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.
Personal Workspace Chats vs. Project Chats
Chats in your personal workspace and chats inside a project behave differently:
| Personal workspace chat | Project chat |
Visible to | Only you, by default. | All project members (if shared), or only you (if not shared). |
Can be shared | Yes — via Settings → Collaboration inside the chat. | Yes — via Settings → Collaboration inside the chat. |
Can be moved | No — a personal workspace chat cannot be moved into a project. | N/A |
Workaround: If you started a useful chat in your personal workspace and want your project team to access it, share the chat with your project members via Settings → Collaboration. They will then be able to see it in their chat list. You cannot physically move it into the project folder, but sharing achieves the same result.
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