User Interface Guide: Deep Dive¶

The PrimeThink platform features a thoughtfully designed interface that prioritizes productivity while maintaining intuitive navigation. When you first open the application, you'll notice how the interface is organized into distinct sections that work together seamlessly, creating a powerful yet approachable workspace for both individual and team collaboration.

The top navigation bar serves as your primary navigation hub, spanning the entire width of the interface.

The PrimeThink Logo¶

At its leftmost position, you'll find the PrimeThink logo, which serves as a brand identifier or as the image of the default virtual assistant when a chat is selected.

Moving right, you'll encounter the workspaces tab section, which enables quick navigation between different work contexts. These tabs help you organize your work into logical sections, and you can create new workspaces using the "+" button whenever you need to expand your organization.

The workspace system is particularly powerful because it lets you separate different types of work or projects while keeping them all readily accessible. For example, you might have one workspace for client communications, another for internal team discussions, and a third for personal tasks.

Organizing Workspaces¶

Create separate workspaces for different types of work or projects. This helps you: - Maintain focus on specific tasks - Keep related conversations and resources together - Switch contexts cleanly when needed - Manage multiple projects efficiently

The far right of the top bar contains a collection of important navigation buttons, each with a descriptive tooltip to help you understand its function:

View Memory: allows you to access historical data and saved contexts, helping you maintain continuity in your work and preferences.
View Collections: opens the document management system where you can organize and access your resources.
Members: provides access to team management tools
Notification: button helps you track updates and notifications.

The Show Menu button reveals additional options: * Virtual Assistants Admin: to manage the global and your personal virtual assistants. * Scheduled Tasks: to manage all the scheduled tasks created on each chat.

In mobile view, you will have the option to open and close the chat sidebar when a chat is selected. In the iOS and Android apps you can also swipe right from the left edge of the screen to open your chats and workspaces; if you had hidden the sidebar with Hide sidebar, the swipe brings it back as well. In a mobile browser the same swipe only brings back a hidden sidebar, because the browser uses it to go back a page.

Organization Switcher (Left Icon Bar)¶

The Group Switcher is your gateway to different collaborative spaces within PrimeThink. Located in the leftmost vertical bar of your interface, this essential tool helps you move seamlessly between different groups while maintaining clear boundaries between separate work contexts. Think of it as your professional control center – just as you might move between different teams or departments throughout your workday, the Group Switcher helps you transition smoothly between different collaborative spaces while keeping each one distinct and properly organized.

What Is a Group?¶

A group in PrimeThink represents a distinct collaborative space with its own set of resources and participants. When you join a group, you become part of a self-contained workspace that includes:

Your team members and their specific roles within the group
All conversations and chat histories related to that group's activities
Documents and resources shared within the group
Specific settings and preferences for that particular collaborative space
AI assistants configured for the group's needs

This separation ensures that work, conversations, and resources from one group remain separate from others, maintaining privacy and organizational clarity.

For example, if you're working with multiple teams or clients, each one can have its own group, ensuring that discussions and resources stay properly organized and confidential.

Switching Between Groups¶

Each organization appears as a distinct icon, and a single click lets you switch between these different contexts while maintaining complete separation of content and conversations.

The currently active group remains highlighted, providing a clear visual indicator of your working context.

A chat's address names the group it belongs to, for example https://app.primethink.ai/g/acme/chats/…, so a chat link you share opens in the right group. Opening such a link switches to that group before the chat loads, provided you are signed in to it. If you are not, you stay in your current group, and if the chat cannot be opened from there, an error says it may belong to a group you are not logged in to. Opening /g/<group> on its own shows that group's chats, or an error naming the group if you are not signed in to it. Older chat links without the group still open the chat, switching group when needed, and the address is then updated to the new form.

If a group's session has expired, its tile offers a fresh sign-in rather than a switch that would only fail — selecting it takes you to the login screen, and signing in there replaces just that group's session and leaves your other groups alone.

