> ## Documentation Index
> Fetch the complete documentation index at: https://docs.docsiv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Chat

> Use AI Chat to create documents, work with clients, and manage your workspace through conversation.

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.

## Getting started

<Steps>
  <Step title="Open AI Chat">
    Go to **Dashboard → AI** from the left sidebar. You land on the welcome screen with a centered message composer.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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`
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## 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.

## 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.

## 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.

## 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.

## Tips for better results

<Tip>
  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."
</Tip>

<Tip>
  Use the document type chips to set the output format before prompting. This helps the AI choose the correct editor and structure.
</Tip>

<Tip>
  Attach a reference document or brief before prompting. The AI reads the file and incorporates its content into the draft.
</Tip>

<Tip>
  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.
</Tip>

<Warning>
  Docsiv AI can make mistakes. Always review generated content before sharing it with clients.
</Warning>