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Work with AI Chat

Your own AI assistant in the workspace: ask, draft and analyze with your knowledge as context.

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AI Chat is your own AI assistant in the workspace. Ask questions, draft and analyze, with your Library and files as context. It's separate from your customer-facing agents: nothing you do in AI Chat reaches customers.

Start a conversation#

  1. Open AI Chat in the sidebar and select New Conversation.
  2. Type your question, or pick a suggestion to fill in the message box.
  3. Press Enter to send. Once your message has more than one line, press ⌘+Enter. You can change this under Preferences → AI Chat → Submit shortcut.

The AI Chat page lists your conversations. Filter by Active, Archived or All, and select Continue to pick one up. A row's actions menu has AI usage, Rename, Archive (or Unarchive) and Delete.

Bring in your knowledge#

  • Select Library below the message box to attach Library items to your message. Your agents don't change.
  • Paste or drop a file onto the chat, such as an image, a PDF or a spreadsheet. It's added to Library and attached to your message once you confirm. Images, PDF, Word, PowerPoint and Excel files, plain text, Markdown, CSV, JSON, XML, YAML, HTML and EPUB all work. In Library the file reads Added by you in AI Chat, linking back to this chat. A file added in an agent's test chat reads in an agent test chat.
  • Select Dictate to speak instead of typing, in browsers that support voice input.

Chat settings#

Select the model's name below the message box to open Chat settings.

SettingWhat it changes
ModelThe AI model, and how much it thinks on models that can
Video model, Voice modelShown when your workspace has these models
ToolsTools it may use. None are on until you pick them in Choose tools
SkillsSkills to follow, such as your team's writing style
IntegrationsWhat it can use outside help.ai, such as GitHub or Notion. Pick them in Choose integrations; only the ones shared with you are listed
MemoryWhich past chats it can draw on: This chat, Your chats (default) or Workspace chats
Visual repliesCharts, tables and layouts in replies, On (default) or Off

Chat settings are remembered in this browser and apply to all your chats until you change them. A line under the message box shows what's in effect, such as Reasoning: Off, 2 tools, 1 integration, Memory: Your chats and Visuals: On.

In a test chat with an agent, Chat settings lists the agent's own setup under This agent instead, with Edit agent to change it.

While a reply is coming in#

  • Select Stop, or press Esc, to end the reply.
  • Type your next message and select Queue to send it when the reply finishes, or Steer to stop the reply and send yours now.

Work with a reply#

ActionWhat it does
CopyCopies the message
Branch conversationStarts a new conversation with everything up to this message, so you can try another direction
SourcesShows what the reply drew on, when it used sources
Message infoShows the model, provider, timings and token counts
Thumbs up, Thumbs downRates the reply

Keep the work going#

In a saved conversation, Chat settings also has:

  • Track work from this chat, which creates a Case or links one, so the follow-up stays with the conversation.
  • Download transcript, which saves the conversation as a Markdown file.

When a conversation turns into a role you repeat, such as answering billing questions, turn it into an AI agent in AI Agents, so it can serve customers too.

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