How to Start a Chat

Starting your very first chat is the quickest way to get familiar with your digital colleagues, find onboarding answers, and begin automating your routine tasks.

Last updated 14 days ago

Initiate Your First Conversation

Setting up your first chat takes only a few clicks:

  1. Look at the left-hand navigation panel on your screen

  2. Click the New Chats button located at the top of the sidebar

  3. Select your first AI specialist from the list. On your first day, we recommend starting with Olivia (your platform guide) or Rachel (your general assistant)

First Chat Examples

Here are a few quick ways to test the chat feature right now:

  • Send a Welcome Message: Type a natural message in the chat bar at the bottom of the screen. For example: "Hi Rachel, it is my first day. Can you introduce yourself and tell me what you can do as my General Assistant?"

  • Ask for Platform Guidance: Start a chat with Olivia and ask: "How do I connect my Email and Google Calendar?"

  • Analyze Onboarding Material: Start a chat with Rachel, upload your company handbook, and ask: "What is our policy on remote work hours?"

  • Draft an Introduction Email: Start a chat with Rachel and ask: "Help me write a brief introduction email to the team for my first day."

Tip: If you need help with a more complex problem but don’t know what agent to ask, send Olivia a message with context and asking her who can best help you.

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