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Using AI Chat Pro

Learn how to effectively use AI Chat Pro for maximum productivity and get the best results from your AI conversations.

Accessing AI Chat Pro

Opening the Chat Interface

From Dashboard:

  1. Log in to your iQuivity account
  2. Locate "AI Chat Pro" in the left-hand navigation menu
  3. Click to open the chat interface

The chat interface will load with the Default AI Chat Bot ready to assist you.

Chat Interface Overview

Main Components

┌─────────────────────────────────────────────────────────────┐
│ [Default AI Chat Bot ▼] [AI Model: GPT-4o ▼]     [⋯ More]  │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│                 I'm Default AI Chat Bot                     │
│                     Ask me anything                         │
│                                                             │
│  [Translate This Book] [Generate a cute panda image]       │
│  [Plan a 3 day trip to Rome] [Pick an outfit]              │
│  [How can I learn coding?] [Experience Tokyo]              │
│                                                             │
├─────────────────────────────────────────────────────────────┤
│ [+] Type a message...              [😎][🎤][📄][🎯][⊙][▶]  │
└─────────────────────────────────────────────────────────────┘

Header Controls: - Chatbot Selector (left dropdown) - Switch between different expert chatbots - AI Model Selector (middle) - Choose which AI model to use - More Options (⋯ button) - Export, Share, Real-Time Search

Chat Area: - Welcome message from selected chatbot - Prompt suggestions (clickable quick-start prompts) - Conversation history

Input Area: - [+] - Additional options - Message field - Type your questions/requests - Tool icons: - 😎 - Brand Voice - 🎤 - Voice input - 📄 - File upload - 🎯 - Prompt Library - ⊙ - Additional tools - ▶ - Send message

Selecting a Chatbot

Available Expert Chatbots

To Switch Chatbots:

  1. Click the chatbot dropdown (top-left)
  2. Browse available chatbots:
  3. Default AI Chat Bot - General-purpose assistant
  4. Finance Expert - Personal Finance Expert
  5. Nutritionist - Personal Nutritionist
  6. Career Counselor - Personal Career Counselor
  7. Time Management - Personal Time Management Consultant
  8. Language Tutor - Personal Language Tutor (Premium)
  9. Cybersecurity Expert - Cybersecurity Expert
  10. Click to select a chatbot

Each Chatbot Features: - Specialized knowledge and expertise - Tailored response style - Relevant prompt suggestions - Optimized for specific use cases

Default AI Chat Bot

Best For: - General questions - Multi-purpose tasks - Creative projects - Technical queries - Research and analysis

Example Uses: 

"Explain blockchain technology in simple terms"
"Write a product description for a smart water bottle"
"Help me debug this Python code"
"Generate ideas for team-building activities"

Finance Expert

Best For: - Personal finance advice - Budgeting help - Investment basics - Financial planning

Example Uses: 

"How should I allocate my monthly budget?"
"Explain the difference between 401k and Roth IRA"
"Create a savings plan for buying a house"
"What are some low-risk investment options?"

Nutritionist

Best For: - Meal planning - Dietary advice - Nutrition information - Health tips

Example Uses: 

"Create a 7-day meal plan for weight loss"
"What are good protein sources for vegetarians?"
"Suggest healthy snacks for busy professionals"
"Explain macronutrients and their importance"

Career Counselor

Best For: - Career advice - Resume help - Interview preparation - Professional development

Example Uses: 

"Review my resume and suggest improvements"
"Prepare me for a product manager interview"
"Help me transition from marketing to data analytics"
"Write a cover letter for a software engineer position"

Time Management Consultant

Best For: - Productivity tips - Schedule optimization - Task prioritization - Time-saving strategies

Example Uses: 

"Give me tips to improve my focus and time management"
"Create a daily schedule for maximum productivity"
"How can I better prioritize my tasks?"
"Suggest a time-blocking strategy for my work day"

Language Tutor (Premium)

Best For: - Language learning - Grammar help - Translation - Practice conversations

Example Uses: 

"Teach me Spanish greetings and common phrases"
"Explain the difference between ser and estar in Spanish"
"Translate this email to French"
"Help me practice English conversation"

Cybersecurity Expert

Best For: - Security best practices - Threat awareness - Privacy tips - Safe computing

Example Uses: 

"What are best practices for password security?"
"Explain common phishing tactics and how to avoid them"
"How can I secure my home Wi-Fi network?"
"What is two-factor authentication and why use it?"

