> For the complete documentation index, see [llms.txt](https://evidano.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://evidano.gitbook.io/ailyze-docs/reference/settings/chat-with-data.md). # Chat with Data Settings Every control in Chat with Data and the in-project chat: attaching files, the prompt palette, conversation history, sharing, and what the chat can do. This page lists every control in the **Chat with Data** workflow and in the chat you open from a results page, and says what each one does: the message box and its shortcuts, file attachments, the prompt palette, conversation history, sharing, and the limits of what the chat is for. It is for anyone who has read [Chat With Your Data](/ailyze-docs/analyze-data/chat-with-your-data.md) and wants the full picture. Sending messages needs the Pro plan. The chat opens on every plan, but the Free plan sees "Not available for free users" on the message box. Last verified against the staging app on 14 October 2026. ## The standalone chat From your account page, click **Chat with Data** to open the **AI ChatBot** page.
Chat with Data page with the Attach menu open, showing Upload files and Previously uploaded

Files can be attached only before the first message; start a new chat to use different files.

| Control | What it does | Notes | | ------------------------------------ | -------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------- | | Message box | Type a question. Enter sends; Shift+Enter adds a line. | While a reply streams, you can type the next message. | | Send / stop button | Sends the message, or stops a reply in progress. | Esc also stops. | | **Attach** → **Upload files** | Attaches up to three PDF or DOCX files for the conversation to read. | Available only before the first message; afterwards it reads "Please start a new conversation to upload files." | | **Attach** → **Previously uploaded** | Picks files from your last five conversations. | Files already attached are marked **Attached**. | | Attached file chips | Click to preview; the cross removes the file. | | | **Prompt** (Ctrl+K, or ⌘K on a Mac) | Opens the prompt palette (below). | | | **Share** | Creates a link that anyone can open to view the conversation. **Copy link** copies it. | Enabled once the conversation exists. | | **Fullscreen** | Expands the chat. | | | Menu icon | Opens the conversation history sidebar. | | Example prompts under the empty chat ("What were the top challenges in two paragraphs with relevant quotes cited?") show the kind of question that works well. ### The prompt palette
Prompt palette with the search box, category chips, and template cards

Picking a template puts its text in the message box without sending, so you can edit it first.

| Control | What it does | | -------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Search box | Searches every template by title or wording. | | Category chips | **Academia**, **Evaluation**, **Market & Product Research**, and **UX & Product Design** in the standalone chat; the in-project chat has research-oriented groups of its own. | | Template card | Click, or use the arrow keys and Enter, to insert the prompt. | ### Conversation history | Control | What it does | | --------------------- | ---------------------------------------------------------------------------------------------------------------------------- | | **New Chat** | Starts a fresh conversation. | | Conversation rows | Grouped by time (**Last Hour**, **Today**, **Yesterday**, and dates). A **New** badge marks a reply you have not opened yet. | | Row menu | **Rename**, **Download**, **Share**, and **Delete** (after a confirmation). | | **Hide chat history** | Collapses the sidebar. | ## Inside a message Replies stream in with a status line ("Thinking", "Analyzing", "Putting it together") and may show a collapsed reasoning block. Each reply has a **Copy** action. Citations appear as numbered markers that jump to the quoted passage. When the chat generates a chart or a file, it appears inline with a **Download** link that expires after about twenty minutes, so save it straight away. A long message you sent collapses behind **Show more** / **Show less**, and so does a long list of citations. ## The in-project chat On a document or spreadsheet results page, **Chat to generate custom report/analysis** (or **Chat to generate report or chart** on a spreadsheet project) opens a full-screen chat scoped to that project. The floating bubble at the bottom right opens the same chat, and the prompt chips under a project's summary ("Write a 3 page summary.") open it with that request filled in. | Control | What it does | Notes | | ----------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------- | | **Chat History** | Opens the history for this project's chats. | | | **AI Report** chip | Shows that the chat can read the generated report. | Document projects only. | | **Attach** → **Select Attached Files** | Chooses which project files the chat reads. The first fifty are attached by default; a search box and **Select all** / **Deselect all** manage larger projects. | Files already sent in the conversation stay attached. Document projects only. | | **Text size** | A slider from small to large, with **Reset**. | | | **Share**, close | Share the conversation; close the chat. | | | **Chat with this analysis**, **Chat with this theme**, **Chat with this sub-theme** | Icons on sections and codebook rows that open the chat scoped to that one piece. | | A dismissible notice in the chat explains its purpose: it is better for quick summaries of the AI report than for in-depth new analysis; use **Add Question** or **Add Theme** on the results page for that. Typing a word such as "quote" into a project chat shows the same reminder.
What the chat cannot do * It has no model picker and no chart button; charts and files appear when a request calls for them. * It cannot save an answer back into the project as a theme, question, or code. Copy the text instead, or add the theme or question through the results page. * It does not re-code your data. For a defensible finding, run **Add Theme**, **Add Question**, or a fresh analysis, then verify quotes against the source.
## Next steps * [Chat With Your Data](/ailyze-docs/analyze-data/chat-with-your-data.md) — prompts that work and how to verify the answers. * [Document Analysis Settings](/ailyze-docs/reference/settings/document-analysis.md) — the **Add Theme** and **Add Question** actions the chat points you to. * [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md) — what the Pro plan includes.