Get started with Agentic Assistant chat

Enable Agentic Assistant and access the chat interface.

The chat leverages your personal context (such as your name, email, and roles), the agent’s description, available actions, and conversation context to enable highly informed and personalized interactions. You can manage multiple chats simultaneously and easily switch between the agents you have access to. Before acting, the agent generates a plan, verifying each step while executing the sequence of actions that fulfill your request.

Note

The Cortex Agentic Assistant is currently available in limited regions. For more information see Cortex Agentic Assistant. If your tenant is not within one of those regions, you have access to the Cortex Assistant.

To enable the Cortex Agentic Assistant, go to Settings → Configurations → General → Server Settings → AI Configuration.

To access the chat, you must have the correct permissions. For more information, see Agentic Assistant role-based access control.

To open the chat window, click the Agentic Assistant icon in the upper right hand corner, or if you are already in the Agentic Assistant dashboard, click Start Investigation.

To close the chat window, click anywhere outside the chat window's boundaries or click the Agentic Assistant icon in the upper right hand corner.

Access the chat from Slack

Before you can interact with the Cortex Agentic Assistant in Slack, the Slack v3 integration must be set up correctly. For more information, see Slack Automation and Collection.

Once the setup is done, you can initiate a chat or interact with the Cortex Agentic Assistant from Slack by tagging your configured bot name in a thread (for example @Your bot name).