Chat overview

Chat is where you work with the Merciv assistant. Ask a question in plain language and the assistant answers using your organization’s knowledge base, the web, market intelligence and social data, and any files you attach — with citations so you can verify every claim.

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What the assistant can do

Behind a single question, the assistant can:

• Search your knowledge base — the documents and data your team has uploaded to Knowledge.
• Search the web, with the option to scope results to specific pages or turn web search off entirely (see Sources and attachments).
• Query market intelligence and social media data.
• Query your portfolio database, if your organization has Portfolio brand data.
• Recall past conversations and sources it has cited before.
• Analyze data and create files — spreadsheets, slide decks, documents, and interactive visualizations (see Generated files).
• Ask clarifying questions — an inline form appears in the chat with Yes/No buttons or text fields. Answer the ones that help, or skip them.
• Propose Trackers — when a question suggests ongoing monitoring, the assistant can offer an inline proposal you can accept to create a Tracker.
• Run deep research — in Research mode, the assistant produces a full formatted report with a generated cover illustration (see Modes and outputs).

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Starting a chat

You can start a conversation from several places:

• Click the New chat plus button next to Recent Chats in the left navigation.
• Type into the composer on the home page — this creates a new chat automatically.
• Open the chat as a side panel over any page in the app. Use Expand to Full Screen and Move to Side Panel to switch between the panel and the full-screen view.
• A brand-new chat shows a carousel of prompt templates you can click to get started.

To send a message, type in the composer and press Enter (Shift+Enter adds a new line). A few things to know:

• Your chat is named automatically based on the conversation. You can rename it any time.
• Messages are limited to 100,000 characters.
• While the assistant is working, the send button becomes a stop control — click it to interrupt the response.
• Longer tasks show rotating status phrases. Deep analysis can take a few minutes, so “Still working through this one…” after 30 seconds or so is normal.

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The activity timeline

Each response includes an expandable Activity section showing the assistant’s thinking and each action it took — searches it ran, files it read, code it executed. When the response finishes, the section reads Activity · N actions. Sticky indicators show running counts of sources, files, and to-dos as the assistant works. If something goes wrong mid-task, an inline Task failed indicator appears; sending the request again usually resolves it.

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Citations

Answers include numbered citations, and a sources strip at the bottom of each message lists everything the assistant cited. When you copy an answer with Copy Text, the sources come with it.

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Chat history

• Your chats appear under Recent Chats in the left navigation, sorted by most recent, and in project and home lists.
• Within a long chat, older messages load 10 at a time — click Load more at the top of the conversation.
• A chat can belong to a Project. Chats started from a project page attach to that project automatically.

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Renaming, moving, and deleting chats

Open the ”…” menu on any chat to:

• Open the chat
• Rename it
• Move to Project — file it into an existing or new project
• Delete it — the chat disappears from your lists, and its link no longer works

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Privacy

Chats are private to you. Only the person who created a chat can open it, and only while working in the organization the chat belongs to. There is no share option for chats — if you want to share what the assistant produced, share the artifact or move the work into a report instead. If you open a link to someone else’s chat, you’ll see “You do not have access to this chat session.”