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Overview

Conversations are the primary way to interact with AI models in Pulze. Each space can have multiple conversations, allowing you to organize different topics, projects, or workflows separately.

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Conversation Features

Chat Interface

Real-time AI interactions with advanced features

Message History

Access and search through previous conversations

References & Sources

Track data sources and citations

Collaboration

Comment and collaborate with team members

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Starting a Conversation

1

Navigate to Space

Open your space from the Spaces menu
2

Start New Conversation

Click the text input area or “Start a new conversation” section
3

Enter Your Prompt

Type your message or question for the AI
4

Submit

Press Enter or click Send to begin the conversation

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Conversation List

The space home displays all saved conversations with:

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Search and Filtering

  • Text Search: Find conversations by keywords in titles or content
  • Owner Filter: Show only your conversations or all team conversations
  • Type Filter:
    • All conversations
    • Regular conversations
    • Task-based conversations
  • Task Filter: Filter by specific scheduled tasks

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Conversation Preview

Each conversation shows:
  • Title: Auto-generated or custom name
  • Preview: Snippet of the latest response
  • Metadata:
    • Last modified time
    • Creator information with profile picture
    • Unread message count (if applicable)
  • Participants: Preview of member profile pictures
  • Task Indicator: Clock icon for task-linked conversations

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Conversation Actions

  • Open: Click anywhere to open the conversation
  • Rename: Edit the conversation title
  • Delete: Remove the conversation permanently
  • Share: Add or remove members
  • Export: Download conversation history

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Conversation Types

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Regular Conversations

  • Manual interactions with AI models
  • Can be saved for later reference
  • Support all conversation features
  • Persist until manually deleted

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Task Conversations

  • Automatically created by scheduled tasks
  • Linked to the originating task
  • Marked with a special indicator
  • Include task execution metadata

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Document Conversations

  • Associated with collaborative documents
  • Synchronized with document content
  • Support inline AI assistance
  • Track document-specific changes

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Conversation Settings

Each conversation can be configured with:

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Assistant Selection

  • Choose a specific assistant for the conversation
  • Use the space default assistant
  • Switch assistants mid-conversation
  • Access assistant-specific tools

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Model Configuration

  • Select the AI model to use
  • Switch models during the conversation
  • Configure model parameters
  • Set up failover options

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Data Context

  • Attach specific documents
  • Link to datasets
  • Include custom data
  • Configure RAG (Retrieval-Augmented Generation)

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Participant Management

  • Invite specific team members
  • Set conversation-level permissions
  • Manage notifications
  • Track participant activity

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Conversation Organization

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Naming Conventions

  • Auto-generated titles based on first message
  • Custom titles for better organization
  • Support for emojis in titles
  • Searchable names

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Categorization

  • Group related conversations
  • Use consistent naming patterns
  • Tag conversations with metadata
  • Create conversation collections

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Archiving

  • Archive completed conversations
  • Keep space clean and organized
  • Maintain searchable history
  • Restore when needed

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Unread Messages

The platform tracks unread messages in conversations:
  • Badge Indicators: Show unread count
  • Visual Cues: Highlight conversations with new activity
  • Notifications: Alert when new messages arrive
  • Mark as Read: Automatically or manually

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Conversation Lifecycle

1

Creation

Start a new conversation with a prompt
2

Active Use

Ongoing back-and-forth with AI and team members
3

Collaboration

Add comments, share with team, reference data
4

Completion

Mark as complete or let it go dormant
5

Archival

Archive for reference or delete if no longer needed

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Best Practices

  • Use descriptive conversation titles
  • Create separate conversations for different topics
  • Regularly review and archive old conversations
  • Delete conversations that are no longer needed
  • Share conversations with relevant team members only
  • Use comments for asynchronous feedback
  • Tag team members when input is needed
  • Keep conversation context clear for all participants
  • Use filters to find conversations quickly
  • Save important conversations for easy access
  • Export conversations for external documentation
  • Leverage saved conversations as templates
  • Attach relevant documents at the start
  • Reference appropriate datasets
  • Use clear, specific prompts
  • Build on previous messages in the thread

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Pagination and Navigation

For spaces with many conversations:
  • Page Size Options: 10, 25, 50, or 100 conversations per page
  • Page Navigation: First, previous, next, last page controls
  • Jump to Page: Direct page number input
  • Total Count: Display of total conversations
  • Results Summary: “Showing X-Y of Z conversations”

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Recent Conversations

The dashboard highlights:
  • Your most recent conversations
  • Conversations with new activity
  • Conversations shared with you
  • Task-generated conversations

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Conversation Analytics

Track conversation metrics:
  • Total Conversations: Count in the space
  • Active Conversations: Recently updated
  • Participation: Member engagement levels
  • Token Usage: Resource consumption per conversation

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Next Steps

Chat Interface

Learn about the conversation UI

Message History

Explore message management

Comments

Collaborate with your team

Back to Spaces

Return to Spaces overview
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