Chatting
User flow from Orchestra.
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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
User opens a shared partnership proposal in Dock, adds inline comments, drafts follow-up messages in a drawer, and invites a subscriber via modal
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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