Workspace AI chat
Use the organisation's AI Chatbot and understand how dashboard chat differs from customer assistants.
Open Workspace → AI Chatbot in the selected organisation. Model availability depends on that organisation's configured providers and your access.
Start a conversation
Choose an available model, start a conversation and send a small request to confirm the connection. If no configured model is available, ask an organisation owner or administrator to complete provider setup.
Check the selected workspace before using business information. Organisation chat and personal chat within that organisation draw from the same shared model-credit balance, subject to applicable exemptions and access limits.
Choose the right chat surface
| Surface | Use it for |
|---|---|
| Workspace AI Chatbot | Interactive model work inside the organisation. |
| Assistant Knowledge preview | Testing draft retrieval and checked answers against selected documents. |
| Website widget chat | Customer conversations using a published assistant and public permissions. |
| WhatsApp chat | Customer messages routed through a verified Business channel. |
An ordinary chatbot conversation does not publish an assistant or automatically test its phone route, voice providers or customer tool approvals. Use Talk for a saved voice draft and evaluations for repeatable assistant scenarios.
Track usage
Model requests reserve and settle AI credits. Text chat does not consume voice runtime USD. The external model provider may also invoice its account usage.
If a request fails, check provider access, available credits and the displayed failure before trying again. A low shared balance can affect every member and channel in the organisation.