Chat and search

Chat answers questions from the apps and collections you can see, and from the web when web search is on. Each answer cites where it came from.

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Start a chat

1. Select New chat at the top of the sidebar, or press Cmd/Ctrl + Shift + K.
2. Type your question in the box that says Ask anything.
3. Press Enter to send. Press Shift + Enter for a new line.

While an answer is being written, select Stop generating to stop it. The part of the answer that was already written is kept and marked Stopped. If an answer finishes in a chat you are not looking at, an Answer ready message appears with an Open chat button. The chat also gets an unread dot in the sidebar until you open it.

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The composer

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Choose where to search

Select the + button (Add files & capabilities) to see these options: The assistant decides per question whether to use internal search, web search or both. Under each answer, the footer shows what it used: Internal search, Web search or Internal + web search.

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Narrow the sources

By default, every connector and collection you can see is searched. To narrow it, open Connectors, collections & actions in the composer (tabs Connectors, Collections, Actions and MCP) and pick whole sources, or open a source to pick folders and files inside it. You can also type @ in the message box. A menu opens with Your apps and Collections, and you can search by name for folders and files. What you pick is added to the sources for the chat. The @ menu does not open in agent chats or project chats, or while you edit or regenerate a message.

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Pick a model and reasoning effort

The model button in the composer shows the current model. Select it to see Configured models and pick another one. Admins also see Manage models, which opens Workspace → AI models. For a model that supports reasoning, the same panel shows Reasoning effort: Low, Medium, High or Max. Select the active level again to go back to the model’s default. If no model is set up yet, the panel says No AI models are configured yet. An admin adds one in AI models.

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Attach files

• Types: PDF, PNG, JPEG, JPG, TXT, MD, DOCX, XLSX, CSV (and TSV).
• Up to 10 files per message.
• Up to 5 MB per file.

You can also drag files onto the composer (Drop files here). If you paste a long text (more than 5,000 characters or more than 10 lines), it becomes a Pasted text attachment instead of filling the box. Pasted text is kept up to 128 KB; the rest is cut off.

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Voice input

Select the microphone (Voice input) and speak. Select it again to stop.

• If an admin has added a Speech-to-Text model, your audio is sent to that model. See Speech to Text models.
• If not, the browser’s own speech recognition is used, where the browser has it.
• If neither is available, the button is turned off and its tooltip says: Configure a Speech-to-Text (STT) model in AI models settings to enable voice input.

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Read an answer

An answer has up to three tabs:

• Answer: the response, with numbered citations in the text.
• Sources: the records the answer drew on.
• Citation: each cited passage.

Select a citation number to see the passage. From there, Preview opens the record inside PipesHub, and Open in (for example, Open in collections or the app’s name) opens the original. Tables have Expand table, which opens a Full table view with Download as CSV. Diagrams have Expand diagram, zoom controls, Copy source and Copy image.

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Answer actions

Below each answer: To change your last question, select the edit icon next to it. The question goes back into the composer (Edit query). Press Esc to cancel.

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Questions and approvals in agent answers

An agent can stop to ask you something. The card shows Step 1 of 2 and so on. Pick an option, or choose Something else and type your answer. You can Skip a question, Skip all, or Submit. If you wait too long, the card says This question has expired. Reply in the chat to continue. An agent can also ask before it runs a tool. The card says Needs your approval and shows how long until it expires. Select Allow or Deny. Turn on Don’t ask again for this tool to skip the prompt for that tool next time. Only the person who owns the chat can approve.

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Manage your chats

The sidebar lists your chats under Recents:

• Shared chats: chats other people shared with you, with Shared by and their name.
• Your chats: your own chats, grouped by Pinned, Today, Yesterday, Last 7 days and Older.

Open a chat’s menu in the sidebar to:

• Rename it.
• Pin or Unpin it. Pinned chats stay at the top.
• Export it as a Markdown (.md) file.
• Archive it.
• Delete it. This can’t be undone. Everyone you shared the chat with loses access, and files the assistant created in the chat are deleted too.

To find a chat, select Search chats in the sidebar or press Cmd/Ctrl + K. Archived chats are in Workspace → Archived chats. Select one to preview it, then Restore it or Permanently delete it.

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Share a chat

1. Open the chat and select Share at the top.
2. Search for people by name or email, and add them.

Rules:

• Only the person who started the chat can share it or remove people.
• You can share only with people in your organization.
• People you share with can read the chat. They cannot rename, delete, fork or regenerate it.
• Files attached in the chat, and files the assistant created in it, become readable for them too. Removing someone takes this access away again.
• Each new person gets a notification: “Name shared a chat with you”. The chat shows up under Shared chats in their sidebar.

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Admin settings that affect chat

Admins find these under Workspace:

• Prompts: custom instructions for the chat assistant, for example to answer in a certain language or follow a format. They apply to new conversations right away. Reset to default clears them. They do not change agents made in Agent Builder, which have their own instructions.
• AI models: the models people can pick, and the Speech-to-Text and Text-to-Speech models used for voice input and read aloud. See AI models.
• Web search: the web search provider. See Web search.

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Keyboard shortcuts

More in Getting around the app.