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Chat Interface

The chat interface is your primary way to interact with the AI assistant. Ask questions about your documents, request analyses, and generate reports through natural conversation.

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Accessing the Chat

The chat panel is located on the right side of your workspace. It’s always available when you’re in a project.

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Chat Panel Layout

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Starting a Conversation

To begin chatting with the AI:

1. Click in the text input area at the bottom of the chat panel
2. Type your question or request
3. Press Enter or click the Send button
4. Wait for the AI response

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Types of Interactions

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Asking Questions

Get answers about your uploaded documents:

• “What are the key risk factors mentioned in the 10-K filing?”
• “How much revenue did the company generate in 2025?”
• “What does the CEO say about future growth prospects?”

The AI searches your documents and provides answers with citations.

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Requesting Analysis

Ask for deeper analysis of your content:

• “Compare the profit margins across the last three years”
• “Summarize the competitive advantages discussed in the document”
• “Identify the main challenges facing this company”

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Generating Reports

Initiate report generation through chat:

• “Generate a company analysis for Apple”
• “Create an investment recommendation based on these financials”
• “Build an industry overview of the semiconductor sector”

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Follow-Up Questions

Continue conversations to dig deeper:

• Initial: “What was the revenue last year?”
• Follow-up: “How does that compare to competitors?”
• Follow-up: “What factors drove the growth?”

The AI maintains context throughout the conversation.

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Chat Features

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Citations and Sources

When the AI references your documents:

• Citations appear linked to specific documents
• Click citations to view the source
• Verify information against original documents

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Real-Time Responses

For complex queries:

• Responses stream in real-time
• Watch as the AI processes your request
• Results appear progressively

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Response Formatting

AI responses include:

• Structured text with headings
• Bullet points and lists
• Tables when appropriate
• Highlighted key information

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Chat Feedback

After receiving a response, you can provide feedback:

• Click the thumbs up button if the response was helpful
• Click the thumbs down button if it needs improvement
• Feedback helps improve the AI’s performance over time

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Chat Input Options

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Text Input

Type naturally as you would ask a colleague:

• Complete sentences work best
• Include relevant context
• Be specific about what you need

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Uploading Documents from Chat

You can upload documents directly from the chat panel:

1. Click the Upload icon in the chat input area
2. Select files from your computer
3. Documents are added to your project and processed

This is a convenient alternative to using the sidebar upload.

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Adding Web Sources from Chat

To add web content as a research source:

1. Click the Add Web Source button in the chat input area
2. Paste the URL you want to include
3. Click Add to confirm
4. The web content is fetched, processed, and added to your project

See Web Sources for more details.

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Additional Inputs

Depending on the mode and context:

• Report Type - Select when generating reports
• Company Search - Find specific companies
• Graph Mode Toggle - Enable knowledge graph queries

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Chat History

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Viewing History

Scroll up in the chat panel to see previous messages and responses.

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Chat Persistence

Your chat history is automatically saved and linked to your project:

• Return to previous conversations later
• Review past analyses and findings
• Reference earlier responses
• Chat messages are preserved across sessions

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Clearing Chat

To start fresh:

1. Look for the clear/reset option in chat settings
2. Confirm you want to clear history
3. Begin a new conversation

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Chat Modes

The chat supports different modes for different needs: Learn more about modes in Research Modes.

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Best Practices

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Effective Prompting

Write prompts that get good results: Be specific:

• Good: “What was Apple’s services revenue in Q4 2025?”
• Poor: “Tell me about revenue”

Provide context:

• Good: “Based on the 10-K filing, what are the main risk factors related to supply chain?”
• Poor: “What are the risks?”

Ask one thing at a time:

• Good: “What was the gross margin?” followed by “How did it change from last year?”
• Poor: “What was the gross margin and how did it change and what caused the change?”

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Interpreting Responses

When reviewing AI answers:

1. Check citations - Verify sources are relevant
2. Confirm accuracy - Cross-reference key facts
3. Ask follow-ups - Clarify unclear points
4. Request alternatives - Ask for different perspectives

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Handling Limitations

The AI may not always have perfect answers:

• If information isn’t in your documents, the AI can’t find it
• Complex calculations may need verification
• Recent events may not be reflected in older documents

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Troubleshooting