> For the complete documentation index, see [llms.txt](https://docs.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.filed.com/reference/products/chat-and-analyst/chat-features.md). # Chat features This page collects the features shared across Filed's chat surfaces - Binder Chat and per-client Chat. For what each surface knows and how to open it, see [Binder Chat](/reference/products/binder/chat.md) and [Per-client Chat](/reference/products/chat-and-analyst/client-chat.md). ## Dictate The message box in both Binder Chat and per-client Chat accepts voice input as an alternative to typing. This is useful when a document is already open and switching focus to type would break your place - dictate the question, review the transcribed text, and send it the same way as a typed message. ## Trace: citations back to source When an answer draws on a specific document, the response includes a citation. Clicking it opens the cited subdocument in the center viewer at the relevant page, so any claim the assistant makes can be checked against the original evidence without leaving the conversation. See [Cited answers and navigating to sources](/reference/products/binder/chat.md#cited-answers-and-navigating-to-sources). ## Flags and notes persist into the binder Chat is not limited to answering questions - it can take actions in the Binder: adding a note, placing a flag, applying a checkmark, or signing off an item. These are always shown as a proposal first; nothing is written to the binder until you approve it. Once approved, the resulting note or flag behaves exactly like one placed manually with the annotation toolbar - it shows up in the [Notes & flags feed](/reference/products/binder/activity-and-sign-off.md#the-notes--flags-feed) and persists with the binder going forward, not just within the chat conversation. See [Taking actions from Chat](/reference/products/binder/chat.md#taking-actions-from-chat). ## Alternate output formats (CSV and more) Both surfaces can return an answer as a downloadable file instead of only prose - ask for a table, a CSV, or a spreadsheet and the response comes back in that format. This is the right tool when the answer needs to be handed off, filed, or processed outside of Filed rather than just read on screen. ## Multiple conversations per client A client isn't limited to one ongoing thread. Starting a new conversation keeps a fresh line of inquiry separate from one already in progress, and nothing is lost - every conversation is retained and reachable from the history control. See [Multiple conversations per client](/reference/products/binder/chat.md#multiple-conversations-per-client). ## See also [Prompting best practices](/reference/products/chat-and-analyst/prompting-best-practices.md) for how to get better answers out of these features. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.filed.com/reference/products/chat-and-analyst/chat-features.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.