What Master Chat is
This guide follows the walkthrough video step by step, so you can keep it open while you watch or come back to it later.
Why use it instead of Tools? Tools are great for a single, focused job. Master Chat goes further:
It's a conversation. Ask a question, give an instruction, then follow up and build on the answer.
Your chats are saved. Open any past chat at any time and pick up where you left off.
It can use any tool inside the chat. You get the tool's output, plus suggestions for what to do next with it.
It reaches your connected apps. Pull in information from services like Google Calendar or Fathom without leaving the chat.
Before you start
A few minutes of setup makes every answer more relevant to your business.
Set up your Workspace. Your Workspace holds the context about your business: what you do, who you serve, how you work. Master Chat draws on it automatically. If you haven't created one yet, do this first.
Check you're working in your Workspace. Make sure it's selected before you start chatting.
Choose your settings. Pick your preferred model, your voice and your offer, if you have them set up.
Don't have a voice or offer yet? You can ask Master Chat to help you create them. That's exactly what the first walkthrough below does.
Getting to know the chat bar
The chat bar is where everything happens. Beyond typing a message, it gives you four handy options.
Feature | What it does | When to use it |
Upload documents | Adds files to the conversation | Share material about your business, such as brochures, notes or reports |
Voice dictation | Turns your speech into text | Get your thoughts in faster than typing |
@ mention a tool | References a specific tool by name | You already know which tool you want Master Chat to use |
Tag a connector | Pulls in data from a connected app | Look something up in Google Calendar, Fathom or another connected service |
Walkthrough 1: Create a voice style guide
In the video, Master Chat builds a voice style guide from the business context already in the Workspace. Here's how to do the same.
Ask for what you want. Type something like: "Help me come up with a voice style."
Watch it use your context. Master Chat refers back to the business details in your Workspace, so the suggestions fit your brand rather than being generic.
Accept the offer to save it. It will offer to turn the result into a saved guide. Reply "Yes, please."
Let it build the guide. Master Chat creates the full style guide for you.
Copy and save it. Copy the guide and create it so it's stored for future use.
Look at the suggested next steps. Master Chat finishes by suggesting what you could do next with your new guide. This follow-on help is something you don't get in Tools.
Tip: The better your Workspace context, the better the result. If the output feels generic, add more detail about your business to your Workspace and try again.
Walkthrough 2: Pull information from a connected app
The second example uses Fathom, a meeting recorder, to fetch details of a recent meeting straight into the chat.
Make sure the app is connected. Master Chat can only reach apps you've already connected, such as Fathom or Google Calendar.
Tag the connector in your message. Use the chat bar to reference the connected app.
Ask your question. For example: "Share what my last meeting was."
Get the answer in the chat. Master Chat retrieves the information from the app and brings it into your conversation, ready to work with.
Privacy tip: In the video, the request asked Master Chat to leave out names. You can do the same whenever you're sharing your screen or don't need personal details in the response.
Quick reference
Keep this checklist handy for your first few sessions.
[ ] Create your Workspace and fill it with business context
[ ] Select your Workspace before starting a chat
[ ] Choose your model, voice and offer (or ask Master Chat to help create them)
[ ] Connect the apps you use, such as Google Calendar or Fathom
[ ] Try the voice style guide walkthrough
[ ] Try pulling information from a connected app
[ ] Revisit a past chat and build on it
The big idea: Master Chat combines your tools, your business context and your connected apps in one conversation, then helps you decide what to do nex