • Access saved messages from the sidebar
  • Create quick references for future use

Chat Commands and Shortcuts

Quick Commands

Special commands for common actions:

  • /help - Show available commands
  • /clear - Clear conversation history
  • /export - Export conversation
  • /tools - Show available tools

Keyboard Shortcuts

  • Enter - Send message
  • Shift + Enter - New line without sending
  • Ctrl/Cmd + K - Quick search
  • Ctrl/Cmd + / - Show shortcuts

Mention Features

Reference specific items:

  • @agent - Mention another agent
  • #project - Reference a project
  • $tool - Invoke a specific tool

Managing Conversations

Conversation History

  • All messages are automatically saved
  • Search through previous conversations
  • Filter by date, agent, or topic
  • Export conversations for record keeping

Multiple Conversations

  • Open multiple chat windows
  • Switch between different agents
  • Maintain separate contexts
  • Share conversations with team members

Conversation Settings

Customize your chat experience:

  • Notification preferences
  • Message formatting options
  • Auto-save settings
  • Privacy controls

Best Practices for Chat

Clear Communication

  • Be specific about what you need
  • Provide necessary context upfront
  • Ask one main question at a time
  • Use proper grammar and punctuation

Effective File Sharing

  • Name files descriptively
  • Include relevant metadata
  • Specify which parts need attention
  • Confirm file upload success

Maintaining Context

  • Reference previous messages when needed
  • Remind agents of ongoing projects
  • Update context when situations change
  • Use conversation summaries for long discussions

Troubleshooting Chat Issues

Common Problems

Agent Not Responding

  • Check internet connection
  • Verify agent is active
  • Try refreshing the chat window
  • Contact support if issues persist

File Upload Failures

  • Check file size limits
  • Verify file format is supported
  • Try uploading smaller files
  • Use alternative file formats

Formatting Issues

  • Use markdown for basic formatting
  • Preview messages before sending
  • Check character encoding
  • Report persistent formatting problems

Getting Help

  • Use the /help command
  • Access documentation from chat sidebar
  • Contact support through chat interface
  • Check status page for system issues

Chat Etiquette

Professional Communication

  • Maintain professional tone
  • Be respectful in all interactions
  • Provide constructive feedback
  • Keep conversations focused

Team Collaboration

  • Share relevant conversations
  • Use clear subject lines for shared chats
  • Respect privacy settings
  • Follow organizational guidelines

Privacy and Security

Data Protection

  • All conversations are encrypted
  • Messages are stored securely
  • Access controls protect sensitive data
  • Regular security audits ensure safety

Sharing and Permissions

  • Control who can see your conversations
  • Set appropriate sharing permissions
  • Review access regularly
  • Report security concerns immediately

Next Steps