Chat
The workspace AI assistant — conversations, knowledge bases, building workflows, and automations by chat.
Chat (served by the Cortex service) is the workspace AI assistant. Open it from the Chat icon in the left sidebar. Every conversation is persistent, searchable, and scoped to your workspace — you can pick up where you left off across sessions.
What Chat can do
Multi-turn conversations with full history. Web search and page fetch when the org's search integration is enabled. Code execution in a sandbox. Image generation. Persistent memory that carries across conversations.
Create workflows from a plain-language description, use block recipes, deploy, and trigger from chat. Create and manage automations. Schedule recurring prompts ("remind me every Monday…").
Attach files or drag-and-drop documents — they are indexed into a private per-conversation knowledge base automatically. Create and query dynamic tables scoped to your org and workspace. Search org-wide knowledge bases.
Persistent memory per user across conversations. Automatic recall of relevant past messages. Scheduled tasks trigger a chat prompt on a cron schedule — no workflow needed.
Model selection
The model selector in the Chat toolbar lists every LLM installed for your org. The available choices depend on your integrations — if your org uses a self-hosted model, a cloud provider, or both, all of them appear here. Workspace-level policy can restrict which models members may select. See Vendors for the full catalogue.
Page fetch
When Chat reads a web page for you, it only fetches public http:// or
https:// addresses. A page on a private, loopback, link-local or
cloud-metadata address — or at a name such as localhost — is refused, and so
is a redirect that leads to one: every redirect is checked again, and at most
five are followed. Chat cannot read pages on your internal network.
Suggestion pills
When you open a new conversation, Chat shows suggestion pills — quick-start prompts like Build a workflow, Search docs, Create a report, Schedule an automation, Visualize data, and Debug run. Click one to pre-fill the message box.
Consent
The first time you open Chat, you'll be asked to accept the conversational AI consent notice. Chat stores your messages and builds semantic embeddings to enable conversation search and automatic recall. You can revoke consent at any time; see Administration for what that removes.
Long conversations
When a conversation grows very long, Chat compacts its own context by summarizing earlier messages. A status note appears inline when this happens. The conversation history in the sidebar is not affected — you can still search and read every message.
Learn more
What you can inject into a prompt — @mentions, file attachments, and memory.
Creating KBs, adding documents, and searching org-wide knowledge from Chat.
Create workflows, automations, and scheduled tasks by describing what you want.
Consent policy, conversation oversight, topic trends, audit events, and billing.