Platform Navigation Tour

Here's where everything is in IAN Think. A visual guide to the actual interface.

Let's walk through it

You're signed in to IAN Think. Here's what you're looking at, labeled and explained.

The main chat screen (overview)

┌─────────────────────────────────────────────────────────┐
│  OI  [                ]  ⊟       Ian-Think ▾  +        │  ← Header with controls
│                                  Set as default         │
├──────────────┬──────────────────────────────────────────┤
│              │                                          │
│  Left pane   │                                          │
│              │          OI   Ian-Think                  │
│ • New Chat   │                                          │
│ • Search     │   "How can I help you today?"            │
│ • Notes      │   [+]  [⚙️]  [         ]  🎤  ⏺️       │
│ • Workspace  │                                          │
│              │   ✨ Suggested                           │
│ Folders      │   • Help me study                        │
│ Chats        │     vocabulary for a college entrance... │
│              │   • Give me ideas                        │
│              │     for what to do with my kids' art     │
│ [Chat list]  │   • Overcome procrastination             │
│              │     give me tips                         │
│              │                                          │
│ Profile ↓    │                                          │
│ [Avatar]     │                                          │
│ Name/Status  │                                          │
│ Settings     │                                          │
│ Archived     │                                          │
│ Sign Out     │                                          │
└──────────────┴──────────────────────────────────────────┘

Left sidebar: Navigation hub

The left side is where you navigate, organize, and manage your work.

Top section: Quick actions

New Chat (+ icon)

• Click to start a fresh conversation
• Every new chat is independent

Search (magnifying glass icon)

• Find old conversations fast
• Search by: chat title, messages you sent, IAN's responses, document names
• Results appear instantly as you type

Notes (notepad icon)

• Save quick thoughts separate from chats
• Use for: reminders, links, ideas to explore, snippets
• Syncs across your devices

Workspace (gear/grid icon)

• Switch between organizations or teams
• If your company has multiple projects or departments, each might have its own workspace
• Click to see available workspaces

Channels section

Folders

• Organize chats by topic, project, or client
• Create folders to keep things tidy
• Right-click a chat → move to folder

Chats

• All your active conversations
• Sorted by recency (most recent first)
• Click any to resume that chat

Profile section (bottom of sidebar)

Your name, avatar, and online status are displayed at the bottom of the sidebar. From here you can:

• Update your status — Set yourself as Active, Away, etc.
• Settings — Access account settings (theme, language, password, notifications, privacy)
• Archived Chats — View chats you've previously archived
• Sign Out — Log out of IAN Think

Header: Controls and status

OI  [          ]  ⊟          Ian-Think ▾  +  Set as default          ☀️  ⚙️  👤

Left side

OI logo — Home/branding indicator.

Text input field — Name or rename the current chat directly from the header.

⊟ Toggle sidebar — Hide/show the left navigation pane.

Center

Right side

Main chat area: Where conversations happen

Greeting and introduction

OI   Ian-Think

"How can I help you today?"

The chat starts with the Ian-Think logo and a prompt. Ready for your question.

Chat input area

[+]  [⚙️]  [                    ]  🎤  ⏺️

The input area sits directly below the greeting, with controls on both sides:

[+] button (left) — Attach files (PDFs, Word docs, spreadsheets, etc.)

[⚙️] button (left) — Access prompt settings or configuration options

Text input field (center) — Type your question or message here

[🎤] Microphone button (right) — Voice input (speak instead of type)

[⏺️] Send/Record button (right, dark circle) — Submit your message (or press Enter)

Chat suggestion pills (below input)

Below the input area, you see suggested prompts:

✨ Suggested
• Help me study
  vocabulary for a college entrance exam
• Give me ideas
  for what to do with my kids' art
• Overcome procrastination
  give me tips

These are context-aware suggestions. Click any to start a conversation on that topic.

Or ignore them. They're hints, not requirements.

The suggestions change based on your usage patterns and context.

Chat history (middle of screen)

The actual conversation:

YOU: "What's the claims process?"
IAN: "The claims process typically involves these steps:
      1. Intake and validation
      2. Investigation
      3. Resolution..."