Selecting an AI Model

Choosing the Right Model

To Change AI Model:

  1. Click "AI Model: [Current Model]" button
  2. Browse available models
  3. Review each model's features:
  4. Name and description
  5. Credit cost (Unlimited or specific amount)
  6. Capabilities (Words, Images, etc.)
  7. Select desired model
  8. Click "Apply"

Model Comparison

Available Models by Provider:

Always Up to Date

All models are automatically updated to the latest versions from each provider. The specific model names may change as providers release newer versions.

OpenAI Models

Latest GPT Models - Type: Text and Multimodal (text + vision) - Tiers Available: Most advanced, turbo (faster), standard, lighter versions - Best For: General-purpose tasks, creative writing, image analysis, code generation - Speed: Varies by tier (from very fast to moderate) - Use When: Need versatile, well-rounded AI performance

Strengths: - Industry-leading performance - Excellent multimodal capabilities - Strong at following complex instructions - Great for creative and analytical tasks

Anthropic Models

Latest Claude Models - Type: Text - Tiers Available: Most powerful, balanced, fastest - Best For: Deep analysis, long-form content, nuanced understanding, code generation - Speed: Varies by tier (from fastest to moderate) - Use When: Need sophisticated reasoning and detailed responses

Strengths: - Superior analytical capabilities - Excellent for long conversations - Nuanced understanding of context - Strong safety and helpfulness

Google Models

Latest Gemini Models - Type: Multimodal (text, images, and more) - Tiers Available: Ultra (most capable), Pro (balanced), Flash (fastest) - Best For: Multimodal tasks, general-purpose work, quick responses - Speed: Varies by tier (from very fast to moderate) - Use When: Need multimodal capabilities or Google ecosystem integration

Strengths: - Strong multimodal capabilities - Fast response times - Good balance of quality and speed - Integration with Google services

Perplexity Models

Perplexity AI - Type: Text with built-in web search - Best For: Research, current information, fact-checking, citations - Speed: Fast - Use When: Need real-time web data or cited sources

Strengths: - Built-in real-time web search - Provides citations and sources - Excellent for research tasks - Up-to-date information

DeepSeek Models

DeepSeek Chat & Coder - Type: Text (with coding specialization) - Best For: Programming, code generation, debugging, technical tasks - Speed: Fast - Use When: Working on any coding or technical projects

Strengths: - Specialized for programming tasks - Excellent code understanding - Strong technical reasoning - Cost-effective for development work

Grok (X AI) Models

Grok - Type: Text with real-time information - Best For: Conversational AI, current events, engaging responses - Speed: Fast - Use When: Need conversational responses or real-time information

Strengths: - Engaging, personality-driven responses - Access to real-time information - Conversational and natural - Good for current events

OpenRouter

OpenRouter Gateway - Type: Multi-model access - Best For: Exploring different models, comparing outputs - Speed: Varies by selected model - Use When: Want access to various models through one interface

Strengths: - Access to multiple AI providers - Regularly updated model catalog - Flexibility to try different models - Unified interface

Model Selection Strategy

For Different Tasks:

Task Type Recommended Provider Why
Quick Questions Anthropic (fastest tier), OpenAI (lighter), Google (Flash) Fastest responses
Content Writing OpenAI, Anthropic, Google High quality, creative
Code Generation DeepSeek, OpenAI, Anthropic Technical accuracy, specialized
Code Debugging DeepSeek, Anthropic, OpenAI Deep code understanding
Data Analysis Anthropic, OpenAI, Google Deep reasoning
Research Perplexity Real-time web access with citations
Casual Chat Grok, Anthropic, OpenAI Conversational, engaging
Image Analysis OpenAI, Google Vision capabilities
Long Documents Anthropic, OpenAI Large context window
Current Events Perplexity, Grok Real-time information
Model Exploration OpenRouter Access to variety
General Purpose OpenAI, Anthropic, Google Balanced performance

Model Selection Tips

  • Try multiple providers for the same task to compare results
  • Choose by tier within each provider (fastest, balanced, most powerful)
  • Models update automatically - you always get the latest versions
  • Check credit costs for each model before extensive use

Starting a Conversation

Using Prompt Suggestions

Quick Start with Prompts:

