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Share a chat with teammates

1

Click the Lock/Share icon

Click the Lock/Share icon near the send button.
2

Configure sharing settings

In Sharing Settings, choose:
  • Only me, or
  • Specific users (auto-complete from users who have access to your 5X workspace).
3

Save and share

Save — the chat appears in Team Chats for those users.
Settings page with app connections highlighted in sidebar

Flagged Chats

Use Flagged Chats to mark conversations for review (accuracy checks, follow-ups, or audit).
  • Flag from the chat card.
  • Open Flagged Chats to see the list, token usage, shared users, and quickly revisit items.
Settings page with app connections highlighted in sidebar

Chat Settings (Tone, Domain, Prompts)

Customise how the AI responds:
  • Tone: Fact-based, Expressive, or Balanced
  • Domain: Sales, Marketing, Finance, Leadership, etc.
  • Response Style: Concise vs. descriptive
  • Additional Prompting: Add custom instructions to guide responses across the session
Settings page with app connections highlighted in sidebar