agents

latest

false

Agents user guide

Last updated Feb 19, 2026

Instance Management

Overview

Instance Management provides the full-featured chat interface for conversational agents. It serves as the primary access point for administrators and internal users during development, testing, and internal operations.

Intended users: Administrators, developers, and internal team members who build, test, manage, or use conversational agents.

Feature availability

Instance Management includes all available chat features. Use this as the baseline when comparing other channels.

Feature	Available
Start new chat	✅
Chat history	✅
Delete chat session	✅
Settings	✅
Starting prompts	✅
File uploads	✅
Citations	✅
HTML preview	✅
Copy response	✅
Feedback (thumbs)	✅
Debug dump (Ctrl+Alt+D)	✅

Prerequisites

No additional setup is required. Instance Management is available automatically for any deployed conversational agent.

Requirements:

A published conversational agent.
Access to the UiPath Automation Cloud portal and Instance Management.
Appropriate permissions to view the agent.

Accessing the agent

Go to the UiPath Automation Cloud portal.
Navigate to Agents > Deployed Agents.
Find your conversational agent in the list.
Select Chat to start a conversation.

Instance Management agent list

Chat features

This section describes all available chat features. Other channels may support a subset of these features.

Starting a new chat

Select the New chat button to begin a fresh conversation with an agent of your choice. This clears the current context and starts a new session.

New chat button

Accessing chat history

Access previous conversations from the chat history panel:

Select the Chat history icon in the chat interface.
Browse or search previous conversations.
Select a conversation to continue where you left off.

Chat history

Deleting chat sessions

Remove conversations from your chat history:

Select the Chat history icon to open the history panel.
Find the conversation you want to delete.
Select the Delete icon next to the conversation.

Deleted conversations are permanently removed and cannot be recovered.

Customizing chat settings

Access chat settings to customize your experience:

Select the Settings icon in the chat interface.
Adjust available options, such as Profile Information/

Settings panel

Deleting chat sessions

Remove conversations from your chat history:

Starting prompts

Send files to the agent for analysis:

Select the Attach file(s) icon or drag and drop a file into the chat.
Add a message describing what you want to do with the file.
Send the message.

A file analysis tool such as Analyze files or IXP is required to process the file.

File upload

Supported file types for Analyze Files tool:

Images: GIF, JPE, JPEG, PNG, WEBP
Documents: PDF (must be under 5MB)

Citations

When an agent uses knowledge sources to generate a response, citations appear to show the origin of the information:

Look for numbered citation markers in the agent's response.
Select a citation to view the source details.
The Sources panel displays the source document and page (if applicable) referenced.

citation preview

Note:

Citation preview is only available for PDF documents.

Citations help verify information accuracy and provide transparency into how the agent formulates responses.

HTML preview

When agent responses contain HTML content, Instance Management renders an interactive preview:

The agent generates HTML as part of its response.
A preview panel displays the rendered HTML.
You can interact with the preview or copy the HTML code.

HTML preview

Note:

HTML preview is only available in Instance Management. Other channels display the raw HTML or markdown representation.

Copying responses

Copy agent responses to your clipboard:

Select the Copy icon below an agent response.
The response text is copied to your clipboard.

Providing feedback

Help improve the agent by providing feedback on responses:

After an agent response, select Thumbs up or Thumbs down.
(Optional for positive feedback) Add a comment explaining your feedback.
Submit the feedback.

Feedback modal

Feedback is collected and available for review in the Instance Management feedback menus. Administrators can access aggregated feedback to identify areas for agent improvement. For more information, see Observability.

Debug dump

Generate a debug dump for troubleshooting issues:

While in the chat interface, press Ctrl+Alt+D (Windows) or Cmd+Option+D (Mac).
Debug logs will be copied to your clipboard:
- Conversation history
- Trace information
- System metadata

Share this file with support or development teams when troubleshooting issues.

Note:

Debug dump is only available in Instance Management. Other channels do not support this feature.