Chat
Chat is where you work with the MX assistant. Ask for copy, briefs, or edits, attach files for context, and watch drafts open in a panel right beside the conversation.
Start a chat
Section titled “Start a chat”Open Chat from the sidebar and start typing in the message box. Your first message creates the chat.
You do not need to choose a skill or brand before you start. The default Just ask mode stays on this draft. Switching back to Just ask does not open a chat. Your first send creates it, then Home lands on that chat.
The message box
Section titled “The message box”The message box is the input at the bottom of the chat.
- Attach file: opens a menu with Upload from computer and, when a brand is active, Attach from brand. You can also drag files onto the message box or paste an image straight in.
- Chat setup: keep Just ask, or select Set context to pick a skill, a brand, or both in one menu. The inactive side collapses to an icon so the controls do not crowd the message box. Chosen skill and brand names sit on chips, not on the tab.
- Send message / Stop generation: the primary button sends your message. While the assistant is replying, the same button becomes Stop generation so you can end the response early.
Press Enter to send. The placeholder reminds you that typing / opens skills and your prompt library in separate groups.
Brand context
Section titled “Brand context”An ordinary chat starts without brand context. Select Set context before the first message when the work should use one brand’s knowledge. The composer shows the choice, and the chat keeps that brand after the first send.
The bound brand decides what the assistant can reach: that brand’s knowledge, profile, documents, campaigns, flows, and Klaviyo data, including PDFs you attach, whose text is read in the brand’s context. Start a new chat to work with another brand.
Beside the chat
Section titled “Beside the chat”Open a record MX mentions and keep talking. Click its name in a reply or on a result card:
- A task opens in the task sheet, the same one tasks open in everywhere.
- An automation, campaign, note or flow opens in the panel beside the chat, ready to edit. A flow shows its emails on their send days; pick one to edit its copy.
- Anything else opens its own page.
The panel keeps the last few records you opened in this chat at the top, so you can step back to one. Open page takes the record to its full page. On a phone the panel opens as a sheet.
Queued messages
Section titled “Queued messages”You do not have to wait for the assistant to finish. Send another message while it is still replying and it joins a queue below the message box, labeled Up next or Queued. Each queued message is sent in order once the current reply completes. Change your mind? Click Undo on any queued item to pull it back before it sends.
When something fails
Section titled “When something fails”If a reply cannot finish, the turn is marked as failed and shows a short reason. You get actions on the failed turn:
- Retry resends the same message.
- Edit puts the message back in the message box so you can change it before sending again.
Retry, edit, or Discard failed turn before sending a brand new message.
A reply whose connection dies part way through is marked interrupted, and the transcript tells you that any changes it already made are saved - so if MX had already written a document or campaign, that work is still there.