AI chat workflows

This page focuses on practical ways to get useful results from AI in everyday map work.

Build repeatable behavior with profiles

Use Manage profiles to save reusable instructions. A profile helps you get consistent results without rewriting the same guidance each time.

A profile can define:

  • role and point of view (for example reviewer, analyst, coach),
  • output language and tone,
  • formatting and structure expectations,
  • task-specific rules and decision criteria,
  • map interaction preferences (for example how to propose edits, where to place results, how to summarize branches).

Profiles guide behavior through instructions. They do not change tool availability per profile.

Typical setup:

  1. Open Manage profiles.
  2. Create or edit a profile prompt.
  3. Select that profile in the AI profile control.
  4. Send your task request.

Workflow example: branch spelling correction

Goal: improve text quality while keeping original content visible.

One practical workflow:

  1. Select a branch.
  2. Ask AI to inspect spelling across selected nodes.
  3. For nodes that need changes, create a child node with suggested corrected text.

This makes review easy because suggestions are separated from source text.

Workflow example: summarize extracted notes

Goal: turn long notes into short, useful summaries.

This also works for notes that were manually extracted from PDF documents by the user.

  1. Add or select nodes with note text.
  2. Ask AI to summarize by section or action items.
  3. Store concise summaries in nearby nodes.

Workflow example: draft decisions

Goal: produce decision drafts from map context.

  1. Provide context nodes (problem, options, constraints).
  2. Request a structured decision draft.
  3. Iterate with follow-up prompts to refine wording and scope.

Manage recent chat entries

Use Chats to manage recent conversations. From there you can:

  • Open a selected chat.
  • Delete selected chat or transcript entries.
  • keep only active, relevant recent conversations.

Turn navigation

Undo and redo are available in chat turn flow:

  • Undo rewinds one sent turn and restores the user message to input.
  • Redo reapplies a rewound turn.

Keyboard shortcuts:

  • Command/Ctrl + ArrowUp for Undo.
  • Command/Ctrl + ArrowDown for Redo.