📍AI Chat How-to Guide

Introduction

AI Chat is your workspace to draft, plan, and get instant answers from Motion AI. Each chat acts like a running conversation where you can explore ideas, summarize work, and generate tasks. Think of it as your personal co-pilot that keeps track of context across threads.

At a glance

• View and search history: Review past chats and find conversations quickly.

• Edit AI Knowledge: Keep your AI updated with the right information.

• Track credits and usage: See your balance and check conversation-level usage.

• Switch conversations: Move easily between different threads.

• Delete chats: Clear out old or unwanted conversations.

• Know your AI is working: Watch status indicators while the AI processes.

• Give feedback and check sources: Rate responses and see where the AI pulled its information.

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View and search history

How to view and search chat history

Goal: Find and review past conversations with the AI chat so you can revisit answers, track context, or locate specific information quickly.

1. Open AI Chat from the left sidebar.

2. Select a conversation from the chat list to review it.

3. Scroll through the thread to see the full history. AI responses appear in white text spaces, while your own messages appear in grey text boxes.

4. To locate a specific conversation, use the Search chats… at the top of the chat panel.

5. Type a keyword or chat title, then select the matching conversation from the results.

💡 Pro Tip: Rename important chats with clear titles (e.g., “Quarterly Report Notes”) to make them easier to find later. Hover over the chat and click on the three-dots to rename.

Edit AI knowledge

How to edit AI Knowledge

Goal: Keep your AI up to date by adding or adjusting the knowledge it uses. This ensures your AI gives better answers based on the latest information.

1. Open AI Chat. Go to the left sidebar and select Chat or ask AI.

1. Click Edit AI Knowledge. At the bottom of the sidebar, find the option Edit AI Knowledge and select it.

1. Add or update information. Write or paste the content you want Motion AI to know. You can edit existing entries or add new ones.

1. Save your changes. Confirm to make the edits live. Your AI will now use the updated knowledge in future chats.

💡 Pro Tip: Keep your entries short and focused on facts or references. This helps the AI respond more accurately without confusion.

Track credits and usage

How to check remaining credits and usage

Goal: Track your Motion AI credit balance and see how many credits each conversation consumes, so you can manage usage effectively.

1. Look at the top of the panel. Click the credits badge.

2. A pop-up will show your remaining credits and total usage.

3. To see usage for a specific conversation, click the three dots (…) next to the chat name.

4. See Credits used to view how many credits that conversation consumed.

💡 Pro Tip: Keep an eye on high-usage chats — long conversations or large requests will use more credits.

Switch conversations

How to switch between conversations

Goal: Quickly move between different AI Chat threads so you can manage multiple projects or topics without losing context.

1. Look at the chat list in the panel — each thread is organized by date and title.

2. Click on the conversation you want to open.

3. Motion AI will load the full history of that thread so you can continue where you left off.

💡 Pro Tip: Rename chats with clear titles (e.g., “Marketing Plan Draft” or “Client Prep Notes”) to find them faster later.

Delete chats

How to delete unwanted chats

Goal: Remove old or unnecessary conversations to keep your AI Chat panel clean and organized.

1. Find the conversation you want to delete in the chat list.

2. Click the three dots (…) next to the chat title.

3. Select Delete from the menu.

4. Confirm deletion — the conversation will be permanently removed from your history

💡 Pro Tip: Only delete chats you’re sure you won’t need again. Once deleted, they can’t be restored.

Know your AI is working

How to know your AI is working

Goal: Confirm that Motion AI is actively processing your request and generating a response.

1. Enter your prompt in the AI Chat message box and press Enter.

2. Look for the status indicators at the top of the response box:

3. Thinking… means the AI is processing your request.

4. Making a plan… means the AI is structuring its response.

5. Once the indicators disappear, your AI response will appear in the chat.

6. If no response appears and the indicators stop, try refreshing the page and re-running your request

💡 Pro Tip: Long or complex prompts may take extra time — watch for the status indicators to know your AI is still working in the background.

Give feedback and check sources

How to give feedback and check the source of a chat

Goal: Share feedback on AI responses and view the sources used, so Motion AI can improve results and provide more transparency.

1. After the AI responds, look at the top left of the response box.

2. Click the thumbs up 👍 if the response was helpful, or the thumbs down 👎 if it missed the mark.

3. To check the source of the AI’s response, click [#] source below the reply.

4. A dropdown will display the files, documents, or references the AI pulled from.

💡 Pro Tip: If you notice the AI used the wrong file or missed a key document, flag it with feedback — it helps refine future responses.