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The Chat Aid web interface (Ask Chai) provides a powerful dashboard for asking questions, managing conversations, and accessing your company's knowledge base through any web browser.

Overview​

Access Chat Aid through your web browser at app.chataid.com:

  • Conversational Interface - Chat-style interface for asking questions
  • Conversation History - Access and continue previous conversations
  • Prompt Ideas - Get suggested questions to explore your data
  • Multi-Source Search - Search company data, specific teams, or custom APIs
  • Team Selection - Switch between different team knowledge bases
  • Export Conversations - Save important conversations for later

Getting Started​

Accessing the Web Dashboard​

  1. Navigate to app.chataid.com
  2. Sign in with your company credentials
  3. The Ask Chai interface opens automatically

First-Time Users:

  • You may see an onboarding tutorial
  • Browse suggested prompt ideas to get started
  • Try asking a simple question about your company

Interface Overview​

The web interface consists of:

Left Sidebar:

  • Conversation History - All your past conversations
  • New Chat button - Start fresh conversation
  • Search - Find specific past conversations

Main Panel:

  • Question Input - Ask your questions here
  • Conversation View - See questions and answers
  • Source Citations - Click to view original sources
  • Follow-Up Actions - Upvote, downvote, or get help

Top Bar:

  • Team Selector - Switch between different teams
  • Settings - Access your account settings
  • Question Count - See remaining questions this month

Key Features​

💬 Conversational Interface​

Ask questions naturally and get AI-powered answers:

How to Ask Questions:

  1. Type your question in the input box at the bottom
  2. Press Enter or click the send button
  3. Wait for Chat Aid to generate an answer
  4. Review the answer and source citations

Conversation Context:

  • Chat Aid remembers your conversation context
  • Ask follow-up questions without repeating information
  • Reference previous answers: "Tell me more about that"
  • Clarify or refine your questions iteratively

📚 Conversation History​

All your conversations are automatically saved:

Accessing History:

  • Click any conversation in the left sidebar
  • Conversations are organized by date (Today, Yesterday, This Week, etc.)
  • Search for specific conversations using the search box

Managing Conversations:

  • Continue - Click a conversation to continue where you left off
  • Rename - Hover over a conversation and click edit icon
  • Delete - Remove conversations you no longer need

Search History:

  • Type keywords in the search box
  • Searches both questions and answers
  • Results update in real-time

💡 Prompt Ideas​

Get inspiration for questions to ask:

Company Wiki Prompts:

  • Suggested questions based on your company's data
  • Updated regularly based on new content
  • Click any prompt to ask that question immediately

Accessing Prompt Ideas:

  1. Click Prompt Ideas in the interface
  2. Browse suggested questions
  3. Click any question to ask it
  4. Customize the question before sending

When to Use Prompt Ideas:

  • Starting a new project and need background information
  • Exploring what data Chat Aid has access to
  • Learning about company policies or procedures
  • Finding relevant documentation quickly

🎯 Team-Specific Search​

Search data from specific teams:

Selecting a Team:

  1. Click the Team dropdown in the top bar
  2. Select the team you want to search
  3. All questions now search that team's data sources

Use Cases:

  • Engineering team - Search technical documentation, code repos
  • Sales team - Search customer data, sales playbooks
  • HR team - Search policies, benefits information
  • Marketing team - Search brand guidelines, campaign data
Company-Wide Search

Select "Company Wiki" or "All Company Data" to search across all teams' data sources that you have access to.

🔄 Query Filters​

Control where Chat Aid searches for answers:

Available Filters:

  • [wiki] - Search only company-wide indexed data
  • [agent] - Force live data queries (Jira only)
  • [ai] - Search the internet (if enabled for your organization)
  • [action] - Execute tasks in connected apps (if Actions are enabled)

How to Use:

  1. Type the filter keyword in brackets
  2. Add your question after the filter
  3. Examples:
    • [wiki] What is our vacation policy?
    • [action] Create a Jira ticket for this bug

📊 Answer Feedback​

Help improve Chat Aid's responses:

Thumbs Up 👍

  • Answer was helpful and accurate
  • Helps Chat Aid learn what works well
  • No additional action required

Thumbs Down 👎

  • Answer was not helpful or inaccurate
  • Helps Chat Aid improve over time
  • Opens feedback form to explain the issue

Ask Admin for Help:

  1. Click the three dots ⋮ on an answer
  2. Select Ask admin for help
  3. Admin receives notification in Slack
  4. Admin can respond directly in the same conversation thread

📤 Export and Share​

Save conversations for later:

Copy Answer:

  • Click the copy icon on any answer
  • Paste into emails, documents, or Slack

Copy with Sources:

  • Includes the answer text
  • Adds source citations at the end
  • Perfect for sharing context with others

Share Conversation:

  • Some organizations may have sharing features enabled
  • Check with your admin about conversation sharing policies

Advanced Features​

Custom APIs​

Execute custom workflows directly from the web interface:

If Enabled:

  1. Select Custom API from the dropdown
  2. Choose the specific API workflow
  3. Ask questions or execute commands
  4. Results appear in the conversation

Common Use Cases:

  • Creating tickets in Jira or other systems
  • Updating CRM records
  • Querying databases
  • Triggering custom automations

Widgets​

Access custom widgets (admin users only):

Widget Selection:

  1. Click the dropdown menu
  2. Select Widgets
  3. Choose a specific widget configuration
  4. Questions use that widget's data sources

Use Cases:

  • Test widget configurations before deploying
  • Preview widget behavior
  • Validate data sources and settings

Question Limits​

Monitor your question usage:

Checking Remaining Questions:

  • View count in the top-right corner
  • Shows questions used / total questions
  • Resets monthly based on your billing cycle

When Quota Is Low:

  • Consider upgrading your plan
  • Enable overage billing (if available)
  • Purchase add-on questions
  • See Billing and Plans for details
Quota Exceeded

If you run out of questions, Chat Aid stops responding until your quota resets or you upgrade your plan.

