Documentation
The assistant experience
On this page
Your customers see a full chat under your brand: streaming answers, saved conversations and projects in a side rail, a model choice if you allow it, and a way to reach a person in the same conversation. Signed-in customers get their own history and account actions; visitors get answers and guidance. It works like the chat apps they already know, and nothing names our brand.
The chat, end to end
- Streaming, formatted answers. Responses stream in live and render as rich text — headings, lists, tables, and code — not a wall of plain text.
- Conversation history. Every chat is saved. Your customers switch between conversations from a sidebar, reopen any one right where they left off, and each is auto-titled from what they asked. They can rename or delete their own conversations.
- Projects. Related conversations can be grouped into projects in the side rail, so a customer working on one topic keeps those chats together.
- A model choice. Customers can pick which model answers — if your rules allow it. If you pin one model for your workspace, the assistant stays on it. See Governance and models.
- A way to reach a person. When the assistant can't finish something, your customer can ask for a person, and a teammate steps into the same conversation. See Human handoff.
Signed in, or as a visitor
How much a customer sees depends on how you set up sign-in (see Getting started):
- Signed-in customers get their own private history and — if you've connected your systems — actions taken on their account, scoped to just their data.
- Visitors (if you allow guest access) can still chat and get answers and guidance, without signing in. Visitors don't get actions on a specific customer's private data.
Questions
Do my customers need an account?
Not if you allow guest access. Visitors chat and get answers; signed-in customers also get private history and actions on their own account — see Recognize signed-in customers.
Can customers pick the model?
Under a "customers pick" rule, from your allowed list. Under a one-default rule the assistant stays on the model you pinned.
Does it follow dark mode?
Yes. The assistant renders in light and dark automatically, following each person's system setting.
Where does conversation history live?