AI Chat
Chat with AI, anywhere in Tana.
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 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 your daily notes 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.
Details
Use AI chat to chat to your notes
You can invoke AI chat within any node to ask questions about it. Look for the purple sparkle icon (1) next to the node options:
Notice in the screenshot above that a reference to the node is loaded in the chat (2).
How to use AI chat
Once the chat is open in the sidebar, you can:
- Take default actions: Before typing anything into the chat, you have the default options to
Summarize
,Explain
,Continue writing
orTranslate
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.)
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:
Things you can do on AI responses
- You can make edits right in the chat.
- 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).
For more tips on how to use AI chat, check out the AI chat guide by pressing the i
(info) button in the chat.
Related release notes
- ImprovedWe cleaned up the way referenced nodes and search node results are sent in AI chat, and fixed a few bugs. We'd love to hear reports if AI chat is still not giving you the results you expect. ()
- ImprovedWe've now simplified the AI chat prompt for chats without references to Tana nodes. We welcome feedback about the quality of interactions with the AI chat. ()