Sherlock’s chat surface gives you a conversational interface into your workspace. Every chat session is scoped to the active workspace, which means the AI can reference your existing artifacts, key findings, saved signals, and workspace items directly — rather than answering from general knowledge alone. Use chat to interrogate a specific artifact, ask follow-up questions after an investigation, synthesize findings across multiple reports, or build a new investigation conversationally using guided run mode.Documentation Index
Fetch the complete documentation index at: https://sherlock-osint.vercel.app/docs/llms.txt
Use this file to discover all available pages before exploring further.
Starting a chat
Open chat from any workspace at/workspaces/:workspaceId/chat, or use a chat handoff action from:
- Operation View — launches a session grounded in the active artifact or an inspected entity
- Files — opens a session with the selected workspace item as context
- Network Graph — opens a session focused on an inspected artifact, entity, or signal
Typical workflow
Click Chat
Open the chat surface from the workspace navigation. A new session starts automatically if none exists for the workspace.
Type your question with an @mention
In the message composer, type your question. Use
@ to mention a specific artifact, key finding, entity, or signal to ground the AI’s response in that record’s content.Read the streaming response
The AI streams its response into the transcript. You can stop generation at any time using the stop button that appears in the composer during a live turn.
@mentions
Type@ in the message composer to open a mention picker. You can mention:
- Artifacts — full investigation reports in the workspace
- Key findings — individual findings extracted from artifacts
- Workspace items — notes, links, files, and promoted excerpts
- Entities — people, organizations, and concepts tracked in the workspace
- Signals — saved signals from the Live Monitor or manual saves
Streaming responses and stop support
The AI streams its response token by token. A stop button appears in the composer toolbar while a response is in progress — click it to halt generation and keep whatever the AI has produced so far. You can then send a follow-up message or edit your question.Context drawer
The context drawer (right panel) shows what Sherlock is using to ground the current session:Recent artifacts
Recent artifacts
The most recently updated artifacts in the workspace, available as quick context for the AI.
Recent signals
Recent signals
Saved signals from the workspace, surfaced as retrieval context.
Pinned launch context
Pinned launch context
The artifact, entity, or signal that was passed in when the session was opened via a handoff action. This stays pinned for the life of the session.
Last-turn retrieval snippets
Last-turn retrieval snippets
The specific workspace passages the AI retrieved and used in its most recent response. These give you visibility into which content shaped the answer.
Action log
Action log
A record of chat actions taken in the session — saves, appends, follow-up launches, and promotions — for audit and reference.
Session management
Each workspace can have multiple named chat sessions. Manage them from the session list in the left rail:- Create a new session — click the new session button to start a fresh conversation
- Rename a session — right-click a session or use the session menu to give it a descriptive name
- Switch between sessions — click any session in the list to load its full transcript history
- Delete a session — remove a session and its transcript permanently from the session menu
Chat history is persisted in your browser alongside workspace data. Use Settings → Data → Export to include chat history in a workspace backup.
Actions from chat
After the AI responds, you can act on the output directly from the transcript:Save as artifact
Save the AI’s response as a new artifact in the workspace. It appears in Files and Operation View like any other investigation artifact.
Append to artifact
Add the response as a new section in an existing artifact. Choose which artifact to append to from a picker.
Launch follow-up run
Open the Run Setup modal pre-populated with context from the conversation, then launch a structured investigation run.
Promote excerpt
Promote a specific retrieval snippet into the canonical workspace library so it appears in the Library rail and board.
Place on board
Send a retrieval excerpt or response snippet directly onto the active research board.
Copy transcript
Copy the full session transcript to the clipboard.
Transcript export
Export the full chat transcript at any time from the session menu:- Markdown
- JSON
A formatted Markdown file with speaker labels and message timestamps, suitable for notes apps, wikis, or version-controlled documentation.
