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Session mode and Bot mode

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To install Performance Hub Agent, see Desktop app (Mac and Windows) or Install on Linux.

Performance Hub Agent has two modes, which change how the app opens and how you work with your Agent. You choose one the first time you connect, on the Where should the app open? welcome screen: "Pick the one you'll use most. You can switch between them at any time." Bot mode is marked Recommended.

ModeWhat the app says
Session mode"A fresh chat for every task, like the Performance Hub web app."
Bot mode"Talk to your Agent's bots like teammates."

Switch modes

  1. Click the mode menu at the top of the sidebar ("Switch between Session mode and Bot mode"). It shows the mode you're in, for example Session mode.
  2. Choose a mode:
    • "Session mode – A fresh chat for every task, like the Performance Hub web app."
    • "Bot mode – Talk to your Agent's bots like teammates."

To switch from the keyboard, press ⌘⌥B on a Mac or Ctrl+Alt+B on Windows and Linux. You can change the shortcut in Settings > Keyboard Shortcuts.

The mode menu open at the top of the sidebar, showing Session mode and Bot mode with their descriptions and the Switch modes shortcutThe mode menu open at the top of the sidebar, showing Session mode and Bot mode with their descriptions and the Switch modes shortcut

Figure 1: Switching between Session mode and Bot mode

Session mode

In Session mode, each task gets a fresh chat, as in your agent in Performance Hub. Your sessions are listed in the session sidebar, where you can search, pin and start them. See Getting around.

Session mode suits one-off tasks, for example drafting a notice for a clinic's waiting room, checking a shop's stock list or planning a venue's event night.

Bot mode

In Bot mode, you talk to your Agent's bots like teammates, rather than starting a new chat for each task. Each bot is a named teammate with its own memory, skills and chat, for example a Bookings Assistant for a dental clinic or a Stock Checker for a retail store.

Your bots are listed under BOTS in the sidebar. To find one, use Search bots and group chats…. Click a bot to open its chat.

Performance Hub Agent in Bot mode, with bots listed in the sidebar and a conversation with one of them openPerformance Hub Agent in Bot mode, with bots listed in the sidebar and a conversation with one of them open

Figure 2: Bot mode

The + menu at the top of the BOTS list has New bot, New group chat and New section.

The + menu in the Bots sidebar, showing New bot, New group chat and New sectionThe + menu in the Bots sidebar, showing New bot, New group chat and New section

Figure 3: The + menu in the Bots sidebar

Create a bot

  1. In the BOTS list, click +, then New bot. The New bot dialog says "A named teammate with its own memory, skills, and chat. It can message your other agents."
  2. Enter a Name, for example "Bookings Assistant" or "Stock Checker".
  3. Choose the bot's face, or leave it on Auto: "Face follows the name." Randomize picks another face, and Lock face keeps the one you have.
  4. Create on shows the agent you're using, where the bot is created.
  5. Add a Title and a Description of the bot's role, for example "Front desk" and "Answers booking questions and confirms appointments". Advanced has further options.
  6. Click Create Bot, or Cancel to close the dialog without creating it.

The New bot dialog with the face choices, Randomize and Lock face, the Name, Create on, Title and Description fields, Advanced, and the Cancel and Create Bot buttonsThe New bot dialog with the face choices, Randomize and Lock face, the Name, Create on, Title and Description fields, Advanced, and the Cancel and Create Bot buttons

Figure 4: Creating a bot

Create a group chat

A group chat lets you talk to several bots at once.

  1. In the BOTS list, click +, then New group chat. The dialog says "Pick 2–6 bots."
  2. Type in Search bots to add… and tick the bots you want. Each bot you choose is shown as a chip above the list.
  3. Click Upload to add a picture for the group, and enter a name for it, for example "Clinic front desk" or "Store team".
  4. Click Create Group (N), where N is the number of bots you chose, or Cancel.

The New group chat dialog with the Search bots to add field, two chosen bots shown as chips and ticked in the list, Upload, a group name, and the Cancel and Create Group buttonsThe New group chat dialog with the Search bots to add field, two chosen bots shown as chips and ticked in the list, Upload, a group name, and the Cancel and Create Group buttons

Figure 5: Creating a group chat

Edit or manage a bot

Right-click a bot in the BOTS list to open its menu:

  • Open Bot Chat
  • Pin to top
  • Hide
  • Edit…
  • Manage groups…
  • Duplicate
  • New chat with this bot
  • Open recent session
  • Move to section
  • Delete

Edit… opens Edit profile, with the bot's "Appearance and role":

  • The Bot, Upload and Pet tabs set how the bot looks. On Bot, choose a face or Auto, and use Randomize and Lock face as when you create a bot.
  • Title and Description set the bot's role.

The Edit profile dialog for a bot, with the Bot, Upload and Pet tabs, the face choices, Randomize, Lock face, and the Title and Description fieldsThe Edit profile dialog for a bot, with the Bot, Upload and Pet tabs, the face choices, Randomize, Lock face, and the Title and Description fields

Figure 6: Editing a bot's appearance and role

To group bots in the sidebar, click +, then New section, and use Move to section on each bot.