Managing Group Access¶

At the bottom of the Group Switcher, you'll find essential tools for managing your group connections:

Add groups — sign in to another group you belong to, and add it to the ones you are already using
Create group — start a brand new group with one of your accounts, see Adding and Creating Groups

When you add a group you already belong to under another account, you can sign in with a password or choose Email me a magic link. PrimeThink sends a link to that address; opening it lets you pick which of the account's groups to add to the ones you are already signed in to. The groups you are already signed in to appear in that picker marked Signed in and cannot be unselected — adding an account only ever adds, and never signs you out of a group you are currently using. When the account has exactly one group and you are not signed in anywhere else, there is nothing to choose and you go straight into the app.

Because you can reach the login screen while still signed in, it offers Back to the app to return to your chats without signing in again.

Top actions¶

A column of helpful actions, including: - An invite button for adding new members to your group - A location sharing toggle for when you need to share your location with the virtual assistants you use - Text-to-speech controls to have messages read aloud automatically

Bottom actions¶

A column of helpful actions, including: - A feedback mechanism for reporting issues or suggesting improvements - The Help button for the online help. - User Settings specific to the selected group.

The left sidebar functions as your command center for chat and task management. Understanding its three distinct sections will help you navigate more efficiently:

Top Control Section¶

In the upper portion, you'll find essential controls that help you manage your daily workflow.

Create Button¶

The Create button is your single entry point for starting something new. It opens the Create page, where everything you can start is organized into tabs:

Chat — a new conversation, optionally with an AI assistant chosen for the work at hand
Task — browse the tasks available to you and start one
Live App — browse and open the Live Apps available to you
DM — pick a member and open a direct conversation with them

The button stays pinned at the top of the sidebar, under the group switcher, however far you scroll the workspaces and chats below it.

Which tabs you see depends on your permissions: the Task tab needs permission to view tasks, the Live App tab needs permission to view and run Live Apps, and the DM tab appears only where direct chats are allowed. The Task and Live App tabs let you search, page through results, and jump to what you used recently or marked as a favourite. Whichever tab you last used is the one that opens next time.

Understanding when to use each type of chat can significantly improve your workflow. For instance, if you need to analyze a legal document, starting a chat with the Legal Document Analyzer assistant will provide you with specialized tools and capabilities specific to that task.

Search Everything¶

Search Everything looks for chats, Live Apps, tasks and collections across all your workspaces at once. Open it from the user menu, which opens when you select your name in the sidebar, or press Shift twice in quick succession on a keyboard.

The panel opens on your most recent items and narrows them as you type. Archived chats are not included. Tabs across the top (All, Chats, Live Apps, Tasks and Collections) show how many results each one holds; a count of 30+ means there may be more, so refine your search. The Live Apps, Tasks and Collections tabs appear only if you have permission to view them. All groups the results by type and shows up to four of each, with See all to switch to that type's tab.

On a larger screen, a preview beside the results shows the selected item's description and details, such as its workspace, when it was last updated or run, and its schedule, with an Open button. In the browser, a chat or a collection can also be opened in a new tab from there. Use ↑ and ↓ to move through the results, Enter to open one, Tab to switch type and Esc to close the panel. Opening a task or a Live App asks you to confirm before it starts.

Filtering and Organization Tools¶

The filter system includes a dropdown menu for selecting chat types (such as Standard or Multi Users), along with toggles for marking favorites, archived chats, and filtering by Virtual Assistant.

Chat List Section¶

The middle section displays your conversations in an organized list. Each chat entry shows relevant information like the chat name and timestamp, with visual indicators helping you quickly identify different types of conversations. The list updates in real-time to show new messages, status changes and unread messages.

The chat are ordered by last activity (last first) and with re-order based on usage.

When the list is sorted automatically, chats are grouped under date headings by when they last had activity: Last hour, Today, Yesterday, then N days ago, weeks ago, months ago and years ago for older chats. The headings move on their own as time passes, so a chat that was under Last hour drops to Today without a refresh. Pinned chats stay above the groups without a heading, and no headings appear in a workspace you have ordered manually or while you are reordering chats.

A chat entry's menu ends with an Updated line showing when the chat was last updated, as a full date and time. On desktop the menu is available on every chat entry, even one with no other actions.

