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Chat with project agents

Use the agents grid to choose an agent and open a detailed chat view where you can discuss work and trigger tasks for your project.

Audience

This guide is designed for project manager.

Steps

Step 1: Browse available agents

Open the agents view to see a grid of available agents, each shown as a card with its name and key details. Review the cards to decide which agent best matches the work you want to discuss.

Browse available agents

Step 2: Select an agent from the grid

Click on the card of the agent you want to work with. The grid view is replaced by the agent’s chat interface, where you can review any initial messages or task context provided.

Select an agent from the grid

Step 3: Chat with the selected agent

Use the chat interface to send messages to the selected agent. Your conversation history is kept in the chat stream, allowing you to follow ongoing discussions and reference previous replies.

Chat with the selected agent

Step 4: Review and manage the agent’s tasks

Switch to the tasks tab (if available) within the agent view to see active tasks for this agent. From here you can review the status of ongoing tasks that have been started for your project.

Review and manage the agent’s tasks

Step 5: Start a new task with the agent

From the agent’s chat or tasks area, start a new task when needed. The agent will begin processing the task, and its progress will appear in the list of active tasks associated with your project.

Start a new task with the agent

Step 6: Return to the agents grid

When you are finished with this agent, use the back control in the chat view to return to the full agents grid, where you can select a different agent or review others.

Return to the agents grid

Step 7: Select an agent on mobile full-screen

On mobile full-screen layouts, if no agent is currently selected you will see a prompt asking you to select an agent to chat. Choose an agent from the available options to open their chat view.

Select an agent on mobile full-screen


Last updated: 2026-01-15