Chat & AI
Scoping a chat to specific documents or folders
Point the AI at exactly the files in your library it should answer from, and choose how deeply it reads them.
Step 1
Why scope a chat
Left alone, the AI answers from the conversation and what it already knows. To have it answer from a report or a whole folder in Secretary, pick them here. Replies then show a Resources pill listing the documents they read, with how relevant each one was.
Step 2
Open the picker
Press the folder button next to the paperclip in the composer. The Select Files window opens on your personal folder.
Press Enter to send, Shift+Enter for new line
Step 3
Find what you need
Search by name, or browse the tree. Sort by Name or Date, and switch between a dense list, the tree and a grid with the three view buttons. Your pinned items sit at the top.
Select Files
Tap to select files
Step 4
Pick files or whole folders
Press a file to select it, up to 25. Select folder takes a whole folder and the AI searches inside it, including files added later; the files inside turn amber to show they are counted in, and you can press one to leave it out. A large selection warns that answer quality may drop.
Select Files
3 selected
ClearStep 5
Choose a depth
The Depth row sets how much of the chosen documents each reply reads. Focused finds the most relevant sections and is quickest. Balanced suits most questions. Deep reads across documents for comparison and analysis, and takes longer.
Select Files
3 selected
ClearStep 6
Add to chat
Press Add to chat. Clear next to the count starts over, and Escape closes the window without adding anything.
Select Files
3 selected
ClearStep 7
Send
Your picks appear as chips above the box, folders in amber, each with a cross to remove it. Send as normal; the chips stay on the message so anyone reading later can see what it was answered from.
Press Enter to send, Shift+Enter for new line
Step 8
One message or the whole chat
Documents picked this way scope the message you attach them to, and the AI keeps them in mind for the rest of the chat. A chat opened from Chat about this document or folder in Documents carries that item for the whole session. Session files in the header lists everything the chat has used either way.
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Try it in Secretary, or create an account to get started.
Related guides
Starting a new chat
The start screen, starter prompts, temporary chats, and what New chat does once you are already in a conversation.
Attaching files to a chat message
Add a file from your computer so the AI can read it: press the paperclip, drag it in, or paste it.
Selecting a model
Choose which AI model answers, read the speed, intelligence and price signals, and know why some models are greyed out.