Chat with an agent and review sessions

Start a chat

Open the managed agent's workspace and select the chat area. There is no separate start step: sending the first message creates a session and titles it from that message. Give the agent a clear objective, relevant constraints, and an expected output.

Work with sessions

The session rail lists chats for the agent. Select a session to reopen its history. You can rename a session to make its purpose clearer. Heartbeat-created sessions are marked Auto.

Prompt, skill, tool, or permission changes generally apply to new sessions. Start a fresh chat when testing changed configuration rather than assuming the open session adopted it.

End, archive, or delete

End or archive a completed session to remove it from active work while preserving it according to the available workflow. Delete only when permanent removal is intended; deletion can also remove the provider-side session and cannot be treated as a reversible archive.

Review agent work

Inspect actions, created records, tool results, and errors. Confirm company scope, client/project classification, and any time entries or tasks before approval. Escalate unexpected access immediately and rotate the agent's API key if compromise is suspected.