Flow.Documentation

Chat with your AI Colleague

7 steps± 5 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Open your agent
  3. Step 3 · Put it in the chat
  4. Step 4 · Test and publish
  5. Step 5 · Open the chat
  6. Step 6 · Ask a question
  7. Step 7 · Look at the source

Every environment has a chat of its own, where colleagues talk to the AI Colleagues you publish. You put your agent in the chat (if the chat is still off, you switch it on in the same place), publish it and ask a question. With the answer you see where it searched and which document it came from. You start where 'Your first AI Colleague with a knowledge base' ended.

Watch the whole guide as a video7 steps in one film
Step 1 / 7

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Step 2 / 7

Open your agent

In the explorer, open the Agents group under General and click your agent.

  1. Click Agents
Open your agent · Click Agents
  1. Click Bike adviser
Open your agent · Click Bike adviser
Open your agent · Your agent's studio.
Step 3 / 7

Put it in the chat

Under Settings, switch on Available in the chat. If the chat is still off in this environment, Flow says so right there: Switch on turns it on, at once and without a restart. A greeting helps colleagues get started. Then save.

  1. Click Settings
Put it in the chat · Click Settings
  1. Click Available in the chat
Put it in the chat · Click Available in the chat
Put it in the chat · The chat is still off in this environment: Flow says so right here, on the spot.
  1. Click Switch on
Put it in the chat · Click Switch on
  1. In Greeting, type Hi! Ask me anything about warranty, servicing and returns.
Put it in the chat · In Greeting, type Hi! Ask me anything about warranty, servicing and returns.
  1. Click Save
Put it in the chat · Click Save
Put it in the chat · The notice Draft saved.
Step 4 / 7

Test and publish

After every change you test again: Publish only works once the latest version has passed a test. What you publish is a fixed version; colleagues always talk to that version, even while you keep building.

  1. Click Try
Test and publish · Click Try
  1. Click ▶ Try
Test and publish · Click ▶ Try
  1. Click Publish
Test and publish · Click Publish
Test and publish · v1 available.
Step 5 / 7

Open the chat

Chat at the bottom of the bar on the left opens the chat. You see the AI Colleagues you may talk to; pick yours.

  1. Click Chat
Open the chat · Click Chat
  1. Click Bike adviser
Open the chat · Click Bike adviser
Open the chat · Your agent greets you.
Step 6 / 7

Ask a question

Type your question and press Enter or the send button. While the agent works, you see what it does: here it searches your knowledge base.

  1. In Ask Bike adviser something…, type How long is the warranty on the frame?
Ask a question · In Ask Bike adviser something…, type How long is the warranty on the frame?
  1. Click Send
Ask a question · Click Send
Ask a question · ‘Searched Service agreements’.
Ask a question · The answer: a 10-year warranty on the frame.
Step 7 / 7

Look at the source

Below the answer it says which document it came from. Click Sources for the piece of text itself: that way you can always check whether the answer is right.

  1. Click Sources
Look at the source · Click Sources
Look at the source · Source: Warranty and servicing, from Service agreements.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).