The Chats Page

Introduction

The Chats page is your blank-slate conversation space. Unlike other parts of the platform that come with pre-built context, this page lets you start fresh and add exactly what you need—meetings, documents, and tools—to analyze whatever you want. It's perfect for quick chats and exploring questions that don't fit a predefined workflow.

What You'll See

Left Panel: Your Conversations

• Previous chats listed chronologically—click any to load it

• Search bar to find conversations by name or content

• Three-dot menu on each chat to:

  • Pin important conversations to the top

  • Rename conversations with descriptive titles

• New Chat buttons at the top (both sidebar and top-right) to start a blank conversation

Main Conversation Area

• Document upload to add files for the AI to analyze

• Meeting attachment to select specific calls to include in the conversation

• Workflow button to run automated agents

• Tools panel showing available integrations (web search, HubSpot, email)

• Model selector (atom symbol) to choose your AI model

• Green pencil icon to enhance your prompts automatically

• Chat history showing your conversation and AI responses

How to Use It

Start a New Conversation

1. Click New Chat (top of the left panel or top-right corner)

2. You'll see a completely blank conversation ready to customize

Add Meetings to Your Conversation

1. Click Attach Meetings in the input area

2. Select multiple meetings using multi-select (helpful for comparing calls)

3. Click Submit—selected meetings appear in grey in your context

4. To remove a meeting, click the X on it

Why this matters: You can now ask the AI to analyze, compare, or find patterns across multiple calls at once.

Upload Documents

1. Click Upload Documents in the input area

2. Select files (contracts, proposals, research, etc.)

3. The AI now has access to these files in the conversation
   

Ask Your Question

1. Type your question in the message box

2. Optionally click the green pencil to let AI enhance your prompt for better results

3. Choose your AI model if you want something other than the default

4. Click Ask

Examples of questions:

• "Compare these two sales calls and identify what went differently"

• "What are the common objections across all these meetings?"

• "Summarize the competitive threats mentioned in these calls"

• Tools (right side): Web search, HubSpot, email—the AI can access these to get current data

Important: Your Conversations Are Shared

All conversations you create on this page are visible to your entire workspace. This is intentional—it lets your team:

• Share insights and discoveries

• Build on each other's analysis

• Keep valuable research accessible to everyone

• Spot trends together

Best practice: Use clear conversation names so team members understand what you're analyzing.

Quick Tips

• Pin important conversations to keep them at the top for easy access

• Use descriptive names like "Q3 Client Objections Analysis" instead of "Chat 1"

• Select meetings strategically—comparing 2-3 relevant calls is better than attaching 10 random ones

• Experiment with different AI models to see which gives you the best results

Next Steps

1. Create a new chat on the Chat Page

2. Attach 2-3 recent meetings from the same client or topic

3. Ask the AI to identify common themes or patterns

4. Try using the green pencil to enhance a complex question

5. Pin the conversation if the insights are valuable for your team

Need Additional Help?

If you have questions or need further assistance, the AskElephant support team is here to help!

You can reach our support team in several ways:

• click the chat button in the bottom right corner of your screen,

• email us at [email protected],

• or use @askelephant support in your dedicated Slack channel.

We're committed to getting you the answers you need as quickly as possible.