Finding your way around

This page shows where things live in Intra AI: the sidebar with your conversations, the account menu, the agent and model controls at the top, search, and keyboard shortcuts. What you see depends on the features your organization has turned on and on your role.

The interface: the sidebar with navigation and your conversations on the left, agent and model selection at the top, and the message box in the middle.

Use the sidebar#

From top to bottom, the sidebar holds:

• The Intra AI logo, which takes you to a new conversation, and Close sidebar next to it.
• New chat to start a conversation, and Search, which opens the same search as Ctrl+K.
• The Workspace group: Agents, Workflows, Projects, Messages, Integrations and Academy. Only the areas your organization has turned on appear. Workflows and Academy are off by default until Intra AI turns them on, and Workflows also needs Agents to be on. Next to Messages, a number counts unread items and a blue dot means someone is waiting for your answer.
• Your conversations: Pinned first, then Today, Last 7 days, Last 30 days and older ones by month.
• Your name at the bottom, which opens the account menu.

Files is no longer in the sidebar. You'll find it in the account menu under Library.

The conversation list also shows status. A pulsing blue dot means an answer is still being written. A steady blue dot with a bold title means a new reply has arrived. A small share icon marks a shared conversation. A clock icon appears when a conversation will be deleted automatically within 14 days, and it turns orange in the last three days.

Each row has a More actions menu (…) to rename, pin, archive, bookmark or delete the conversation. For a conversation someone shared with you, there is no Rename, and Leave replaces Delete. See Organize and find conversations. Ctrl-click (Cmd-click on a Mac) opens a conversation in a new tab.

To adjust the sidebar:

• Drag its right edge to make it wider or narrower.
• Select Close sidebar next to the logo, or press Ctrl+Shift+S. The conversation takes the full width.
• Select Open sidebar in the top left corner, or press Ctrl+Shift+S again, to bring it back.

Open the account menu#

Select your name at the bottom of the sidebar, and the menu opens upward. The line under your name reads Settings & more, Admin · Settings & more for administrators, or Manager · Settings & more for managers who can open the Manager Console.

Select your name to open the account menu with your token balance, Library, Account, Help and Sign out.

What's in it:

• Token balance, if your organization tracks one: the share left (for example 49.8% left), the amount in millions of tokens, and either Refills on … or No automatic refill. See Profile, usage and token balance.
• Library: Files, Bookmarks (when bookmarks are on), Archived (with a count once something is archived) and Personalization, which holds Memory and Skills. If only one of the two is available, it sits directly in the list. Memory is grayed out if you turned it off in your settings or your administrator disabled it, and it is hidden in a temporary chat.
• Account: Profile, Settings and Help, which contains Documentation (opens in a new tab), Keyboard shortcuts and Version.
• Organization, only for administrators and for managers with admin access. Administrators get Administration, managers the Manager Console. Administrators also see Hub if the instance has it.
• Sign out.

Pick an agent and a model in the header#

The center of the header shows Intra AI, Agents and the current model. At the far right, the ghost icon (Turn on temporary chat) starts a new conversation that isn't saved and doesn't use your memory. Selecting it takes you away from any open conversation. Next to the ghost icon, More actions holds sharing, bookmarking and a few other options. On wider screens, a running conversation also shows its title on the left, with its own menu.

To pick an agent:

1. In a new conversation, select Agents. The agent picker opens.
2. Choose an agent. Its name replaces Agents in the header.
3. Select Intra AI to go back to the assistant without an agent.

After you send the first message, the agent stays with that conversation and the header shows only its tab, with a lock. To use a different agent, start a new conversation. See Using agents.

To pick a model:

1. Select the model button to the right of Agents. Models are grouped by provider. With eight or more models, a Search model or provider field appears at the top.
2. Select a model. A check mark shows the current one.

On each row, the lightbulb means Thinks before answering, the image icon Reads attached images, and the crossed-out image Does not read images – text only. Default marks the preset model. The number at the right end of the row (such as 131K) is the context size; that column only appears when every model has a context size recorded.

Select the model button at the top to choose a model; icons show whether it thinks before answering and reads images.

If an agent sets the model, the model button shows a lock instead of the arrow. Select it to see Model set by the agent with the model and a Fixed badge. In a new conversation, you'll also find Chat without an agent there. Selecting it removes the agent so you can pick the model yourself. Once the conversation has started, the agent's model stays. Project conversations, and instances without agents, show only the model button. Switching models mid-conversation is covered in Writing messages.

Search with Ctrl+K#

1. Press Ctrl+K, or select Search in the sidebar.
2. Before you type, you see Recently opened (your five most recently active unpinned conversations), Pages and Actions.
3. Type a search term. From two characters on, Intra AI also searches the titles and content of your conversations and lists matches under Conversations and Messages.
4. Pick a result with the mouse, or with the arrow keys and Enter. Press Esc to close search.

Press Ctrl+K to search conversations, pages and actions.

Actions offers New chat, Upload file, Switch agent (only in a new conversation) and Keyboard shortcuts. If search is turned off for your instance, Search and Ctrl+K are gone.

Use keyboard shortcuts#

Press ? while no text field is focused, or open the account menu and choose Help › Keyboard shortcuts. On a Mac, press ⌘ wherever this page says Ctrl. The shortcut list shows the Mac symbols, for example ⇧⌘O for Ctrl+Shift+O.

Press ? (outside a text field) to see all keyboard shortcuts.

These work anywhere in the app (General):

These only work while the cursor is in the message box (Message field):

Read the notices at the top#

When something affects the service, Intra AI shows a notice. Most appear as a bar at the top of the window; the provider notice appears in the chat area.

Use Intra AI on a phone#

• The sidebar becomes a drawer. Open it with Open sidebar in the top left corner. It closes when you open a conversation or page, and the Back button closes the drawer before it leaves the page.
• In the message box, Enter starts a new line. Tap Send to send.
• In the account menu, Personalization and Help appear as sections instead of submenus. Keyboard shortcuts isn't offered on phones.

Troubleshooting#