THE FIELD GUIDE · 3 min read
Agents and chat
Create AI team members, configure models and tools, and collaborate through venture chat.
Agents
Agents are persistent AI team members with a role, instructions, model assignment, department, tools, and operating state. Venture agents serve one venture; organization-level agents are managed separately.
You can:
- generate an initial team from venture context;
- create an agent manually;
- edit its name, role, instructions, department, model, and tools;
- activate or pause an agent;
- inspect agent details and activity;
- remove agents when authorized.
Agent changes affect future work. They do not rewrite completed workflow history.
Model and tool configuration
Model choices come from organization AI settings and the configured provider credentials. Tools determine which platform capabilities an agent can invoke. Grant only the tools required by the role.
If a selected model or credential becomes unavailable, work may fail even though the agent remains active. Review Settings, then retry the work.
Tool visibility combines venture/workflow context, department support, agent role, capabilities, guardrails, and approved resources. Naming a tool in an agent prompt does not grant access to it.
See Agent tool access (MCP) for the permission model and Compute, tokens, and model selection for provider/model precedence.
Chat
Venture chat lets users communicate with the AI team in venture context. Conversations and messages are persisted, and the interface can stream responses as they are generated.
Chat can use venture knowledge and agent context. It is best for questions, analysis, and guided actions; use Pipelines for structured, auditable multi-step work.
Open a teammate from the chat rail, then use the open-conversation controls to switch between teammates. One conversation is shown at a time; other teammates can keep replying in the background. Each thread keeps its own draft while you switch conversations.
The conversation menu keeps New chat at the top. You can read older history, but only the five most recent conversations with each teammate can be reopened after their session ends. An older session that is still active can continue until it ends.
You can queue follow-up messages while a teammate replies. They send in order, and the queue marks which message is next. Stopping a response or encountering an error pauses waiting messages. Resume the queue when you are ready, or remove individual messages. Waiting messages survive a page reload; chat checks the saved conversation before continuing them.
If a conversation cannot reconnect, use Retry connection. Chat restores saved history after a connection interruption, so wait for recovery before retrying a message whose delivery is uncertain.
Authorized leadership chat sessions can request approved resource access. Credentials are supplied programmatically rather than through chat text; see Resources and Security Officer.
What to expect
- Chat is for working with the AI team, not human-to-human messaging.
- Tool access is configured through agent capabilities and guardrails.
- Organization-level agent controls can require a different role from venture agent controls.