> For the complete documentation index, see [llms.txt](https://gdplabs.gitbook.io/glchat/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://gdplabs.gitbook.io/glchat/application-ui/how-to-guide.md).

# How-To Guide

**Last update**: Jul 24, 2026<br>

Welcome to the **GLChat User Guide**.\
This guide provides a step-by-step walkthrough of GLChat’s capabilities so you can get the most out of the platform.

While the [Feature Overview](broken://pages/P42Qfb5mQQJsxEQe4kcD) page gives you a quick snapshot of what it can do, this guide focuses on **how to use each feature in practice**. You’ll find clear instructions, screenshots, and tips for both everyday tasks and advanced use cases.

We’ve grouped features into categories for better navigation:

## Navigation and Chat List

<table data-full-width="false"><thead><tr><th width="44.8011474609375">No</th><th width="200.08453369140625">Feature</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td><a href="/pages/gsezCt7cAEPu8keiETTY">Select Project</a></td><td>The Project selector in the top left corner allows users to switch between Applications assigned to them in the environment</td></tr><tr><td>2</td><td><a href="/pages/o7zq5YnHYOEoidZaZrIi">Chat Interaction</a></td><td>Basic chat features, such as creating a new chat, renaming a chat, sharing a chat, and deleting a chat</td></tr><tr><td>3</td><td><a href="/pages/K9f83YXcS977yqUg984X">Search Chat</a></td><td>Search chat or conversation titles across assigned projects based on the term entered in the search box</td></tr><tr><td>4</td><td><a href="/pages/WBZkqUuERxKYTMkc2YC2">Delete All Chats</a></td><td>Capability to delete all conversations in the project</td></tr><tr><td>5</td><td><a href="/pages/ER1vXDT34qg8OvEiEGf8">Incognito Mode</a></td><td>A mode that allows users to ask questions without the system recording the history of the chat during incognito mode</td></tr><tr><td>6</td><td><a href="/pages/KZrKlLdQgXziCPRoODw9">Notification System</a></td><td>Provide users with updates on completed tasks and suggest the next actionable steps</td></tr></tbody></table>

## Chat Configuration

<table><thead><tr><th width="44.9964599609375">No</th><th width="199.9722900390625">Features</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td><a href="/pages/oTdTNFT5Z6BWQZs5WERU">Select AI Agent</a></td><td>Integration with AI Agents for additional capabilities depending on the agent's features</td></tr><tr><td>2</td><td><a href="/pages/zLRZdaRg7pFz9scPZRNY">Upload Document / File</a></td><td>Capability to upload documents or files supported by the system for questioning in the project or as additional references</td></tr><tr><td>3</td><td><a href="/pages/AwMTjKFy5vJiJKDphCyy">Web Search</a></td><td>Capability to retrieve information or context from the internet as knowledge to answer questions when triggered</td></tr><tr><td>4</td><td><a href="/pages/8xDBOCRGccomqx00UkD9">Deep Research</a></td><td>Unlock insights with our deep research feature, diving into comprehensive data analysis and uncovering hidden patterns to inform your decisions.</td></tr><tr><td>5</td><td><a href="/pages/KTqVvA6RW2RdzCQOaAkC">Switch Large Language Model (LLM)</a></td><td>The capability to switch between different LLMs supported in the project</td></tr><tr><td>6</td><td><a href="/pages/NWXk6Osz6A0zTKfqIuTa">Chat Input Using Speech</a></td><td>Capability to chat using Speech-to-Text technology that interprets speech into messages in the chat input</td></tr><tr><td>7</td><td><a href="/pages/DC0LC60DuNboUdOqVMWk">Recommended Question per Project</a></td><td>Capability to set recommended questions for each project, providing users ideas on what questions can be asked of a specific application</td></tr><tr><td>8</td><td><a href="/pages/Q7bgvXPQyBQwcAnD3HSA">Anonymize Personal Data</a></td><td>A toggle in the Chat Control (right sidebar) to determine whether users want to anonymize or deanonymize PII in the chat before sending it to the LLM</td></tr><tr><td>9</td><td><a href="/pages/wunhLojgFXDzwq87mypK">Speech Configuration</a></td><td>Configure the language used for speech input and read-aloud features to enable more natural voice interactions.</td></tr><tr><td>10</td><td><a href="/pages/lRKjIzHa9SRdbCLrQX8Y">Chat Filter</a></td><td>The capability to filter chat messages is based on configurations set in the DPO and a reference CSV file. This allows for customized filtering to meet specific requirements.</td></tr><tr><td>11</td><td><a href="/pages/4PTpLfQqI04PcKsBYLE2">Schedule Task</a></td><td>Capability to schedule a task and execute it based on a preferred schedule.</td></tr></tbody></table>

