Bot and research sessions
Use Bot for ongoing work and open a separate research session for a question that needs its own conversation.
Choose the conversation#
Bot is the standing conversation for one Loupist. Briefings, alerts, research handoffs and items needing you arrive there. It cannot be renamed or deleted. New research starts a separate conversation for one question, with its own title and draft.
- Select your Loupist in the header.
- Use Bot for setup, follow-up questions and scheduled work.
- Choose New research for a focused investigation. Example: “Compare these filings' explanations of capacity costs and list what is still unknown.”
- Find it again under Research sessions or Search.
A Bot answer can hand a deeper question to a research session. Its card changes from Researching to Researched, or reports Couldn't finish or Stopped. Open takes you to that session.
Include context deliberately#
The composer's + menu offers Files…, images and Add from Evidence. Use @ to find available files, knowledge, work and connections. Use / for commands and Skills. Selecting context prepares the message; it does not send it.
Panel kind offers Map, Lens and Chat materials beside Chat. Chat materials contains Evidence, Work, browser pages and workspace-file readers. Opening a reader does not itself submit the material as model context. Use Add to question to attach selected text.
Guide a running answer#
Send next queues another message after the current response. Guide this response adds text guidance to the response in progress. Attachments and references belong to a queued next message. Stop response stops the current answer; already-written files can remain.
A failed or stopped reply offers Try again. It resubmits the original request with its attachments and as-of date using current settings. Inspect partial work before retrying.
Save or print research#
The session menu offers Export chat… as Markdown and Print or save as PDF… through the system print dialog. Markdown export includes citations and the models that wrote the answers. Files, charts and documents remain available in Work.
Based on the app’s source documentation and English interface labels. Report a docs issue.