Casual Chat
The Casual Chat is designed for general discussions and questions that do not require access to large, specialized knowledge bases. It leverages the general knowledge of Large Language Models (LLMs) and offers a flexible, conversational environment.
Purpose of Casual Chat
Casual Chat is intended for informal conversations and general inquiries. Unlike datarooms, it does not have access to extensive, project-specific knowledge or large datasets. Instead, it utilizes the general knowledge embedded in the selected LLM.
Note: Answers provided in Casual Chat may not be as accurate or reliable as those in datarooms and can contain false information.
Privacy in Casual Chat
Files and messages in Casual Chat are visible only to you. Unlike dataroom files, system administrators do not have direct access to your Casual Chat conversations or attached files.
Selecting a Language Model
At the top navigation bar, you can choose which LLM to interact with. Each model may have different strengths, so you can select the one that best fits your question.
Select a Language Model
Navigate to the top of the page and locate the LLM selection dropdown.
Click the dropdown and choose your preferred language model.
Starting a New Conversation
To keep discussions organized and contextually relevant, it is recommended to start a new conversation for each new topic. This prevents the LLM from referencing previous, unrelated messages.
Start a New Conversation
Click on New Conversation in the top menu.
Begin your discussion on a new topic in the fresh conversation window.
Renaming a Conversation
You can give any conversation a custom name to keep your chat list organized and make past conversations easier to find.
Rename a Conversation
Right-click the conversation in the sidebar, or click the options menu (⋯) next to its name.
Select Rename and enter the new title.
Confirm by pressing Enter or clicking outside the input field.
Conversation History
The History page gives you access to all your past conversations in one place. You can search by keyword to quickly locate a specific chat or scroll through your entire conversation archive.
Open Conversation History
Navigate to the History page from the sidebar or main navigation.
Use the search bar to filter conversations by keyword, or scroll to browse your archive.
Click any conversation to open it and continue where you left off.
Uploading Files
You can upload files directly in the chat input area at the bottom of the chat window. However, please note the following limitations:
The file size should be kept small, as LLMs have a limited context window.
For larger files or datasets, use datarooms instead of Casual Chat.
Temporary Uploads & Token Limits
Files you add here are treated as temporary context for this conversation only; they are not stored like dataroom documents. Every model has a maximum number of tokens (characters and words) it can consider at once. If your uploads + chat history exceed that limit, the model will respond that a file was "too large" / "not fully processed".
How to adapt:
Split long documents into smaller targeted files
Remove unnecessary pages (keep only the section you need)
Ask a narrower question (e.g., "Summarize the milestones section" instead of "Summarize the whole 60‑page report")
Move extensive analysis to a dataroom where full processing is possible
Upload fewer files at once for critical accuracy
If you need persistent access, versioning, or comprehensive coverage, switch to a dataroom before continuing.
Reusing and Saving Attachments
When composing a message, you can reuse attachments from previous messages in the same conversation rather than re-uploading them. You can also permanently save an attachment to a dataroom for future use across conversations.
Attachments in Dataroom Chats
As of v2.1.0, you can attach files and images temporarily to individual messages even while a dataroom is connected in the chat. This makes it easy to ask a question that combines your stored dataroom knowledge with an ad-hoc document or image — all in the same conversation.
Create Files Directly in Chat
You can now ask AITEZA to create complete files directly from your prompt. Instead of receiving only text in the chat, you can generate ready-to-use documents for download and further editing.
Supported formats:
Format | File Type | Typical Use Cases |
|---|---|---|
Word |
| Reports, proposals, meeting notes, concepts |
PowerPoint |
| Presentations, management summaries |
Excel |
| Calculations, tables, evaluations |
Highlights
Live preview while the file is being generated (side-by-side on large screens, fullscreen on mobile).
One-click download for each generated file.
Multiple files in one response, with tab switching in preview.
Resizable preview pane on larger screens; your width preference is saved.
Optional save to a dataroom for shared access (requires write permission).
Generated files remain linked to the chat and are still available after reload.
Create a File in Chat
Describe the file you need in chat, for example: "Create a Word document with a short project report for our construction project."
Watch the live preview while AITEZA generates the file.
Download the file, or use Save to Dataroom to store it for your team.
File Creation with Connected Datarooms
In a dataroom chat, connect one or more datarooms first and then request a file based on their content, for example: "Summarize this dataroom in a 5-slide PowerPoint."
Agent Mode for Multi-Step Tasks (Default)
Agent Mode is now enabled by default for all requests. AITEZA can plan and execute multi-step processes automatically, for example researching dataroom content, creating an Excel file plus a management summary, and optionally saving outputs to a dataroom.
Good to Know
File creation is triggered only when you explicitly ask for a document. Normal questions still return regular chat answers.
Saving generated files to a dataroom requires write permission in that dataroom.
On desktop and mobile, the UI adapts automatically to the available screen size.
When to Use Datarooms Instead
For handling large volumes of data, complex documents, or project-specific knowledge, datarooms are the recommended environment. Casual Chat is best suited for quick questions, brainstorming, or general discussions.
Starting Workflows from Chat
You can start AI-powered workflows directly from any chat conversation. Workflows execute structured tasks using your dataroom knowledge, such as quality management evaluations.
Start a Workflow
Click the + button in the chat input area to open the actions menu.
Select Workflow starten from the menu.
Search or browse available workflows in the picker dialog and select the one you want to run.
The workflow badge appears in the input area. Enter your prompt and send the message.