Chat & AI
Starting a new chat
The start screen, starter prompts, temporary chats, and what New chat does once you are already in a conversation.
Step 1
Press New chat
Press New chat at the top of the chat list, or the plus button on a phone. Nothing is created yet: you land on the start screen, and the chat only exists once you send your first message. Closing the screen without sending leaves nothing behind.
Step 2
Set it up before you send
Everything in the composer applies from the first message: the model, Committee mode, a file from your computer, documents and folders from your library, and the Effort level. You can change all of them later, so do not worry about getting it right first time.
What can I help you with?
Ask anything about your organization's documents and knowledge base.
Press Enter to submit, Shift+Enter for new line
Step 3
Not sure what to ask?
Press one of the starter prompts under the box, such as "Summarise the document I just uploaded". It fills the box but does not send, so you can edit it first.
What can I help you with?
Ask anything about your organization's documents and knowledge base.
Press Enter to submit, Shift+Enter for new line
Step 4
Send
Press Enter or Start Chat. Shift+Enter adds a new line. Your files upload, the chat opens and the reply starts streaming.
What can I help you with?
Ask anything about your organization's documents and knowledge base.
Press Enter to submit, Shift+Enter for new line
Step 5
The title writes itself
A new chat is called New Chat for a moment, then takes its name from your first message, then gets a short AI-written title of up to six words. Rename it any time from the chat list.
Chats
Q3 budget variance summary
Onboarding checklist
Step 6
Temporary chat
Press Temporary chat in the top right of the start screen before you send. The screen changes to "You're in a temporary chat". A temporary chat is never listed in your history, never reads or writes your memory, cannot be shared, and is deleted when you leave it. Press the cross that replaces the button to turn it off again before you send. On phones the switch is in the start screen menu.
What can I help you with?
Ask anything about your organization's documents and knowledge base.
Press Enter to submit, Shift+Enter for new line
Step 7
New chat from inside a chat
On a phone, New chat in the chat menu starts a clean chat. The New chat pill in the list does the same on a computer. A chat that reaches its context limit offers Start New Chat, which carries a short summary of the conversation into the new one so you can keep going.
You were reviewing the Q3 budget variance by region and had asked for a breakdown of the EMEA overspend.
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Related guides
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.
Selecting a model
Choose which AI model answers, read the speed, intelligence and price signals, and know why some models are greyed out.