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AI Chat

Beta Feature

AI Chat is in active development. Some capabilities, integrations, and artifact generation may not work as expected. We're continuously improving reliability and adding features.

AI Chat is the flagship feature of ToolChat—intelligent conversational AI with artifact generation and tool capabilities.

Overview

AI Chat provides:

  • 24/7 AI coaching assistance
  • Responses informed by your knowledge base
  • Artifact generation (documents, code, apps)
  • Multiple AI model options (including Claude 4.6 Sonnet)
  • File uploads — images, PDFs, and audio (auto-transcribed)
  • Persistent conversation history
  • Custom conversation starters

How It Works

Member Question → Knowledge Retrieval → AI Processing → Response + Artifacts
  1. Member sends a message
  2. System searches relevant knowledge base content
  3. AI combines knowledge with agent instructions
  4. Member receives contextual response with optional artifacts

AI Models

Choose the right model for your needs:

ProviderModelBest ForSpeed
OpenAIGPT-4oBest reasoning, codingFast
OpenAIGPT-4o-miniQuick responses, cost-effectiveVery Fast
AnthropicClaude 4.6 SonnetLatest model, excellent all-roundFast
AnthropicClaude 3.5 SonnetDetailed analysis, long contentFast
AnthropicClaude 3 OpusComplex reasoningMedium
AnthropicClaude 3 HaikuQuick, economicalVery Fast
xAIGrokGeneral purposeFast

Artifacts

AI can generate interactive artifacts during conversations:

Artifact Types

TypeDescriptionExample Uses
DocumentRich text documentsPlans, guides, outlines
CodeSyntax-highlighted codeScripts, snippets, examples
HTMLLive web pagesLanding pages, forms
ReactInteractive React componentsCalculators, tools, demos

Working with Artifacts

  • Artifacts appear in a side panel
  • Edit and iterate on generated content
  • Save artifacts as snippets for later
  • Download or copy content

For Owners

Creating Agents

Create AI agents with:

FieldDescription
Name & AvatarBranding for the agent
InstructionsSystem prompt defining behavior (WHAT it does)
PersonaVoice and identity (WHO it is)
ModelWhich AI model to use
TemperatureCreativity level (0=precise, 2=creative)
Knowledge BaseDocuments for RAG retrieval
Conversation StartersSuggested prompts for users

Agent Configuration

  • Tier Access — Control which tiers can use each agent
  • Artifacts — Enable/disable artifact generation
  • Tools — Web search, memory, and more
  • Temperature — Control response creativity

AI-Assisted Agent Creation

AI Writer — Create or rewrite agent instructions through an interview process. Generates lean, KB-focused instructions.

Persona Writer — Create authentic voice personas by:

  • Answering interview questions about the person's voice
  • Pasting transcripts to extract speech patterns

Fine Tune — Click any agent response to quickly patch instructions without leaving the chat. Shows diff preview before applying.

Knowledge Base Integration

Upload documents so agents can reference:

  • Your methodology and frameworks
  • FAQs and common questions
  • Course materials
  • Reference content

For Members

Starting Conversations

  1. Navigate to AI Chat
  2. Select an AI agent
  3. Type your message or use a conversation starter
  4. Receive AI response

Conversation Features

  • History — Previous chats are saved
  • New Chat — Start fresh conversations
  • Images — Attach images to messages
  • PDFs — Upload PDFs for the AI to read and reference
  • Audio — Upload audio files; they're automatically transcribed and sent as text
  • Artifacts — View and edit generated content
  • Snippets — Save useful responses

Tips for Best Results

  • Be specific with questions
  • Provide context about your situation
  • Ask follow-up questions
  • Reference earlier parts of the conversation
  • Use conversation starters for common topics

Privacy

  • Conversations are private to you
  • Stored securely and encrypted
  • Not shared with other members

Memories

Members can save business context that gets injected into AI conversations:

CategoryExamples
Business InfoType, industry, company name
Target AudienceDemographics, pain points
OffersProducts, services, pricing
Current ProjectsActive initiatives
ChallengesObstacles, problems to solve
GoalsObjectives, milestones

Memories help the AI give personalized, context-aware responses.

Snippets

Save valuable AI responses for quick access:

  • Bookmark any AI response
  • Save artifacts for later
  • Search and filter saved snippets
  • Navigate back to original conversation

Limitations

  • AI can make mistakes—verify important information
  • Not a replacement for professional advice (medical, legal, etc.)
  • Response quality depends on knowledge base content
  • Some complex tasks may require guidance

File Uploads

Supported File Types

TypeHow It Works
ImagesSent directly to AI vision models for analysis
PDFsText extracted and sent to the AI as context
AudioAutomatically transcribed (client-side compression) and sent as text
DocumentsText extracted from .docx files

Upload Progress

File uploads show a ChatGPT-style progress ring while uploading. Pending files appear as chips below the compose bar until they finish uploading and are ready to send.

Learn More