Chat overview

Chat is the common work surface across Forge. It combines a conversation, files, connected systems, and a clear scope so you can move from question to action without repeatedly rebuilding context.

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Start with the right scope

When you create a Chat, choose the object that should anchor it:

• Organization for policies, broad operations, or work spanning accounts.
• Account for customer-specific strategy, systems, or history.
• Ticket for an incident or service request.
• Project for scoping, delivery, risk, or task coordination.

You can also start Chat from a ticket, project, opportunity, activity, account, agent run, or other supported workspace. In that case Forge carries the relevant context into the conversation.

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What Chat can do

Depending on the scope, connected systems, and your role, Chat can:

• summarize records and files;
• search connected systems;
• compare evidence and identify gaps;
• draft plans, notes, messages, and reports;
• use read or write tools;
• request approval for a protected action;
• create or update Forge artifacts;
• keep follow-up work attached to its source.

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Choose a model

Fast is designed for everyday work. Smart is the higher-capability choice for complex reasoning. Start with Fast for routine summaries and drafts; choose Smart when the task has ambiguous evidence, many constraints, or a costly decision.

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Stay in control

Chat starts in Ask mode when you select or change scope. Switch to Full access only when the task needs a write action. Forge displays approval requests above the composer; inspect the tool and target, then approve or deny each request.