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Key Features

Discover the powerful features that make Schatzi AI an effective tool for your business.

Chat Management​

Creating Conversations​

Create organized, topic-specific conversations for better clarity and management.

Best practices:

  • Create new conversations for each project or topic
  • Use descriptive names (e.g., "Q1 Board Pack Draft")
  • Keep related discussions in the same chat for context

Renaming Chats​

Keep your workspace organized with clear, descriptive chat names.

How to rename:

  1. Locate the conversation in your history
  2. Click the edit/rename option
  3. Enter a meaningful name
  4. Save changes

Searching Conversations​

Find past prompts and answers quickly with the built-in search.

Search capabilities:

  • Search by keywords
  • Filter by date
  • Search within specific conversations
  • Find specific AI responses

Exporting Chats​

Save your conversations for archiving, compliance, or sharing.

Export formats:

  • Markdown (.md)
  • Plain text (.txt)
  • JSON (for programmatic access)

Use cases:

  • Compliance and record-keeping
  • Sharing insights with team members
  • Creating documentation from AI conversations

File Handling​

Supported File Types​

Documents

  • PDF
  • DOCX (Microsoft Word)
  • TXT (plain text)

Spreadsheets

  • XLSX (Microsoft Excel)
  • CSV (comma-separated values)

Images (if vision-enabled models available)

  • PNG
  • JPG/JPEG

Typical File Workflows​

Document Summarization​

Upload: Quarterly-Report-Q3-2024.pdf
Prompt: "Summarize this report in one page, highlighting key financial metrics and risks."

Data Analysis​

Upload: Sales-Data-2024.csv
Prompt: "Analyze this CSV and list the top 5 trends. Flag any anomalies."

Document Comparison​

Upload: Contract-V1.docx, Contract-V2.docx
Prompt: "Compare these two versions and highlight all changes."

File Upload Best Practices​

Security:

  • Use anonymized or masked data when possible
  • Avoid uploading anything you're not legally allowed to process
  • Delete files after use if they contain sensitive information

Performance:

  • Break very large documents into sections for better control
  • For 100+ page documents, ask specific questions rather than "summarize everything"
  • Use the appropriate model (Document Analysis for PDFs, Data Analysis for spreadsheets)

Quality:

  • Ensure files are readable (not scanned images without OCR)
  • Use clean, well-formatted data
  • Remove unnecessary pages or sheets before uploading

Model Switching​

Mid-Conversation Switching​

You can change models during a conversation to leverage different strengths.

Example workflow:

  1. Start with Standard model to sketch an outline
  2. Switch to Thinking model for detailed analysis
  3. Switch back to Standard for final formatting

What happens to context: The new model typically sees the full conversation history, allowing continuity across model switches.

Choosing When to Switch​

Switch to a more powerful model when:

  • Initial results are too superficial
  • Complex reasoning is needed
  • Accuracy is critical

Switch to a faster model when:

  • You need quick iterations
  • Tasks become simpler
  • Cost efficiency matters

Advanced Chat Features​

Multi-turn Conversations​

Build context across multiple exchanges for sophisticated results.

Benefits:

  • AI remembers earlier parts of the conversation
  • Progressively refine outputs
  • Build complex documents step-by-step

Example:

You: "Draft an executive summary about digital transformation"
AI: [provides summary]
You: "Now make it more technical and add metrics"
AI: [refines with technical language and metrics]
You: "Perfect. Now create 5 discussion questions for the board"
AI: [generates questions based on the summary]

Editing Messages​

Refine a previous prompt and regenerate the AI's response.

When to use:

  • You want to rephrase your question
  • You realized you missed important context
  • You want to see how a different prompt affects the output

Regenerating Responses​

Ask the AI to try a different approach or angle.

Use cases:

  • Not satisfied with the first response
  • Want to see alternative perspectives
  • Looking for different phrasing or tone

Copy & Share​

Easily transfer AI outputs to other tools and platforms.

Quick actions:

  • Copy individual messages
  • Copy entire conversations
  • Export formatted text
  • Share with team members

File Management​

Viewing Uploaded Files​

See which files are attached to each conversation.

Information displayed:

  • File name
  • File type
  • Upload date
  • File size

Deleting Files​

Remove files from the system when no longer needed.

Why delete:

  • Free up storage space
  • Remove sensitive information
  • Clean up test/experimental uploads

How to delete:

  1. Access the file management section
  2. Select files to remove
  3. Confirm deletion
  4. Files are permanently removed from the system
Data Privacy

After completing work with sensitive files, consider deleting them from the platform for maximum privacy protection.

Settings & Preferences​

Theme Selection​

Choose your preferred visual theme.

Options:

  • Light mode (default)
  • Dark mode
  • Auto (follows system preference)

Language Preferences​

Set your preferred interface language.

Model Defaults​

Configure which model loads by default for new conversations.

Notification Settings​

Manage alerts and updates (if available).

Power User Tip

Take time to customize your settings. Setting up your preferred defaults saves time and creates a more efficient workflow.