Cassidy's Chat interface allows you to interact with AI Agents, access your Knowledge Base, and run Workflows, all within a single, intuitive interface. This article provides an overview of the Chat interface and its key features.
Key features
Here are the key features—refer to the individual articles in this collection for more details:
Chat with Agents: Select from custom AI Agents, foundational models like Claude, GPT, and Gemini, or default Agents like Data Analyst. Learn more about Agents.
Access powerful tools: Enable tools like Artifacts to generate interactive dashboards and visualizations, or connect to Salesforce, Airtable, and Snowflake to query and take action on your data. Learn more about Tools.
Reference your Knowledge Base: Ask questions using information from your Knowledge Base, with sources automatically cited. Learn more about Knowledge Base.
Upload files and media: Upload files, images, videos, and audio to chat with your content. Learn more about uploading files.
Run Workflows in Chat: Execute Workflows directly within a Chat conversation to automate tasks. Learn more about running Workflows.
Use the writing editor: Collaborate with AI on writing tasks side-by-side with your Chat. Learn more about the writing editor.
Manage the prompt library: Create and use reusable writing templates with the prompt library. Learn more about the prompt library.
Branch conversations: Create parallel discussion threads from any message without losing context. Learn more about branching.
Customize Chat behavior: Set personal preferences and custom instructions to tailor how the AI responds in your conversations. Learn more about custom AI instructions.
To start a new Chat, simply click the "+ New Chat" button in the left sidebar or on the "All Chats" page.
When using Chat with a Q&A Agent, sources are cited automatically so you can trace information back to your Knowledge Base.
You can also use Chat through our Chrome extension, Word and Excel extension, Outlook extension, and via external deployments like Slack, Microsoft Teams, Google Chat, Embed, and API.
