> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erstan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with agents in chat

> Direct a conversation to a specific agent with @mentions, then follow its run step by step.

By default, chat talks to **Erstan** — the default assistant that can search and act on your NetSuite data. When you want a specific expert on the job, **@mention an agent** to route the conversation to it, then watch its run unfold in the same transcript.

<Frame caption="Mentioning an agent with @">
  <img src="https://mintcdn.com/erstan/VvzUuagDdyVkLVu5/images/chat-mention-picker.png?fit=max&auto=format&n=VvzUuagDdyVkLVu5&q=85&s=a39d7b46ddb0010b12046f3595ba3e57" alt="Typing @ in the chat composer surfaces an agent to mention" width="2880" height="1800" data-path="images/chat-mention-picker.png" />
</Frame>

## Mention an agent

Type `@` in the composer (placeholder **"Ask anything, or @mention an agent"**) to open the mention picker. You can address either an **[Agent](/agents/overview)** or a workspace **member**.

<Steps>
  <Step title="Type @ in the composer">
    The mention picker appears. Keep typing to filter by name.
  </Step>

  <Step title="Pick an agent or teammate">
    Choose the agent you want to handle the request. Picking an agent scopes the conversation to it.
  </Step>

  <Step title="Send your message">
    The chat routes to that agent. The header and placeholder update to the agent's name (for example, **"Ask {agent}…"**), and the thread is grouped under the agent's name in your chat history.
  </Step>
</Steps>

<Tip>
  Mention a **teammate** instead of an agent to bring a person into the thread — useful for handoffs and questions that need a human.
</Tip>

<Info>
  An agent-scoped chat behaves like the agent you mentioned: it uses that agent's instructions, skills, and connected tools. A plain chat with **Erstan** (the default assistant) uses the workspace defaults instead.
</Info>

## Agent thread actions

Once a conversation is scoped to an agent, the thread exposes shortcuts to manage and inspect that agent — from the thread's menu in the chat history panel and from the agent-scoped chat header.

| Action               | What it does                                                                                     |
| -------------------- | ------------------------------------------------------------------------------------------------ |
| **Run Agent**        | Start a fresh run of the agent, opening its run dialog (trigger inputs and any starter prompts). |
| **View Agent Setup** | Open the agent's configuration to see its trigger, steps, instructions, skills, and tools.       |
| **View Run History** | Jump to the agent's run history — summary cards plus every past run.                             |
| **View Run**         | Open the detail page for the run tied to this thread.                                            |

<Card title="See the full agent toolkit" icon="bot" href="/agents/overview">
  Builder, triggers, schedules, run history, and traces all live under Agents.
</Card>

## Follow a multi-step run

Some agents — especially **Workforces** and **Automations** — execute a multi-step run rather than a single reply. When that happens, a **run workspace** (Steps) panel becomes available alongside the transcript so you can watch the pipeline progress live.

<Steps>
  <Step title="Open the run panel">
    Use **Open Run** / **Show run steps** to reveal the steps panel (look for the list-tree icon in an agent-scoped chat).
  </Step>

  <Step title="Watch step progress">
    Each step shows its live status as the run streams. Tool calls and reasoning can appear inline in the transcript as well.
  </Step>

  <Step title="Act on prompts inline">
    If a step needs your sign-off, an approval card appears above the composer; respond there without leaving the chat.
  </Step>

  <Step title="Hide or reopen">
    Use **Hide run steps** / **Close Run** to collapse the panel, then reopen it any time.
  </Step>
</Steps>

<Note>
  The **Show agent progress** toggle in the composer **+** menu controls whether step-by-step progress is surfaced. It mainly applies to agent-scoped chats, not plain chat with Erstan.
</Note>

<Warning>
  When an agent's run reaches a step that **writes to NetSuite** (or another connected system), it pauses for an **approval** before anything changes. Review the action and its Before/After preview, then choose **Run action** or **Don't run**. Writes never go through silently unless **Auto-approve writes** is enabled. See [Approving and rejecting AI actions](/chat/approvals).
</Warning>

## Where the run lives afterward

Every agent run from chat is tracked. To revisit it later:

* **In chat** — reopen the thread; it stays grouped under the agent's name with a live status indicator (for example, running or failed).
* **In run history** — use **View Run History** to see the run table, traces, and outcomes. See [Run history, traces & analytics](/agents/run-history-traces).
* **In Tasks** — work an agent kicks off can surface as a [task](/tasks/overview) that moves through Queued → In Progress → Needs Review → Complete.

<Frame caption="Agent run history">
  <img src="https://mintcdn.com/erstan/VvzUuagDdyVkLVu5/images/agent-run-history.png?fit=max&auto=format&n=VvzUuagDdyVkLVu5&q=85&s=1378d6c675423a29cb4fe70e787fcfa0" alt="An agent run history page with summary cards (Total runs, Running now, Failed runs, Latest run) and Schedules" width="2880" height="1800" data-path="images/agent-run-history.png" />
</Frame>

## Next steps

<CardGroup cols={2}>
  <Card title="Agents overview" icon="bot" href="/agents/overview">
    Meet Assistants, Workforces, and Automations.
  </Card>

  <Card title="Approving AI actions" icon="shield-check" href="/chat/approvals">
    Review write actions before they run.
  </Card>

  <Card title="Knowledge, tools & models" icon="sliders-horizontal" href="/chat/knowledge-tools-models">
    Control what an agent can see and use in chat.
  </Card>

  <Card title="Run history & traces" icon="list-tree" href="/agents/run-history-traces">
    Read a run's step-by-step trace.
  </Card>
</CardGroup>
