Chat With a Site

Website chat lets you talk to one connected site at a time. The workflow can only use resources approved for that site connection.

Start with read-only prompts

Use read-only prompts first:

• “What resources can I manage here?”
• “List the latest five posts.”
• “Show me the fields on products.”
• “Find pages that mention refunds.”
• “Summarize draft posts from this week.”

If these work, the site connection and resource list are healthy.

Draft and update content

For write workflows, be precise:

Goal	Prompt
Create a draft	”Create a draft post titled ‘Spring menu’ with this outline…”
Update a field	”Update the meta description for the pricing page to…”
Run an action	”Publish the draft titled ‘April events’ after showing me the current status.”
Clean up	”Find old draft posts first. Do not delete anything until I confirm.”

The site connection decides which resources and actions are allowed. If an action is denied, update the approved resources or permissions for that site.

Understand live states

While the workflow runs, the chat can show live capability states:

State	Meaning
Running	The workflow is calling the site connection.
Done	The site connection returned successfully.
Error	The site connection rejected the request or returned a validation error.

Errors should be shown in plain language. Ask what resource and action the workflow attempted if the next step is unclear.

Manage multiple sites

Each site has its own connection, permissions, and chat history. Switching sites changes the available resources. Ask “What resources can I manage here?” after switching to avoid assuming two sites expose the same schema.

Safety expectations

• The workflow should confirm before deleting, bulk-updating, or publishing.
• The site connection enforces resource permissions even if the workflow asks for more.
• Site credentials should not be pasted into chat.
• Start a new chat when changing topics or testing a fresh workflow.

For setup problems, see Website quickstart or Manual setup.