This article covers the Sales Agent controls that change how you work with the chat rather than what it answers: voice input, dark mode and Help mode.
Voice input#
You can speak your question instead of typing it.
- Click the microphone at the left of the question box. The first time, your browser asks for permission to use the microphone; allow it.
- Speak your question. The hint under the box reads ● Listening — speak now, send automatically when done, and the text appears in the box as you speak.
- Stop talking. The question is sent automatically.
To stop listening early, click the microphone again.
Good to know:
- The microphone only appears in browsers that support speech recognition, such as Google Chrome and Microsoft Edge. If you block microphone access, the button disappears; allow access in your browser settings and reload the page.
- Speech recognition is done by your browser. The browser chooses the recognition language, usually the language of the Salesforce page; the language selector in the actions bar does not change it. Depending on the browser, speech may be processed by the browser maker's online service.
- Listening ends at the first longer pause, and whatever was recognised is sent. For a long question, type it or speak it in one go.
- Check the recognised text if the answer looks off. Names and product codes are the most common recognition errors.
Magic Snap has its own microphone for dictating notes. See Create Leads and Accounts with Magic Snap.
Dark mode#
Click ☾ in the Sales Agent header to switch to dark mode, and ☀ to switch back. Your choice is remembered in this browser.
Your admin can also turn on a modern interface style for the Sales Agent and give it your company's name and logo. These are set for everyone. See Branding.
Help mode#
Help mode answers questions about AI Engine itself, such as "How do I create a task from next steps?" or "What does Web Check do?", instead of running them against your Salesforce data.
- Click ? in the Sales Agent header. A banner appears: Help Mode is ON — ask how features work, what they do, how to use them. Click ? in the header to turn off.
- Type your question in any language. The answer comes from AI Engine's built-in guide, plus any company-specific help your admin added, in the language of your question. See Help extension.
- Click ? again to go back to the normal chat.
While Help mode is on, your questions are not run against your data; they are sent to your AI provider together with the guide. Like other requests, they use tokens and appear in your admin's activity log. Help mode is written for sales users; for questions about configuration, such as credentials or scoring setup, it refers you to your Salesforce admin.
Other header controls#
- ✕ Clear empties the conversation.
- ⎘ Copy under an answer copies its text.
Show the query behind an answer#
Show SOQL in Chat is a troubleshooting setting on the Org Profile tab of Ai Agent Admin Setup. It is stored in the browser, not for the whole org, so it applies only in the browser where an admin switched it on. There, each chat answer that ran a query shows a SOQL EXECUTED block with the Salesforce query that was run. It is meant for admins checking why an answer looks wrong, not for everyday use.