Using agents in chat
Pick specialised agents from the chat input to change how Tale answers.
2 min read
An agent is a version of the AI tailored for a specific purpose — a support agent, a sales agent, a research agent, and so on. Each agent has its own instructions, knowledge access, and tool permissions. You pick which agent handles a conversation from the agent selector in the chat input.
Switching agents
- Click the bot icon in the bottom-left of the chat input.
- A list opens with the default chat agent at the top, followed by any custom agents your team has built.
- Click the agent you want. The conversation's title bar updates to show the active agent.
Each conversation remembers its selected agent. Starting a new chat resets to the default.
Agent conversation starters
When you start a fresh conversation with an agent that has conversation starters configured, a row of clickable suggestions appears. Click one to send it as your first message — it's faster than typing, and it's a good way to discover what the agent is built for.
Why switch agents?
- Better answers on narrow topics — a support agent has been pointed at support documents only, so it doesn't get distracted by unrelated knowledge.
- Restricted tools — a read-only research agent can't modify data, so you can ask it exploratory questions without worrying about accidental changes.
- Different tone — agents can be configured with different voices, output formats, and strictness.
Handoffs (delegation)
Some agents are configured to delegate to other agents when the topic drifts. If you ask a general support agent a billing question, it might hand off to a specialised billing agent automatically. When that happens, the conversation shows a short note explaining the switch.
Creating your own agent
If you have Editor permissions or higher, you can build agents for your team. See Create an agent.