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ArchibotChat

ArchibotChat getting started

Find ArchibotChat in the Console, understand the layout, and learn what to check before your first conversation.

Customer adminsCustomer membersPlatform operators

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ArchibotChat open in the Console with the Chat surface selected, a conversation list, an example HQ occupancy answer, and the composer.
ArchibotChat lives at the Chat surface in the Console. The conversation list sits on the left, the transcript in the centre, and the composer along the bottom.

ArchibotChat lets you ask Archibot questions in a browser and review the files, data, and tool output behind each answer. It is part of the Console: you reach it from the Chat item in the left navigation, not from a separate app or URL. Your organisation may also use generated API keys for scripts and integrations, but no API setup is required to start chatting.

ArchibotChat open at the Chat surface, showing the conversation list, an example HQ occupancy answer, and the composer.

Before you start

You need:

  • A Console account that can sign in through your organisation’s identity provider.
  • The Chat product area enabled on your account.
  • A paid, trial, or operator-approved billing state with a credit balance.

Workspace access is helpful but not required. If your account has workspaces, you can point a conversation at a specific workspace as a context source. See ArchibotChat setup for the full readiness checklist.

Open the Chat surface

  1. Sign in to the Console with your organisation’s sign-in option.
  2. In the left navigation, select Chat.
  3. Confirm the workbench opens with an empty conversation and an Ask anything… composer.

If you sign in but Chat does not appear, or it opens but the composer is disabled, your account may not have the Chat product area enabled or may have no credits. Contact your customer admin or ISM support, and include the email address you used to sign in. See ArchibotChat access and SSO and ArchibotChat billing and credits for what to check first.

Understand the layout

There is no tab bar across the top. The surface has three regions plus a header:

  • Conversation list (left) — your recent conversations, with + New conversation to start a fresh thread.
  • Transcript (centre) — your messages and Archibot’s answers. Each answer shows any files it produced and a Files for this turn strip.
  • Composer (bottom) — the Ask anything… box with icon-only actions. Press Enter to send, Shift+Enter for a newline.
  • Header (top) — the conversation title, the active context source, and the action buttons described below.

Header actions

ControlWhat it does
Context & toolsOpens the Context & tools dialog (context source, attached files, tool trace)
Download iconExports the current chat
Copy iconCopies the session ID for support
Plus iconStarts a new conversation
Vertical dots (kebab)Opens the menu with all other screens

The other ArchibotChat screens do not have their own tabs. Open the vertical dots menu in the header to reach them.

The header kebab menu open, showing Chat enabled status, a credit balance, and links to Files, API keys, Activity, Billing, Support, Setup, Export chat, Copy session ID, and Refresh session.

Menu itemUse it for
FilesBrowse files you uploaded or Archibot generated (formerly “Artifacts”)
API keysCreate, rotate, and revoke endpoint keys
ActivityReview recent request IDs and account audit events
BillingReview plan, usage, product access, and credit expiry
SupportOpen and review account-scoped support cases
SetupConfirm account access, plan, and credentials
Export chat / Copy session IDSame as the header icons
Refresh sessionReload account state

The top of the menu also shows two status badges: Chat enabled (or “Chat pending”) and your remaining credit balance. These are the quickest way to confirm your account is ready.

First run

The first time you open ArchibotChat, start with Setup from the kebab menu. Setup confirms your account access, plan, and credential readiness before your first real conversation.

The ArchibotChat Setup screen with account access, plan and intended use, and a setup summary showing chat access and available credits.

You can skip Setup and return later, but completing it helps confirm that billing, product access, and credentials are ready. The full walkthrough is in ArchibotChat setup.

Context and tools

Every answer runs against a context source. The default is Static WebCentral 2025.02 — read-only files, database, and managed skills. You can switch the source from the Context & tools button in the header or the small context label above the composer.

The Context & tools dialog has three pills:

  • Context — pick the active source: Static WebCentral, a workspace your account can reach, or a Shared Drive grant.
  • Files — see attached files for the current turn, upload more, or detach them.
  • Trace — review the tool calls, context lookups, and results behind the latest answer. When no trace has been recorded yet, this pane reads “No tool trace has been recorded for this conversation.” After Archibot runs tools, it lists each grouped step, what it touched, and whether the step completed or failed.

Use the Context pill to confirm you are pointed at the right source before asking operational questions. See Using ArchibotChat for how context sources change what Archibot can see.

The composer

The composer actions are icon-only:

  • Paperclip — attach a file (PDF, spreadsheet, CSV, drawing, Markdown, JSON, or image).
  • Archive icon — open the Files view in the Context & tools dialog.
  • Bookmark — save the current draft as a reusable prompt or insert a saved prompt.
  • Up arrow — send. Enter sends; Shift+Enter adds a newline.

If the composer placeholder reads “Add credits to chat” or “Chat is not enabled”, you cannot send until billing or product access is resolved.

Data boundary

Hosted ArchibotChat is a commercial SaaS product unless your contract explicitly says otherwise.

Use chat, uploads, file exports, Activity exports, and support requests only for data your organisation has approved for the configured commercial SaaS, storage, backup, support, and model-provider paths.

If data may be regulated, export-controlled, customer-sensitive, or governed by special contract handling, confirm that your organisation has approved commercial SaaS processing before using ArchibotChat. Enterprise customers can request a security packet before use. See ArchibotChat approved data use.

What counts as usage

A chat message that asks Archibot to respond debits one credit from your account balance. The internal tool calls, streamed text, citations, and retries that produce that answer belong to the same message.

A completed public endpoint request made with a generated API key debits the same shared balance. Chat and API usage draw from one credit pool.

Failed preflight checks should not debit credits. If a request fails after model-side work begins, billing behaviour depends on the policy shown in your account or support response. See ArchibotChat billing and credits.

Next steps

Done When

  • You can open Chat from the Console.
  • Your account shows Chat enabled and a credit balance.
  • You understand the commercial data boundary.