Common Use Cases​

Knowledge Discovery​

Scenario: New employee needs to understand company processes

Steps:

  1. Browse Prompt Ideas for common onboarding questions
  2. Ask: "What are the main company values?"
  3. Follow up: "What is the code review process?"
  4. Save important conversations for reference

Scenario: Need to find specific policy information quickly

Steps:

  1. Use [wiki] filter to search only company data
  2. Ask: [wiki] What is the expense reimbursement policy?
  3. Review answer and click sources for full policy document
  4. Copy answer to share with team member who asked

Data Analysis​

Scenario: Need insights from connected data sources

Steps:

  1. Select relevant team (e.g., Sales)
  2. Ask: "What were the key challenges in last quarter's deals?"
  3. Chat Aid analyzes CRM data and connected sources
  4. Export insights for team meeting

Troubleshooting​

Scenario: Technical issue that someone else likely solved

Steps:

  1. Ask: "How do I fix [specific error]?"
  2. Chat Aid searches internal documentation, Slack channels, tickets
  3. Get answer with links to relevant troubleshooting guides
  4. If not resolved, use "Ask admin for help" for escalation

Tips for Better Results​

Writing Effective Questions​

✅ Good Questions:

  • "What is the remote work policy for US employees?"
  • "How do I submit an expense report?"
  • "Where can I find the brand guidelines?"
  • "What are the requirements for deploying to production?"

❌ Vague Questions:

  • "Tell me about the policy"
  • "Where is it?"
  • "How does this work?"
  • "What about that thing?"

Using Conversation Context​

Effective:

You: "What is our PTO policy?"
Chat Aid: [Provides policy details]
You: "How do I request time off?"
Chat Aid: [Explains request process, knowing you're asking about PTO]
You: "Who approves it?"
Chat Aid: [Explains approval chain for PTO specifically]

Less Effective:

  • Asking unrelated questions in sequence
  • Not building on previous answers
  • Starting new topics without context

Leveraging Sources​

Always check source citations:

  • Verify information is current
  • Read more by clicking source links
  • Check dates on documentation
  • Compare multiple sources if conflicting

Troubleshooting​

Page Not Loading​

Problem: Web interface won't load

Solution:

  1. Check your internet connection
  2. Try refreshing the page
  3. Clear browser cache and cookies
  4. Try a different browser
  5. Contact support@chataid.com if issue persists

Conversations Not Saving​

Problem: Conversation history is missing

Solution:

  1. Check that you're logged in
  2. Refresh the page
  3. Check if you're in the right team/org
  4. Contact support if conversations are lost

Slow Response Times​

Problem: Chat Aid takes a long time to answer

Solution:

  • Simplify your question
  • Avoid asking multiple questions at once
  • Check if many team members are using Chat Aid simultaneously
  • Try again during off-peak hours

Wrong Answers​

Problem: Chat Aid gives incorrect or irrelevant answers

Solution:

  1. Click thumbs down 👎 to provide feedback
  2. Try rephrasing your question more specifically
  3. Use [wiki] filter to search only company data
  4. Check if the data sources are up to date
  5. Use "Ask admin for help" for manual assistance

Can't Access Certain Teams​

Problem: Some teams don't appear in the team selector

Solution:

  • You may not have permissions for those teams
  • Contact your admin to request team access
  • Check Settings → Teams to see your memberships

Keyboard Shortcuts​

ShortcutAction
EnterSend question
Shift + EnterNew line in question
/ (start of line)Quick command input
Ctrl/Cmd + KFocus search box
EscClose modals

Browser Compatibility​

Fully Supported:

  • ✅ Chrome (latest 2 versions)
  • ✅ Firefox (latest 2 versions)
  • ✅ Safari (latest 2 versions)
  • ✅ Edge (latest 2 versions)

Not Supported:

  • ❌ Internet Explorer
  • ❌ Very old browser versions

Recommended: Use the latest version of Chrome, Firefox, Safari, or Edge for the best experience.

Privacy and Security​

Data Protection​

  • Encrypted: All communication is encrypted (HTTPS)
  • Authenticated: Must be logged in to access
  • Permissioned: Only see data you have access to
  • Audit Trail: All questions logged for security

What Gets Stored​

Stored:

  • Your questions and conversation history
  • Team and source selections
  • Answer feedback (upvotes/downvotes)

Not Stored:

  • Browser fingerprints
  • Detailed behavioral analytics
  • Data from other tabs or websites

See our Security and Compliance documentation for more details.

Mobile Access​

The web interface works on mobile devices:

Mobile Features:

  • Responsive design adapts to screen size
  • Touch-friendly interface
  • All core features available
  • Conversation history syncs across devices

Mobile Tips:

  • Use landscape mode for better reading experience
  • Pinch to zoom on source documents
  • Use mobile browser's reader mode for long answers

Need Help?

Our support team is here to help you get the most out of Chat Aid.