Work with Advizr in Chat
Chat is the central interface for working with Advizr. It is where you ask questions, request deliverables, analyze documents, get status updates, and provide feedback. Every conversation is saved, searchable, and tied to your business context. If you are new to Chat, start with the Using Chat onboarding guide.
Send your first message
Click Chat in the left sidebar. On mobile, tap the menu icon in the top-left corner first.
Click New Thread at the top of the threads panel, or click an existing thread to resume it.
Type in the input box at the bottom of the centre panel. To include a file, click the attachment icon or drag the file into the conversation.
Your message appears on the right side of the conversation; the AI’s response appears on the left.
You should now see your message in the centre panel with the AI’s reply below it, and the new thread listed in the left panel.
The three-pane layout
On desktop, the chat screen is split into three resizable panels:
- Threads (left panel) - Every conversation lives in a thread, listed with a title and timestamp. Use the search bar to find past threads by keyword. There is no limit on the number of threads you can create.
- Conversation (centre panel) - The active chat. Your messages appear on the right; AI responses appear on the left.
- Context (right panel) - Information about the current conversation: the active agent handling your request, referenced documents the AI used to inform its response, and any tools or workflows being invoked.
On screens smaller than 768px, the layout collapses to a single column. The thread list and context panel become slide-over drawers accessible from the top bar; the conversation remains the primary view.
What you can send
- Text messages - Questions, instructions, or feedback in plain language
- File attachments - Upload a document directly into the conversation for immediate analysis
- Links - Share URLs for the AI or your team to review
The AI may respond with formatted text, bullet lists, tables, document references, or suggested next actions.
Some requests are better handled by a human - a strategic decision, a pricing discussion, or a complex technical question. When the AI determines that your question needs human input, it flags the conversation for your FDE. You will see a note in the chat when this happens, and your FDE will follow up. This handoff is deliberate: it means you never have to guess whether a question is “for the AI” or “for the team” - just ask, and it gets routed.
If something goes wrong
- Your message will not send. Check your internet connection and refresh the page. Your draft and the conversation history are preserved.
- An attachment fails to upload. Files must be 25 MB or smaller and in a supported format (PDF, DOCX, TXT, XLSX, CSV, PNG, JPG, JPEG). For larger files, contact your Advizr team.
- The response stops partway or seems slow. Long or document-heavy requests take longer. Wait a moment, then ask the AI to continue or rephrase the request.
- You cannot find an old conversation. Use the search bar at the top of the threads panel - it searches past threads by keyword.
Still stuck? Send your FDE a message in Chat with your browser, a screenshot, and when it happened.