Chat Interface

​

Starting a Conversation

There are several ways to begin a new chat:

• Home Page — Type a message in the input box or click an assistant card.
• Sidebar — Click the New Chat button.
• Agents Page — Browse all assistants and click one to start a conversation.
• Existing Conversation — Continue any previous conversation from the sidebar or chats page.

When you select an assistant, you’ll see its welcome page explaining what that assistant can help with. What else appears depends on how you got there:

• Starting a new chat (from the home page or the New Chat button) shows just the assistant’s introduction and the message input — a clean slate.
• Opening the assistant from the Agents page also lists your previous conversations with that assistant, so you can resume one instead of starting over.

​

Required Context

Some assistants are configured to require specific context before they will answer — for example, your company size, industry, or strategic focus. When this is the case, an amber banner on the welcome page lists what you need to provide. Send your first message including that information. If anything is missing, the assistant replies with a short clarification asking for the missing pieces; once you provide them, the conversation continues normally and the requirement is not re-checked for the rest of that conversation. To review or update the context you provided, click the clipboard icon next to the message input. The panel shows your original context along with any updates you’ve added, and lets you submit a new amendment from the same place.

​

Sending Messages

Type your message in the input area at the bottom of the chat and press Enter to send (or Shift+Enter for a new line).

​

Attaching Files

Click the paperclip icon to attach files to your message:

• Maximum file size: 25 MB per file
• You can attach multiple files to a single message
• Remove files before sending by clicking the X on each attachment
• Supported formats include PDFs, Word documents, text files, and more

Each attachment appears inside the message box, above where you type, showing its file-type icon, name and size — so you can see exactly what you’re about to send. After you send, the attachment stays on your message — click it to read the original in the panel on the right, and download it from there if you need a copy. Files attached before this was introduced still show on the message, but can’t be re-opened: only their extracted text was kept at the time.

​

Selecting a Model

If multiple AI models are available, use the model selector next to the input area to choose which model processes your message. Your selection persists for the current assistant session.

​

Generating Documents

If document templates are configured, a Generate button (wand icon) appears next to the model selector. Click it to browse templates organized by category and generate presentations, formatted messages, and more. See Document Templates for full details.

​

Reading Responses

AI responses stream in real-time — you’ll see the text appear as it’s generated. When you ask a follow-up in a long conversation, your question moves to the top of the view and stays there while the assistant works, so you can keep reading it alongside the progress steps. The view follows the answer once it starts arriving.

​

Task Progress

For complex queries, the AI may perform multiple steps (searching documents, analyzing data, synthesizing information). A task progress indicator shows:

• The current step being performed
• Completed steps with checkmarks
• Sub-steps and tool calls being made

​

Citations and Sources

When the AI references your organization’s documents, you’ll see numbered citations in the response. Click any citation to open the Source Details Panel on the right, which shows:

• File title and type
• Data source name (Box, Google Drive, SharePoint)
• File path and last modified date
• A content preview of the referenced section
• A direct link to the original file

For graph entities cited in provenance, use View lineage on the entity card or open the graph explorer to see how properties were extracted, imported, or enriched. See Graph Lineage.

​

Artifacts

When the AI generates long-form content (reports, analysis, structured outputs), it opens automatically in the Artifact Panel on the right side. You can:

• Maximize the panel for full-width reading
• Minimize it back to a side panel
• Close it to return to the chat view
• Generate document from the content — click the wand icon in the panel header and pick a template to have the agent produce a formatted file (DOCX, PPTX, or PDF). See Document Templates.
• Edit the content inline with the built-in editor

To export a response as plain PDF / DOCX / Markdown, use the message action toolbar on the chat response itself (see Export & Sharing).

​

Recommendations

After each response, the AI may suggest follow-up questions based on the conversation context. Click any suggestion to send it as your next message.

​

Agent Flows

Some requests are handled by an agent flow — a multi-step pipeline the assistant runs for you (for example, drafting a response to an RFP). There are two ways to start one:

• Just ask. When your request matches a flow, the assistant confirms first (“I can run RFP Response Pipeline — proceed?”). Once you approve, it launches the flow in the background, so you can keep chatting while it works.
• Pick it from the composer. Click the Launch a flow button (workflow icon) next to the message input to see the flows available for this conversation, each with a short description. Choosing one launches it right away — the pick is your go-ahead, so there’s no separate confirmation. The composer prefills a short prompt you can extend with any details the flow needs before sending. The flow you picked shows as a pill on the top edge of the message box, so it’s clear the next message will launch it; clear it with the pill’s X.

If the flow needs a file you haven’t shared yet, the assistant asks for it before starting; otherwise, files you’ve attached to the conversation are routed into the flow automatically.

