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Chatting with an agent

When you open an Agent's Chat tab, or an App's Chat tab where an Agent is linked, the portal lets you start two kinds of chats:

  • Private chats — only you can see them. Use these for anything personal: drafts, surprises, sensitive notes.
  • Shared chats — visible to every member of the App. Use these for anything the whole group benefits from: family meal plans, team rosters, shared shopping lists.

Choosing the scope

Above the + New chat button there is a small Private / Shared toggle.

  • Private is selected by default. If you don't touch the toggle and just click + New chat, the chat is private.
  • Click Shared with App members to make the next chat you start a shared chat.

The scope you pick applies to the next chat you start. The toggle doesn't affect chats that already exist.

The scope is locked once the chat is created

You can't move a chat between Private and Shared after it's been created. The chat's messages, the facts the agent extracts during the conversation, the lists or plans it produces — all of it lives in the memory matching the scope you picked.

If you realize a chat is in the wrong tier, delete it and start a new one in the correct tier. There's no re-scope / re-classify operation. This is deliberate — a hard, simple boundary is what makes the privacy promise trustworthy.

What you'll see in the chat list

Each chat in the sidebar shows a small PRIVATE or SHARED badge so you can tell at a glance which tier it's in. The active chat's scope is also shown in the header next to the chat title.

If another member of the App created a shared chat, you'll see it in your chat list under the same App. You can open it and read along, but only the person who created the chat can rename or delete it.

When sharing isn't available

If you try to create a Shared chat but you're not a member of any App that installs this Agent, the portal will tell you. Sharing requires a group to share with — without an App you're a member of, there's nobody on the receiving end.

How extracted facts are routed

Some agents extract structured facts from your conversation — your favorite cuisines, your dietary restrictions, the weekly grocery list. Those facts are written to the same memory the chat lives in:

  • Facts from a private chat → your personal memory. Only you read them.
  • Facts from a shared chat → the App's shared memory. Every member of the App reads them.

So if you want the family to know about your egg allergy, mention it in a shared chat. If you want to plan a surprise birthday dinner for someone in your App, do it in a private chat.

  • Understanding Memory — what the four memory classes are and how chat content maps onto them.
  • Memory access — who can read and write which memories, with the access rules spelled out.