Beside the All and Unread entries at the top of the workspace list sits Recent, which shows only the chats you have opened, the one you opened last first, grouped under the same date headings by when you opened them. It is ordered by when you last opened a chat rather than by when it last had activity, pinned chats are not lifted to the top, and manual reordering is not available there. A chat shows up the first time you open it; chats you have never opened are not listed. Sub-chats you have opened are listed there too, alongside top-level chats, even though the other lists show sub-chats only under their parent. Like All and Unread, it is hidden in a group that presents itself as a single app.

The heading above the list tells you what you are looking at: All Chats, Unread Chats when the unread filter is on, Recent when you are looking at the chats you opened lately, or the name of the workspace you have selected, with the workspace name highlighted. A long workspace name is shortened to one line.

While an AI agent is writing a reply in a chat, that chat's entry shows an animated responding indicator, so you can see work in progress in a conversation you are not currently looking at. The indicator appears and clears on its own as responses start and finish, and it survives a refresh or a reconnection.

Chat types¶

The two main chat types you interact with in the chat list are: * Standard: a 1-to-1 chat with one or more virtual assistant * Multi user: a chat where beside the VA there are also more humans. In these chats memory is disabled by default (governed by the chat's Global Memory setting), so the agent does not retain information from user messages unless it is explicitly enabled.

Other chat forms exist alongside these: direct messages between users, temporary chats (where memory is never active), and page chats backing Live Pages.

Assign workspace¶

You can drag and drop a chat into a workspace name to assign it to that specific workspace.

Delete a chat¶

When you hover your mouse over a chat entry, a delete icon appears, giving you the option to remove conversations that are no longer needed.

Sub-chats¶

For chats that contain sub-conversations or nested discussions, an arrow indicator appears at the end of the chat entry. This arrow serves as both a visual indicator that the chat contains subchats. The subchats will be visible in the Subchats tab, in the right chat sidebar.

Sub-chats inherit certain properties from their parent conversation while maintaining their own distinct space. This means you can have focused discussions about specific aspects of a project while keeping everything organized under the main topic.

Chat Tips¶

Create meaningful naming conventions for chats
Use of workspaces for to group chats by workspace
Regular archive or deletion of outdated or completed conversations
Maintaining organized favorites

Main Chat Window¶

The central area serves as your primary workspace, where most of your interaction happens. It's designed to provide a clear view of your conversations while offering powerful tools right where you need them:

Switching between conversation and Live App views¶

A Task or AI agent can turn the current conversation into a rendered Live App and can switch it back to the normal conversation later. PrimeThink changes the view automatically; you do not need to refresh the browser.

Text already entered in the message composer is retained during the switch. If the view changes before the Live App files are ready, PrimeThink shows a temporary loading state and displays the app when generation finishes.

Chat Display¶

Messages appear in a chronological thread, with clear visual distinction between different types of content. The interface supports rich content including text, files, and code snippets, displaying each appropriately to maintain readability.

An assistant can also include small rendered pieces of HTML in a reply, such as a summary card or a colour-coded table. They appear directly in the message and follow light and dark mode. An HTML block that is meant to be read as code shows Code and Preview tabs instead, so you can switch between the source and the rendered page.

Consecutive system notices of the same kind on the same day are condensed for participant joins and documents added to the chat. The summary names up to three items and then shows how many others are included. Select a grouped join notice to see the participant list, or select a grouped document notice to see its documents and open their details. A normal chat message, a different notice kind, or a day boundary starts a new group; other system notices remain separate.

Message bubbles, sender names, and participant avatars use a consistent participant tint to make multi-person and multi-agent conversations easier to scan. The palette adapts to light and dark themes, while your own messages use the PrimeThink brand tint. Public-chat guest and agent color overrides continue to apply, restyled to fit the active theme.

