> ## Documentation Index
> Fetch the complete documentation index at: https://help.getatelier.design/llms.txt
> Use this file to discover all available pages before exploring further.

# Use AI Chat across Atelier

> Open one assistant for the studio, attach source material and understand how the current page changes its tools.

Open **AI Chat** from the sidebar. The same conversation follows you around Atelier. You can write in your preferred language; use the names of projects, products and controls as they appear in the app.

## Choose the right page

General studio work—finding records, planning tasks, managing contacts, timers and finance drafts—is available across the app. Opening a pinboard or schedule gives the assistant that record's contents and its specialised editing tools.

| What you want                                                        | Where to start                                                                                     |
| -------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
| Today's priorities, task planning or a timer                         | AI Chat from any page; name the project or task.                                                   |
| Edit a presentation, its images or pages                             | Open the pinboard, then AI Chat.                                                                   |
| Edit pricing, shipping fields, custom columns or sourcing candidates | Open the schedule, then AI Chat.                                                                   |
| Read or draft an invoice, proposal, change order or purchase order   | AI Chat; name the document or project, then review the result in Finance.                          |
| Save procurement paperwork                                           | Open the relevant project or schedule and attach the file in your current message.                 |
| Use a connected external assistant                                   | See [Use Atelier from Claude](/ai/use-atelier-from-claude); the tool set differs from in-app Chat. |

After navigating, name the intended record again when “this” could refer to something from an earlier message. Opening the Finance page does not give the assistant permission to send a document or record a payment.

## Attach material

Use the paperclip, or drag a file into the chat. The composer accepts up to six attachments: PDF, PNG, JPEG, WebP and GIF. Wait until the current turn finishes before adding more files, and check that the attachments are visible before sending.

Describe the job: “Review this quote against the living room schedule,” “Save this floor plan in Maple Street,” or “Extract proposed tasks from this client message.” Reading a file and saving it as a project record are separate actions. Ask explicitly to save files you want to keep.

For spreadsheets, use the schedule's [Import workflow](/ffe-schedules/import-and-export). For speech, supply a transcript; do not assume the file picker transcribes audio.

## Review the kind of result

| Result                      | What to do                                                                                                                  |
| --------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| Answer or suggested wording | Review it; it is not evidence that a record was created or a message sent.                                                  |
| Preview awaiting approval   | Check the proposed records, values and uncertain matches; approve only the work you want.                                   |
| **Apply / Dismiss** card    | Inspect the proposed changes. Apply writes them; Dismiss leaves the proposal unapplied.                                     |
| Confirmed edit              | Open the record and check the saved result.                                                                                 |
| **Undo last change**        | Offered for supported changes to the currently open board or schedule after the write finishes; verify the restored result. |

**Stop** stops the active response. It does not roll back changes already made. After an interrupted turn, inspect the target record before repeating the request.

Chat history is not a backup or a complete record search. Ask the assistant to find saved documents in Atelier when continuing earlier work.

Continue with [Tasks, projects and timers](/ai/tasks-projects-and-timers), [Schedules and sourcing](/ai/schedules-and-sourcing), [Finance drafts](/ai/finance-drafts), or [Meetings, files and vendor pricing](/ai/project-workflows).