Navigating Alma

The Alma interface is organized around a sidebar that gives you access to all major features. At the bottom of the sidebar you’ll find a profile menu (click your avatar to switch workspaces or access account settings), a help popover, and a plan badge showing your current subscription tier. There’s also a Feedback button — use it to send a note to the Alma team at any time via a quick popover form.

The left-most column is always visible and gives you access to every major area:

Inbox — Items that need your attention.
New Chat — Start a fresh conversation with an agent.
All Chats — Browse and filter your full chat history.
Tasks — Execution-linked sessions from your agents, organized by what needs your attention.
Agents (collapsible) — Your agents and their responsibilities.
Skills — Reusable instruction sets.
Tools — External integrations available to agents.
Memory (collapsible) — Topics, Sources, and Training.
Knowledge (collapsible, wiki-enabled orgs only) — A browsable view of the compiled knowledge base your agents read from, including daily articles, entity guides, and community profiles.

An Explore button at the top of the navigation menu (also accessible via ⌘K) lets you search across everything in your workspace.

Chat

Browsing sessions

Selecting All Chats in the navigation menu opens a searchable list of your conversations. When you enter the chat section, Alma automatically opens the most recent session so you’re never dropped into a blank screen.

Sessions are sorted by most recent activity and grouped by date range (Today, Yesterday, Last 7 days, etc.). Execution-linked sessions (started by a responsibility) are visible to all members of your organization, so anyone on the team can follow along or jump in.

Sessions can be filtered by several dimensions:

Ownership — Mine (sessions you own) or Shared with me (sessions you’re watching but don’t own).
Channel — Filter by source channel: Alma, Slack, or iMessage.
Agent — Show only sessions involving a specific agent.
Responsibility — Narrow to sessions from a particular responsibility.
Participant — Filter by who is part of the conversation.
Unread only — Show only sessions with unread messages.
Time — Limit results to sessions created Today, in the last 7 days, last 30 days, or a custom date range.

Filters are preserved as URL parameters, so you can bookmark or share a filtered view. Active filters appear as chips below the list header — click any chip to remove that filter, or Clear to reset all at once.

You can also jump directly to a pre-filtered chat list from a responsibility’s View Executions button, which opens the chat list filtered to that agent and responsibility.

Read and unread status

Unread sessions display a badge on their row in the session list. When you open a session, it’s automatically marked as read. You can also mark sessions as read or unread from the row’s ⋯ menu, or use bulk selection to mark multiple sessions at once. The Unread only filter lets you quickly see just the sessions with new activity.

Session actions

Each session row has a ⋯ menu with actions like mark read/unread, leave chat, and delete. Only the session owner can delete a session — non-owners see Leave chat instead of Delete. For sessions that originate from an external channel (Slack or iMessage), the Delete option is hidden entirely; the external thread persists regardless, so only Leave chat is available. You can select multiple sessions via checkboxes for bulk actions — shift-click to select a range, or use per-group select-all checkboxes. A floating action bar appears with options like bulk status change, delete, and leave.

A copy session ID button is available in each chat, letting you quickly grab the session’s identifier — useful when referencing a conversation in support requests or when building integrations.

Starting a new chat

Click New Chat in the navigation menu to start a fresh conversation.

Chat conversation layout

Messages are separated by day dividers — Today, Yesterday, or a specific date like Monday, Mar 13 — so you can quickly orient yourself in a long history. Hovering a sender’s name shows a tooltip with the full timestamp of that message.

When a message is sent by a non-default agent, the sender label shows “Alma via Agent name” instead of just “Alma”.

Searching within a conversation

A search bar is available inside any chat session. Use it to find specific messages within the current conversation — results update in real time as you type, letting you quickly locate past context without scrolling.

Context from previous conversations

Alma can reference summaries of earlier conversations to maintain continuity across sessions. When you return to a topic you’ve discussed before, Alma draws on what it already knows from prior exchanges — so you don’t have to repeat yourself.

Thinking indicator

While an agent is actively processing — whether reasoning through a problem or running a tool — a thinking indicator appears in the chat. This lets you know the agent is working even when no text is being streamed yet.

Copying message text

A copy button appears when you hover over any assistant message. Click it to copy the full text of that message to your clipboard.

Stopping a response

While an agent is generating a response or running a tool, a Stop button appears in the message input area. Click it to cancel the in-progress response immediately.

Execution session header

When a chat session was started by a running responsibility, the session header displays the status, agent name, and responsibility name as clickable links — selecting either one navigates directly to that agent or responsibility’s settings page. A completion or evaluation summary appears as a footer on the last message when the execution finishes.

Execution sessions also get automatically generated titles (a concise 3–8 word summary) so you can identify them at a glance in the session list.

Tasks

Tasks are execution sessions started by agent responsibilities. They are accessed from within each agent’s page (via the agent’s Tasks tab), keeping execution history organized by agent rather than in a single global list.

Each agent’s Tasks view uses an attention-first layout — tasks that require your action appear at the top. A ”+” button lets you trigger any of the agent’s responsibilities on demand via the Run Now dialog. Per-agent approval badges in the sidebar indicate how many tasks across the agent’s responsibilities are waiting for your review.

Tasks are grouped into collapsible sections: Needs Approval and Working are surfaced first for items that need attention, followed by Done for completed tasks. Use the Time filter to adjust the visible range. Tasks support the same bulk selection and actions as chat sessions.

