User Interface Guide: Deep Dive

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.

Workspace Navigation

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.

Navigation Controls

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 Jobs: to manage all the scheduled jobs created on each chat.

In mobile view, you will have the option to open and close the chat sidebar when a chat is selected.

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.

Managing Group Access

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

• Joining new groups when you receive invitations

• Creating a new group with the current logged user (coming soon)

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.

Top Control Section

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

New Chat Button

The New Chat button serves as your primary entry point for starting conversations. When you click this button, you're not just creating a simple chat - you're initiating a new workspace that can evolve based on your needs. This button adapts to your current context, meaning the options available to you will change depending on your permissions and the type of work you're doing.

When you click the New Chat button, you might notice that PrimeThink offers different types of conversations based on your needs. For example, you could start:

A standard chat for quick discussions or note-taking A collaborative space for team discussions A specialized chat with an AI assistant for specific tasks like document analysis or proofreading A multi-participant workspace for larger team collaborations

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.

Tasks Management

Next to it, the Tasks Management button helps you start new predefined chat workflows ("Tasks") with a click of a button.

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.

Chat types

A chat could be of the following types:

• 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 this chat the memory is automatically disabled and the system will not use it or extract new memories from the user messages.

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

1. Create meaningful naming conventions for chats

2. Use of workspaces for to group chats by workspace

3. Regular archive or deletion of outdated or completed conversations

4. Maintaining organized favorites

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.

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.

Default Virtual Assistant

TODO explain what it is in the context of single of multi user chat.

Info tab

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

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 theglobal 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

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 ddefault 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:

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.

Each document in the list has three 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 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 Actions Bar

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

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

Top Actions Bar

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

Job Actions

Each job has three action buttons:

• Edit: Modify job settings (pencil icon)

• Pause/Resume: Toggle job status (pause icon)

• Delete: Remove the scheduled job (trash bin icon)

Job Properties

Jobs 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 jobs

• Set appropriate intervals for tasks

• Review job execution history regularly

Job Management

• Schedule new jobs with "Add a scheduled job"

• Pause jobs temporarily when needed

• Edit jobs to update timing or tasks

• Remove unnecessary jobs to maintain clarity

Navigation Flow

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.