Create a Chat
Open the Chat Section
From the sidebar, select Chats to see your active and past conversations.
Start a New Chat
Click New Chat to begin. Choose which Agent to interact with (e.g., AI Assistant, Email Agent, Community Agent) or let the system route automatically.
Send Your First Message
Type a message and press Send. You can also upload files (CSV, Excel, PDF) to analyze data, summarize content, or extract insights.
Add to Dashboards
Convert an ongoing chat into a dashboard component for persistent tracking or visualization. Perfect for recurring queries like "weekly sales summary".
Chat Features
Start conversations with built-in or community agents, or let Orbit route requests through the planner agent.
Upload files (CSV, Excel, PDF, TXT) to query, summarize, or extract insights directly inside the chat.
Embed chat sessions into dashboards for real-time, context-aware updates.
Chats are saved and can be revisited anytime. Pin or favorite important ones for quick access.
Share conversations with teammates or generate secure external links for external viewers.
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