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Quick Start: Your First Conversation

This guide takes about five minutes. By the end, you will have sent messages to AutoBot, attached a file, and learned the basic chat controls.

Step 1 -- Open the Chat

  1. Open AutoBot in your browser.
  2. Click AI Assistant in the navigation bar (or go directly to /chat).

You will see the chat interface with a message input area at the bottom and a sidebar listing your conversations on the left.

Step 2 -- Send a Message

  1. Click the text input area at the bottom of the screen.

  2. Type a question or instruction. For example:

    What can you help me with?

  3. Press Enter (or click the send button) to submit your message.

  4. AutoBot will process your request and display a response in the conversation area.

Step 3 -- Start a New Conversation

Each conversation is called a session. To start a fresh session:

  1. Look at the sidebar on the left side of the chat.
  2. Click the New Chat button at the top of the sidebar.
  3. A new, empty conversation will open. Your previous conversation is saved and can be reopened from the sidebar at any time.

Step 4 -- Attach a File

You can include files (documents, images, or data) in your messages:

  1. Click the attachment button (paperclip icon) in the input area.
  2. Select a file from your computer.
  3. The file name will appear above the text input, confirming it is attached.
  4. Type a message such as "Summarize this document" and press Enter.
  5. AutoBot will read the file and respond based on its contents.

To remove a file before sending, click the X next to the file name. To clear all attached files, click Clear All.

Step 5 -- Export or Clear a Session

  • Export: Click the download icon in the chat header to save the conversation to a file.
  • Clear: Click the trash icon in the chat header to erase messages in the current session.

Step 6 -- Check Connection Status

The chat header displays a small status indicator on the right side:

Indicator Meaning
Green check Connected and ready
Yellow spinner Connecting to the server
Red exclamation Disconnected -- check your network

Tips

  • Press Enter to send a message. Use Shift + Enter to insert a new line without sending.
  • You can ask AutoBot to help you with tasks across the platform, such as "Search my knowledge base for budget reports" or "Create a new workflow."
  • Conversations are saved automatically. You can return to any session by clicking it in the sidebar.

Next Steps