​

Watching a flow run

When a flow launches, a flow-run view opens automatically in the panel on the right and follows the run live:

• A status badge (running, awaiting review, completed, or failed)
• A live progress view while it works — a progress bar with “Step X of N”, the name of the step running right now, and a checklist of steps that ticks off in the order they actually run. Flows that branch only run one side of the branch: the side that wasn’t taken is greyed out and marked Skipped, and it doesn’t count toward the step total
• Any files the flow produces — click one to read it in the panel; download it from there if you want a copy
• The final result once the run finishes — with the step-by-step run detail tucked under a Show details toggle if you want it
• A Stop button to cancel a run that’s still going

You can close the panel at any time — the flow keeps running, and a View progress control appears above the message box to reopen the live view. While a flow is active, its conversation pulses in the sidebar, so you can tell at a glance that work is still in progress; the pulse clears once the run finishes. If a run is waiting on you (see Approval Steps), the reopen control turns amber — “Review needed — open to approve or reject” — and the conversation’s sidebar row shows an amber review badge instead of the pulse, so you can spot which conversation needs action from anywhere. These sidebar signals keep up live, with no page refresh: the pulse appears as soon as a flow starts, gives way to the amber badge when a run pauses for you, returns to the pulse once you’ve answered and the flow carries on, and clears when the run finishes or you Stop it. This works both for the conversation you’re reading and for conversations working in the background. You can also ask the assistant for the status or results of a flow it launched at any time. When the flow finishes, a brief notification appears and its full result — along with any files it produced — is added as a message in the conversation on its own, without a manual refresh. Files stay with the answer that produced them: each one is listed inside its own message, so running a flow twice in the same conversation gives you two answers with their own files rather than everything piling onto the newest one. Re-running a flow doesn’t replace the earlier document either — when a run would write a file that another run already produced here, it keeps its own copy under a slightly different name. Filenames mentioned in the answer text are clickable too, and open the same reader.

​

Revisiting past runs

Finished runs stay reachable after the fact. Once a conversation has had at least one flow run, a Runs button appears in the conversation header. It opens a list of the conversation’s runs — newest first, each with a status icon and when it finished — and picking one reopens that run in the panel on the right. For a finished run, the panel leads with the final result and any files it produced, followed by a “What happened” timeline: the run’s steps by name, in the order they actually ran. Expand a step to see what it produced — a table, a drafted section, generated files, and so on. Steps where a person signed off are marked with a reviewer icon, and on a failed run the timeline shows exactly which step failed (with the error) and which steps never ran. The full technical detail remains available under Show details. This works across page reloads, so you can run a long flow ahead of time and walk through its results later — handy for demos and reviews.

​

Approval Steps

Some flows pause partway through for a person to sign off — for example, before a draft is finalized. These pauses don’t interrupt your chat. When a run pauses, a notification appears and the flow-run panel shows an Awaiting review card where you can approve or reject it right in the conversation, with a comment (optional when approving, required when rejecting). Long documents scroll inside the card, so the approve and reject buttons stay in reach. A flow can also ask you a question mid-run — type your answer into the card and send it to continue. Acting on the card resumes the flow immediately and the card clears. If a run pauses on more than one question at once, you answer them one at a time: the ones you haven’t answered stay on screen, an answered one doesn’t come back, and the rest are briefly greyed out while your answer is processed. Until you’ve answered the last one, the conversation keeps its amber review badge in the sidebar. The same pending review is also available to admins in the Agent Inbox. Once reviewed, the flow resumes and posts its outcome back into the conversation.

​

Message Actions

Hover over any message to access its action toolbar.

​

AI response toolbar

Open More (⋯) on an AI response for additional actions:

​

User message toolbar

​

Stopping a Response

If the AI is generating a response you no longer need, click the Stop button that appears during streaming. The response will stop at wherever it has reached.

​

Editing Messages

Click the edit icon on your last message to modify it. The AI will regenerate its response based on your updated message. This is useful when you want to refine your question without starting a new conversation.

​

Conversation Management

​

Renaming

Click the conversation title in the header to edit it. The new name saves automatically when you click away or press Enter. Press Escape to cancel.

​

Sharing

Click the Share button in the conversation header to share with other users:

1. Search for users by name or email
2. Assign a role: Viewer (read-only) or Editor (can contribute)
3. Manage existing shares — change roles or remove access

​

Deleting

Use the conversation menu (three dots) to delete a conversation. A confirmation dialog will appear before deletion.

​

Filters

Some assistants support response filters that let you narrow results by category or type. When available, filter options appear above the message input. Click a filter to apply it to your next message.