Agent
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.6. Admin Settings
1.7. Workflow

Conversation

2026-08-27 11:31:58
Sanplex Content
160
Last edited by Kelsea Zhang on 2026-08-27 11:33:59
Share links
Summary: Agent Chat supports LLM conversations, model switching, floating chat bubble access, and @-mentioning Sanplex objects as context.

The Conversation feature enables natural-language interaction with integrated large language models (LLMs). Users can input text to obtain information, perform tasks, or resolve issues.

1. Go to the Agent module. By default, you will enter the Conversation page. On the left is the Recent Conversations list, grouped by conversation date.

2. In Conversation, you can create, delete, and rename conversations. Click the Add button on the right side of the search bar to create a new conversation. Select an existing conversation to rename or delete it.

3. When you navigate to other pages in the system, Conversation collapses into an Agent bubble in the lower-right corner. Click the bubble to open a floating chat window on top of the current page; its capabilities are the same as the Conversation page.

When starting a new conversation, you can switch to a different configured language model.

If you have enabled data vectorization in ZAI configuration, you can also use @ mentions in Agent Chat to reference Sanplex object data as conversation context.

Write a Comment
Comment will be posted after it is reviewed.