Finding and managing chats
The chat list is the starting point for all your conversations. It displays every chat you own or that has been shared with you.Chat list controls
Deleted chats stay in Trash for 3 days before being permanently removed. During that window you can restore them from the Trash view.
Creating a chat
Click New Chat in the sidebar or Create Chat on the empty playground. A blank conversation opens immediately with the default agent pre-selected. Type your first question in the composer at the bottom and press Enter to send.Inside a conversation
Once you open a chat, the header gives you quick access to settings that affect the whole thread. The composer at the bottom is covered in detail on the Composer & Tools page.Header controls
Sources panel
The Sources panel lets you choose which connected data sources the agent can read in this conversation.- Click Sources (N) in the header to open the panel.
- Tick a source to attach it; untick to detach it.
- The count N in the button updates to reflect the number of currently active sources.
Artifacts panel
The Artifacts panel manages files you upload directly into the chat for one-off analysis.1
Open the panel
Click the Artifacts button in the conversation header.
2
Upload a file
Drag and drop a file onto the upload area, or click it to open the file picker. Supported formats: PDF, Excel, CSV, and plain text, up to 100 MB each.
3
Work with uploaded files
Each file in the panel exposes the following actions:
4
Close the panel
Click Close or click the Artifacts button again to dismiss the panel.
Reading assistant responses
The assistant’s replies contain several interactive elements designed to help you verify data and explore results.Citations
When the agent draws on a specific source to support a claim, it inserts a numbered marker such as [1] or [2] inline in the text. Click any marker to open a popover that identifies the source behind that claim.Data-value chips
Key figures — dollar amounts, percentages, and other important metrics — are highlighted as tinted chips in the response text. These chips make it easy to scan a reply and spot the numbers that matter most.Tool and step timeline
When the agent calls external tools or works through multiple reasoning steps, those steps appear as a collapsible group in the reply.- While the response is generating, the timeline expands so you can watch the agent’s progress in real time.
- Once the response is complete, the group collapses to a single-line summary. Click it to expand the full list of steps again.
Inline charts, tables, and dashboards
The agent can generate visualisations — charts, tables, and mini-dashboards — directly inside the conversation. These visuals are interactive: hover for tooltips and click data points where supported.Turn timer
Each assistant reply shows how long the agent took to generate the response. Use this to gauge the cost of complex queries and to decide whether a different Deep Thinking level would be more appropriate.Message-level actions
Every assistant message includes two action buttons below it.Regenerating does not delete the previous response from the thread; it appends a new reply so you can compare outputs.
Permissions
Different roles have different levels of access within a chat.Everyone with access
Everyone with access
- Read the conversation thread
- Copy assistant replies to clipboard
- Regenerate any assistant message
- Export the conversation as a PDF
- View the Sources and Artifacts panels
Owner and Editor
Owner and Editor
Everything above, plus:
- Rename the chat (via the row ⋮ menu or the inline title)
- Attach and detach data sources
- Upload, manage, and promote artifacts
- Re-share the chat within their permission level
Owner only
Owner only
Everything Editors can do, plus:
- Delete the chat to Trash
Org Admins
Org Admins
Admins see only their own chats and chats shared with them in the standard list — there is no separate admin view for the chat list.