PulseAsking your notes questions (chat)
Asking questions across past meetings, rewriting notes, and attaching files to supply context.
Chat lets you ask questions about your meeting notes and transcripts and get answers on the spot. You can ask about a single meeting, or about many past meetings at once. This article covers how the scope is decided, rewriting notes, attaching files, and how chat history is handled.
Chat is a desktop app (macOS / Windows) feature. The web version in a browser only views and edits notes that are already saved; chat and transcription are not available there.
Where to open chat
In the desktop app, a chat input field is always visible at the bottom of the screen. Open it from the home screen and every saved note is in scope; open it with an individual meeting showing and only that meeting is. You can also open chat from a folder, or from the record screen for a person or a company.
A wide input field below the meeting list, with an attach button at the left end and a microphone icon and send button at the right.
Choosing the scope (context)
What chat looks at is determined by the screen you open it from. There is no need to switch the transcript in and out of scope each time.
| Where you open chat | What is in scope | Typical use |
|---|---|---|
| Home screen | all saved notes | finding something when you cannot remember which meeting it came up in |
| An individual meeting | that meeting's note and transcript | asking about that meeting before, during or after it; rewriting the note once it has ended |
| A folder | the notes in that folder | analysing a team's or a project's meetings together |
| A person or company record | meetings with that party | following the history with a particular client |
| Several meetings you have selected | only the meetings you chose | specifying the meetings you want to compare yourself |
To select several meetings, use the checkbox that appears to the left of a meeting title when you hover over it.
How far back your notes go depends on your plan. The free plan covers the last 30 days; the Team and Enterprise plans cover all of them.
- you opened chat from the screen you intended (chat on an individual meeting does not look at any other note)
- if you want to compare several meetings, they are ticked
- the meeting you are looking for falls within the period your plan covers
The plan names (free / Personal / Team / Enterprise) are provisional. Replace them with UNCHAIN, Inc.'s actual plan names and the range of notes each plan can see. The source article does not state the period covered by the Personal plan, so please confirm and add it.
Using it before, during and after a meeting
Different ways of asking suit different moments.
Before a meeting
- getting an overview of the day's schedule
- drawing out the points to raise, as preparation for a meeting about to start
- checking what was decided at the last meeting with the same person or on the same project
During a meeting
- catching up on the discussion so far when you join late
- checking the decisions and take-aways so far
- asking for an explanation of a technical term or some background
After a meeting
- finding a particular passage, such as something decided or a figure
- reviewing how much you spoke and how you asked questions
- working out what to do next
Across several meetings
- spotting recurring points of discussion or patterns of dissatisfaction
- finding something when you cannot remember which meeting it came up in
- summarising the position by folder or by client
Rewriting a note from chat
You can rewrite the text of a note from chat. Phrasing your request as a rewrite — “rewrite this”, “fix this” — triggers the rewrite behaviour. Naming a heading or section in the note limits it to that part.
Common uses are:
- expanding a passage, or cutting it back to the essentials
- correcting a misspelled name, or reassigning an owner
- translating the note into another language
Selecting the passage you want changed before sending your instruction to chat makes that selection the target. If the result is not what you meant, follow up with another instruction.
Attaching files to supply context
When the meeting data alone is not enough, you can add files from the attach button in the input field. Passing in material circulated beforehand, a specification, or a proposal you received means the answer takes that content into account. For the limits on attachments, see File size limits.
The contents of a file you attach are passed to AI processing in order to generate the answer. Where the material is covered by a non-disclosure agreement with a client, contains unannounced HR information, or contains customers' personal data, please check in advance whether your internal rules and your contracts permit it to be processed by an external service. As for use in training: on the free and Personal plans this is on by default and can be switched off at any time under Settings → Preferences → Data and sharing. On the Team and Enterprise plans it is not used for training. The settings are explained in AI models and training data.
Uploaded material is processed only to generate notes and chat answers within that workspace. It is not provided to other users or other organisations. It remains your responsibility, as the person uploading, to confirm that you hold the necessary rights in the material or have the rights holder's permission.
This provides that a person may reproduce a work where the purpose is use within a limited scope such as personally or within the family. Business use by a company or organisation does not fall within that scope. When uploading material received from outside your company to Pulse, please check that internal use is within what has been permitted.
Save instructions you use often as recipes
If you ask the same thing repeatedly, saving the wording as a recipe lets you call it up just by typing / in the input field. How to create and share them is covered in Recipes (saved instructions), and how to word them in Writing effective recipes.
How chat history is handled
Chat exchanges are visible only to you. Sharing a note with other members never exposes to them the chat you had about that note.Actions from chat (workflows) — a draft created that way is likewise invisible to anyone else until you actually send it.
To delete a chat thread, hover over it in the history list and choose the bin icon. A deleted thread cannot be recovered.
What data chat can see
Chat can see only the meeting data stored in Pulse, files you have attached, and material you have added to a folder. It does not look at your email inbox, your task manager, or notes on your own machine. It cannot answer about anything that was not said in a meeting or is not in the record.
If something is not working
When you cannot find what you are looking for
- Widen the scope. Switch from an individual meeting to chat on a folder or the home screen and try again.
- Check the period of notes you can see. On the free plan, notes older than the last 30 days are out of scope.
- Check that where you opened chat gives the scope you intended. Chat on an individual meeting does not look at any other note.
- Check the meeting's transcript was saved. For a meeting with no transcript, only what is written in the note can be consulted. For details see How transcription works.
When the chat input field does not appear
You may have the note open in a browser. The web version only views and edits notes, so reopen it in the desktop app (macOS / Windows).
When an answer does not match the facts
AI summaries and answers can contain errors. Speech may be misheard, speakers confused, or facts transposed in the course of summarising. For anything where accuracy matters — confirming decisions, anything contractual, amounts, dates — check it against the original transcript before relying on it.