Chat Module - User Guide

Overview

The Chat module provides the primary conversational interface to interact with the platform's AI system. Through this interface, users communicate directly with "Analytica" - the AI assistant powered by the platform's agent-based reasoning engine.

Note: This module requires the chat module to be enabled for your company. File upload features additionally require the files module.

Main Interface

Chat Page Layout

When you access the Chat module at /chat, you'll see:

Left Sidebar: List of your chat sessions with creation dates
Main Chat Area: The conversation interface with message history
Input Area: Text input field with file attachment and send buttons
Mobile Toggle: Collapsible sidebar for mobile devices

Getting Started

Welcome Screen: First-time users see "Talk to Analytica" with usage instructions
Start Conversing: Type your message and press Enter or click send
AI Processing: The system uses the reasonAndAct engine to provide intelligent responses
Context Awareness: Each response considers your conversation history and company data

Core User Capabilities

💬 Intelligent Conversations

Natural Language Interaction:

Ask questions in plain English about any topic
Request data analysis, summaries, or explanations
Engage in multi-turn conversations that maintain context
Receive responses powered by your company's available AI agents

Message Types You'll See:

Your Messages: Blue background, right-aligned
AI Responses: Purple background, left-aligned
System Messages: Yellow background (debug users only)
Extra Information: Expandable gray messages with additional details

AI Capabilities Available: The AI's intelligence depends on which agents your company has access to. Common capabilities include:

Document analysis and summarization
Data visualization and chart generation
Image generation and processing
Context-aware information retrieval from your Knowledge Base

🗂️ Session Management

Multi-Session Support:

Create New Chat: Click "Nuova Chat" to start fresh conversations
Switch Sessions: Click any session in the sidebar to resume conversations
Auto-Save: All conversations are automatically saved
Session Organization: Each session shows creation date/time for easy identification

Session Features:

Sessions are isolated - each conversation maintains its own context
Perfect for organizing different topics or projects
All sessions are private to your user account
Sessions persist across browser sessions and devices

📎 File Upload & Analysis

Supported Document Types:

PDF Documents: Research papers, reports, contracts, manuals
Word Documents: .docx files for document analysis
Excel Spreadsheets: .xlsx files for data analysis and insights
CSV Files: Data files for analysis and visualization

Upload Process:

Upload: Click paperclip icon (📎) or drag files onto the chat area
Processing: System extracts content and analyzes document structure
Knowledge Base Integration: Structured data automatically added to your Knowledge Base
Ready: Ask questions about the file content immediately

File Analysis Examples:

"What is this document about?"
"Summarize the main points"
"Summarize the key points from this research paper"

User Permissions & Access

What You Can Do

✅ Available Features:

Create unlimited chat sessions
Send and receive messages
Upload and analyze supported document types
Access your complete conversation history
Switch between different chat sessions
Use the interface on any device (desktop, tablet, mobile)

What You Cannot Do

❌ Restrictions:

Cannot access other users' chat sessions
Cannot see conversations from other companies
Cannot upload unsupported file types (only PDF, DOCX, XLSX, CSV allowed)
Cannot see system debug messages (unless you have debug access)
Cannot modify or delete existing messages
Cannot export conversations (feature may be added in future)

Special User Types

Debug Users:

Can see additional system and debug messages
View internal AI reasoning steps
See technical processing details

Standard Users:

See only user messages and AI responses
Clean, simplified conversation view
Focus on content rather than technical details

Tips for Effective Use

💡 Best Practices

Be Specific: The more specific your questions, the better the AI responses
Context Matters: Reference previous parts of the conversation for continuity
File Analysis: After uploading a document, start with broad questions like "What is this about?" then get more specific
Session Organization: Use different sessions for different topics or projects
Mobile Usage: Use the sidebar toggle on mobile to easily switch between conversations

🔍 Example Use Cases

Document Analysis:

"Analyze this contract and highlight key terms"
"What are the main financial trends in this spreadsheet?"
"Summarize the key points from this research paper"

General Assistance:

"Explain this concept in simple terms"
"Help me brainstorm ideas for..."
"What are the pros and cons of..."

Data Questions:

"What patterns do you see in this data?"
"Create a summary of these survey results"
"What insights can you draw from this information?"

