Managing chats and projects

The chat menu

Hover a chat in the sidebar and click ⋯:

Action	What it does
Share	Invite people or get a link — see Sharing
Download	Export as JSON or plain text
Rename	Edit the title in place
Pin / Unpin	Keep it at the top of the sidebar
Clone	Make a copy and open it
Move	File it under a project, or take it out of one
Archive	Hide it from the sidebar without deleting
Delete	Remove it (you’re asked to confirm)

The chat title at the top of an open chat opens the same menu, plus Copy, which copies the whole transcript as text. The ⋯ in the chat header also has Download → PDF.

You can also drag a chat onto a project in the sidebar to move it.

Search

Press ⌘K (or / when you’re not typing), or click the search icon in the sidebar.

• With nothing typed, your chats are grouped: Pinned, Today, Yesterday, Previous 7 days, Previous 30 days, Older.
• As you type, title matches appear instantly under Chats, and chats whose messages contain your words appear under In messages.
• ↑ ↓ to move, Enter to open.

Projects

A project groups chats that belong together and gives them shared knowledge, goals and memory. Every chat in a project can draw on what the project knows.

Create one from the Projects section of the sidebar with Create project. Projects can be nested.

Open a project to see four tabs:

Overview

• Summary — an AI-written status of the project, drawn from its chats. Click Generate (or Regenerate if newer chats exist). If something’s wrong, Add a correction and save it to the project’s memory.
• Goals — the outcomes you want. Each goal can have success criteria (Done when:) and a target date. Assistants working in the project see these goals and log progress against them.
• Research questions — the questions your Library papers are meant to answer.

Chats

Every chat in the project.

Artifacts

Everything built in the project’s chats — documents, dashboards, code — in one gallery.

Knowledge

What the project’s chats can draw on:

• Memory — persistent facts and preferences the assistant sees in every chat in this project.
• Projects — link up to eight other projects so their knowledge is available here too.
• Documents — every file uploaded in the project.
• Sources — the papers and other citable material, with their triage status.

Archived chats

Archived chats leave the sidebar but aren’t deleted. Find them under your profile menu → Archived chats, where you can search, unarchive one at a time, Unarchive All, export them all as JSON, or delete them.

When a chat gets too long

Every model can only read so much at once. A long conversation eventually reaches that limit, and the answer comes back as a notice saying the chat is too long for the model to read in one request.

You have two ways out:

• Compact the conversation. The notice has a Compact conversation button, and you can run the same thing any time by typing /compact in the message box. CoChat summarizes everything except your last couple of exchanges and keeps the summary in the chat, so the conversation continues where it left off with far less to read. Older turns are still in the transcript for you — only what the model re-reads gets shorter, and it can look up anything from the earlier parts when it needs to.
• Switch to a model with a larger context window, or start a new chat.

Compacting takes up to a minute or so on a very long conversation; you’ll see “Compacting this conversation…” while it runs. If there is nothing old enough to summarize, CoChat says so instead of pretending it did something. You never have to do this by hand in normal use — CoChat compresses long chats on its own as they grow; /compact is there for when you want it now.

Titles and tags

CoChat names each chat and adds tags after the first exchange. Rename any time; your title wins. Add your own tags from the chat header ⋯ menu.

Both automatic behaviours can be turned off in Settings → Interface (Title Auto-Generation, Chat Tags Auto-Generation).