Shown to the right of the logo while expanded; click it to collapse the sidebar. When collapsed the button disappears — hover the logo and click the expand icon (or the search icon) to open it again
New Chat
Starts a new conversation. Click during an existing chat to jump to a fresh chat screen
Use the keyboard shortcut Ctrl + Shift + S to quickly toggle the sidebar.
Clicking the Workspace button takes you to the workspace page (/workspace) where you manage AI building blocks like Agents, Knowledge Bases, Databases, and Flows.
The Workspace link is only shown to users with appropriate permissions. If you don’t see it, ask your admin for access.
Type a keyword in the sidebar’s search box to find matching conversations by chat title and content. Search runs automatically 1 second after typing stops.Clicking the search box brings up a tag: autocomplete — type a tag name after tag: to narrow by tag, or pick Untagged from the list to see only conversations without tags. While searching, the Channels, Scheduled Tasks, and Projects sections are hidden and only results are shown.
Most of the sidebar is occupied by the chat list, organized into the following sections in order:
Channels
Real-time team messaging space. Shown when admins have enabled the Channels feature.
Click a channel to jump to its message list
Admins can use the + button to create a new channel
Scheduled Tasks
List of scheduled automatic tasks. Shows each task’s name and active status. If there are many entries, Show More expands them, and admins additionally get a Show all schedules button (press again for Show only my schedules) below the list.
Projects
A personal workspace that manages documents and chats together. Projects you’ve created or been shared appear here (sharing creates an independent copy).
My Chats
Your personal conversations, sorted by time. Supports:
Pinned: Pin important conversations at the top
Folders: Organize chats into folders. Use New Folder to create one, then drag and drop chats
Time-range groups: Auto-grouped into Today, Yesterday, Previous 7 days, Previous 30 days, and by month
The ⋯ menu on a chat entry — Pin, Rename, Clone, Archive, Share, Download, Delete, plus the tag list
Hover a chat entry and a ⋯ button appears on the right; clicking it opens Pin/Unpin, Rename, Clone, Archive, Share, Download (JSON · TXT · PDF), and Delete. (Right-click context menus are not supported.)
Click the model selector button in the header to see the available list. The button shows the name of the current selection; it reads Select a model only when nothing has been selected yet.
Type a name into the Search a model box at the top of the dropdown to search, and narrow the list with the filter tabs below it (All, Flows when flows exist, plus any tags assigned to models — these differ per instance)
Each list entry carries an Agent · Flow · Model badge and the list is sorted in that order
The Temporary Chat toggle at the very bottom keeps the conversation out of your history (it may be hidden depending on permissions)
On the new-chat screen, a Set as default link appears directly below the model name in the header; click it to make that model your default (it is a link attached under the model selector, not inside the dropdown)
Admins or permitted users can use the + button to add up to 4 models simultaneously and compare responses
Model selector dropdown — open
If the multi-model comparison feature isn’t visible to regular users, the admin has disabled the corresponding permission.
After you send the first message, a More (⋯) menu appears at the right of the header, offering Share, Overview, Artifacts, Download, Copy, and Add Tags. See Chat Overview for details.
Click the bell icon at the right of the header to open the system notification history panel. It collects notifications such as file processing completion, errors, and permission changes.
Feature
Description
Unread badge
Red circular number on the bell icon (shows “9+” beyond 9)
Notification types
Distinguished by icon — success (green), error (red), warning (yellow), info (blue)
Copy
Copies the notification message to the clipboard
Per-item / Clear all
Remove with the per-item × button or “Clear all”
Opening the panel marks unread notifications as read and clears the badge.
Background task progress is also integrated into the notification center — Knowledge Base file uploads/metadata extraction, DbSphere syncs, glossary DB extraction, Knowledge Graph syncs, and other long-running tasks all stream their progress here in real time. Once the task completes, the notification stays in this panel so you can review the result.
Hovering over a message reveals Edit and Copy icons, plus a Delete icon when it isn’t the first message or when several versions exist in the same slot. Editing lets you modify the content and resend
Code blocks include syntax highlighting and a copy button
Math is rendered with LaTeX
Below each response: Edit, Copy, Read Aloud, Good Response, Bad Response, and Regenerate; the last response additionally shows Continue Response. The final button acts as View Trace (admins or users with evaluation permission) or Copy Message ID, depending on permission
When there are no messages yet, the selected model (agent) image and name appear as a large heading (the platform logo is used when the model has no profile image), with the model description below it. The input box shows the How can I help you today? hint, and admin-configured suggested prompts are listed as cards in the Suggestions area below the input box.
The message input area at the bottom of the screen offers several extras beyond plain text input.
Element
Position
Description
More (+) button
Left of input
Offers Capture and Upload Files; when the admin has enabled the integrations, Google Drive · OneDrive · SharePoint and Google Workspace (Gmail, Calendar, Drive) entries appear too. Web Search and Image Generation toggles sit lower in the same menu
Text input
Center
Rich-text editor for entering questions/requests
Send button
Right of input
Sends the message (same as Enter)
Microphone button
Right of input
Records your voice and converts it to text (STT, tooltip “Record voice”)
Voice button
Far right of input
Shown while the input box is empty; opens a live voice conversation. Once you type a message, this position becomes the send button
Capability Buttons (shown based on agent settings)
Depending on the agent’s capability settings, additional buttons may appear in the input area.
Button
Description
Web Search
The AI references real-time web search results when answering
Image Generation
Generates images from a text prompt
The toggles you can turn on and off from the More (+) menu at the left of the input box are Web Search and Image Generation, and they appear only when the admin has enabled the feature, granted you permission, and the selected agent supports it. If the agent has connected tools or a Google Workspace (Gmail, Calendar, Drive) integration, those show up as toggles in the same menu.The code interpreter is not an input-box toggle — it is managed through group permissions and project settings.
Click the circular question-mark icon (Guide Q&A) at the right of the chat header, just left of the notification bell, to open the guide-document-based Q&A panel on the right side of the screen.The small ? button in the bottom-right corner is the Help menu, which offers only two entries: Documentation and Keyboard shortcuts.Ask any question about how to use Cloosphere in natural language — the AI searches the guide and answers.
Item
Description
Position
Circular question-mark button at the right of the chat header, immediately left of the notification (bell) icon
Available to
All signed-in users
Response source
Cloosphere guide documents (ReAct agent based)
Model selection
Change the AI model from the top of the chat panel
Answers questions like “How do I configure knowledge base filters?” or “How do I send email notifications via scheduled tasks?”. Use it to quickly look up how a feature works.