When you open a chatbot, you'll see suggested prompts:

[Translate This Book]
[Generate a cute panda image]
[Plan a 3 day trip to Rome]
[Pick an outfit]
[How can I learn coding?]
[Experience Tokyo]

To Use: - Click any suggestion to start a conversation - The prompt will be sent automatically - AI will respond based on the selected model

Typing Your Own Message

To Start a Custom Conversation:

  1. Click in the message field at the bottom
  2. Type your question or request
  3. Press Enter or click the Send button (▶)

Example Messages: 

"Explain quantum computing in simple terms"
"Write a professional email to decline a job offer"
"Debug this Python code: [paste code]"
"Create a workout plan for beginners"
"Summarize the key points of [topic]"

Best Practices for Prompts

Be Specific: 

❌ Vague: "Tell me about marketing"
✅ Specific: "Explain the 5 key principles of content marketing for B2B SaaS companies"

Provide Context: 

❌ No Context: "Write an email"
✅ With Context: "Write a professional follow-up email to a client who hasn't responded to my proposal in 2 weeks. Tone should be friendly but assertive."

Break Down Complex Tasks: 

Step 1: "I need to create a marketing strategy. First, help me identify my target audience."
[Get response]
Step 2: "Now, based on that audience, what channels should I focus on?"
[Get response]
Step 3: "Great! Now help me create a content calendar for the first month."

Using Chat Features

Prompt Library

Access Pre-Built Prompts:

  1. Click the Prompt Library icon (🎯) in the input area
  2. Browse categories:
  3. All - View all prompts
  4. Favorite - Your saved favorites
  5. Choose from categories:
  6. Creative Writing & Storytelling
  7. Technical & Knowledge Queries
  8. Personal Development & Advice
  9. Fun & Entertainment
  10. Hypothetical / Thought Experiments
  11. Problem-Solving / Brainstorming

Prompt Library Features: - Search - Find specific prompts - Star (⭐) - Mark as favorite - Delete (🗑️) - Remove custom prompts

Example Prompts:

Creative Writing: 

"Write a short story about a robot discovering
emotions for the first time."

Technical: 

"Explain quantum computing in a way a high school
student can understand."

Personal Development: 

"Give me tips to improve my focus and time management."

Fun: 

"Generate a list of unusual icebreaker questions."

Thought Experiments: 

"What would happen if humans could suddenly communicate
telepathically?"

Problem-Solving: 

"How can I optimize database queries in Laravel for a
large-scale app?"

To Use a Prompt: 1. Click on any prompt card 2. Prompt text loads into message field 3. Edit if needed 4. Send to AI

Brand Voice

Customize AI Responses:

  1. Click the Brand Voice icon (😎) in the input area
  2. Select Company - Choose from your company profiles
  3. Select Product/Service - Choose specific product
  4. Click "Done"

How It Works: - AI adapts tone and style to match your brand - Responses aligned with your company voice - Consistent messaging across all outputs

Use Cases: - Generate marketing copy - Create customer communications - Write product descriptions - Draft social media posts - Maintain brand consistency

Example: 

Without Brand Voice:
"This is a great product that helps you save time."

With Brand Voice (Friendly Startup):
"We're super excited about this game-changing tool
that'll give you back hours every week!"

With Brand Voice (Professional Enterprise):
"Our solution delivers measurable time savings through
advanced automation capabilities."

Voice Input

Talk to AI:

  1. Click the Microphone icon (🎤)
  2. Allow microphone access (if prompted)
  3. Speak your question or request
  4. AI transcribes and processes

Best For: - Hands-free operation - Long-form dictation - Accessibility - Mobile usage

File Upload

Analyze Documents and Images:

  1. Click the File icon (📄)
  2. Select file from your computer:
  3. PDF documents
  4. Images (JPG, PNG)
  5. Text files
  6. Code files
  7. Data files (CSV, Excel)
  8. Add a message describing what you want
  9. Send

Example Uses: 

"Summarize this PDF document"
"What's in this image?"
"Review this code for bugs"
"Analyze this data and find trends"
"Translate this document to Spanish"

Supported File Types: - Documents: PDF, TXT, DOC, DOCX - Images: JPG, PNG, GIF, WebP - Code: All programming languages - Data: CSV, Excel, JSON

Temporary Chat Mode

Private Conversations:

