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.
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
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.Reading Responses
AI responses stream in real-time — you’ll see the text appear as it’s generated.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
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
- Export the content (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.Message Actions
Hover over any message to access its action menu:| Action | Description |
|---|---|
| Copy | Copy the message content to your clipboard |
| Edit | Edit your last message (triggers a new AI response) |
| Feedback | Rate the response with thumbs up/down and add an optional comment |
| Export to PDF | Download the response as a formatted PDF |
| Export to Markdown | Download as a Markdown file |
| Export to DOCX | Download as a Word document |
| Delete | Remove the last message turn (your message and the AI response) |
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:- Search for users by name or email
- Assign a role: Viewer (read-only) or Editor (can contribute)
- Manage existing shares — change roles or remove access