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Overview of Chat
Overview of Chat

Understand the chat interface and its features

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

AI Chat

Cassidy's chat interface is a powerful tool that allows you to interact with your AI assistants, access your knowledge base, and run workflows, all within a single, intuitive interface.

This article will provide an overview of the chat interface and its key features.

Here are the key features, please refer to the individual articles in this collection for more details:

  • Chat with Assistants (more info on Assistants here)

    • Custom AI assistants

    • Foundational models like GPT-4, Claude 3 Opus, Gemini Pro, and more

    • Data Analyst (default)

    • Cassidy Help and Use Case Assistant (default)

  • Reference and ask questions using Knowledge Base items (more info on Knowledge Base here)

  • Upload files and images

  • Edit chats and share chats

  • Run Workflows in chat (more info on Workflows here)

  • Write content side-by-side with the chat

  • Manage and use the prompt library for re-usable writing templates

To start a new chat, simply click the "+ New Chat" button in the left sidebar or on the "All Chats" page.

When using the chat with a Q&A assistant, sources are cited.

*You can also use the chat through our Chrome extension

All chats

Use the All chats page to view and filter through your previous chat conversations. This makes it easy to find and reference past discussions.

You can also create new assistants and open a new chat from here.

Use cases

You can find our popular use cases that leverage the chat feature:

For more information on these and other use cases, please refer to the Use Cases collection.

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