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Chat with Agents is where you’ll spend most of your time. Your agents and teams are on the left; the conversation in the center. You ask in plain language and the agent executes.
Chat with Agents

📸 Screenshot to add: Chat with Agents screen — list on the left, conversation in the center.

How to chat

  1. Click an agent in the left list. The most used appear first.
  2. Type your request in the message box and send.
  3. The agent thinks, uses the tools it needs, and replies — often with a table, chart, or a ready-made widget.
Talk like you would to a person. “Compare this month’s revenue to last month and tell me what changed” works better than scattered keywords.

What you can ask for

Questions about your data

“How many deposits did we get yesterday?” · “Which product sold the most?”

Analyses and comparisons

“Compare this week to the previous one and point out the changes.”

Create things

“Create a revenue widget” · “Build a registration form.”

Attach files

Send a spreadsheet or PDF and ask: “summarize” or “analyze this dataset”.

Day-to-day helpers

  • Attachments — click the clip to send images, spreadsheets (Excel/CSV), or PDFs. The agent reads the content and works on it.
  • History — every conversation is saved. You can come back and pick up where you left off.
  • Widget panel — when an agent builds a screen, it opens in a side panel you can resize and maximize. Learn more →
  • Keeps running if you close — long requests continue server-side; you won’t lose the result.
Answer with chart and widget

📸 Screenshot to add: agent answering with a chart + widget panel open on the side.

Long chat, sharp agent

iTeam keeps the agent focused even in long conversations: it remembers what’s already been done in the session and avoids redoing work, while also learning from past conversations. The result: less repetition, faster and more consistent answers.

Tips for better answers

“Last 7 days”, “by state”, “active customers only” — the clearer the scope, the sharper the answer.
“Give me a table”, “make a bar chart”, “summarize in 3 bullets”.
Didn’t like it? Reply “now split by month” or “drop the cancelled ones”. The agent adjusts without starting over.

Next steps

iTeam Assistant

The helper that builds agents, forms, and processes with you.

Widgets

Turn answers into reusable interactive screens.