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

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