# Instance Management

> 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.

## 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

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

![Instance Management agent list](https://dev-assets.cms.uipath.com/assets/images/agents/instance-management-ce1c3162.webp)

## 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](https://dev-assets.cms.uipath.com/assets/images/agents/new-chat-05c21f9b.webp)

### Accessing chat history

Access previous conversations from the chat history panel:

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

![Chat history](https://dev-assets.cms.uipath.com/assets/images/agents/chat-history-222bbc2e.webp)

### Deleting chat sessions

Remove conversations from your chat history:

1. Select the **Chat history** icon to open the history panel.
2. Find the conversation you want to delete.
3. 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:

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

![Settings panel](https://dev-assets.cms.uipath.com/assets/images/agents/settings-459234d6.webp)

![Starting prompts](https://dev-assets.cms.uipath.com/assets/images/agents/starting-prompts-43299e0a.webp)

Send files to the agent for analysis:

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

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

![File upload](https://dev-assets.cms.uipath.com/assets/images/agents/file-upload-33425894.webp)

#### 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:

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

![citation preview](https://dev-assets.cms.uipath.com/assets/images/agents/citation-preview-e63f2ccd.webp)

:::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:

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

![HTML preview](https://dev-assets.cms.uipath.com/assets/images/agents/html-preview-38f32b67.webp)

:::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:

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

### Providing feedback

Help improve the agent by providing feedback on responses:

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

![Feedback modal](https://dev-assets.cms.uipath.com/assets/images/agents/feedback-f4e51f82.webp)

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](https://docs.uipath.com/agents/automation-cloud/latest/user-guide/conversational-agents-observability).

### Debug dump

Generate a debug dump for troubleshooting issues:

1. While in the chat interface, press **Ctrl+Alt+D** (Windows) or **Cmd+Option+D** (Mac).
2. 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.
:::

## Limitations

Instance Management provides the complete feature set. There are no feature limitations compared to other channels.

## Next steps

* [Observability](https://docs.uipath.com/agents/automation-cloud/latest/user-guide/conversational-agents-observability): Monitor dashboards and review feedback
* [Managing UiPath agents](https://docs.uipath.com/agents/automation-cloud/latest/user-guide/managing-uipath-agents): Full Instance Management documentation