Haley
Managing chats
Find, rename, share and move your conversations with Haley.
Every conversation with Haley is a chat. A chat holds your requests, Haley’s answers and every table and version Haley made along the way. This page covers finding chats again, naming them, moving them between projects and sharing them.
Starting a chat#
- Type into the box on Home, or on the Haley page, and press Enter.
- Press the pen icon, New chat with Haley, at the top of the sidebar.
- Inside a project, use the box on its overview or its Chats page. The chat starts in that project.
- Press From job description to start a chat from a JD file.
When you’re new, example requests show under the box on the Haley page. Clicking one fills the box without sending it, so you can edit it first. They go once you have chats of your own.
One chat per search, follow-ups in the same chat#
Keep refining in the same chat: Haley remembers the conversation and the tables in it, so “only those in Pune” knows what “those” means. Start a new chat when you’re looking for a different role.
On a project’s overview, the Chats tab lists each chat with the follow-up searches under it and how many people each found.
Finding a chat#
All chats
The Haley page lists All chats with a count. Each row shows the title, the last message, the project it’s in and the date. Search with Search chats by role, company, city or person…, and sort by Recent or Best match.
Chats in a project
Open Projectsyour projectChats, or use the project’s Chats link in the sidebar, which also lists up to eight of the latest chats by name. The page lists Chats in this project.
Quick search
Press ⌘K. With the box empty, it shows Recent chats. Type part of a title to find any chat. See Quick search and LinkedIn links.
Renaming a chat#
Haley names each chat from your first request. To rename it, click the title at the top of the chat, type the new name and press Enter, or click away. Press Esc to cancel.
Moving a chat to a project#
The project menu at the top of a chat reads Add to project, or the project’s name if it’s in one.
Open the project menu
Click Add to project or the project name at the top of the chat.
Choose where it goes
- Move to project: pick a project from the list.
- New project: creates a project and puts the chat in it.
- Remove from project: takes the chat out of its project.
Shortlisting moves the chat for you
If you shortlist from a chat that isn’t in a project, Ladel asks Which project?. The chat joins the project you pick, so everyone you shortlist from it goes to the same shortlist.
Sharing a chat#
Press Share at the top of a chat to copy its link. Chats are private: only the person who started a chat can open it, so the link is for your own use, such as opening the chat on another device. To share results with a colleague, export the table or the project’s shortlist. See Exporting to CSV or Excel.
Questions#
Can my teammates see my chats?
No. Chats are private to the person who started them, even inside a project.
A chat says it doesn’t exist anymore.
You’ll see “This chat doesn’t exist anymore.” with a link to Start a new chat. The chat was removed, or the link is from another account.
My chats or projects look out of date.
Click your name at the bottom of the sidebar and press Reload from account.