Inbox

The Inbox is where items that need your attention land. Alma identifies incoming requests and proposed actions from your communications and presents them for review. You can approve, dismiss, snooze, or respond to each item.

Discussing proposals

When Alma surfaces a proposal — a suggested action or initiative — you can open a discussion thread directly on it. Click the proposal to expand it, then use the reply area to ask questions, share context, or push back. Alma will participate in the discussion, refining the proposal based on your input before you decide whether to act on it.

Advisor briefings

Alma periodically surfaces advisor briefings — strategic recommendations based on your team’s goals, recent activity, and organizational context. Each briefing presents a thesis, two or more options (framed from different lenses like speed/revenue or capability building), and the supporting evidence behind the recommendation.

You can review a briefing and act on one of its options, or dismiss it if it’s not relevant. Dismissed briefings are archived and removed from your inbox.

Proposal supersession

If Alma gathers new information that changes a proposal it already suggested, the original proposal is automatically superseded and replaced with an updated version. This keeps your inbox current — you’ll always be reacting to the most recent, best-informed version of a proposal rather than a stale one.

Unread tracking

Unread inbox items appear bold with a status dot in the list. Opening an item automatically marks it as read. A badge on the Inbox nav entry shows the total unread count across all items.

Filtering

Use the filter menu at the top of the inbox to narrow what you see:

Unread — Show only items you haven’t read yet.
Snoozed — Show items you’ve snoozed for later.
Type — Filter by item category (e.g., asks, decisions, approvals).
Action — Filter by the action required.
Agent — Show items from a specific agent.
Time — Limit to items created within a time window.

Active filters appear as chips below the filter bar — click any chip to remove it.

Bulk actions

Select multiple inbox items using the checkboxes on each row (shift-click to select a range). A floating action bar appears with options to:

Mark as read or Mark as unread
Snooze selected items
Dismiss selected items

The inbox also supports keyboard navigation — use j and k to move between items.

Agents

The Agents section lets you create and manage AI agents. Each agent has responsibilities — automated tasks that run on schedules or in response to events. See Agents for details.

Memory

Memory is where Alma stores everything it has learned from your communications. Navigate via the collapsible Memory group in the left menu:

Topics — Entities and relationships Alma has extracted (people, companies, deals).
Sources — Connected data channels and processing stats. Click + to add a new connection.
Training — Review and correct Alma’s learning decisions.

See Memory for details.

Knowledge

For organizations with the wiki feature enabled, a Knowledge section appears under Memory in the left nav. This is a browsable view of the compiled knowledge base that your agents read from — the same content that informs Alma’s responses and research.

Knowledge is organized into:

Daily articles — Compiled summaries of activity from your connected sources, organized by date.
Entity guides — Profiles of the people, companies, and deals in your knowledge graph. Each entity page shows a clean metadata header with key attributes — role, affiliation, domain, emails, handles, and aliases — followed by the full profile content.
Community profiles — Clusters of related entities and the context connecting them.

This view gives you visibility into what Alma knows, so you can spot gaps or verify that important context has been captured correctly.

Searching, filtering, and sorting

The Knowledge sidebar supports inline search, filtering, and sorting — the same UX pattern used in Topics and Memory:

Search — Type in the search bar to filter articles and guides by name in real time.
Filter by section — Narrow results to a specific section type: daily articles, entity guides, or community profiles.
Filter by topic — For entity guides, further narrow by entity topic (e.g. people, companies, deals).
Sort — Choose between default order, alphabetical (A–Z or Z–A), or newest first (ascending or descending).

Active filters appear as chips below the filter bar — click any chip to remove it, or Clear to reset all filters at once. Filter and sort state is preserved as URL parameters, so you can bookmark or share a specific view.

Skills & Tools

Browse and manage the external integrations and reusable instruction sets available to your agents. See Skills & Tools for details.

Settings

Manage your account, workspace, team members, and connections. Key settings areas:

Account — Profile, password, notifications.
Members — Invite and manage team members.
Connections — Connect and manage external integrations.
Workspace — Organization-level preferences.
Billing — View your current plan, daily usage charts (tasks and tokens), and invoice history. Usage charts show activity grouped by day for the selected month.

Learn from Alma chat

Under Settings → Workspace, you’ll find a Learn from Alma chat toggle. When enabled, Alma periodically mines completed chat conversations to extract insights, entities, and memories into your knowledge graph — so recurring context from your team’s conversations surfaces automatically without needing to connect an external source.

This setting is off by default. Toggle it on if you want Alma to treat your internal chat history as a knowledge source.

Desktop: Chat tabs and pop-out windows

On the desktop app, you can pin any chat as a persistent tab or open it in its own window.

Open as tab — Double-click a chat in the sidebar (or right-click → Open in New Tab) to pin it in the tab bar at the top of the screen. Tabs persist across sessions.
Open as window — Right-click a chat and select Open in New Window to open it in a standalone, minimal-chrome window.
Close a tab — Click the × on the tab, middle-click it, or press Cmd+W.
New tab — Press Cmd+T.
Cycle tabs — Press Cmd+Shift+[ or Cmd+Shift+].
Pop out a tab — Click the arrow icon on a pinned tab to move it into its own window.

To set your preferred double-click behavior (tab vs. window), go to Settings → Preferences.

External links clicked within the desktop app automatically open in your system’s default browser rather than inside the app.