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Starting a Chat

Chat is the main way you work with Arketic. You ask a question in plain language, and the assistant answers — searching your documents, looking things up on the web, or carrying out an action for you.

This page walks you through everything that happens between opening Arketic and reading your first answer.


Where a Chat Can Start​

You can begin a conversation from several places.

Starting pointWhere you find itWhat it does
New ChatTop of the sidebarOpens a fresh, empty chat home screen
Assistant chipOn the chat home screenSelects that assistant for your next message
Start ChatOn an assistant's card in AssistantsOpens a chat with that assistant already selected
RecentSidebarReopens a past conversation and continues it
Inside a projectThe project's chat areaStarts a conversation shared with the project team
info

Nothing is saved until you send. Opening the chat screen does not create a conversation — the conversation is created the moment you send your first message or attach your first file.


The Home Screen​

When you open Arketic you land on the chat home screen.

New Chat

What you see there:

ElementDescription
GreetingA time-of-day greeting with your first name — Good Morning, Good Afternoon or Good Evening
"What would you like to explore today?"The prompt line under the greeting
Assistant chipsUp to four recommended assistants, shown as clickable chips above the input
Input boxThe large text box with the placeholder "Ask Arketic anything..."
ToolbarThe row of buttons inside the input box (see below)
Disclaimer"Arketic AI can make mistakes, please double-check the responses!" with a link to the Privacy Policy

Choosing an Assistant​

Different assistants are set up for different jobs — one may know your HR documents, another your IT procedures. Choosing the right one usually gives you a better answer.

To pick an assistant, click one of the chips above the input. The selected chip is highlighted with a sky-blue outline. Click a different chip at any time before you send to switch.

If you do not pick one, Arketic uses a default assistant — Arketic AI when it is available.

caution

If no assistant is selected, sending shows the message "Please select an assistant first". Pick a chip and send again.

Browse the full list, including assistants that are not shown as chips, on the Assistants page. See Browsing Assistants.

The Assistant Welcome Screen​

Once an assistant is selected and the chat is still empty, its welcome screen appears:

  • The assistant's avatar
  • Its name
  • A short description, if the assistant has one
  • Starter question chips, if the assistant has them configured

Clicking a starter question fills it into the input box — it does not send it. You can edit the wording first, then send.


The Input Toolbar​

The toolbar sits inside the input box, under where you type.

ButtonTooltipWhat it does
+Add FileOpens a menu for attaching files or a folder, inserting a prompt, or picking an employee
Sliders iconToolsOpens the Tools menu: one-message actions such as Create Image, plus the Web Search and Document Search switches
Brain iconThinking: off (fast response) / Thinking: on (slower, shows the thinking bubble)Switches thinking on or off — whether the assistant reasons through your question before answering
Microphone iconDictateRecords your voice and turns it into text in the input box. Nothing is sent
Arrow buttonSend messageSends your message; becomes a Stop generating button while an answer is being written

The + Menu​

OptionWhat it does
Upload FileOpens the file picker so you can attach one or several documents, spreadsheets, images or audio files
Upload FolderLets you pick a folder and attaches the files inside it
PromptsOpens the Quick Prompts window, where you can pick a ready-made prompt. Choosing one inserts its text into the input box without sending
Select EmployeeOpens the Select Employee window so you can ask about a specific team member

Upload File and Upload Folder appear only if your role allows you to attach files in chat.

Select Employee is shown to people whose role is Executive or Admin — it does not appear for the Member role. Once someone is selected, a chip with their name appears at the top of the input box, and the Select Employee row in the menu shows a small dot. Remove the selection with the × on the chip. The selection applies to the next message you send.

While files are uploading, the + button shows a loading animation. You can also drag files from your computer and drop them onto the input box. See Attachments for supported file types and limits.

The Tools Menu​

The Tools menu has two parts.

Actions for one message sit at the top:

ActionWhat it does
Create ImageThe assistant draws a picture from your description
Create DocumentThe assistant writes a document and gives it to you as a file
Create PresentationThe assistant builds a slide deck
Summarize FileThe assistant reads the whole attached file and summarizes it. Shown only while a file is attached

Clicking one prepares it for your next message only: a chip with the action's name appears at the top of the input box, and the placeholder changes to a hint about what to type. Remove the chip with its × to cancel. After you send, the action switches itself off.

Search switches sit below them and stay the way you set them:

SwitchWhat it does
Web SearchLets the assistant look things up on the web
Document SearchLets the assistant search your organization's documents

Each switch turns sky-blue when it is on.

An action or a switch only appears if the assistant is allowed to use that capability, so the menu can look different from one assistant to another. If the assistant has none of them, the Tools button is not shown at all. In project chats, all of them are available. See Using AI Tools.

Thinking Mode​

The brain icon is an on/off switch for thinking — there is no menu. It is grey while thinking is off, which is the default, and turns purple with a purple background when thinking is on. Hovering it shows the current state. See Thinking Mode.

Dictating a Message​

Instead of typing, you can speak.

