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Overview

The chat feature in Document-Copilot provides a robust and interactive way to engage with your documents. Whether you're starting a new chat, referencing previous conversations, or switching between models, the chat section is designed for ease of use and functionality.

chat overview

Pre-Generated Prompts​

  • Pre-Generated Prompts: Upon navigating to the chat tab, users will see a selection of pre-generated prompts. These prompts can help kickstart conversations and provide instant insights.
  • Select and Start: Simply select a prompt to begin a chat session.

Document Selection​

  • Default Setting: By default, the chat starts with access to all documents.
  • Select Specific Documents: Users can refine their chat focus by using the "Select Documents" dropdown to choose specific documents or folders.

Manage Specific Documents​

  • Document Management: Users can manage the specific documents selected for chat sessions.
  • Modify Selection: Use the "Select Documents" dropdown or direct select the "X file selected" or "X folder selected" to modify or remove the documents or folders from the chat.
  • Focus Conversations: Narrow down the scope of the chat to specific documents for more targeted responses.

Model Selection​

  • Default Model: Chats begin using the GPT-4 language model by default.
  • Switch Models: Users can switch to a custom model via the "Switch Model" dropdown in the top header bar in chat section.

Creating New Chats​

  • New Chat Icon: To start a new conversation, click on the new chat icon in the top header tab.
  • Fresh Start: This opens a blank chat window, ready for new queries and discussions.

Chat History​

  • History Icon: Access previous chats by clicking on the history icon.
  • Manage Previous Chats: The chat history feature includes options to delete chats, rename chats, and pin chats.
    • Delete Chat: Permanently remove a chat from the history.
    • Rename Chat: Update the name of a chat for easier identification.
    • Pin Chat: Pin important chats to make them visible on the dashboard's favorite chats section.

Citations​

  • Response Citations: Each chat response includes chunk citations, indicating the specific document sections used to generate the response.
  • Transparency: This feature provides transparency and allows users to verify the sources of information.