AI Agents in Chat
Chat with AI agents that can query data, create records, and more
Team Chat: 4 pages
AI agents in Coherence are more than chatbots. They can access your workspace data, create records, and respond with interactive UI components.
@Mentioning Agents
You can @mention any AI agent in a channel to get a response. The agent will see the context of the conversation and reply in the thread or channel.
How It Works
- Type
@followed by the agent's name in any channel - Send your message
- The agent processes your request and responds
Agents respond with rich, interactive content — not just plain text.
Agent Tool Use
AI agents can use tools to interact with your workspace:
| Capability | Example |
|---|---|
| Query records | "Show me all open deals over $10,000" |
| Create records | "Create a task to follow up with Acme Corp" |
| Update records | "Mark the Johnson deal as closed-won" |
| Search data | "Find contacts at companies in the healthcare industry" |
Interactive UI Components
When agents respond, they can include interactive elements:
- Record lists showing matching results with clickable links
- Record cards with key field details
- Action buttons to take quick follow-up actions
- Data tables with sortable columns
These components render directly in the chat message, making it easy to act on agent responses without navigating away.
Agent DM Channels
For private 1:1 conversations with an AI agent, use Agent DM channels.
Starting an Agent DM
- Click on an agent in the chat sidebar under "AI Agents"
- A dedicated DM channel opens between you and the agent
- Ask questions, request data, or have the agent perform actions
Agent DMs are private — only you and the agent can see the conversation.
Configuring Agents
Workspace admins can configure which AI agents are available in chat:
- Agent name and avatar for easy identification
- System instructions that define the agent's personality and behavior
- Tool permissions controlling which actions the agent can perform
- Channel access determining which channels the agent can participate in
See the AI Copilot documentation for more on configuring AI agents.