Agent

Agent in the sidebar is a chat with TitleAI. Ask it about a transfer, a fee, a form or a client, or drop documents on it and ask what they’re for. It answers in text and with cards you can act on. This page covers how the chat works. It doesn’t cover what the agent knows; ask it that yourself.

The four pills under the composer are starter questions. Click one to send it as it reads.

The composer

• Paperclip (Attach a document): pick files from your computer.
• Scan (Scan a document with your phone): shows a QR code. Scan it with your phone and photograph the papers there.
• Microphone (Dictate): talk instead of typing. The field reads Listening… and fills as you speak. Press the red button to stop, then fix the text before you send it.
• Auto / Fast: which model answers. Auto picks for you. Fast answers sooner on simple questions.
• Send: the arrow. Enter sends too, and Shift+Enter starts a new line. While the agent is answering, the arrow becomes Stop.

What the chips and notices mean

On screen	What it means
Harris County	The county the agent works with.
Transfer #831, a client’s name	The record this conversation is about. Click the chip to pick another one, or × to remove it.
Reading your documents…	Your files are still being read, and the answer waits for them. The button where Send was (Answer now) answers without them.
AI credits line	Shows up above the composer once you have used most of this period’s AI credits. When they run out, sending stops until you Buy credits. Past conversations stay readable.
TitleAI can make mistakes	The line under the composer. Check anything you file against the papers.

Ask about one record

You don’t need to set anything up first. Name the record in your question (“What’s missing on transfer #795?”) and the agent looks it up.

When a conversation is about one transfer or client, its chip sits in the composer next to the county. It stays there when you reopen the conversation from the history.

1. Click the Transfer or client chip to choose a different record from the list.

2. Click × on the chip to stop answering about that record.

Ask what a set of documents is for

1. Press the paperclip and choose the files, or press the scan button and use your phone. Each file shows as a chip above the field. × removes one, and the retry arrow sends a failed upload again.

2. Write your question, or leave the field empty, and press Send.

3. Once the documents are read, the composer offers Propose tramits. Press it and the agent says which trámites these papers allow, one card each.

Each proposal names the trámite, how sure the agent is (High, Medium or Low confidence), whether the office rules confirm it (Verified by rules), why it fits and which documents are still missing. The button under it starts that trámite as a draft (Start transfer, Start bond, Start permit and so on). Once started, it reads Started and Open takes you to the draft.

Each document you sent also gets its own card with what was read from it.

The eye icon (Preview) shows the file, and Open goes to the record it is linked to.

Read the cards in an answer

Some answers come with a card instead of a paragraph. The card is live: its buttons act on your records, and Open shows the record itself.

Review checklist

Ask what a transfer is missing and the answer is its review checklist, one row per check. The header names the transfer and counts what is missing, and the strip at the bottom adds it up (“2 missing · 14 need review · 21 ok”).

On a row	What it means
Green check	The check passed.
Grey clock	Needs review: TitleAI couldn’t decide on its own.
Red mark	Missing. A document the transfer needs isn’t uploaded.
Resolve	Mark as resolved: you checked it yourself and it’s fine.
Chevron	The row is about a document. Click the row to open it.

Caution

The checklist is AI-generated. It can miss things or flag issues that aren’t there, so check against the documents before filing.

Fee estimate

Ask what a transfer will cost and the answer is a fee card: one row per fee, what each is based on, and the Estimated total due.

The fee card above came with a proposal, so the buttons under it are the proposal’s. On its own, a fee card has these:

• Pre-fill 130-U fills the transfer’s 130-U from these numbers and opens it beside the chat.
• Create estimate saves the numbers as an estimate. It greys out once the estimate exists.
• Attach to transfer (or Attach to Transfer #812 when the conversation is about one) saves the estimate and links it to that transfer.

The agent does one thing at a time. While it works, the other buttons in the conversation are off, and the one you pressed spins.

Records

Ask about one record and the answer shows its card: what it is, its status, and its key facts.

Ask about several (“show me the bonds”) and they come as a list. Each row carries its status, the vehicle, the client and the VIN. Click a row, or the arrow at its right, to open that record.

Sources and the thinking line

• Sources: what the answer is based on. A chip with a link icon opens the TxDMV page. A chip with a page icon is one of TitleAI’s own documents and doesn’t open.
• Thinking: the grey line above each answer. While the agent works it says what it is doing. Afterwards it reads “Thought for 3 steps”; click it to see the steps.

Open a record next to the chat

Click Open on a card, or a blue link like Transfer #795 in an answer. The record opens on the right, the same screen you’d get from its own section, and the chat stays where it is.

Control	What it does
The record’s name	The top of the panel says which record is open.
×	Close: back to the chat alone.
The divider	Drag the panel’s left edge to make it wider.
Everything below	The record’s own screen. It works exactly as it does in its section (see Transfers).

On a narrow window the panel covers the chat instead of sharing the screen.

Find an old conversation

1. Click the history tab at the top right. It shows how many conversations you have.

2. Type in Search conversations, or scroll. Conversations are grouped Pinned, Today, Yesterday, Last 7 days and Earlier. A blue tag under a title (such as Transfer #831) is the record it’s about; click the tag to open that record.

   

3. Click a conversation to open it. Its cards come back as they were.

The + at the top of the panel (New chat) starts a new conversation, and the last button folds the panel back into its tab. Drag the panel by its header to move it out of the way.

Rename or pin a conversation

1. In the history panel, point at the conversation and click the ⋯ that appears.

   

2. Choose Pin to keep it at the top under Pinned, or Rename to give it your own title and press Save. TitleAI names each conversation on its own after the first answer.

Copy or download a conversation

1. Open the conversation and click the download icon under the history tab (Download conversation).

   

2. Choose Copy as text to paste it somewhere else, or Download as Markdown to save it as a file.

Tell us how an answer went

The icons under each answer:

Icon	What it does
Copy	Copies the answer.
Thumbs up	Good answer. Click again to take it back.
Thumbs down	Bad answer. Opens What went wrong?, where you can add a note and Send, or Skip. The vote counts either way.
Regenerate	Writes the last answer again. Only on the last answer.

Chats aren’t used for training.

On the phone

Open the chat with the speech-bubble button at the top of any screen, or Agent under More. The round button at the top left opens your conversations as a sheet; press and hold one to pin or rename it. The download and + buttons are at the top right. The composer has the paperclip, the camera (it scans the papers right there, no QR code) and the microphone, which turns into the send arrow once you have typed something. There is no Auto / Fast choice. Open on a card opens the record full screen, and Back returns to the chat.