When the compact message layout is in use — that is, whenever "Use bubbles in chat" is turned off, and always in public chats — the thread is arranged as follows:

Consecutive messages are grouped. Messages from the same sender that arrive within five minutes of each other are shown as one block, with the avatar, name, and header printed only on the first message.
Each message carries its time. The clock time sits beside the message; hovering it shows the full date and time.
Replies show what they answer. A reply displays a short reference to the message it responds to, which you can select to jump to the original.
Actions appear on the message. Pointing at a message reveals a small action bar with the message actions and a row of quick reactions; More opens the full emoji picker, which can be searched. On a touch screen with room for the desktop layout, such as an iPad, tapping the message shows the same bar and keeps it open until you tap somewhere else. Long-pressing a message on a touch device opens its options, with the quick reactions at the top.
Streaming replies can be stopped. While an assistant is still writing, a Stop control appears on the message. If a message failed to send, a Retry control appears in its place.

When an assistant's reply fails, the error message can carry a short description of what went wrong. Select Show details under the message to see it, together with a copy button so you can paste it into a support request; Hide details folds it away again. An error message without a description shows only the message itself.

Message Interaction Features¶

PrimeThink provides several ways to interact with messages, making it easy to manage and use information within your conversations. Let's explore these interaction options in detail.

Pointing at a message reveals a Quick Action Menu just above its top corner — the top-left of your own messages and the top-right of other people's in the bubble layout; on a narrow message it moves to the opposite corner so it always stays on screen. This menu contains these primary actions that you'll use frequently:

The Play button activates text-to-speech for the message, allowing you to listen to the content instead of reading it. This feature proves particularly useful when you're multitasking or need to review longer messages while doing other work.

The Copy button creates a clipboard copy of the message content, preserving all formatting and structure. This makes it easy to reference or share information from your conversations in other contexts.

The More Options button (three dots) reveals additional message-specific actions, giving you access to advanced features when you need them.

Message Management Options¶

Each message can be managed through a contextual menu that appears when you click the More Options button. This menu provides several important functions:

You can add message content to your next prompt, building on previous conversations in a structured way. This feature helps maintain context and continuity in your discussions.

The Save options let you preserve message content in different ways: - Play: play the message content using text-to-speech - Copy: copy the content of the message to your clipboard - Add to prompt: paste the content of the message into the new message input text area - Save as File creates a downloadable copy of the message - Save as Memory stores the content in your workspace's memory system - Save as Document adds the message to your document collections - Delete: removes messages you no longer need, helping keep your conversations organized and relevant. When you delete a message, the system will ask for confirmation to prevent accidental removals. - Report: allows you to flag messages that need attention or review, helping maintain quality and address any issues or concerns. - See extra: extra information attached to the message

You can also select and copy part of the message content. If the message contains code snippets, you can copy only the code blocks, by clicking the "copy" button at the top of the block.

Composing Messages¶

At the bottom of the chat window, you'll find a versatile message composition field. Alongside text input, you can easily attach files, mention users, chats and virtual assistant using the @ key, and activate the voice message functionality to dictate messages instead of typing.

Attachments¶

Near the text input field, you'll find tools for enriching your messages with additional content. These tools help you:

Share files and documents relevant to your discussion. The system handles various file types appropriately, showing previews when possible and ensuring secure transmission of your content.

IMPORTANT: when you attach a file you also have the options to add them as documents

Attach Screenshot — in a chat that is showing a Live App, the attachment menu also offers Attach Screenshot, which captures the app view as it currently looks and attaches it to your message. This is handy for asking the assistant about what you are seeing. It is available in the web app and in the iOS and Android apps, and only appears while a Live App is on screen.

Once a message has attachments, its attachment strip can be collapsed and expanded, and it stays that way while the conversation updates around it. When there is more than one file, Download all saves them in one action and tells you if any of them could not be downloaded. Opening an image shows its filename and its position in the set, so you can page through the message's images and download the one you are looking at.

Current Chat Context Panel (Right Sidebar)¶

The Right Context Sidebar serves as your companion in PrimeThink, adapting its contents based on the selected capabilities of the chat and the default virtual assistant. Every configuration, option, or feature you see in the sidebar is contextualized to the current chat context and the default virtual assistant.

Understanding how to leverage the sidebar's context-specific tools can significantly improve your workflow. The sidebar is composed of multiple tabs, each with their own set of tools and information.

