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 open a conversation with an assistant for the first time, you’ll see a welcome message explaining what that assistant can help with, along with a list of your previous conversations with that assistant.
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
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.
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
- 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.
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
- Any files the flow produces, ready to download
- 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.
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.
Flows run per conversation. A flow running in one conversation doesn’t tie up the rest of the app — switch to another conversation and keep chatting while it works.
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. 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.
| Action | Description |
|---|
| Share | Open the share dialog for this conversation |
| Retry | Regenerate this response from the previous user message |
| Copy | Copy the response content to your clipboard |
| Edit | Open the response in the Artifact Panel for editing |
| Feedback | Rate the response with thumbs up/down and add an optional comment |
| More (⋯) | Export, fork, and delete options (see below) |
| Action | Description |
|---|
| 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 |
| Fork from here | Start a new conversation branch from this response (editors only) |
| Delete | Remove the last message turn (your message and the AI response) |
| Action | Description |
|---|
| Edit | Edit your last user message (the AI regenerates its 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
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.
