Conversations
Interactive chat sessions with AI assistants to find information and get answers
What are Conversations?
Conversations are chat sessions where users interact with AI assistants to ask questions, find information, and get insights from your organization's knowledge base.
Each conversation maintains context across multiple messages, allowing natural back-and-forth dialogue where the assistant remembers previous questions and can provide follow-up answers.
Multi-Turn Dialogue
Ask follow-up questions that build on previous answers
Source Citations
See which documents were used to generate each answer
Collaborative Chats
Invite multiple users and assistants to a single conversation
Starting a Conversation
How to Start
- Navigate to Conversations
Click "Conversations" in the main navigation
- Create New Conversation
Click "New Conversation" button
- Select Assistant(s)
Choose which assistant(s) to include in the conversation. You can add multiple assistants for different expertise areas.
- Invite Participants (Optional)
Add other team members to collaborate in this conversation
- Start Chatting
Type your question and press Send
Assistant Access Required
You can only select assistants you have access to (either as owner or participant). Contact the assistant owner to request access.
How Conversations Work
1. You Ask a Question
Type your question in natural language. Be as specific or general as you need—the assistant understands context.
What is our refund policy for digital products?2. Assistant Searches Knowledge Base
The assistant searches all linked Libraries using semantic search to find relevant document chunks related to your question.
3. Answer with Sources
The assistant generates an answer based on found documents and conversation history, including references to source files.
According to our policy documentation, digitalproducts can be refunded within 14 days if theyare unused or defective.📄 Refund_Policy_2024.pdf (page 3)📄 Customer_Service_Guidelines.docx4. Follow-Up Questions
Ask clarifying questions or dive deeper. The assistant remembers the conversation context.
What about physical products?Physical products have a 30-day return window...Conversation Features
Context Awareness
The assistant remembers the entire conversation history, so you can:
- • Ask follow-up questions without repeating context
- • Use pronouns ("it", "that", "this") and be understood
- • Build on previous answers progressively
Source Citations
Every answer includes references to source documents:
- • See which files were used to generate the answer
- • Click source links to view the original document
- • Verify information accuracy
Multiple Assistants
Add multiple assistants to one conversation:
- • Get expertise from different knowledge domains
- • Each assistant searches its own linked Libraries
- • Answers are consolidated from all assistants
Collaborative Conversations
Invite team members to participate:
- • Multiple users can ask questions in the same conversation
- • All participants see the complete conversation history
- • Great for team research or collaborative problem-solving
Edit & Refine
Refine your questions and responses:
- • Edit your messages after sending
- • Rephrase questions for better results
- • Conversation updates when you edit
Persistent History
All conversations are saved:
- • Access past conversations anytime
- • Continue conversations days or weeks later
- • Search through conversation history
Tips for Effective Conversations
Be Specific
Instead of "Tell me about pricing", ask "What is the pricing structure for our Enterprise plan including volume discounts?"
Ask Follow-Up Questions
Don't hesitate to ask for clarification, examples, or more details. The assistant understands you're building on the previous exchange.
Check Source Documents
Always review the cited sources to verify information and get more context. Click source links to view the full documents.
Rephrase if Needed
If the answer isn't what you expected, try rephrasing your question or providing more context about what you're looking for.
Use Multiple Assistants Wisely
If your question spans multiple domains (e.g., both technical and sales information), add multiple specialized assistants to get comprehensive coverage.
Understanding Limitations
While assistants are powerful, it's important to understand their limitations:
| What Assistants Can Do | What Assistants Cannot Do |
|---|---|
| Answer questions based on documents in linked Libraries | Access information not in the knowledge base |
| Understand context from conversation history | Remember information from other conversations |
| Cite sources for their answers | Browse the internet or access external data |
| Follow behavior instructions from base cases | Perform actions outside of answering questions |
| Search across multiple Libraries simultaneously | Modify or create documents |
| Provide answers in real-time | Guarantee 100% accuracy (always verify important info) |
Verify Critical Information
AI assistants can occasionally misinterpret or misrepresent information. Always verify critical facts by checking the source documents, especially for important decisions.
Common Use Cases
Onboarding New Employees
New hires can ask questions about company policies, procedures, tools, and culture—getting instant answers from HR documentation and handbooks.
Technical Troubleshooting
Engineers search API documentation, troubleshooting guides, and architecture decisions to solve problems quickly without asking teammates.
Customer Support
Support agents get instant answers from product documentation, FAQs, and troubleshooting guides while chatting with customers.
Sales Enablement
Sales reps quickly find product details, pricing information, competitive analysis, and customer case studies during calls with prospects.
Research & Analysis
Teams collaborate in conversations to research topics across multiple document sources, building on each other's questions.
Compliance & Policy Questions
Employees get quick answers about company policies, compliance requirements, and legal guidelines from policy documentation.