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Understanding the Chat Interface Layout

Learn about the three-panel chat layout and all controls

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Written by Eden Noelle
Updated over 3 months ago

Chat Interface Overview

The chat interface is your primary workspace for interacting with AI agents. It's divided into three main panels.

Left Panel: Conversations

New Chat Button: The blue "+ New chat" button at the top creates a fresh conversation thread. Use this when starting a new topic to avoid context confusion.

Conversation List: All your chats are listed below, showing:

  • Conversation title (auto-generated from first message)

  • Preview text of the most recent message

  • Timestamp (e.g., "Now," "4 days ago")

  • Status indicators (loading spinner, checkmark)

Click any conversation to load it in the main area. The active conversation is highlighted in blue.

Center Panel: Main Chat Area

Conversation Title: Displayed at the top, often editable by clicking.

Message Display:

  • Your messages: Appear on the right with light blue/gray background

  • AI messages: Appear on the left with white/light gray background, including formatted content (headings, lists, tables, code blocks, diagrams)

AI Message Action Buttons:

  • Copy: Copy the response to clipboard

  • Regenerate: Ask AI to create a new response

  • Feedback: Thumbs up/down to rate quality

  • View Full Content: See complete search results or external content

Message Input Area

Input Field: Type your message here. Press Shift+Enter for new lines, Enter alone to send.

File Attachment Button: Paperclip icon lets you attach PDFs, Word docs, Excel files, images, and text files for AI analysis.

Context Selector Buttons:

  • Project: AI accesses all files in current project

  • Client: AI accesses client-specific information

  • Global: AI accesses global knowledge and templates

  • Web: AI can search the internet (highlighted in blue when active)

Mode Selector:

  • Fast Mode: Quick responses for simple questions (lightning bolt icon)

  • Agent Mode: Complex reasoning and multi-step tasks (robot icon)

Send Button: Blue paper airplane icon sends your message.

Expand Agents Button: Reveals specialized sub-agents (requirements, planning, pricing, QA, research, writing).

Notify Me Checkbox: Get notified when long-running tasks complete.

Right Panel: Document Management

Write Button: Switch to document editing mode.

Create Section Button: Add new sections to your tender document.

Document Statistics: Shows total words, number of sections, and completed sections.

Section List: All document sections with word counts, status, and last updated timestamps. Click to edit or use AI to generate content.

Flexible Interface Layout

Collapsible Panels

You now have complete control over your workspace layout:

  • Close the writing section to expand your chat area for better conversation visibility

  • Close the chat section to maximize your writing workspace

  • Adjust pane sizes by dragging the dividers between sections

  • Toggle visibility using the eye icon to quickly show or hide panels

💡 Tip: Choose the layout that best suits your current task. Need to reference chat history? Keep the chat open. Focused on writing? Hide the chat for maximum screen space.

Enhanced Text Formatting Tools

The writing section now includes comprehensive text formatting options, similar to what you'd find in Word:

Basic Formatting

  • Paragraph styles - Apply different heading levels and text styles

  • Font selection - Choose from multiple available fonts

  • Font size - Adjust text size as needed

  • Text styling - Bold, italic, underline, strikethrough, subscript, and superscript

Colors and Highlighting

  • Text color - Select from preset colors or use the custom color picker to match your brand

  • Text highlighting - Highlight important text sections for emphasis

💡 Tip: You can ask TenderB to apply formatting for you automatically!

Alignment and Spacing

  • Text alignment - Left, center, right, or justify

  • Line spacing - Adjust spacing between lines

  • Lists - Create numbered or bulleted lists

  • Indentation - Add or remove indentation levels

  • Block quotes - Format text as quotations with special styling

Advanced Features

  • Hyperlinks - Add clickable links to your documents

  • Images - Upload and insert images

  • Videos - Embed video content

  • Tables - Create custom tables with adjustable styling (use the popup menu when selecting a table to modify its appearance)

  • Special symbols and emojis - Insert special characters as needed

  • Page breaks - Control where pages break in your document

Document Tools

  • Find and Replace - Search for specific text and replace it throughout your document (works just like Word, with options for match case and find in selection)

  • Word Count - View detailed statistics including:

    • Total word count

    • Characters without spaces

    • Characters with spaces

    • Selection-specific counts (select text to see counts for that section only)

Document Management System

Multiple Documents

One of the most requested features is now available: create and manage multiple separate documents!

How it works:

  • Each document is a separate workspace with its own chapters and content

  • Documents can be associated with specific chats

  • Create new documents using the "Create Document" button

Creating a New Document

  1. Click the new document button

  2. Enter a document name (e.g., "Implementation Plan")

  3. Add a short description to help TenderB understand the document's purpose

  4. Click "Create Document"​

Working with Documents

  • Continue in current chat - Keep working in your existing conversation within the new document

  • Start fresh - Click "New Chat" and select which document to work in

  • Focus on one document - When working in a specific document, other documents remain unedited

Document Settings

Access document settings via the gear icon:
​​

  • Change document name - Update the title at any time

  • Edit description - Modify the document's purpose description

  • Mark as template - Save documents as templates for reuse with prefilled content

💡 Tip: Using separate documents helps you organize your work by project, section, or tender response, making it easier to manage complex proposals.

Improved Save Points

The save point system has been redesigned for better version control:

Features

  • Automatic save points - Created automatically as you work

  • Clear history - See exactly what changes were made at each save point

  • Easy restoration - Restore to any previous version with one click

  • Version tracking - Monitor document evolution over time

How to restore:

  1. Browse through available save points

  2. Select the version you want to restore

  3. Click "Restore to this version"

  4. Your document reverts to that state

Enhanced Export Options

PDF Export

  • Click the download button to generate a PDF

  • Improved PDF generation with better formatting and styling

  • Cleaner output for professional documents

Word File Export

You can now export documents directly to Word format:

  1. Ask TenderB: "Please create a Word file of this document"

  2. TenderB will use code execution to generate a .docx file

  3. Download the Word file for further editing

💡 Tip: Remember that you can always open PDF documents in Word as an alternative method.

Preview Functionality

Use the Preview button to see how your document will look when exported:

  • View page breaks in action

  • Check formatting and layout

  • Ensure your document meets requirements before exporting

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