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AI Chat is a dedicated workspace where you prompt the AI to create and refine documents. It lives at Dashboard → AI and maintains a full session history so you can pick up any conversation where you left off.

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Getting started

1

Open AI Chat

Go to Dashboard → AI from the left sidebar. You land on the welcome screen with a centered message composer.
2

Start a new chat

Type your prompt into the message box and press Send (or Enter). A new session is created automatically when you send your first message.To start a fresh session at any time, click New chat in the sessions sidebar on the left.
3

Describe what you want to create

Describe the document you need. The AI creates a draft and opens a preview panel alongside the chat.Example prompts:
  • Create a project proposal for Acme Corp
  • Write a monthly report for the Johnson account based on last quarter
  • Draft a scope of work for a 3-month web redesign project
4

Review the preview and open the editor

When the AI creates a document, a preview panel opens on the right side of the screen. You can view the content there, or click through to open the full editor to continue editing.
5

Continue the conversation

Ask follow-up questions or give revision instructions in the same session. The AI retains the context from all previous messages in the session.

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Referencing clients in prompts

AI Chat loads your client list automatically. When you mention a client by name in your prompt, the AI uses their details — industry, website, description — to tailor the document. 
Create a proposal for Bright Studio, a branding agency in New York
You can also pin a specific document to the conversation using the document picker in the composer. This tells the AI which document you’re working on and provides it as direct context for your next prompt.

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Selecting a document type

The welcome screen shows document type chips for your workspace — Proposal, Report, Contract, Brief, and others. Click a chip before sending your prompt to tell the AI exactly what type of document to create. The chip appears in the composer as a tag you can remove at any time.

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Attaching files

Use the paperclip button in the composer to attach files to your message. Supported formats:
  • Images (PNG, JPG, GIF, and others)
  • PDFs
  • Word documents (.doc, .docx)
  • Text files, Markdown, CSV, JSON
  • Spreadsheets (.xls, .xlsx)
  • Presentations (.ppt, .pptx)
Files up to 10 MB each are accepted, with a maximum of 25 attachments per message. The AI can read the content of uploaded documents and use it in your next prompt. You can also paste files directly from your clipboard.

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Managing sessions

Past sessions appear in the sidebar on the left. Each session stores the full message history so you can return to any previous conversation.
  • Switch sessions by clicking a session in the sidebar.
  • Rename a session by hovering over it and clicking the three-dot menu → Rename.
  • Delete a session by hovering over it and clicking the three-dot menu → Delete.
  • Search sessions using the search box at the top of the sidebar.
On mobile, the sidebar is hidden by default. Tap the sidebar icon in the top-left corner to open it.

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Where generated documents appear

Every document the AI creates is saved to your Documents list automatically. You can find it at Dashboard → Documents after the session ends. The document is also immediately visible in the preview panel during the session.

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Tips for better results

Be specific about the client and purpose. “Write a proposal for a 6-week social media strategy for Acme Corp, a retail brand” produces better output than “Write a proposal.”
Use the document type chips to set the output format before prompting. This helps the AI choose the correct editor and structure.
Attach a reference document or brief before prompting. The AI reads the file and incorporates its content into the draft.
Continue in the same session instead of starting fresh. The AI builds on earlier messages, so follow-up prompts like “Make the introduction shorter” or “Add a pricing section” work best within the same conversation.
Docsiv AI can make mistakes. Always review generated content before sharing it with clients.