## Chat Input and Responses

<table><thead><tr><th width="45.24365234375"></th><th width="199.96661376953125">Features</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td><a href="/pages/sXrSEKEcln6A24cYD5b9">Step Indicator</a></td><td>Shows the steps and processes that occur from the moment the user sends a message until a response is generated. It will show the steps involved from backend and also the total duration</td></tr><tr><td>2</td><td><a href="/pages/8ASqGhGECiIMZc8Ncefh">Message Interaction</a></td><td>Basic message interaction such as starting a new message, editing a message, copy response, regenerate response, and providing feedback on the response (thumbs up and thumbs down)</td></tr><tr><td>3</td><td><a href="/pages/2tydET5J6dFHJuOVHQTT">Quote and Reply</a></td><td>Feature that allows users to quote specific answers from the bot and use them as context for future chats</td></tr><tr><td>4</td><td><a href="/pages/PeikJ5nqVUh0i6ce93WQ">Display Media Files in the Chat Response Area</a></td><td>Capability to display media files (currently images and YouTube widgets) inline in the chat area based on contextual answers</td></tr><tr><td>5</td><td><a href="/pages/SHHLVKEv9yzrGnYhDSo9">Display Chart in the Chat Response Area</a></td><td>Capability to display chart inline in the chat area based on contextual answers</td></tr><tr><td>6</td><td><a href="/pages/nYB7V6hLX2VcRr2cjaYV">Inline Highlight PDF from Reference</a></td><td>Capability to preview PDF files inline instead of opening them in a new tab, and to highlight the relevant sections used as context during the answer to the question</td></tr><tr><td>7</td><td><a href="/pages/CX7GyJB2d7WWYas7Jsjo">Answer Citation</a></td><td>Feature that adds citations to the answers generated by the LLM and links or highlights the source of reference</td></tr><tr><td>8</td><td><a href="/pages/WPcFciu3Y8EIGRcUKERT">Sources</a></td><td>Capability to display relevant reference sources for answers provided by the bot</td></tr><tr><td>9</td><td><a href="/pages/6WjEU3hTzrTmsPCckN40">Related Queries</a></td><td>Feature that enables auto-suggestions of prompts to be entered, working in the New Chat area</td></tr><tr><td>10</td><td><a href="/pages/ujyZ92YsDOaTF7Fp6S83">Generate Clickable Mindmap from Document</a></td><td>Visualize document as interactive mind maps</td></tr><tr><td>11</td><td><a href="/pages/xapTXVQsUFdl3pZZRdPi">Question Library</a></td><td>Centralized list of recommended and auto-generated questions to guide conversation starters in the project.</td></tr><tr><td>12</td><td><a href="/pages/oKMGBfu61WAg4h45D9JR">Slash and Mention Command</a></td><td>Enable users to perform quick actions, invoke AI Agents, Search Deep Research, or control chat sessions directly from the chat input using intuitive /commands and @mentions</td></tr></tbody></table>

## Settings

<table><thead><tr><th width="45.17254638671875">No</th><th width="200.39630126953125">Features</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td><a href="/pages/728W0r7I1OS2lvb1WajY">Change Theme</a></td><td>Ability to adjust the application theme (Dark/Light mode) via profile settings</td></tr><tr><td>2</td><td><a href="/pages/MTfS62S788KbhFBTWbQb">Change Language</a></td><td>Ability to adjust internationalization and localization preferences via profile settings</td></tr><tr><td>3</td><td><a href="/pages/HBVpQUIjhfSTl0rkKHKe">Change Profile Setting</a></td><td>Manage and update your personal profile information to keep your account details accurate and personalized.</td></tr><tr><td>4</td><td><a href="/pages/8k7pxhrbeCmYGpfAJvk5">Preference on LLM Model, Anonymize Personal Data and Default Application</a></td><td>Capability that allows users to set preferences for the LLM to be used in the chat area, as well as configure the anonymization of personal data and default application</td></tr><tr><td>5</td><td><a href="/pages/oFR8J5I4fx4kBWne6drg">Connector as Search Option</a></td><td>Search directly within your own tools and data sources (e.g., Gmail, Google Calendar, Google Drive, GitHub) instead of only relying on the web or knowledge base</td></tr><tr><td>6</td><td><a href="/pages/M7XXpaCAkbPgkzXdazAJ">Managed Shared Chat</a></td><td>Manage and organize your shared chat in one place</td></tr><tr><td>7</td><td><a href="/pages/vDfA1vYWQPo257k0tWWg">Help Center</a></td><td>Access user guides and submit reports to quickly resolve issues and ensure smooth application usage.</td></tr><tr><td>8</td><td><a href="/pages/CdXRZvFNJuVbkylnPdtj">Personalization Prompt, Tone and Style</a></td><td>Allow users to customize app responses with their chosen tone, style, and detail level to match their communication preferences.</td></tr></tbody></table>
