AI Chat (Agent)

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Version: 2.7.8.5
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AI Chat (Agent)

This page explains Curator's AI Chat for people who map processes and build automations day to day — without needing to know how to program. The idea is simple: you describe what you want in plain language; the artificial intelligence builds or fixes the robot; you review and approve.

Two terms that will keep coming up: a robot (or agent, or automation) is the program that performs a repetitive task on its own — download an invoice, fill a system, read a PDF. A project is that robot's set of files. The chat always works inside a project, never “in general”.

What it is and where to start

In Curator's side menu, open "Agent (AI Chat)". The golden rule: the chat does not work in a vacuum. It needs to know which robot it will touch.

Curator screen with no agent open

With no project open, use "Create New Agent", "Import Agent", or "Open Available Agents". On the right, "RECENTLY OPENED" lists the latest robots. While the chat is blocked, the footer warns: "Chat blocked — select a project in Automation."

Two common blocks. (1) Check the "PROJECT OPEN" band before asking for a change — it is the difference between touching the right robot and the wrong one. (2) If the robot is running, the chat turns off temporarily: the AI must not edit files while the robot is using them. When the run ends, the chat comes back on its own.

The chat screen, in five points

The screen has three regions: conversation list on the left, conversation in the middle, and writing field at the bottom. You do not need to memorize every button — these five points are enough to work.

Full AI Chat screen in Curator
  1. Conversations (left). One conversation per topic. Use "New conversation" when you change tasks. Titles are generated automatically; while the AI works, it shows "Working…".
  2. Project band (top). Shows the open robot's name and the "View in Automation" link to switch.
  3. Writing field. Type the request and press Enter — the conversation is created for you. The "+" button attaches Excel, PDF, or image (Ctrl+V pastes a screenshot). The @ symbol points to a project file by name.
  4. Control footer. "AI Voice" narrates what is happening; the mode selector (Build / Plan / Chat) is the most important control; the model selector chooses the conversation's “brain”.
  5. Floating buttons. "Changes" and "Undo" appear after the AI touches files. "Open Browser" and "Desktop teaching" teach a website or a Windows program.

What the progress messages mean

While working, the status bar is not decoration — it says what is happening:

Message In plain language
"Pensando…" / "Thinking…" Still reasoning, not touching anything yet.
"Lendo arquivos…" / "Reading files…" Opening the robot's files to understand the process.
"Preparando alterações…" / "Preparing changes…" Writing what will change.
"Aguardando você…" / "Waiting for you…" It stopped and needs your answer or approval.

While the AI works, the send button becomes "Stop reasoning · Esc". At the end, "Worked for" shows the time spent.

The three modes: Build, Plan and Chat

This is the most important section on the page. The mode defines what the artificial intelligence is allowed to do. Think of it as an access badge: the same assistant, with different authorizations. Choosing the wrong mode is the number one cause of “the AI did nothing” or “the AI changed things I did not want”.

Build, Plan and Chat mode selector

The selector sits in the footer. The tooltip sums it up: "Curator · Build edits; Plan only researches; Chat only talks."

Mode What it does When to use
Chat Talk only. Does not open or change files. Ask a conceptual question. Fastest and cheapest.
Plan Reads the robot and writes a plan. Does not change code — the lock is real, not a promise. Large task, several options, or a robot you do not know yet.
Build The only mode that changes the robot. Everything shows in "Changes" and can be undone. When you already know what you want and want it done.

How to leave Plan: read the plan and answer “go ahead”, “start”, or “yes”. Switch the selector to Build and the AI executes what was agreed.

The recommended flow

In short: ask in Chat, agree in Plan, execute in Build, check in Changes. Undoing and starting over costs less than patching on top of a mistake.

Extracting information from documents in batch? Use the Interpreters module ("Batch Cognition" panel). Full detail is on the Interpreters page.

View, approve and undo

You never have to trust the artificial intelligence blindly. Curator has three layers of control.

1. View — "Changes" button

Whenever the AI touches files, "Changes" appears. Open it and compare before and after. There is also a "View changes" link inside each message. You do not need to understand code: look at what came in and what left, and ask whether it makes sense for the process.

2. Approve — "Important action" card

Some actions do not run without your explicit authorization. An "Important action" card appears with "Approve" and "Decline". When the AI is unsure, "The AI needs an answer" appears — pick an option or write your own.

3. Undo — "Undo" and go back in time

Before each request of yours, Curator takes a snapshot of the robot's files. "Undo" reverts what the AI did since your last message; "Redo" undoes the undo. Hovering a message of yours, you can also return the code to the state before that message — useful when the conversation went off the rails.

Undo covers the robot's files and the conversation. It does not undo effects that already left your computer — for example, an email already sent or an item already written to a cloud queue. That is why those actions go through the "Important action" card.

Teach by showing: browser and desktop

Imagine explaining over the phone, field by field, a portal full of similar buttons. It is hard and error-prone. With the AI it is the same. Curator's solution flips the logic: you show, instead of describing.

