Skip to main content

Consult

Routes: /consult/new, /consult/:sessionId (global) or /projects/:id/consult/new, /projects/:id/consult/:sessionId (project-scoped)

Open-ended conversation workspace. Chat with agents or models to explore context, brainstorm, refine problems, or answer questions—without creating a formal workflow or card on the board.

Overview

Consult is where you think out loud. Start a new conversation, chat with an agent or model, and the full conversation history is saved. You can pick up where you left off anytime.

Each session has a project scope (global or specific project), agent/model selection, and full message history with streaming output.

New Session

Create a new conversation:

  • Click "New Conversation"
  • Optionally start with prefilled context:
    • From an issue on the board (?prefill=issue:ISSUE_ID)
    • From a ceremony/workflow (?prefill=ceremony:CEREMONY_ID)
    • From raw text (?prefill=text:YOUR TEXT)
  • Optional session name (defaults to first message preview)

Choose execution mode:

  • Agent mode — Delegate to a project agent; picks an available model
  • Model mode — Direct chat with a model; choose model from dropdown

Agent routing: If in agent mode, optional agent dropdown narrows to that agent only. Otherwise, Squadboard routes to best-fit agent based on query.

Optional overrides:

  • Override model selection (pick a different model than agent default)
  • Set explicit system prompt context

Session View

Messages

Chat interface with alternating user/assistant bubbles. Streaming responses show live as they're generated.

User messages show send time. Assistant messages show model name, token count, and cost.

Context Panel

Right sidebar (optional) shows current execution context:

  • Selected agent
  • Selected model
  • Project scope
  • Token budget remaining

Actions

Send message

  • Type query in message input
  • Press Enter or click Send
  • Streaming response appears immediately

Retry

  • If a message fails, click Retry on that message to resend

Edit message

  • Click edit icon on your message to revise and resend

End session

  • Click "End conversation" to mark session as complete
  • Session is archived; you can still read history

Rename session

  • Click on session name to rename (for easier reference)

Delete session

  • Click delete icon to remove session permanently

Session List (Left Sidebar)

Previous sessions are listed on the left. Click any session to resume where you left off.

Sessions are organized by:

  • Most recent first
  • Grouped by project (global vs. specific project)

Proposal Workflow

Agents can suggest concrete actions (e.g., "Move this card to Ready"). When a proposal appears in chat:

Actions:

  • Accept proposal — Execute the suggested action
  • Discard proposal — Decline and continue chatting

Accepted proposals trigger the action (e.g., card moves, workflow runs).

Scoping

Global Consult (Route: /consult/new)

  • Not tied to any project
  • Access all global agents or any available model
  • Useful for cross-project exploration or general queries

Project Consult (Route: /projects/:id/consult/new)

  • Tied to specific project
  • Access project agents and project-scoped context
  • Prefilled with project context when appropriate
  • Board — Formal work and card management
  • Agents — View available agents and routing
  • Inbox — Capture items from Consult conversations