Using WRITER Agent chat mode

Last updated 9 days ago

How to use Chat mode

Based on our beloved Ask WRITER feature, WRITER Agent’s chat mode is ideal for quick, straightforward requests. Generate text or code, use file uploads, reference Knowledge Graphs, and more! WRITER Agent pulls results from its training data and when necessary will conduct a web search to pull in the most up-to-date information.

In the WRITER Agent chat window, you can brainstorm ideas, generate text, or ask questions—just type your request and hit Enter.

Once you select enter, you'll be taken to a new WRITER Agent session. You’ll see the output generated by WRITER Agent, and a new input chat box, where you can chat back and forth until you obtain your desired output.

Select the Open in canvas icon to generate an interactive workspace for your output, with enhanced editing capabilities.

If you've enabled the canvas option, you'll see a preview of the generated output in the left window. You can continue to chat back and forth with WRITER Agent on the left, or make edits directly in the canvas.

No matter what you're working on, you can chat back and forth with WRITER, asking follow-up questions or iterating on the output until you're satisfied with the results. To learn more about using the canvas functionality click here.

Understanding sessions

WRITER Agent turns each conversation into a session. You can access previous sessions and switch between them on the left side menu. You can select + New session to create a blank session. We recommend creating a new session whenever you start working on a new query – there's no limit to the number of sessions you can create!

Using the Prompt library

Need help getting started? The best way to learn about different types of requests, discover new use cases, or format your queries efficiently is to explore our Prompt Library.

Select the View prompts button in the input field. Then, when you find a prompt you want to work with, select Use to insert it into WRITER Agent. Replace any variables with your own information, then submit. Learn more about the prompt library here.

Using documents & files

With WRITER Agent, you can work with source files to analyze, research, transform, summarize, and more. Drag your documents into the input field, or select the + icon to upload your file(s).

In chat mode you can add up to 10 files, 100MB per file, and a total of 500K words per session.

WRITER Agent supports these file types: .pdf, .csv, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .html as well as .png and .jpg images.

Enter your request in the input field, select enter, and watch WRITER Agent get to work on your request.

Example: Need to show your boss that you're on top of industry news? One company just published its quarterly earnings report, but you don't have time to read through the lengthy document. Download the earnings report as a PDF. In the input field, select the + and Upload from computer. Use the following prompt:

Summarize this PDF into a bulleted list using language you'd use to explain something to a friend. Identify good indicators and concern indicators for investors.

Viewing sources

Whenever WRITER Agent references a source - whether it’s a document, a website, or a Knowledge Graph - it cites its sources at the bottom of the output.

When you select the View sources button, WRITER Agent will open up a list of cited sources for that output. You can select any source tile to scroll directly to the relevant passage in the source file. The relevant passage will be highlighted in green.

Using Knowledge Graph

Sometimes, uploading individual source files isn’t sufficient enough to answer your questions:

• You need to access internal company data which isn’t easily exportable and might be spread across different sources

• You aren’t sure which documents have the answer – it could be in any of thousands of files!

Knowledge Graph lets you search across many sources of internal data, both structured and unstructured. It then analyzes all of the most important results, and gives you a good answer in a few minutes, not hours. Please take note Knowledge Graph is only accessible via chat mode at this time.

Select the + icon, then select Knowledge Graph, then select the graph(s) you'd like to search. Enter your query and submit it.

To change or remove the selected Knowledge Graph from your Ask WRITER session, select the Knowledge Graph icon and adjust your graph selections.

When WRITER Agent generates an output based on sources from your knowledge graph, it will display inline citations, so you can see precisely where and how sources contributed to your output.

Using Canvas

Canvas is an interactive workspace where you can iterate, tweak, and riff on your output until it's perfect. Canvas is especially helpful for structured content, like tables, formatted reports, or blog posts. Within the canvas, you'll be able to make inline edits, transform specific sections, and more. You can click directly into the text to make edits or chat back and forth with WRITER Agent to make changes.

