Chat Features

Chat Features

The chat interface offers several powerful features beyond basic Q&A.

Message History

All conversations are saved within each scenario:

• Scroll up to see previous messages
• Pick up where you left off
• Reference earlier discussions

Document Uploads

Upload PDFs to provide additional context:

1. Click the attachment icon
2. Select a PDF file (max 10MB)
3. The AI can read and reference the document

Useful for:

• Client financials

The AI can extract and reference information from documents and images.

Chat Tabs

Create multiple lender product tabs within a scenario:

• Separate conversations for different lender products
• Compare different approaches
• Keep research organised

Enhance Mode

Use the "Enhance" button to have the AI:

• Improve your question phrasing
• Add relevant context
• Suggest better prompts

Keyboard Shortcuts

• / - Open suggestions menu
• Enter - Send message
• Shift+Enter - New line in message
• Esc - Close suggestions