  1. Click the microphone button (tooltip: Dictate). The first time, your browser asks for permission to use the microphone.
  2. Speak. The button turns red and a timer shows how long you have been recording.
  3. Click the button again (tooltip: Stop recording). A spinner shows while your speech is turned into text.
  4. The text appears in the input box, after anything you had already typed. Check it, correct it if needed, then send.

Dictation never sends the message for you. A recording stops by itself after two minutes and is then turned into text.

note

Voice features depend on your browser and on your organization's installation. In a browser that cannot record, the microphone button is disabled and its tooltip reads "Voice message — not supported in this browser". If microphone access is blocked, you see "Microphone permission was not granted. You can allow it from the permission setting in your browser's address bar." If speech is not available in your installation, you see a message such as "The speech service cannot be reached right now."


Sending Your Message​

Type naturally — there are no commands or special syntax to learn.

KeyResult
EnterSends the message
Shift + EnterStarts a new line without sending

The send button stays disabled while the input box is empty. If your role does not allow sending messages, it stays disabled and its tooltip reads "You don't have permission to send messages".

Examples of things you can ask:

  • "What's our refund policy?"
  • "Create a task for the marketing team to review the Q2 report"
  • "Summarize the employee handbook"
  • "Show me all open tasks assigned to me"
tip

Say what you want the answer to look like — "as a short bullet list", "as a table", "as an Excel file" — and the assistant will follow it.


What Happens After You Send​

Chat Conversation

Your message appears in the conversation and the assistant starts replying.

While You Wait​

A waiting indicator shows the assistant is working. Its wording changes as time passes — from "Thinking..." to "Running detailed analysis...", "Preparing comprehensive response..." and "Almost ready..." for longer answers. If the assistant has to try again, it reads "Retrying...".

If the assistant needs to look something up, a small status line appears showing what it is doing — for example "Searching documents..." then "Documents found". After a step finishes you may briefly see "Processing tool results...". See Using AI Tools.

You can stop at any time: the send button becomes a dark Stop generating button while an answer is being written. Whatever has been written so far is kept.

The Answer​

What you may seeMeaning
Formatted textAnswers come back with headings, lists, tables, links and code blocks
SourcesA strip under the answer. Closed, it shows the name of the first source and +N more. Click it to see N sources: each document with a relevance percentage, plus any web pages
Source-grounded answerA green badge next to the timestamp, shown when the answer is well grounded in the sources. Hover the answer to see it
An imageA picture the assistant created, shown inside the answer
A download cardA file the assistant created — see Artifacts & Documents
Suggested follow-up questionsClickable chips just above the input box, shown once the answer is complete; clicking one sends it straight away
Side panelOpens when the assistant builds rich content such as a document, table or diagram — see Artifacts & Documents
info

Arketic AI can make mistakes. Double-check important answers, and open the sources under the answer to see exactly where the information came from.

Message Actions​

Hover a message to reveal its actions. On mobile they are always visible.

ActionAvailable onWhat it does
CopyAny messageCopies the message text
Read aloudAnswersReads the answer out loud. While it is reading, the same button becomes Stop
RegenerateThe last answerWrites the answer again. The new answer replaces the current one — the tooltip reads "Regenerate (replaces this answer)"
ContinueAn answer that was cut offAsks the assistant to carry on from where it stopped
Helpful / Not helpfulAnswersThe thumbs-up and thumbs-down buttons record your feedback; click the same one again to remove it

Notes:

  • Read aloud takes a few seconds to start, and only one answer is read at a time. It depends on your organization's installation: where it is switched off, you see "Read-aloud is switched off in this installation."
  • Helpful and Not helpful are disabled if your role does not allow giving feedback.

Taking Actions Through Chat​

You can ask the assistant to do things, not just answer questions — create a task, submit a request, start a process.

Anything that only reads information runs on its own. Anything that changes or sends data first shows an approval card titled "Action Requires Approval", listing exactly what will happen. Nothing is changed until you press Approve.

See Using AI Tools.


Chatting Inside a Project​

You can also chat inside a project. Project conversations are shared with the project's members rather than being personal, they are not tied to a single assistant, and both web search and document search are available in them.

See Projects Overview.


Notices You Might See​

NoticeWhat it means
"{n} old messages summarized"A long conversation was condensed so it can keep going. Earlier messages stay visible
A note about document accessSome document features may be unavailable depending on your organization's data settings
"Please select an assistant first"No assistant is selected — pick a chip and send again
"Still loading this conversation…"A past conversation is taking a while to open. If it takes much longer, "This is taking longer than usual." appears with a Try Again button
"This conversation is still loading — send again in a moment."You sent a message before the conversation finished opening. Wait a moment and send again

Finding Your Conversations Again​

Everything is saved automatically once you send your first message.

  • Recent in the sidebar lists your latest conversations
  • All Chats shows your full history, with a search box that looks through all your conversations

Opening a past conversation reloads its full message history and its sources, and the assistant keeps the context of that conversation. See Chat History.

note

Your personal conversations are private to you. Only conversations inside a project are shared, and only with that project's members.


Next Steps​