Where it lives
Report Chat appears as the left panel of plan mode. The panel is labelled Report Chat and is only available while the report is in plan mode (it is hidden in view mode). If you do not see it, switch to plan mode via the mode badge at the top of the report. You can also jump straight to the chat by clicking Ask or request changes in the action bar at the bottom of the section editor.Sending a message
- Type your request into the Ask anything… input at the bottom of the chat.
- Press Enter to send, or Shift + Enter for a new line.
- The assistant streams its response and, where relevant, performs actions on your report.
What the assistant can do
As the assistant works, you will see small status rows showing which tool it is using. Tools update the report in place — sections appear, change, or disappear as the assistant calls them.| Tool | What you see | Effect |
|---|---|---|
| Add section | ”Adding section” → “Section added” | A new section is appended or inserted into the outline. |
| Edit section | ”Editing section” → “Section edited” | The description of an existing section is updated. |
| Delete section | ”Deleting section” → “Section deleted” | A section is removed from the outline. |
| Reorder sections | ”Reordering sections” → “Sections reordered” | The outline is reorganised to a new order. |
| Search document | ”Searching document” → “Document searched” | On mirrored reports, searches the uploaded source document. |
| Read document | ”Reading document” → “Document read” | On mirrored reports, pulls specific content from the source document to answer a question. |
Search and read tools are only available for reports created by mirroring an existing document, because they operate against that uploaded source document.
Chat sessions
Each report can have multiple chat sessions so you can keep different threads of work separate — for example, one session for structuring the outline and another for revising a specific section.- Switch sessions — Use the Chat Session dropdown at the bottom of the chat to pick an existing session.
- Start a new session — Click the New chat session button (the message icon with a plus) at the top right of the chat. Session titles are generated automatically from your first message.
Attaching context
You can scope a question to a specific section by adding it as an attachment. Attached items appear as chips above the chat input; remove them with the X button before sending if you change your mind.Using Report Chat effectively
- Only the latest message drives the assistant’s next action. Earlier messages are used as context, not re-executed.
- The assistant only deletes sections when you explicitly ask it to — phrases like “remove”, “delete”, or “drop” are honoured.
- Refer to sections by title when you can; the assistant will resolve which section you mean.
- For mirrored reports, you can ask research-style questions (“what does the source document say about interconnection timelines?”) and the assistant will search the uploaded document for the answer.
Next steps
Using Plan Mode
The workspace Report Chat lives inside.
Mirroring a Report
Enables Report Chat’s document search and read tools.