AI Chat built-in browser
Situation Use
Website, portal, system that opens in a browser "Open Browser"
ERP, .exe program, Windows window "Desktop teaching"
Process that spans both Both, one after the other, in the same conversation

How to teach in practice

  1. Open "Open Browser" (website) or "Desktop teaching" (Windows program). The two do not stay open at the same time.
  2. Navigate to the right screen. Hold Ctrl to highlight and use Ctrl+click to capture the field or button.
  3. Choose the action: Click, Type, Collect text, etc. Write a short note of why (“type the customer's tax ID”).
  4. Use Test to check that Curator still finds the element (green highlight = good; several yellow = ambiguous address; not found = capture again).
  5. Click "Send to agent". The material enters the conversation; you can still write text with it (“do this for every customer in the spreadsheet”).
The built-in browser is the classroom, not the workplace. It lives inside Curator and does not share your Chrome tabs or passwords. In production, the robot uses the browser installed on the machine.
The AI does not browse the internet on its own. You record the demonstration; later it may propose a rehearsal with "Test in browser" — read the steps and leave the submit/save option unchecked until you are sure. On desktop, the vocabulary is the same: Point on screen → Target → Confirm → Step → Record.

What the AI does — and what it does not

In office language: the AI is a colleague that reads, writes, and organizes, but you stay in charge of actions that touch the real world.

The AI can The AI does not
Read and change robot files (Build only) Change code in Plan or Chat
Read attachments (Excel, PDF, image) Browse the internet on its own
Inspect and organize queues; create triggers (schedules) Start the robot run — the Run button is yours
Rehearse steps in the browser or on desktop (with your approval) Undo effects that already happened outside your PC

Deleting a queue item asks for the "Important action" card, because the queue lives in the cloud and Undo does not restore it. Queue and interpreter details are on the Queues and Interpreters pages.

Models and keys — the essentials

A model is the brain that reads your request and produces the answer. Curator has no brain of its own: it talks to models from companies such as OpenAI, Anthropic, and Google, and handles the organization around them (reading files, asking for approval, storing the conversation).

Model and provider selector

A typical label looks like GPT-5.5 · 272K · Medium: model name, working-memory size, and effort level. Curator's default — GPT-5.5 with Medium effort — works for most requests. When in doubt, stay with it.

Situation Suggestion
Simple question, small tweak Flash or Lite model, low effort
Hard problem, error nobody finds Pro / Max / Opus, high effort
You will attach screenshots Model with the "Img" badge
Model appears unavailable Register that provider's key (the password for your account there)
"Key ✓" = ready to use. "API Key" = still needs registering. Usage is billed to your account at the provider. You can switch models mid-conversation: use a cheap one to explore and a stronger one only on the hard part.

Context and cost: the work desk

Imagine a work desk. Everything the AI is “holding in mind” — conversation history, files read, attached images — takes space on that desk. The fuller it gets, the more expensive each new message becomes, and the higher the chance it loses early details.

In the conversation column, the "Current context" panel shows the usage bar. The "Tokens" and "Cost" cards track the estimated spend (the official bill is on your provider account). A token is simply the billing unit: a small piece of text.

Habits that cut cost: one conversation per topic; use @ to point at the file; Chat mode for simple questions; attach only the image that clarifies; do not use maximum effort to rename a field.

"High context" or "Near the limit" warnings ask for a "New conversation". If the conversation is compacted into an automatic summary, old details may be lost — repeat the essentials in the current message.

How the work happens

You do not need this section to use the AI Chat. It only explains what looks “odd” on screen: why the AI reads four files before writing a line, why text appears little by little, and why it sometimes stops and waits for you.

In three pieces: you write the request; Curator on your PC packs the request, takes the file snapshot, and handles approvals; the AI model in the cloud is the consultant on the phone — it thinks and decides, but Curator has the hands in the room.

Your files are read and changed on your machine. What leaves over the internet is conversation text — the request, relevant snippets, and history. Two locks protect you: mode rules (Plan does not write code) and the "Important action" card for anything with effects outside the files.

If you see "Trying again…", wait — Curator is retrying a transient failure on its own. Do not resend the message. "Reconnecting…" means the network flickered; the conversation is not lost.

Common problems

Before the table, ask the three questions that solve most cases:

  1. Is the right project open? Check the "PROJECT OPEN" band.
  2. Is the right mode selected? To change the robot, you must be in Build.
  3. Is the request specific? "It is not working" yields a vague answer. "The robot stops on the login screen, in the password field" yields a fix.
What you see What to do
"Chat blocked — select a project…" Open or create a robot.
"AI Chat disabled — the robot is running." Wait for the run to finish.
The AI explains but changes nothing Switch the mode to Build and repeat.
Model with "API Key" Register that provider's key.
"High context" / "Near the limit" Open "New conversation".
Image seems ignored Choose a model with the "Img" badge.
"Could not open the browser now." Reinstall Curator; if it persists, contact support.
"Curator failure" / "Could not complete." Close and reopen Curator; check the model key and balance.

If none of that fixed it, support is at pye.tech/suporte. Share the robot name, mode, model, the exact error message, and what you asked versus what happened.

One-page summary

  • The AI Chat works inside a project. Check the "PROJECT OPEN" band.
  • The mode rules: Build changes, Plan only plans, Chat only talks.
  • Before moving on, check "Changes". If wrong, "Undo".
  • To teach a website, "Open Browser". For a Windows program, "Desktop teaching". Showing beats describing.
  • When unsure about the model, stay with the default. One conversation per topic cuts cost and improves answers.
  • The AI does not run your robots. That button is yours.