Unified Agent Chat
Use the omnipresent agent experience to ask Freya, Felix, or Frank for scoped work from any dashboard page.
Agent roles
Freya helps organize intake, Felix can assist with quote review, and Frank can work with supported records. Available operations depend on the registered tool, active workspace permissions, and confirmation requirements.
Picture-in-Picture
Pop the chat into a floating Picture-in-Picture window that stays on top while you navigate the dashboard. Continue conversations while reviewing quotes, managing jobs, or checking leads.
Chat projects
Conversations are organized into projects with tier-based limits. Chat history persists across sessions and syncs between web and mobile.