Navigating the side panel
The side panel is where you move through Chief. Start chats, switch between work, and manage your knowledge all in one place. Everything is organized to help you go from asking → exploring → organizing → automating without breaking flow.
Written By Patrick Intervalo
Last updated 1 day ago

Overview
Chief’s interface includes a persistent sidebar on the left that gives you access to every part of your workspace.
At a glance, you can:
Start a new chat
Jump between conversations
Organize knowledge and assets
Configure how Chief behaves (Skills, Expert Voices, Actions)
The sidebar is always visible, so switching context is instant.
Layout at a glance
Workspace selector (top): Switch between Projects
Primary navigation: Chats, Projects, Library, and more
Recent chats: Quick access to your latest work
Utilities & settings (bottom): Extension, help, account settings
New Chat

Start here every time.
Click New Chat to open a blank conversation. This is where you:
Ask questions
Run analyses
Explore ideas
Work with your knowledge
Each chat keeps its own context, so you can refine prompts and return anytime without losing progress.
Tip: Press ⌘ + K (Ctrl + K on Windows) to start a new chat from anywhere.
Chats

Chats is where you access all conversations within your current Project.
From here, you can:
Browse all chats in the project
Reopen and continue past work
Stay organized within a specific workspace
Think of this as your working layer—everything you’ve actively done.
Projects

Projects let you organize your work into separate, focused spaces — each with its own chats, assets, and knowledge.
Click Projects at the top of the sidebar to open the Projects panel, where you can:
View all Projects you’ve created or are a part of
Switch between Projects — your workspace updates automatically
Manage Projects — edit names, descriptions, and invites
Create new Projects — define roles, add teammates, and assign access levels
Projects keep your work organized and contextually isolated, so you can focus without mixing client, research, or internal initiatives.
Learn more about Projects → Projects Overview
Library

Library is your knowledge management hub.
It contains:
Labels – Tag and organize assets your way
Collections – Create scoped datasets of Labels for focused analysis
Use Library when you want to structure, filter, and control what knowledge is used.
Concepts

Concepts surface the meaning across your files.
They automatically extract and organize:
Key themes
Entities (people, brands, ideas)
Signals across multiple assets
Use Concepts to:
Explore insights across files
Connect ideas without digging into raw documents
Jump back to source context when needed
Skills

Skills define how Chief approaches tasks.
They are reusable instruction sets that:
Shape how responses are generated
Ensure consistency across workflows
Improve quality for repeat use cases (summarization, research, writing, etc.)
When a Skill is active, its instructions are automatically included in your chat context.
Expert Voices

Expert Voices control how Chief responds.
Use them to:
Apply specific tones or perspectives
Inject subject matter expertise into responses
Represent yourself, your team, or your brand
You can use built-in voices or create your own—and mention them directly in chats.
Actions

Actions automate your workflows.
They let you:
Trigger prompts when new data is added
Run analyses on a schedule
Generate outputs without manual input
Actions run in the background, so work continues even when you’re not in the app.
Recent Chats

Quickly jump back into your latest work.
Recent Chats shows:
Your most recently active conversations
A fast way to resume context
An easy way to reuse prompts or outputs
Tools & shortcuts

At the bottom of the sidebar:
Chrome Extension – Send content from the web directly into Chief
Help & Support – Access docs and get assistance
Search – Find chats quickly
Account & Settings

Manage your account and workspace settings in one place.
From here, you can access:
General Settings – Preferences and personalization
Billing – Plan and subscription details
Organization – Team and workspace management
Projects – Manage project-level settings
Get Help – Support and resources
Latest Changes – Product updates and changelog
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