YOU: "Tell me more about investigation"
IAN: "During investigation, adjusters:
      - Review documentation
      - Interview involved parties..."

• Your messages appear on the right
• IAN's responses appear on the left
• Each message builds context for the next
• Scroll up to see earlier parts of the conversation

Message action buttons

Hover over any of IAN's responses. You see:

[💾 Save]  [📋 Copy]  [🔗 Share]  [🔄 Regenerate]  [⚠️ Flag]  [⋮ More]

Right-click context menu

Right-click on any chat in the sidebar:

📤 Share
⬇️ Download
✏️ Rename
📌 Pin
🔗 Clone
📦 Archive
🗑️ Delete

Share

• Generate a shareable link
• Your teammates can view (not edit) the chat
• Useful for: showing your thinking, collaborating on decisions

Download

• Export as PDF, Markdown, or JSON
• PDF: Pretty, shareable, printable
• Markdown: Editable, good for documentation
• JSON: Raw data, good for analysis or importing

Rename

• Give the chat a better name
• Default: "New chat" or first question you asked
• Better: "Claims Analysis - March 10" or "Budget Decision"

Pin

• Keep this chat at the top of your list
• Important conversations don't get lost in history
• Unpinned chats still exist (go to "Chats" or search to find them)

Clone

• Duplicate this chat as a starting point
• Useful for: running similar analyses, templates, variations on a theme

Archive

• Hide the chat but don't delete it
• Use for: finished projects, old work you might reference
• Search still finds archived chats
• Access archived chats via Archived Chats in the profile section at the bottom of the sidebar

Delete

• Remove permanently
• Can't undo, so be careful
• For the future: export important chats first

Real workflows: Step-by-step

Workflow 1: Your first question

1. Sign in. You see the main screen with the Ian-Think logo and greeting.
2. Click in the chat input area (below the greeting)
3. Type: "What's the difference between term and whole life insurance?"
4. Press Enter or click the ⏺️ send button
5. IAN responds (takes 3–10 seconds)
6. Read the answer. Ask a follow-up if needed.

Workflow 2: Upload and analyze a document

1. Click + in the message input area (left side of the input bar)
2. Your file browser opens
3. Pick a PDF or Word doc from your computer
4. The filename appears in the input area
5. Type your question: "Summarize this" or "What are the key risks?"
6. Press Enter
7. IAN reads the file (5–30 seconds depending on size)
8. IAN answers based on what's actually in the document
9. Ask follow-ups about specific sections

Workflow 3: Save and organize a conversation

1. You've had a useful chat
2. Right-click the chat in the sidebar
3. Click Rename → give it a descriptive name
4. Right-click again → Pin (keeps it at top)
5. Right-click again → Download → pick format
6. Download happens automatically
7. You now have the chat saved locally + pinned in IAN

Workflow 4: Find an old conversation

1. Click Search (left sidebar)
2. Type a keyword: "CAT bonds" or "claims process"
3. Results appear instantly
4. Click the chat you want
5. You're back in that conversation

Common stuck points (and solutions)

"I want to upload a file. Where's the button?"

Solution: In the message input area, click the + (plus icon) on the left side of the input bar.

Your file browser opens. Pick your file. Done.

"I want to save this conversation for later"

Solution: Right-click the chat name (left sidebar) → Pin (keeps it accessible)

Or → Download (export as PDF/Markdown/JSON for backup)

"How do I find a chat from last week?"

Solution: Click Search (left sidebar, magnifying glass)

Type anything you remember from that chat (topic, keywords, etc.)

Results appear instantly. Click the one you want.

"I accidentally deleted a chat. Can I get it back?"

Solution: Unfortunately, deletions are permanent. No undo.

For the future: Use Download before deleting. You'll have a backup.

"The sidebar is gone. Where did it go?"

Solution: Click ⊟ (toggle icon, top left area of the header next to the chat name field)

Sidebar toggles back on.

"I want to share this chat with my team"

Solution: Right-click the chat (left sidebar) → Share

Generate a shareable link. Send to teammates.

They can view the conversation (not edit it).

"How do I change my settings (dark mode, password, etc.)?"

