Metadata Help Center

Work with your AI team in chat

Updated Oct 23, 2026
On this page

Mei, your Head of Strategy, answers you in chat and brings in the specialist each job needs. The chat opens beside whatever page you're on.

Open the chat

Click Talk to your agent at the bottom of the left rail. Click it again, or Hide chat, to put the chat away. Click New chat (the plus) to start over.

Type in the box and press Enter to send. Shift+Enter starts a new line. In an empty chat, the chips Create an asset, Build a campaign and Generate a custom report send right away.

Write a good request

Name the product, the audience, the channel and what you want back:

  • "Create a lead gen campaign on LinkedIn for IT directors at US software companies with 200 to 2,000 employees. Budget $3,000 a month."
  • "Make five LinkedIn image creatives for our security webinar. Lead with the time saved."
  • "How did my campaigns do in the last 30 days? What should I fix first?"

Click Optimize prompt (the wand, shown once you type) to rewrite your request as a clearer brief.

Attach files

Click the paperclip, drag files onto the chat, or paste them: images, PDF, Word, PowerPoint, Excel, CSV, text and video. Attach an image and ask Zoe to follow its look for new creatives. Attach a brief and ask Mei to build from it.

Talk instead of typing

  • Click Voice input (the microphone) to dictate. Click it again (Stop & send) to send.
  • For a face-to-face conversation, open the ⋯ menu and click Video call. Mei asks her questions out loud and takes a spoken yes or no for most approvals. Video calls use credits by the minute.

While the team works

  • To add something without stopping, type it and click Send feedback.
  • To stop, click Stop processing. The reply is marked Stopped by you.
  • When a turn ends, click Show the work to see the steps.

When the team needs a decision, see Approvals and decisions.

Manage conversations

Open the ⋯ menu in the chat header:

  • Previous chats: search your chats, show All or Favorites, and star a chat.
  • Expand to full screen
  • Rename, Favorite and Delete. Deleting removes every message and can't be undone. On a chat a teammate shared, only the owner can rename, star or delete it.
  • Share as replay

Share a conversation

  1. In the ⋯ menu, click Share as replay.
  2. Choose Public (anyone with the link sees a read-only replay) or Private (only people signed in to your account).
  3. To let teammates reply too, turn on Share with my account.
  4. Click Create link, or Create link and share.

The link is copied and shows when it expires. It can't be shown again. Open Share as replay again to Create new link or Revoke it.