Which tab opens first depends on the chat: a Live App chat opens on Messages, since the conversation is not otherwise on screen; a direct chat opens on Settings; and any other chat opens on Info. A tab parameter in the URL overrides this, and you can switch tabs freely afterwards.

Info tab¶

The Info tab provides essential information and configuration about the current chat.

Top Controls¶

Search Scope Buttons¶

A row of segmented buttons at the top of the panel that control the search scope: - Search In Chat: Also search to the current chat history and summary (chat icon) - Search In Workspace: Available when in a workspace, searches across workspace chats (workspace icon) - Search In Documents: Available with RAG capability, searches through associated documents (document icon) - Search In Collections: Available with RAG capability, searches within collections (list icon) - Global Memory: Available with Memory capability, accesses the global memory of the user (memory chip icon)

These buttons can be: - Selected multiple at once for broader searches - All deselected if needed - Dynamically shown/hidden based on available capabilities

Favorite Toggle¶

Star icon located in the top-right corner
Allows marking the current chat as a favorite
Helps quickly access important conversations

Key Sections and Their Functions¶

Name¶

Primary identifier for your current chat session (shown in the chats list)
Editable via the pencil icon
Helps organize and quickly identify different conversations

Workspace¶

Organizational structure for grouping related chats
Can be empty (shows as "no workspace")
Customizable using the edit icon
Helps maintain clear separation between different projects or topics

Select Default Virtual Assistant¶

Displays your currently selected default virtual assistant
Available AI capabilities depends on the default virtual assistant
Editable via the pencil icon
If selected, every message without a specific mention will be replied by the default virtual assistant

Summary¶

Provides a concise overview of the chat's context and purpose
Automatically updates based on conversation content
Expandable via "More" link (if too long)
Helps maintain context across long conversations

Goal¶

Dedicated space for defining chat objectives
Helps maintain focus and direction for the default virtual assistant
Can be updated as the conversation evolves
Useful for tracking progress and outcomes

Memo¶

Free-form space for additional notes, mainly used by the default virtual assistant
Can be updated by the default virtual assistant throughout the conversation
Helps maintain important context

Mention Name¶

Specify names or term that can be used to reference the current chat in other chats (mention, accessed by typing the character @)

Capabilities¶

Controls the feature set available to your virtual assistant
Default capabilities apply when none are specifically selected
Includes multiple toggleable features:

Available Capability Toggles:¶

Base: Core assistant functionalities (always on)
Memory: Enhanced context retention
Multimodality: Support for various types of input/output
Goal: Objective-tracking features
Memo: Note-taking capabilities
RAG: Retrieval-Augmented Generation features
Web Search: Internet search for up-to-date information
Scheduled Tasks: Time-based action management
Subchats: Nested conversation support

Settings Tab¶

The Settings tab holds the chat's switches. They decide what the agent is given with each message and which features the chat has:

Global Memory: the agent can remember things about you across chats (needs the Memory capability).
History: the agent sees the recent conversation (the last 50 messages). Switched off, it sees only the message it is answering.
Auto Search in Chat Messages: before each reply, older messages related to your question, and the chat summary, are added for the agent.
Documents and Collections: the agent is shown the chat's documents and collections.
AutoRAG: before each reply, PrimeThink searches the documents and collections of the chat, of its workspace and of its AI agents, and gives the agent the best passages (needs Documents and Collections).
Scheduled Tasks: the agent can create scheduled tasks from the conversation. Switching it off does not stop scheduled tasks that already exist.
Email: the chat gets its own email address; emails from members arrive as messages and the reply comes back by email.
Make Public: the chat gets a public link anyone can use without an account; each visitor gets a private sub-chat.

A chat started from a task takes these from the task, and Update available sets them back to the task's values. Group admins can find the full details in Chat and Task Settings.

Documents Tab¶

Documents Tab Actions Bar¶

Upload: Attach files directly from your device (paper clip icon)
Paste: Insert a text or a url to scrape (clipboard icon)
Refresh: Update the document list (circular arrow icon): useful to check the progress of indexing the newly uploaded files

Document List¶

The list of documents associated with the current chat is displayed here. Each document is listed with its filename and the file type is indicated by both icon and extension. Multiple file types are supported including .md, .pdf, .docx, and text files.

