Using the Chat Interface

Learn how to navigate and use Worqlo’s conversational chat interface effectively.

Interface Overview

The chat interface is your main workspace for interacting with Worqlo:

Header Elements

Top Left:

Worqlo logo - Returns you to the main chat view
Tagline - “Your AI-powered sales companion”

Top Right:

Refresh icon - Refresh the chat or reload data
Dollar sign icon - Access financial/currency features
User initials - Your profile (e.g., “DW” for Dave Who)
Integrations dropdown - View and manage connected data sources

Click the Integrations dropdown to see:

Salesforce - Your CRM data source
HubSpot - Your marketing/sales data source
Other connected systems

A green checkmark indicates which integration is currently active or selected.

Chat Area

The main chat area displays:

Welcome Messages

When you first open or return to chat, Worqlo may greet you with:

A welcome message
Reference to previous conversations
Suggestions for what to explore

Conversation History

All your messages and Worqlo’s responses are saved
Scroll up to view previous conversations
Conversations are persistent across sessions

Message Format

Your Messages:

Appear on the right side
Show your input/questions

Worqlo’s Responses:

Appear on the left side
Include text, data, charts, or action confirmations

Input Field

At the bottom of the screen:

Placeholder text - “Type your message…”
Send button - Orange paper airplane icon
Press Enter or click the send button to send your message

Starting a Conversation

Click in the input field at the bottom
Type your question or request
Press Enter or click the send button

Example Questions

Pipeline Questions:

“What’s our current pipeline?”
“Show me deals over $50K”

Performance Questions:

“What’s our win rate?”
“Which rep has the most deals?”

Status Questions:

“Show me deals at risk”
“What’s the status of the Acme deal?”

Next Steps

Asking Questions - Learn how to ask effective questions
Taking Actions - Discover how to trigger actions