> 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/client-chat.md). # Client chat ## What is per-client Chat? Per-client Chat is a conversational assistant on the client hub, scoped entirely to one client. It can read every document in the client's binder, the prepared return, the tax position summary, data-entry notes, and review findings. It cannot see any other client's data in the workspace. Once the binder is processed, Chat is available any time you need to ask a question about that client. ## Before you start: binder readiness Chat becomes active only after the client's binder has finished processing (binder creation is complete). While the binder is still being created, the Chat task card shows a loading state indicating that setup is in progress. If binder creation failed, a retry option is available. Document quality affects answer quality: a more complete binder with clearly readable source documents produces more precise answers. ## Opening Chat for a client **Walkthrough: opening Chat for a client** 1. On the client hub, open the **Chat** task card (available once binder creation is complete). The chat interface loads scoped to that client, with the client shown as a chip in the message box and a set of **Suggestions** (starter prompt chips) below it. 2. Type your own question or click a suggested prompt to begin. Use the **+** button at the top of the left panel to start a new conversation, and the thread list below the search box to return to and resume a prior conversation. ![The per-client Chat interface on load, showing the conversation sidebar, the client-scoped message box, and the starter prompt suggestions](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/client-chat-opening/image1.webp) ## What the assistant knows about this client The assistant has access to the following for the selected client: * Tax position summary: taxpayer profile, household composition, dependents, income sources, and estimated tax position. * The prepared draft return for the current year. * Tax-prep and tax-review run outputs, including the cover memo and review findings. * Data-entry and extraction notes, and flagged binder items. * Binder checklist: missing documents, data gaps, and conflicts. * All processed source documents and their extracted content. * Client-specific saved memories from prior sessions. The assistant does not pull data from any other client in the workspace. ## Questions you can ask The chat interface shows a set of suggested prompts drawn from the full prompt pool. You can use these as starting points or ask any free-form question about the client. Sample prompts from the pool: * "What documents is this client missing?" * "Any big changes from last year?" * "Do they owe or are they getting a refund?" * "Anything that could trigger an audit?" * "Did they make estimated tax payments?" * "What's their effective tax rate?" * "Any carried losses or credits to apply?" * "Did they have any major life events?" * "How's their retirement contribution look?" * "Any K-1s or pass-through income?" These cover common starting points across missing documents, return summary, year-over-year changes, risk items, specific data points, and life events. Free-form questions beyond these starters work equally well. ## How the assistant cites its answers When an answer draws from a specific document in the binder, the response includes a citation. Tapping the citation opens the referenced document or page in the binder's source viewer. Citations let you verify the source of an answer quickly without leaving the conversation. ## Navigating from Chat The assistant can navigate you directly to the current client's Tax Prep, Review, Binder, Planning, and Chat pages, plus the workspace Skills settings page. For example, asking "Go to their review findings" will open the Review page for that client. The assistant cannot navigate to the clients list, switch to a different client, or open the workspace Analyst. ## What the assistant can and cannot do **Can do:** * Answer questions about this client's documents, return data, and tax position. * Cite specific source documents with links into the binder viewer. * Answer general tax research questions using live web search. * Navigate to the client's Tax Prep, Review, Binder, Planning, and Chat pages, plus the workspace Skills settings page. * Propose binder actions such as adding a note or flagging an item; these are proposals that the user confirms. **Cannot do:** * Access data from any other client or answer cross-client aggregate questions. * File or transmit anything to a tax authority. * Navigate to pages outside the five supported client-level destinations. ## Conversation history Conversations persist per client. Returning to Chat for a client resumes the most recent thread. You can start a new conversation at any time. For a searchable history across workspace-level threads, or to ask questions that span multiple clients, use the Analyst. --- # 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/client-chat.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.