To Enable: 1. Click More Options (⋯) 2. Look for temporary chat notice or setting 3. Start a new chat in temporary mode

Temporary Chat Features: - Conversations not saved to history - Content may still appear in content manager - Useful for sensitive information - Auto-expires after session

When to Use: - Confidential business data - Personal information - Sensitive queries - One-time questions - Testing prompts

Managing Conversations

Viewing Message History

Conversation Flow: 

User: "Explain machine learning"
AI: [Detailed explanation]

User: "Give me a practical example"
AI: [Example provided]

User: "How would I apply this to customer segmentation?"
AI: [Application guidance]

Features: - Scroll up to see previous messages - Context maintained across messages - Multi-turn conversations - Follow-up questions understood

Exporting Conversations

To Export:

  1. Click More Options (⋯)
  2. Select "Export"
  3. Choose format:
  4. Text (.txt)
  5. PDF (.pdf)
  6. Markdown (.md)
  7. Download file

Use Cases: - Save important conversations - Share with team members - Create documentation - Archive research - Reference later

Sharing Conversations

To Share:

  1. Click More Options (⋯)
  2. Select "Share"
  3. Choose sharing method:
  4. Generate link
  5. Share with team members
  6. Email conversation
  7. Set permissions (view only, edit, etc.)

Sharing Options: - Public link (anyone with link) - Team members only - Specific users - Password-protected

Enable Web Search:

  1. Click More Options (⋯)
  2. Toggle "Real Time Search" ON
  3. AI now has access to current web information

When to Use: - Current events - Latest news - Recent product releases - Up-to-date statistics - Live data

Example: 

Without Real-Time Search:
"What's the weather today?" → AI can't access current weather

With Real-Time Search:
"What's the weather today in New York?" → AI fetches live weather data

Credit Usage

Real-Time Search may consume credits. Check your plan for details.

Advanced Usage Tips

Multi-Turn Conversations

Building Context:

Turn 1: "I'm building a SaaS product for project management"
AI: [Acknowledges and asks clarifying questions]

Turn 2: "Target audience is small businesses, 10-50 employees"
AI: [Provides relevant advice]

Turn 3: "What pricing model would work best?"
AI: [Suggests pricing based on context]

Turn 4: "Create a pricing table with 3 tiers"
AI: [Generates table with context of small business focus]

Why It Works: - AI remembers previous context - Builds on earlier information - More accurate responses - Natural conversation flow

Combining Features

Example Workflow:

  1. Start with Prompt Library
  2. Select "Technical & Knowledge" prompt

  3. Modify for your specific need

  4. Enable Brand Voice

  5. Select your company

  6. AI adapts tone

  7. Upload Supporting File

  8. Add relevant document

  9. Provide context

  10. Enable Real-Time Search (if needed)

  11. Get current information

  12. Supplement with latest data

  13. Export Final Result

  14. Save conversation
  15. Share with team

Switching Models Mid-Conversation

To Compare Responses:

  1. Ask a question with Provider A (e.g., OpenAI)
  2. Get response
  3. Switch to Provider B (e.g., Anthropic)
  4. Ask the same question
  5. Compare answers

Use When: - Need different perspectives - Verify information - Choose best output - Test different provider strengths

Example Comparison: 

Same question to multiple providers:

OpenAI: Technical, comprehensive answer
Anthropic: Nuanced, analytical approach
Google: Multimodal response with visual context
Perplexity: Research-backed with citations
DeepSeek: Code-focused technical solution

Troubleshooting

Common Issues

Problem: AI Not Responding - Cause: Network issue or model overloaded - Solution: Refresh page, try different model

Problem: Response Quality Poor - Cause: Vague prompt or model not suited for task - Solution: Be more specific in prompt, try different provider or higher-tier model

Problem: Conversation Lost Context - Cause: Too many turns or model limitation - Solution: Summarize previous context in next message

Problem: File Upload Failed - Cause: File too large or unsupported format - Solution: Compress file, convert to supported format

Problem: Credits Running Low - Cause: Using credit-consuming models/features - Solution: Switch to unlimited credit models, upgrade plan

Next Steps

  • Managing Conversations

    Organize, export, and share your conversations

    Conversations

  • AI Chat Pro Overview

    Learn about all AI Chat Pro features

    Overview

Previous: ← Overview | Next: Managing Conversations →

Last Updated: December 2025