Chat Interface

Documentation Index

Fetch the complete documentation index at: https://docs.experio.cloud/llms.txt

Use this file to discover all available pages before exploring further.

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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.

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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.

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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).

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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

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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.

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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.

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Reading Responses

AI responses stream in real-time — you’ll see the text appear as it’s generated.

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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

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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

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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).

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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.

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Message Actions

Hover over any message to access its action menu:

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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.

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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.

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Conversation Management

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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.

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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

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Deleting

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

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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.