Why Share Chats?
Sharing chat conversations allows you to:
Collaborate with team members on tender responses
Get feedback on AI-generated content
Share research findings and analysis
Demonstrate your approach to stakeholders
Preserve institutional knowledge
How to Share a Chat
Step 1: Navigate to the Project from which you want to share a chat
Click on the project in your projects dashboard. The system will then redirect you to the chat layout.
Step 2: Click on the chat conversation you want to share
The overview of chat conversations is located at the bottom-left of the chat interface page.
Step 3: Navigate to "settings" on the left side.
After clicking on "settings", a new window opens. In the next step, click on “collaboration”.
Step 4: Choose the members you want to share the chat conversation with.
You can add team members to the chat conversation. Then click on "save".
Important notes:
If you branch a chat conversation, these conversations are also shared with the members of the original chat.
Only the original person who started the chat conversation can share.
Best Practices for Sharing
Share early in the process to get input before content is finalized
Document decisions made based on shared conversations
Sharing Go/No-Go Analysis
When sharing Go/No-Go analysis with decision-makers:
Create a dedicated chat for the Go/No-Go analysis
Generate comprehensive analysis using AI
Add your own commentary and recommendations
Share with stakeholders using "View Only" permission
Request feedback by a specific date
Document the final decision in the chat