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Agents user guide

Limitations and FAQ

Current limitations and frequently asked questions for chat-based conversational agents, including capabilities planned for upcoming releases.

This page documents current limitations of chat agents and provides answers to frequently asked questions.

Current limitations​

We are actively expanding the product with new capabilities. The table below outlines the current limitations, which are planned to be addressed in upcoming releases.

LimitationDescription
Local desktop automationThe agent cannot run automations on the user's local desktop via Assistant.
Prompt injection guardrailsAgent-level guardrails for prompt injection are not available.
File sizeFile uploads are limited to 5MB.
Voice interactionText-only interaction. Two-way voice is only available through phone calls. See Voice.

Channel feature availability​

Not all features are available in every deployment channel. Refer to Deployment channels for the full feature comparison.

FAQ​

Conversational agents overview​

How do conversational agents relate to Autopilot for Everyone?​

They work side-by-side:

  • Autopilot for Everyone: UiPath's general-purpose assistant for productivity tasks.
  • Conversational agents: Specialized agents you build for specific use cases.

Licensing and consumption​

What counts as an action?​

One action equals one execution of a conversational agent in Agent Builder or a conversational agent node in Maestro Flow. It doesn't matter how many agent responses are generated within the execution. Executions where the most recent user's message has eight characters or fewer and which don't contain any tool executions are not counted.

Refer to Licensing for complete details.

How is included usage counted?​

Included usage comes from the monthly AI and Agentic usage pool. Each user has their own monthly limit, consumable only by them and not pooled across users. The size of the limit depends on the license type:

  • Basic User: Basic Usage Pool
  • Plus User: Basic x7.5
  • Pro User: Basic x20
  • App Tester: Basic x7.5
  • App Tester Developer: Basic x20
  • Express User: not included in the pool, with 50 free executions per year

A complex execution draws more from the monthly limit than a simple one.

If User A uses a fifth of their monthly limit and User B exhausts theirs, User A still has four fifths remaining, while User B's further executions draw from a top-up or the tenant pool.

Do tool calls cost extra?​

Some tools have additional consumption beyond the base action cost:

  • No additional cost: Context Grounding (semantic search), Integration Service connectors, MCP tools

Models and configuration​

Can I use my own LLM?​

Yes. Conversational agents support LLM Configurations so you can use your own LLM subscriptions. This feature is in preview. During the preview period, there is no charge per message, but additional consumption for certain tool usage still applies.

What file types can users upload?​

You must add a file analysis tool (Analyze files, IXP, or custom workflow) to enable file uploads. Supported types:

  • Images: GIF, JPE, JPEG, PNG, WEBP
  • Documents: PDF (under 5MB)
Can I enable PII in-flight masking?​

Yes, you may enable PII masking for conversational agents through the AI Trust Layer. However, note that this feature disables streaming for the LLM responses, meaning users will encounter higher response latencies.

Deployment and access​

Why is my conversational agent failing to start in Instance Management?​

Check the following:

  1. Verify you are in the correct tenant where the agent solution resides.
  2. Check that a serverless robot is assigned if you're using cross-platform RPA tools.
Why am I getting a connection error when running tools?​

Follow connection management to configure shared or personal connections for your agent and its tools.

How can I limit which users can access a specific conversational agent?​

User access is controlled through Orchestrator folder permissions. Users need appropriate permissions on the folder containing the agent solution. Configure folder access in the Admin portal.

Embedding and integration​

How can I embed conversational agents in my application?​

Embed using an iFrame. Refer to Apps embedding for URL construction and parameters.

Can I embed an agent for users without UiPath accounts?​

Yes. Use anonymous access to embed agents for external users. This requires setting up an external application and token endpoint. Anonymous users consume from the tenant's unit pool with no free tier.

Channel-specific issues​

Can I access conversational agents via API?​

Yes. Conversational agents are available through the UiPath TypeScript SDK. See UiPath TypeScript SDK for feature availability.

Why aren't starting prompts showing in Teams, Slack, or Autopilot for Everyone?​

Starting prompts are only supported in Instance Management and iFrame embedding. Other channels don't propagate these prompts due to platform limitations.

Can the agent respond in Slack channels or Teams channels?​

No. Conversational agents only support direct messages through the UiPath Autopilot plug-in. Channel discussions and @mentions are not supported.

Why can't I see HTML preview in Slack?​

In Slack, HTML content displays as raw text or markdown.

Why can't I create conversations in Teams?​

If conversations fail to start:

  1. Verify the agent is published and deployed in Orchestrator.
  2. Check that you've connected the Teams app to your UiPath account.
  3. Use the Logout command and reconnect to refresh your session.
  4. Verify the agent is available using the Switch Agent command.

Context Grounding​

Why can't the agent find my Context Grounding index?​

If you receive "index not found" errors:

  1. Verify the index exists and is in a "Ready" state.
  2. Check that the agent has access to the folder containing the index.
  3. Ensure the index hasn't been moved or deleted since configuration.
  4. Republish the agent after making any index changes.
Why are citations incorrect or missing?​

Citation quality depends on:

  • Index quality: Ensure source documents are well-structured
  • Chunk size: Very large or small chunks affect citation accuracy
  • Query relevance: Ambiguous queries may retrieve less relevant content

Note: Citation preview is only available for PDF documents.

Performance​

What factors affect response time?​

Several factors influence latency:

  • Model selection: Different models have different latency characteristics
  • Context window size: Larger conversation histories increase processing time
  • Tool execution: RPA workflows and API calls add execution time
  • Context Grounding: RAG searches add latency based on index size

To optimize:

  • Use API workflows instead of RPA for API-only operations.
  • Keep conversation context focused.
  • Choose appropriate models for your latency requirements.

Compliance and governance​

How can I audit LLM calls and agent behavior?​

The AI Trust Layer provides a complete audit trail. Access audit logs through the Admin portal for:

  • Complete history of model interactions.
  • Token usage tracking.
  • Policy compliance verification.

See Observability for details.

Data storage​

Where is chat history stored?​

Chat history is stored in Azure database, scoped to the tenant. Users can only access chat history for agents they have permission to use.

Where are uploaded files stored?​

Uploaded files are stored in the associated tenant's system storage bucket. This storage is not accessible from the Orchestrator UI.

How long are uploaded files retained?​

Files follow Orchestrator's retention policy. The retention timer does not start until the job completes. The default retention period is 30 days for Community and Enterprise editions, and is configurable up to 6 months in Orchestrator settings.

Customization​

Can I customize the welcome message?​

When embedding via iFrame, use the welcomeTitle, welcomeDescription, and suggestions URL parameters. See Apps embedding for details.

In Instance Management, the welcome experience uses the agent's configured settings.

Getting help​

If you encounter issues not covered here:

  • Review Observability to monitor traces for your chat agent executions.
  • Use the Debug dump feature (Ctrl+Alt+D in Instance Management's chat experience) to capture diagnostic information.
  • Contact UiPath support with the debug dump and relevant trace information.

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