Chat Interface

How to use Bob's chat window effectively.

Opening the Chat

Click the Button

Look for the chat button (usually bottom right) on any screen.

Keyboard Shortcut

Press Cmd/Ctrl + K anywhere.

Omnibox

Click the search/command bar and start typing.

Chat Window Layout

Message Area

• Your messages appear on the right
• Bob's responses on the left
• Scroll to see history

Input Field

Type your message at the bottom. Press Enter or click Send.

Action Buttons

Bob's responses often include buttons:

• Open - Navigate to something
• Yes/No - Confirm actions
• Show More - Expand details

Conversation Context

Bob remembers what you've discussed:

You: "Show me the Smith Kitchen project" Bob: [Shows project details]

You: "What's the budget?" Bob: "The Smith Kitchen project budget is $45,000..."

Bob knows "the budget" refers to Smith Kitchen.

Starting Fresh

Click New Conversation or say "start over" to clear context.

Types of Responses

Text Answers

Simple information:

"The project has 12 documents and 3 active tasks."

Rich Cards

Structured information with actions:

┌─────────────────────────┐
│ Smith Kitchen Remodel   │
│ Budget: $45,000         │
│ Status: Active          │
│ [Open] [Edit] [Archive] │
└─────────────────────────┘

Lists

Multiple items:

Here are your overdue tasks:

1. Review electrical rough-in (2 days)
2. Approve cabinet order (1 day)
3. Schedule inspection (5 days)

Confirmations

Before taking action:

I'll create a new project called "123 Main Street" for client John Smith. Should I proceed? [Yes, create it] [No, cancel]

Voice Input

On supported devices:

1. Click the microphone icon
2. Speak your request
3. Bob transcribes and responds

Attachments

Sharing with Bob

Drag files or click the attachment icon to:

• Ask about a document
• Upload to a project
• Process with AI

From Bob

Bob can share:

• Documents from your library
• Generated reports
• Links to items

Multi-Step Workflows

Bob can guide complex tasks:

You: "Help me create a quote for a bathroom remodel"

Bob: "I'll help you create a bathroom remodel quote. Let me ask a few questions:

1. What's the project name?"

You: "Johnson Master Bath"

Bob: "Got it. What items should I include?"

And so on...

Undo and Corrections

Undo Actions

If Bob does something wrong:

• Say "undo that"
• Click Undo if available
• Some actions can't be undone

Corrections

• "Actually, I meant..."
• "No, change it to..."
• "That's not right, it should be..."

Keyboard Shortcuts in Chat

Minimizing

Click the minimize button to:

• Keep conversation active
• Continue working in BuildVision
• Return to chat anytime

History

Viewing Past Conversations

1. Click the history icon
2. See recent conversations
3. Click to continue any conversation

Clearing History

1. Click Settings in chat
2. Select Clear History
3. Confirm

Next Steps

• Commands - Quick command list
• Tips - Advanced usage
• What is Bob? - Overview