An entirely new view into your unstructured data

Files are containers. Concepts are the ideas inside those files.

Instead of opening documents one by one, Concepts help you:

• See related information in one place — One concept can aggregate evidence from many files.

• Ask better questions faster — Scope chats to specific concepts instead of broad file sets.

• Understand relationships — Use the graph and related-concept links to explore nearby ideas.

• Trace back to source evidence — Concept timelines and citations show where each concept came from.

What Concepts are in Chief

Chief automatically extracts Concepts from your Project files as content is processed. Concepts are built from relevant source chunks (citations) and tied back to specific files.

You can use Concepts in two ways:

• Automatic Concepts — Chief finds and updates them from your Project data.

• Defined Concepts — You click Define a Concept and describe what matters; Chief then gathers relevant chunks from your files into that concept.

Understanding how “Concepts” work

Imagine you have created a data view that contains two files you want to work with:

• Planet Characteristics.csv — describes each planet’s physical charisticts

• All about Mars.pptx - a PowerPoint presentation with slides about Mars

click all images to enlarge

Stop to think about what those two files above really are: Files are just containers of ideas. Chief gives you an entirely new view into those ideas, and a way to work with them as referenceable objects that we call “Concepts”

Viewing those two files as “Concepts”

Chief gives you the ability to see into any data view as Concepts or as Assets. You can toggle back and forth between the the two in your knowledge panel. If you choose to view your data view as Concepts, we will re-arrange the data to be concept-first. Here’s what those two files above might show in the Concept view:

One of the main ideas (main “Concepts”) in the two files is the types of Planet Compositions . These are all automatically created as Concepts by Chief, and they are usable in your chat.

For example, you could write a prompt scoping your chat to specific Concepts, like:

Or you could compare one Concept against another Concept:

The beautiful thing about Concepts is that you can “see into” them to understand what specific parts of which assets were used to build that Concept. For example, you could click View Details on the Terrestrial Planets Concept to how it was created:

This is the magic of Concepts: Chief re-assembles just the relevant parts of each asset that are related to that Concept and bundles them together in a way you can use.

How Concepts are made

As data flows through Chief—whether from emails, PDFs, Zoom recordings, or other sources—Chief automatically identifies and extracts key entities, ideas, and relationships. These become Concepts that aggregate all relevant information from across your data ecosystem.

For example, if you have a customer called "Beta Tech," Chief will create a unified view that includes:

• Contract details from uploaded PDFs

• Email conversations about renewal discussions

• Meeting notes from Zoom calls

• Support tickets and product feedback

• Sales pipeline information

Each concept maintains connections to its source material, so you can always trace information back to the original documents while getting the benefit of a consolidated view.

Define a custom Concept

Use Define a Concept when you want Chief to track a concept you care about (for example a customer, topic, risk, or initiative).

1. Open Concepts.

2. Click Define a Concept.

3. Enter:

   • Name (for example Market Trends, Key Competitors)

   • Concept Description (what should count as relevant)

4. Click Create concept.

Chief begins generating the concept from your Project files. It may take seconds to minutes depending on data size.

FAQ