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Your first chat

After you set up AI and connect at least one integration, open Toby.app and start chatting.

Start a new chat

Click Chat in the sidebar, then click the + button in the chat toolbar to start a new session. You will see an empty conversation with a prompt input at the bottom.

The + control is also a menu. Click the chevron to start a chat with a specific persona: Chat with Default Persona, Chat with Toby, Chat with Mailman, and any custom personas you have created. Choosing a named persona pins that persona on the new session; Chat with Default Persona (and a plain click on +) follows your current default.

Toby.app new chat session

Send a message

Type your message in the input field at the bottom and press Enter to send. Responses stream in real time. Try a simple prompt like "How are you today?":

Toby.app chat with a simple prompt and streaming response

Toby can also answer questions about its own setup. Try prompts like "Which integrations are connected?", "What tools can you use?", "How do I set up Jira?", or "What skills are installed?"

Switch personas

Use the + menu in the chat toolbar to start a new session with a chosen persona. To change the default used by Chat with Default Persona, use the persona picker in the sidebar footer. See Personas for details.

Record audio into chat

On macOS, you can start a recording inside the active chat session. The recording saves, transcribes, and adds the transcript as context so you can ask for a summary or action items. It uses the same helper and permissions as Listen mode.

Projects

Use the project picker in the chat toolbar (or open Projects in the sidebar) to open or create a project. Projects collect guidance (AGENTS.md), project-local skills, and generated outputs. See Projects for details.

Next steps