AI Chat

Basics

• Chat with AI from anywhere: On an empty node, hit Space to get started. Or, use the AI chat button in the sidebar.
• AI chat works like ChatGPT: Type in your question, hit Enter to send it, and receive an answer instantly.
• Chat with your content: Insert a reference in the chat (by typing @ and selecting a node) to talk about its contents with AI. (Note: You cannot chat with your whole graph yet, this requires a different approach entirely.)
• We send the entire chat as context for each answer. So, the longer the chat gets, the larger the AI credit cost becomes.
• Saved AI chats on your daily notes: All your AI chats are saved under a node on Today called AI chats. You can control where it appears in your template by adding a node with the same name.
• Limitations: AI chat does not handle images and files currently.
• AI Chat Agents (advanced): Create your own AI chat agents to tailor your chats and workflows.

Details

How to use AI chat

Start an AI chat directly from the sidebar, by writing a question or prompt. The AI chat will not use any of your notes as context, unless you explicitly include them (see how below).

Once a chat is open you can:

• Take default actions: Before typing anything into the chat, you have the default options to Summarize, Explain, Continue writing or Translate the content in the reference
• Ask a question or provide a prompt: write above the reference and hit Enter to receive a response
• Add, change or remove the context that is included in the chat: Paste more references to add context, or delete the nodes to remove. (Note that AI credit use depends on how big of a context you are sending to AI.)

On AI responses you can take further actions, or copy the content into your notes:

Things you can do on AI responses

• You can make edits right in the chat.
• You can apply Supertags, to add parts of the result into your notes.
• You can create a New thread based on the conversation up until that point, if you want to take the conversation in a new direction. This puts the full chat up to that point into the chat context.
• Hover over an AI response, and you can Insert the latest response to the parent of the chat (the place you initiated the chat from), Copy the response to your clipboard, or continue chatting to it.
• You can Stop/rerun an AI job if you want to tweak the prompt. This will delete the AI response up to that point. Hold Alt+click to create a branched path of conversation that keeps the history of the previous response(s).

You can also ask for have the results formatted as a table.

For more tips on how to use AI chat, check out the AI chat guide by pressing the i (info) button in the chat.

Use AI chat to chat to your notes

You can also include your own notes as context in the AI chat. Type @ and then select the node you want to reference.

Start an AI chat from any note

You can invoke AI chat within any node to ask questions about it.

Press space on an empty node on the bottom of any node to start an AI chat with that node as context:

You can also click the purple sparkle icon (1) next to the node options to start an AI chat in a new panel. Notice in the screenshot above that a reference to the node is loaded in the chat (2):

What and how much gets included in the context?

When you add context to an AI chat (a reference to a node you want to include in the prompt), all nodes in the tree are included. If there are references, it includes them but not any nodes nested under them:

AI chat agents (advanced)

AI chat agents allows you to make AI chat in Tana much more powerful, by letting you customize look and feel, “personality”, how conversations start, and what the user can do with chat content.

You can build your own agents (advanced use, requires knowledge of command nodes and AI commands), or install a template.

If you want to see what others are building or get help, join our community on Slack.