Use the AI Agent panel

Open the assistant, choose an agent, send a prompt, and act on the tool result cards that appear in the thread.

What you'll do

• Open Poppy from the header or mobile FAB
• Optionally switch agent and review page context
• Send a prompt (or click a suggestion)
• Confirm tool results (for example create link)
• Save history / start a new chat

Before you start

• AI feature unlocked and credits available
• Know the outcome you want (create a link, search deals, draft copy, …)
• Be on a relevant dashboard route so page context is accurate

Steps

1. Open the panel

1. On desktop, click the bot icon in the dashboard header.
2. On mobile, tap the floating bot button (bottom-right, above the tab bar safe area).
3. Confirm the panel header shows Poppy (or another preferred agent) and a context chip for the current page when available.

2. Pick an agent and a starting prompt

1. Open the agent select if you need Research, Writer, Editor, Brief, Review, or Inbox instead of Poppy.
2. On an empty thread, use a Try suggestion, for example:
   • Create a link
   • Search deals
   • My affiliate tags
   • My links
   • View analytics
3. Or type your own request in the composer (Ask Poppy anything…).

Suggested prompts for Inbox differ and may follow the current mailbox query param.

3. Send and follow tool activity

1. Press Enter to send (Shift+Enter for a new line), or click Send.
2. While streaming, use Stop to abort the chat response.
3. Watch the activity dock above the composer for plan / tool steps.
4. When a tool finishes, use the result card actions (create link from a deal, pause a link, add to bio, open a campaign, …).
5. If a bio bulk workflow is detected, progress appears above the composer — resume or Dismiss when complete/failed.

4. Manage history

1. Click History to browse past conversations for the team.
2. Select a thread to reload it, or delete ones you no longer need.
3. Click + (New chat) to clear context and start fresh.
4. Close the panel with X when finished — conversations remain in history.

Example prompts that map well to tools

Tips

• Keep one task per message when you want a single clean tool card.
• If the agent asks for an affiliate tag, pick one that matches the product marketplace.
• Writer / Editor agents pair well with AI Content when you need longer-form generation outside the panel.

Troubleshooting