Chatting with Your Assistant
How to start conversations, ask better questions, and get the most out of your AI assistant.
Chatting with your assistant feels like talking to a knowledgeable colleague. You type naturally, ask follow-up questions, and the assistant responds with context-aware answers. No special syntax or commands required.
Starting a conversation
Click Assistant in the sidebar to open a new chat. You can also resume an existing conversation from your History. Each conversation is its own thread — you can have multiple going at once without them getting tangled.
Types of messages you can send
Your assistant handles a wide range of requests:
- Questions — "What's the status of Project Alpha?" or "How does our refund policy work?"
- Writing help — "Draft an email to the team about the schedule change" or "Help me outline a blog post"
- Analysis — "Compare these two approaches and list the pros and cons" or "Summarize this document"
- Brainstorming — "Give me 10 name ideas for our new feature" or "Help me think through this problem"
- Research — "What are the best practices for onboarding?" or "Find relevant info in our knowledge base"
- Actions — "Create a task for the marketing team" or "Schedule a reminder for Friday"
How the assistant uses context
This is what makes your assistant different from a generic chatbot. When you ask a question, it draws on multiple sources:
- Current conversation — Everything you've said in this chat thread
- Memory — Key details from past conversations (your preferences, decisions, context you've shared)
- Knowledge base — Documents you've connected, so answers come from your actual content
- Uploaded files — Any files you've attached to the current conversation
The more context the assistant has, the better its responses. That's why connecting your knowledge base and letting memory build up over time makes such a difference.
Follow-up questions
You don't have to start a new conversation every time you want to dig deeper. Just keep asking. The assistant tracks the full thread and understands references like "Can you expand on that?" or "What about the second option?"
This makes it great for iterating on ideas. Start with a broad question, then narrow down with follow-ups until you get exactly what you need.
Pro tip: Be specific about what you want. Instead of "Help me with my presentation," try "Help me write 3 bullet points summarizing our Q3 results for a leadership presentation." The more detail you give, the more relevant the response.
Tips for better responses
- Give context upfront — A sentence of background helps the assistant tailor its answer
- Be specific — "Summarize in 3 bullet points" is better than "Summarize this"
- Iterate — If the first response isn't quite right, tell the assistant what to change rather than starting over
- Reference files — Upload or mention specific documents so the assistant works with real data, not assumptions
- Set preferences — Tell the assistant how you like things formatted. It'll remember for future conversations.