Chats

Ask questions across your entire workspace in private chats

Chats give admins a private, workspace-level chat to ask questions across all connected data sources.

They work just like a project, with every data source in your workspace connected.

Key differences between Chats and projects Chats and projects share the same building blocks, but differ in a few important ways:

• Who can use it: Chats are available to workspace admins and owners only. Projects can include any workspace member.

• Data access: Chats connect to every data source in your workspace. Projects connect only to the data sources assigned to them.

• Visibility: Chats are private to the admin who created them. Projects are visible to all their members.

• Collaboration: Chats are for individual use and cannot be shared. Projects are built for team collaboration, with shared workspaces, member roles, and permissions.

Using Chats

Chats appear in the sidebar, with your most recent ones listed there for quick access. Click Chats to view your full list, or New Chat to start a fresh one.

Workspace level chats

Inside a chat, ask questions in natural language across every connected data source in your workspace. You can ask questions that span your entire environment without switching between projects.

As you investigate, create queries, canvases, alerts, and workflows directly from the conversation. All assets are owned by that chat.

Your chats are persistent. Return to any previous chat from the sidebar and pick up where you left off.

Moving a chat to a new project

Move a chat into a new project your team can join and collaborate on.

To move a chat, open its three-dot menu, from the chat header or from the sidebar, and select Move to a new project.

Privacy and sharing when moving a chat

After moving a chat to a new project, the chat conversation stays private to you, just as it always has. Its queries, canvases, alerts, and workflows move into the project and become available to your team.

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FAQs

Can I share a chat with another admin?

No. Chats are private to the workspace admin or owner who created them and cannot be shared, even with other admins or owners.

Can members see my chats?

No. The Chats section is only visible to admins. Members do not see it and their experience in projects is unchanged.

What happens to assets I create in a chat?

Chat assets (queries, canvases, alerts, and workflows) are owned by that chat and stay with it. You can access them any time by returning to the chat.

Can I turn a chat into a project?

Yes. Open the chat's three-dot menu and select Move to a new project. It creates a new project with the chat's queries, canvases, alerts, and workflows added, ready for your team to build on, and takes you there.

Can I move a chat into an existing project?

No. Moving a chat always creates a new project. There's no option to add it to a project that already exists.