Technical Requirements

Browser Compatibility

Modern web browsers (Chrome, Firefox, Safari, Edge)
JavaScript must be enabled
Stable internet connection required

File Limitations

Maximum file size: As per system configuration
Processing time varies by file size and complexity
Large files may take longer to process

Performance Notes

Conversations load quickly for recent sessions
File processing time depends on document complexity
Interface is optimized for responsive performance

File Integration Benefits

Content becomes part of conversation context
AI can reference specific sections or data points
Multiple files can be uploaded and cross-referenced
File metadata and structure are automatically analyzed

🔧 Interface Features

Smart Input Field:

Auto-expanding: Text area grows with longer messages
Keyboard Shortcuts: Enter to send, Shift+Enter for new lines
Mobile Optimized: Touch-friendly interface on all devices

Drag & Drop Support:

Drag files directly onto the chat interface
Visual feedback with drop overlay
Instant upload and processing

Visual Elements:

Loading Indicators: "Sto pensando..." while AI processes requests
Expandable Messages: Click gray "extra" messages to see additional details
Responsive Design: Adapts to desktop, tablet, and mobile screens

User Access & Permissions

✅ What You Can Do

Conversation Features:

Create unlimited chat sessions for different topics
Upload and analyze supported document types (PDF, DOCX, XLSX, CSV)
Access your complete conversation history anytime
Switch between multiple ongoing conversations
Use the interface on any device with a web browser

AI Interaction:

Ask questions and receive intelligent, context-aware responses
Request analysis of uploaded documents and data
Generate charts, summaries, and insights based on your data
Engage in complex, multi-step problem-solving conversations

❌ What You Cannot Do

Access Restrictions:

Cannot view other users' chat sessions or conversations
Cannot access data or conversations from other companies
Cannot upload unsupported file types or overly large files
Cannot export or download conversation history (may be added in future)

System Limitations:

Cannot modify or delete sent messages
Cannot see internal system processing (unless debug user)
Cannot directly control which agents are used (system decides automatically)

👥 User Experience Levels

Standard Users:

See clean conversation interface with user and AI messages
System and debug messages are filtered out for clarity
Focus on content and results rather than technical processing

Debug Users:

Can see additional system messages and processing steps
View internal AI reasoning and agent coordination
Access to technical details about response generation
Helpful for understanding system behavior and troubleshooting

Integration with Platform

🔗 Cross-Module Benefits

The Chat module leverages the platform's integrated architecture:

Data Access:

AI can reference files from your Drive and Files modules
Conversations can trigger workflows in other modules
Analysis results can be saved to your knowledge base

Agent Coordination:

Different AI agents automatically contribute specialized capabilities
File analysis agents process uploaded documents
Chart agents generate visualizations when needed
Context agents enhance responses with relevant company data

🧠 AI Intelligence Level

Your AI experience depends on your company's agent permissions:

More Agents = Smarter Responses:

Additional agents provide more sophisticated analysis capabilities
Enhanced document processing and understanding
Better data visualization and insight generation
More context-aware and personalized responses

Tips for Effective Use

💡 Best Practices

Conversation Strategy:

Start with broad questions, then drill down into specifics
Reference previous parts of the conversation for continuity
Use different sessions for different topics or projects
Be specific in your requests for better AI responses

File Analysis Workflow:

Upload your document(s)
Start with "What is this document about?" for overview
Ask specific questions about sections or data
Request summaries, insights, or action items as needed

Session Organization:

Use descriptive first messages to identify sessions later
Keep related topics in the same session for context
Start new sessions for unrelated topics or projects

🎯 Example Use Cases

Business Document Analysis:

"Analyze this contract and highlight any unusual terms"
"What are the key performance metrics in this quarterly report?"
"Summarize the main decisions from this meeting transcript"

Data Insights:

"What patterns do you see in this sales data?"
"Create a summary of the survey results in this spreadsheet"
"Compare the performance metrics across different regions"

Research & Learning:

"Explain this technical concept in simple terms"
"What are the main arguments in this research paper?"
"Help me understand the implications of this data"

Getting More Value: To enhance your Chat experience, ask your administrator about enabling additional modules and AI agents for your company. More agents mean smarter, more capable AI responses.