Explore and history

Explore is your workforce and automation catalogue: discover ready-made teams, individual digital employees, quick starts, and workflow templates. History keeps every past conversation a click away. This page shows you how to use both.

In short

• Explore has tabs and search for teams, agents, quick starts, and workflows. Team cards show the people who would work together; workflow cards show the process before you adapt it.
• Running a quick start hands a set of tasks to your teammates and drops you straight into the first conversation.
• History is every chat you’ve ever had — search it, filter by teammate, and reopen any one where you left off.
• Find Explore in the sidebar (compass icon). Reach History from the clock icon next to Recent chats, or View all history.
• A quick start only prepares work — Ask before sending is ON; nothing goes out without your OK.

Run a quick start from Explore

A quick start (also called a playbook) is a saved set of tasks your team can pick up in one click — already shaped for your kind of business.

Open Explore

From the sidebar, tap Explore (the compass icon). Use the search field and the tabs to focus on quick starts, teams, agents, or workflows.

Pick a quick start that fits

Each card shows a short title, a one-line description, and how many tasks it includes. Read a few and choose the one closest to what you need right now.

Tap Run

Press Run on the card. You’ll see a brief Starting… state while your teammates pick up the work.

You’ll know it worked when a confirmation appears (“Started … — N tasks handed to your team”) and you land in the first conversation.

Adapt it to your business

You arrive in a live chat for the first task. From here, just talk to your teammate in plain words to tailor the work — add your address, your client’s name, your numbers, your tone.

Try one of these after a quick start lands:

• “Use our company name and sign it from me.”
• “This is for a renovation client in Normandy — adjust the wording.”
• “Let me review everything before anything goes out.”

The quick starts you see are matched to your company — a renovation business sees renovation playbooks, an accountant sees accounting ones. If a quick start mentions a teammate you don’t have, that one task is simply skipped, and the rest still run.

Browse teams, agents, and workflows

The catalogue includes team templates, individual agents, and reusable workflow templates. Team cards show an avatar cluster so you can recognize the shape of the team at a glance. Open a card to inspect the roster, reporting relationships, skills, connectors, and playbooks. Choose a workflow template to open it on the visual canvas, then edit its steps, inputs, and approval points before running it.

Find a past conversation in History

Every conversation you’ve had is saved. The sidebar shows your most recent chats under Recent chats; History is the full list.

Open History

In the sidebar, find the Recent chats section. Tap the clock icon next to its heading, or tap View all history at the bottom of the list.

Search or filter to narrow it down

Type a word in the search box to find a conversation by its title. Use the teammate filter to show only chats with one person, and the sort menu to order by most recent, oldest, or title.

Reopen the one you want

Each row shows the conversation’s title, who it’s with, and when it last had activity. Tap a row to reopen that chat exactly where you left off.

You’ll know it worked when the full conversation reopens with all its earlier messages.

Delete a chat

Deleting a chat removes the conversation transcript and hides the chat from History. Generated artifacts/previews and uploaded chat attachments are deleted by default.

Before you confirm, you can uncheck either option to keep generated artifacts or uploaded attachments. Kept items can remain in Library with a Deleted chat source label, but they do not link back to the erased conversation. Chat deletion does not remove copies that were already sent to external integrations; remove those in the destination tool if needed.

Good to know

History lists your conversations, not your tasks. Work you promoted to a task lives on the Tasks board; casual chats stay here. The two never get mixed up.

Running a quick start creates several tasks at once and assigns them to your teammates. That’s normal and safe — but it’s the right tool when you want a whole workflow started, not a one-off question. For a single ask, a plain chat is simpler.

A quick start only prepares work — drafts, plans, and messages stay in your workspace. Nothing is emailed or posted anywhere until you approve it. Ask before sending is ON; nothing goes out without your OK. For the full picture, see Trust and safety.

What if it isn’t working?

If a quick start won’t run, or you can’t find an old chat:

1. Nothing happens on Run — give it a few seconds; the button shows Starting… while your team picks up the work, then you’re moved to the first chat.
2. “Couldn’t start this quick start” — a momentary glitch; tap Run again.
3. Fewer tasks than expected — a task is skipped when it needs a teammate your team doesn’t have; the rest still run.
4. No quick starts shown — your company may not have any yet; start a chat instead, and quick starts appear as your team grows.
5. A chat is missing from History — try clearing the search box and resetting the teammate filter to All; History shows conversations, so anything you promoted to a task is on the Tasks board.

Still stuck? See Getting help.

FAQ

What's the difference between a quick start and a template?

A quick start runs real work for your company in one click. A template is a sample team you browse for ideas — it doesn’t run anything on its own.

Will running a quick start send anything to my clients?

No. A quick start only prepares the work — drafts and plans stay in your workspace. Nothing goes out until you give the OK. Ask before sending is ON by default.

Why do I see these particular quick starts?

They’re matched to your kind of business, so the wording and steps already fit your trade — renovation, accounting, real estate, and so on.

Where do I find an old conversation?

Open History from the clock icon next to Recent chats (or View all history), then search by title, filter by teammate, or sort by date.

My old chat isn't in History — where is it?

History lists conversations. If you promoted a chat to a task, it moved to your Tasks board. Otherwise, clear the search and set the teammate filter to All.

Next steps

Chat with a teammate

Shape any quick start by talking to your team in plain words.

The Tasks board

Follow the tasks a quick start created through to done.

Chats, tasks, and projects

Know when to reach for a chat, a task, or a quick start.

Trust and safety

See how approvals keep every send in your hands.