> ## Documentation Index
> Fetch the complete documentation index at: https://docs.versori.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Chat: Plan and Build in One Conversation

The chat is your single conversation for the whole integration journey. Describe the systems you want to connect and
the workflows you want to build, and the agent will research the APIs, plan the flow, and build the integration with
you — from scoping to deploy — without leaving the conversation.

<Frame caption="One chat covers planning and building, with a Plan/Build toggle next to the message box">
  <img src="https://mintcdn.com/versori/LmOoKUg4GpzQzUMQ/images/guides/chat/unified-chat-001.png?fit=max&auto=format&n=LmOoKUg4GpzQzUMQ&q=85&s=f40d2873d519914e0341432e7d39b7cf" alt="The chat panel showing planning and build turns in a single conversation" width="2431" height="1262" data-path="images/guides/chat/unified-chat-001.png" />
</Frame>

## The Plan / Build toggle

Next to the send button is a toggle that decides which agent handles your next message:

* **Plan**: The planning agent researches your systems and requirements. It searches API documentation, writes
  research documents, identifies the systems that need connecting, and defines workflow specifications.
* **Build**: The coding agent implements your integration. It reads the research and workflow specifications produced
  during planning, then writes and edits the workflow code.

<Frame caption="Set the toggle before sending to choose which agent handles your message">
  <img src="https://mintcdn.com/versori/LmOoKUg4GpzQzUMQ/images/guides/chat/plan-build-toggle-001.png?fit=max&auto=format&n=LmOoKUg4GpzQzUMQ&q=85&s=fb461b7c9730cf8f7e79470bdfd1b710" alt="The Plan/Build toggle next to the chat send button" width="705" height="216" data-path="images/guides/chat/plan-build-toggle-001.png" />
</Frame>

The toggle only affects the message you are about to send — you can switch back and forth freely within the same
conversation, and both agents can see the full history. Your last choice is remembered per project.

## Why one conversation?

When planning and building lived in separate chats, it was tempting to plan the entire integration upfront — every
workflow researched and specified before any code was written. In practice, plans made that far ahead quickly went
stale: decisions made while building the first workflow (an API limitation discovered during testing, a change to how
records are matched) invalidated assumptions in workflows planned weeks earlier, and the planning documents drifted
out of date as the build progressed.

Bringing both agents into one conversation removes that gap. The planning agent sees what has actually been built and
tested so far, so each new workflow is planned against the real state of the integration rather than against
assumptions made at the start. Plans stay accurate because they are made just before they are needed.

## Working iteratively

This is why the recommended way to work is one workflow at a time, rather than planning everything upfront:

1. **Plan a workflow**: With the toggle set to **Plan**, describe what you want. The agent researches the APIs and
   produces a workflow specification.
2. **Build it**: Switch the toggle to **Build** and ask the agent to implement the workflow. It automatically reads
   the research documents and workflow specification from the planning turns, so you don't need to repeat any context.
3. **Plan the next one**: Once the workflow is built and tested, switch back to **Plan** and scope the next workflow.

Planned workflows appear as cards in the conversation. Each card has a **Build** button that switches the toggle to
Build and sends the workflow's prompt for you.

<Frame caption="Use a workflow card's Build button to move straight from planning to implementation">
  <img src="https://mintcdn.com/versori/LmOoKUg4GpzQzUMQ/images/guides/chat/workflow-card-build-001.png?fit=max&auto=format&n=LmOoKUg4GpzQzUMQ&q=85&s=b2f45e5f1924897e83fad9880815522b" alt="A planned workflow card with a Build button" width="2472" height="1278" data-path="images/guides/chat/workflow-card-build-001.png" />
</Frame>

<Tip>
  Planning and building in small increments keeps the conversation focused and lets you validate each workflow before
  scoping the next.
</Tip>

## Answering questions

While planning, the agent may pause to ask clarifying questions when it needs information it can't find on its own —
for example, how records should be matched, or which authentication method to use. Answer the questions to continue;
the toggle is locked until the pending questions are resolved, since your answers go back to the planning agent.

## Verifying your work

When the toggle is set to **Build**, a **Verify** button (flask icon) appears next to the message box. Use it to run
your integration in a sandbox and check that the code behaves as expected before deploying.

## Managing chats

The chat toolbar lets you start new conversations and switch between existing ones:

* **New chat** (**+** button): Start a fresh conversation. New chats always support both planning and building.
* **Chat history**: Open the history panel to switch between past conversations. Each entry is labelled by its kind —
  Plan, Build, or a combined chat.

<Frame caption="Switch between conversations from the chat history panel">
  <img src="https://mintcdn.com/versori/LmOoKUg4GpzQzUMQ/images/guides/chat/chat-history-001.png?fit=max&auto=format&n=LmOoKUg4GpzQzUMQ&q=85&s=259afe5c17aec4dd0d96c79b03de2f37" alt="The chat history panel listing past conversations with kind labels" width="711" height="1248" data-path="images/guides/chat/chat-history-001.png" />
</Frame>

Starting a new chat for each new task keeps the agent's context focused — see
[Managing multiple chats](./build#managing-multiple-chats) for guidance on when to start fresh.

<Note>
  Chats created before planning and building were unified remain readable in your history, but they stay in their
  original mode. Some older projects may still see separate Plan and Build chats; new projects always get the single
  combined chat.
</Note>

## Composer features

The message box supports the same context tools in both modes:

* **@ mentions**: Use the **@** button to reference a specific file or asset in your prompt.
* **Attachments**: Attach supporting material such as API documentation, screenshots, or example payloads.
* **Model selection**: Choose which model handles your request. The available models differ between Plan and Build
  modes.
* **Question mode**: Ask the agent about your integration without making changes to the code.

## What to do next

* Learn what the planning agent researches and produces in [Starting your plan](./plan).
* See how to implement, test, and iterate on workflows in [Building your integration](./build).