Solution: Click Settings at the bottom of the left sidebar (in the profile section).

Or click the ⚙️ icon in the top-right header area.

Change: theme, language, password, email, notifications, privacy.

"Where are my archived chats?"

Solution: Click Archived Chats at the bottom of the left sidebar (below Settings in the profile section).

Keyboard shortcuts (power user moves)

Tips for staying organized

Tip 1: Use folders strategically

Don't let all chats pile up in "Chats". Create folders:

• By project: "Project X", "Project Y"
• By topic: "Claims Analysis", "Budget Planning", "Learning"
• By time: "This Month", "Archive"

Right-click a chat → move it to a folder.

Tip 2: Pin important conversations

Working on something active? Pin it.

Right-click chat → Pin

It stays at the top of your list so you don't lose it.

Tip 3: Rename chats with context

Default: "New chat" or first question

Better: "Claims Analysis - March 10, 2025" or "Budget Decision - Options Compared"

Right-click → Rename

When you search later, you'll find it instantly.

Tip 4: Download important chats immediately

Found a useful analysis? Export it right away.

Right-click → Download → pick format

Don't wait until later when you can't find it.

Tip 5: Use search instead of scrolling

Lost a chat? Don't scroll through your entire history.

Click Search. Type a keyword. Find it instantly.

Interface quick reference

What's where (at a glance)

Navigation, history, organization → Left sidebar (New Chat, Search, Notes, Workspace, Folders, Chats)

Start typing → Chat input area (below the greeting)

Upload files → Click + in input area (left side)

Prompt settings → Click ⚙️ in input area (left side, next to +)

See suggestions → Below input area, ✨ Suggested prompts

Manage the chat → Right-click chat name in sidebar

Your profile & status → Bottom of left sidebar

Settings → Bottom of left sidebar or ⚙️ in header

Archived Chats → Bottom of left sidebar

Toggle sidebar → ⊟ in header

Inside message details

Your messages

• Appear on the right side of the chat
• Simple text or with attachments
• Can see what you asked IAN

IAN's responses

• Appear on the left side
• Includes the full answer
• Action buttons appear on hover (save, copy, share, regenerate)

Attachments

• Show as a reference in the chat
• IAN analyzes and answers based on the file
• You can attach multiple files per message

Code blocks

• Appear in a formatted box with syntax highlighting
• Button to copy the code
• Language indicator (Python, JavaScript, etc.)

Advanced navigation (if you explore)

Archive vs. Delete

Archive: Chat is hidden but still searchable. Access via Archived Chats at the bottom of the sidebar. Use for completed projects.

Delete: Chat is gone permanently. Use sparingly.

Voice input

Click 🎤 (microphone icon, right side of input area) to speak instead of type.

IAN transcribes your speech and responds to it.

Troubleshooting navigation

"The interface feels overwhelming"

It's not. You only need three things to start:

1. Click New Chat
2. Type a question
3. Press Enter

Everything else is optional. Explore when you're ready.

"I can't find something"

Use Search. It's your best friend. Almost everything is searchable.

"I accidentally did something wrong"

Most actions have an undo or context menu. Right-click to see options.

Only Delete is permanent.

"How do I get help?"

See the full documentation links at the bottom of this guide, or contact your administrator.

Next steps

Now that you know your way around:

• Chat Interface — Learn how to ask better questions
• Document Analysis — Master uploading and analyzing files
• Chat Management — Get better at organizing your work
• Quick-Start Checklist — Five tasks to try in 15 minutes

Key takeaways

✅ Left sidebar = Navigation hub. New Chat, Search, Notes, Workspace, Folders, Chats — all here.

✅ Chat input = Below the greeting. Attach files with +, adjust settings with ⚙️.

✅ Suggested prompts = ✨ Hints below the input area. Click them or ignore them.

✅ Profile section = Bottom of sidebar. Status, Settings, Archived Chats, Sign Out.

✅ Right-click menus = Save, share, download, rename, pin, archive, delete.

✅ Search = Your best friend. Find anything fast.

You've got this. The interface is intuitive. Explore. Click around. You'll get comfortable in minutes.