In table view, the Date column shows each document's creation date and local time in 24-hour format. The same format is used in Collection Detail views.

Each document in the list has four action buttons: - Preview: View the document content - Download: Save the document to your device (down arrow icon) - Status: Status of the indexing of the document - Delete: Remove the document (trash bin icon)

Collections Tab¶

Collections Tab Actions Bar¶

Associate Collection: Allows users to link existing collections to the current chat

Collection List¶

Lists all collections added to the current chat. Each collection entry has a Delete button to remove collection association (trash bin icon).

Collection Types¶

Collections can be: - Public collections: they are setup by the group admin and can be seen by everybody in the group. - Private collections: they are create by each user and are only visible to them.

Members Tab¶

The Members tab provides a list of all participants in the current chat. They can be other users or virtual assistants.

Members Tab Actions Bar¶

Add Members: Invite new members or virtual assistants to the chat.

Add Members opens a picker with separate tabs for people and AI assistants, and a search box for narrowing a long list. Tap the ones you want — each becomes a chip at the top so you can see your selection as you build it — then confirm to invite them all at once. Anyone already in the chat is left out of the list, so you cannot invite the same member twice.

Each member entry shows: - Profile picture or avatar initials in a circle - Name - Remove button: removes a member from conversation (trash bin icon)

Member Types¶

Members can be: - Human users (shown with initials or profile pictures) - AI Assistants (shown with specific assistant avatars) - System users - Guest users

Scheduled Tasks Tab¶

The scheduled tasks tab provides a list of all scheduled tasks associated with the current chat.

Each scheduled task shows: - Schedule information (e.g., "Run every day at 10:00 AM") - Task description (e.g., "search the web and update on AI news related to Langchain") - Status and actions

Top Actions Bar¶

Add a Scheduled Task: Allows creation of new scheduled tasks (plus icon)

Scheduled Task Actions¶

Each scheduled task has three action buttons: - Edit: Modify its settings (pencil icon) - Pause/Resume: Toggle its status (pause icon) - Delete: Remove the scheduled task (trash bin icon)

Scheduled Task Properties¶

Scheduled tasks include: - Timing (daily, weekly, monthly, etc.) - Execution time - Task description - Status (active/paused)

Scheduling Tips¶

Set clear, specific task descriptions
Consider timezone differences
Avoid scheduling too many concurrent tasks
Set appropriate intervals for tasks
Review execution history regularly

Scheduled Task Management¶

Schedule new tasks with "Add a Scheduled Task"
Pause scheduled tasks temporarily when needed
Edit scheduled tasks to update timing or instructions
Remove unnecessary jobs to maintain clarity

Working with the Interface¶

Understanding how these sections work together will help you make the most of the platform:

The interface follows a natural hierarchy that makes navigation intuitive: 1. First, select your organization using the left icon bar 2. Then, choose your workspace context from the top navigation 3. Use the left sidebar to manage your chats and tasks 4. Conduct your primary work in the central chat window 5. Access context-specific tools through the right sidebar

Keyboard Shortcuts¶

As you become more familiar with the interface, you can use keyboard shortcuts to speed up common actions. These shortcuts complement the visual interface while providing quick access to frequently used features. You can view available shortcuts through the help center.

Adaptive Features¶

The interface intelligently adapts to your current task, showing relevant tools and information when you need them. This contextual awareness helps maintain a clean, focused interface while ensuring all necessary tools are readily available.

Getting Started¶

If you're new to the platform, we recommend starting with the basics: 1. Familiarize yourself with the top navigation bar and its various tools 2. Practice switching between different organizations using the left icon bar 3. Explore the chat creation and management features in the left sidebar 4. Try out the various utility controls in the main chat window 5. Discover how the right sidebar adapts to different types of work

The help center, accessible through the help icon in the top navigation bar, provides additional guidance, tutorials, and best practices to help you make the most of these powerful tools.