When making your request, select the canvas icon to create a workspace for your output. You can do this within an active chat mode session or by starting a new session and selecting the canvas option from the + menu. Once your output is sent to the canvas, you'll be able to make endless updates and iterations until it's perfect.

Example prompts & use cases for chat mode

Just ask WRITER Agent:

• Use Case: Understand the scope of potential projects handled by WRITER Agent.

• Example Prompt: "I am a {sales engineer} at { Brickly.ai}. Generate a list of robust use cases for WRITER Agent, with example prompts. These should be complex, second-level tasks that deliver high quality results and take advantage of WRITER Agents tool calling, orchestration and reasoning skills."

Financial Services

• Use Case: Prepare a comprehensive pre-meeting briefing package for a high-value potential client.

• Example Prompt: "I'm meeting with the CFO of 'Global Tech Innovators Inc.' next week to discuss our wealth management services. I need to be fully prepared. Can you search the web for their latest financial reports, news, and strategic initiatives? Also, pull together a profile on the CFO. Based on that, can you identify a few potential financial challenges or opportunities they might have? Please synthesize everything into a structured briefing document with sections for a company overview, key financials, the CFO's profile, and some potential talking points for me."

• Use Case: Create a multi-channel marketing campaign for a new investment product.

• Example Prompt: "We're launching a new 'Future-First ESG Fund' for tech-savvy millennials. I need a campaign to get the word out. Could you start by researching the financial concerns and communication styles of this audience? Then, write a 1,200-word blog post titled 'Why Your Portfolio Needs to Be as Forward-Thinking as You Are,' a script for a 60-second promo video, and a few engaging posts for LinkedIn. Also, could you create the HTML/CSS for a simple landing page to capture leads? Finally, package all of it into a zip file for me."

Retail & Consumer Packaged Goods (CPG)

• Use Case: Develop a new product.

• Example Prompt: "I am a researcher at ChocoFlava Corp. I am trying to combat declining sales by coming out with new flavors and compositions of candy. I’d like to build a comprehensive end-to-end plan where we research what trends and competitors are rising, and then create an idea for a new candy bar or candy product, and then come up with a name, marketing plan, customer personas, etc. Let’s first focus on the competitive landscape, then map out the ideas, personas, and plan."

Technology

• Use Case: Develop a research plan for a product in development.

• Example Prompt: "I’m working on a new product that aims to add memory to chatbots powered by large language models. Can you search Hugging Face and find me the 10 most popular research papers on the topic of providing LLMs with memory published in the last six months. Create a CSV table with the title, link to the paper, and name of the lead or corresponding author. Then search the web and see if you can find email contacts or personal websites for each of these authors. Finally, give me a quick written breakdown of the tools and techniques these researchers used to add memory to LLMs and rank them in order of complexity."

Healthcare & Life Sciences

• Use Case: Prepare a comprehensive package for a hospital's Value Analysis Committee (VAC) meeting.

• Example Prompt: "We have a critical VAC meeting at St. Jude's Hospital to get our new 'CardioView 2.0' device approved. I need the ultimate prep package. Can you create a cost-benefit analysis in Excel, modeling the potential savings for the hospital based on the attached data? Also, please review the hospital's procurement guidelines (attached) and create a checklist showing how our device meets their requirements. Finally, could you write three short, powerful testimonial quotes from fictional doctors who love the device?"

When should I use documents vs. Knowledge Graph?

If you’re unsure when to pull in a Knowledge Graph in chat mode vs when to use WRITER Agent in agent mode, take a look at our examples below:

FAQs

General

Where can I access WRITER Agent?

WRITER Agent is available on the web app. The legacy version of Ask WRITER is available in the WRITER Chrome extension and our macOS app.

What are the file size limits for WRITER Agent?

In chat mode you can upload 10 files each, 100MB per file, and a total of 500K words per session. In agent mode you can upload more files up to 100MB per file.

Conversations and sessions

What is a session?

A session is an instance of WRITER Agent where the chat history and uploaded files will persist even if you leave the chat. If there is a set of files you’ll work with consistently, you can upload them into a session and return to it repeatedly.