Chat is your home on mobile. Your Ultragent assistant works like a helpful contact you can message anytime. Ask a question, and you get a short, clear reply, plus tap-through links to the exact screen you need.
Ask anything, then tap through
Type a question the way you would text a colleague. Your assistant reads what you mean and replies with a quick answer. When a workspace can help, it adds a tappable link right inside the reply.
- Open the app to land on Chat.
- Type your question in the message box and send it.
- Read the short reply from your assistant.
- Tap any underlined link, such as Accounts or Tasks, to open that screen.
- Tap Back to return to your conversation right where you left it.
Where chat can take you
From a single conversation, your assistant can open the parts of Ultragent you reach for most:
- Accounts, Contacts and Deals: to review who you are working with.
- Calls: to check recent calls and prep for the next one.
- Tasks and Agenda: to see what is due and what is next.
- Email and Notes: to follow up and capture details.
- Plans, Feed and Dashboard: to step back and see the bigger picture.
Tip
Links open as plain underlined text inside the reply, so your conversation stays clean and easy to read.
A calm, focused thread
Your assistant keeps the chat quiet on purpose. Routine updates stay in your Feed and Notifications, so the only proactive messages that reach your thread are the truly important, time-sensitive ones. That keeps Chat feeling like a real helper, not a noisy alert stream.
Good to know
When a live call is starting, your assistant sends a friendly message with a Join here link, so you can hop in with one tap.
What kinds of questions can I ask my assistant?
Ask about your accounts, deals, calls, tasks or email in plain language, just like texting a colleague. Your assistant replies with a quick answer and a tap-through link when one helps.
How do I open a workspace from chat?
Tap the underlined link in your assistant's reply, such as Accounts or Calls. The screen opens, and Back returns you to the conversation.
Can I get back to my conversation after opening a screen?
Yes. Tap Back and you return to your chat thread exactly where you left it.
Will chat fill up with routine updates?
No. Everyday updates stay in your Feed and Notifications. Chat only adds proactive messages for important, urgent moments.
How will I know when a call is about to start?
Your assistant sends a friendly message with a Join here link, so you can hop straight into the call with one tap.