Chatting
User flow from Gather.
Related user flows
User opens AI advisor modal from dashboard and engages in multi-turn chat to request spending analysis, cash flow summaries, subscription insights, forecasts, and personalized recommendations with generated charts and reasoning steps
Testing and inspecting live AI agent execution through trace logs, JSON payloads, variables, and real-time chat panel
User prompts AI assistant in chat to create a meeting-reminder team routine; agent reviews integrations, asks three clarifying questions via embedded forms, and submits answers to begin setup.
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