Chat & AI
Sharing a chat with a colleague
Send someone their own copy of a chat, or work in the same chat together, live.
Step 1
Open Share chat
In an open chat, press the share icon in the header, three linked dots. You can also choose Share from the chat options in the list, or from the chat menu on a phone. Temporary chats cannot be shared.
Q3 budget variance
Step 2
From the chat list
Share sits in the same options menu as Rename and Pin, from the three dots or a right-click on any chat.
Q3 budget variance
Step 3
Choose how to share
Send a copy gives each person their own copy to continue on their own. Collaborate on this chat puts everyone in this same chat, live, with messages and AI replies shared.
Share Chat
Invite people to "Q3 budget variance". They'll need to accept before it appears in their chats.
How do you want to share it?
Description (optional)
Step 4
Pick the people
Search by name, email or group, up to 20 people from your organisation. A group adds all its members. Each person shows as a chip with a cross to remove them.
Share Chat
Invite people to "Q3 budget variance". They'll need to accept before it appears in their chats.
How do you want to share it?
Description (optional)
Step 5
Check what they can see
Secretary checks that each person can open every document the chat depends on. If they cannot, a card lists what is missing: documents generated in this chat are ticked to share by default, documents you referenced are left for you to tick. The button then reads Grant access & share, and those documents are shared with them as well. Later, the AI only reads documents the person sending a message can open: files others mentioned or saved in the chat are left out for anyone who cannot open them, and their chips read Unavailable document or Unavailable folder. Hovering an unavailable document says This document was deleted or you no longer have access.
Share Chat
Invite people to "Q3 budget variance". They'll need to accept before it appears in their chats.
How do you want to share it?
Sam Lee can't see everything this chat uses
Grants use the same file and folder sharing as the Documents area. Recipients are notified and it's recorded in Activity.
Description (optional)
Step 6
Add a description and send
A short description, up to 280 characters, tells the recipient what the chat is about; the sparkle button drafts one for you. Press Share a copy or Invite to collaborate. Each person gets a notification under Chats & hubs in Notifications with Accept and Decline, and nothing is shared until they accept.
Share Chat
Invite people to "Q3 budget variance". They'll need to accept before it appears in their chats.
How do you want to share it?
Description (optional)
Step 7
Collaborators in the header
A collaborative chat lists the people in it under the title, after With. The owner can remove someone with the cross on their name; a collaborator sees Leave instead. On a phone, open the chat options menu at the top: People in this chat lists everyone, with Remove for the owner and Leave for you.
Q3 budget variance
Step 8
Removing someone
Removing a collaborator asks you to confirm and takes effect at once. They can be invited again later.
Remove collaborator?
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.
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.