Agent Chats in AI Studio Follow

The Agent Inbox is a single place where you can monitor and interact with two related but distinct entities: Agents and Assistants.

While both are available from the Agent Inbox, they work differently based on how they interact with your CRM data and how you engage with them.

• Agents work in the background and complete tasks automatically. They can use CRM data, perform multiple steps, and ask for your approval when needed.
• Assistants work like a chat. You can talk to them, ask questions, and give them instructions.

Topics Covered

• How to Access Agent Chats
• How to View Agent Runs
• How to View Assistant Chats

How to Access Agent Chats

• Navigate to the AI Studio from the left sidebar
• Under Team Agents, Select Agent Chats

By default, the Agent mode is selected, so you will see your Agent runs.

At the top of the Filters section, you can switch between Agents and Assistants.

• Select Agents to view Agent runs.
• Select Assistants to view Assistant chats.

How to Filter Agents and Assistants

Status:

When you select Agents, you can filter runs by their status:

• Need attention
• Failed
• Running
• Completed

• You can select one or more statuses.
• The number next to each status shows how many runs have that status.
• For example, if three Agents are currently running, you will see 3 next to Running.

By Agents

• You can select one or more Agents to see only their runs.
• You can also search for an Agent by name.
• When you select Assistants, this filter allows you to search and select Assistants instead.

By Owner

• The Owner filter allows Admin users to view runs started by specific users.
• By default, All users are selected.
• The owner is the user who started the Agent run.
• This filter is available only to Admin users. Other users can see only their own runs and chats.

How to View Assistant Chats

The Chats filter is available when you switch to Assistant mode.

Here, you can:

• View your Assistant chats.
• Search for a specific chat.
• Click a chat to open it.

The chat title is automatically generated based on the initial conversation with the Assistant.

How to View Agent Runs

The List View is available in Agent mode.

Each Agent run displays:

• Agent avatar
• Agent name
• Run title
• Last run date
• Status

Agent runs are grouped into the following sections:

• Today
• Previous 7 days
• Previous 30 days
• Older

The runs are grouped based on their latest activity. If an older run receives new activity, it will move to the appropriate recent group.

You can also use the search box to search for an Agent run by its title.