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Interface Overview#

OptScale AI Chat is the primary workspace for interacting with AI models available in your organization.

Use the top bar to select the organization, provider, and model you want to work with. These selections determine which chats, projects, models, and other resources are available. If required resources are unavailable, contact your administrator. Organization settings can be managed in the Admin UI, accessible through Go to Admin Console.

Use the left sidebar to access the following features:

  • Chats — View conversation history and interact with AI models.
  • Projects — Organize and manage project workspaces.
  • Connect this model to external tools — Copy Base URL, API key, and Model name for external clients. See Connect this model to external tools.
  • Import chats — Import conversation archives from supported assistants.
  • Settings — Manage chat preferences and data controls.

Chats#

The Chats panel provides options for creating, viewing, and managing conversations.

  • NEW CHAT — Start a new conversation.
  • Chats list — View previous conversations grouped by date, such as Wednesday, Tuesday, or month and year labels.
  • Actions menu (⋯) — Manage a conversation:
    • Pin — Keep the conversation easily accessible in the list.
    • Rename — Change the conversation title.
    • Add to project... / Remove from project — Add the conversation to or remove it from a project.
    • Duplicate — Create a copy of the conversation.
    • Delete — Remove the conversation from history.

For step-by-step instructions, see Manage Chats and Projects.

Projects#

The Projects panel provides options for creating, viewing, and managing projects and their conversations.

  • NEW PROJECT — Create a new project.
  • Projects list — View available projects.

  • Project actions menu (⋯) — Manage a project:

    • New chat — Start a new conversation in the project.
    • Rename — Change the project name.
    • Delete — Remove the project.

  • Conversation actions menu (⋯) — Manage a conversation within a project:

    • Rename — Change the conversation title.
    • Remove from project — Remove the conversation from the project without deleting it.
    • Delete — Remove the conversation from history.

For creating projects and moving chats between projects, see Manage Chats and Projects.

Connect this model to external tools#

Connect this model to external tools lets you retrieve the connection values required to use the selected model in OpenCode, Cursor, and other OpenAI-compatible clients.

  1. Select the organization, provider, and model in the Chat header.
  2. Click Connect this model to external tools control Connect this model to external tools in the left sidebar.
  3. In the Connect this model to external tools dialog, copy the Base URL, API Key, and Model Name, then paste them into your external tool.

See the following resources for additional information:

Import chats#

Before you import

  • Download the vendor export promptly (ZIP or json format).
  • Finish baseline setup in First Steps (organization, provider, allowed providers).
  • Select the target organization in the Chat header.

Import into OptScale AI Chat

  1. Open Chat.
  2. Click Import chats in the left icon rail, or open Settings and use Data Controls → IMPORT.
  3. Upload the export file — the .zip or .json file from the vendor export.
  4. Wait for processing to complete. Imported threads appear in the Chats list with titles taken from the source conversation.
  5. Open a thread to review history, then send new messages with the selected provider and model from the header (subject to allowed providers and organization policies).

Note

Imported messages are read-only history from the source assistant. New replies in OptScale AI use your organization's registered providers and governance rules, not the original vendor subscription.

For export steps per vendor and what to expect after import, see Use Cases — Migrate chat history.

Settings#

The Settings dialog contains chat preferences, organization context, user details, team information, and data controls.

  • General — Configure how messages are sent, such as ENTER or SHIFT + ENTER.
  • Organization — Shows the active organization name and organization ID.
  • User — Shows user name, email, user ID, and employee ID.
  • Team — Shows team name and team ID when assigned.
  • Data Controls — Import chats from supported third-party chat exports, export all chats as a .zip archive, or clear all chats.

Chat area#

The main chat area displays the active conversation and message composer. Responses appear in the conversation thread, and available controls depend on the selected provider, model, and organization policies.

Depending on the available capabilities, you can:

  • Chat with AI models — Conduct multi-turn conversations using the selected provider and model.
  • Attach files — Upload supported file types using the paperclip control.
  • Search the web — Ground or augment prompts when the web search control is available.
  • Use voice features — Interact through speech input and audio playback, including listening to assistant responses.
  • Generate images — Create images when supported by the selected provider and organization policies.
  • Work with audio content — Process or generate audio using supported models.

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