Chat Agents are AI-powered website assistants that engage visitors in real time, answer questions, collect lead information, and support handoff to human operators when appropriate.
The Chat Agents page gives you a central place to manage every chat experience in your workspace. For each agent, you can review:
The chat agent editor includes a live preview panel that runs against the real chat engine, not a stripped-down stub. Each preview turn uses a sandbox copy of the agent that includes your unsaved edits, so replies have full production fidelity — the agent's tools, RAG / vector stores, MCP servers, and memory all behave exactly as they will once published.
A live tool-call inspector shows each tool the agent calls as the reply streams in, with the parameters sent and the result returned expanded inline, so you can see why the agent answered the way it did. Reset the conversation at any point to start fresh; a brand-new agent gets its sandbox draft created on the first message, so your preview conversation survives when you save.
A chat session can be handed off from one chat agent to another so a conversation moves to the right specialist without losing context. In the Agent Handoff section of the chat agent form:
When a handoff happens, ownership of the session is reassigned to the target agent, a system message is written into the transcript, and the transfer is recorded. Because each target carries its own handoff policy, a single conversation can move through a chain of agents, and the full handoff history is available on the session transcript. An operator can also trigger a handoff manually.