Skip to content
socra

Chat with an AI Teammate

The chat sidebar lets you have a real-time conversation with any AI Teammate while viewing a Socra, Journey, or Space.

Open the Chat Sidebar

Section titled “Open the Chat Sidebar”
  1. Press ] or click the chat icon in the top-right of the detail view.
  2. The chat sidebar opens on the right side.

The chat panel appears with the currently selected AI Teammate.

Start a Conversation

Section titled “Start a Conversation”
  1. Type your message in the chat input.
  2. Press Enter or click Send.
  3. The AI Teammate responds based on the context of the current item (its content, timeline, parent Journey, and Space).

The AI Teammate’s response appears in the chat thread.

Switch AI Teammates Mid-Conversation

Section titled “Switch AI Teammates Mid-Conversation”
  1. Click the AI Teammate name at the top of the chat sidebar.
  2. Select a different AI Teammate from the dropdown.

The conversation continues with the new AI Teammate. Previous messages remain visible.

Start a New Chat

Section titled “Start a New Chat”

Click the New Chat button in the chat panel header to start a new chat conversation with the same AI Teammate.

What AI Teammates Can Do in Chat

Section titled “What AI Teammates Can Do in Chat”
  • Answer questions about the current Socra, Journey, or Space
  • Create new Socras inside the current Journey
  • Update Socra content based on your instructions
  • Move Socras between Journeys
  • Create new Journeys
  • Compile or update memory

Next Steps

Section titled “Next Steps”