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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

  1. Type @ followed by the agent's name in any channel
  2. Send your message
  3. 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:

CapabilityExample
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

  1. Click on an agent in the chat sidebar under "AI Agents"
  2. A dedicated DM channel opens between you and the agent
  3. 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.

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