# Chief Help

> Learn how to use Chief and build integrations with the MCP server, REST API, and developer tools.

- [Chief Help Center](https://docs.chief.bot/help/help-center-home.md): Say it and Chief captures it. Start with the basics, then choose Live Sessions or the Web App to turn conversations into work.
- [What are Live Sessions?](https://docs.chief.bot/help/meetings-live-sessions/what-are-live-sessions.md): Chief captures a meeting in real time, turns it into searchable decisions and action items, and helps you act on what was said.
- [Installing the Chief desktop app](https://docs.chief.bot/help/meetings-live-sessions/installing-the-chief-desktop-app.md): Install Chief on Mac or Windows to capture Live Sessions, then pair the desktop app with your web account.
- [Using the Live Sessions App](https://docs.chief.bot/help/meetings-live-sessions/starting-a-live-session.md): Capture a meeting with Chief, preserve the conversation in a Project, and turn what was said into a searchable record and next steps.
- [Sharing and joining a Live Session](https://docs.chief.bot/help/meetings-live-sessions/sharing-joining-a-live-session.md): Share a whole Live Session with Reader or Collaborator access, or share one part of it with a Reader link.
- [Sharing screen context in the Live Sessions App](https://docs.chief.bot/help/meetings-live-sessions/sharing-screen-context.md): Choose which open apps Chief may note during a Live Session so your transcript and summary retain useful screen context.
- [Adding screenshots and images to a Live Session transcript](https://docs.chief.bot/help/meetings-live-sessions/adding-screenshots-images-to-a-transcript.md): Capture, upload, paste, or drag images into a transcript while a Live Session is recording.
- [Documents and canvases in a Live Session](https://docs.chief.bot/help/meetings-live-sessions/documents-canvases-collaboration.md): Create collaborative documents and canvases during a Live Session, control access, add them to the transcript, and share or export them.
- [How transcription works & speaker attribution](https://docs.chief.bot/help/meetings-live-sessions/how-transcription-works-speaker-attribution.md): During a Live Session, Chief transcribes two audio sources from your computer: your microphone (you) and your computer's system audio (everyone else on the call).
- [Live Notes, decisions, to-dos & tasks](https://docs.chief.bot/help/meetings-live-sessions/auto-generated-summaries-decisions-action-items-chat-suggestions.md): Chief turns a meeting transcript into Live Notes with an overview, topics, decisions, to-dos, and task-ready points.
- [Smart Tags: organize a Live Session automatically](https://docs.chief.bot/help/meetings-live-sessions/smart-tags-organize-a-session-automatically.md): Create Smart Tags that automatically organize Live Notes by the topics, decisions, risks, or follow-ups your Project tracks.
- [Searching a transcript](https://docs.chief.bot/help/meetings-live-sessions/searching-a-transcript.md): Use Find in session for exact words, or ask Chief a meaning-based question about a captured meeting.
- [Starting a task from a meeting](https://docs.chief.bot/help/meetings-live-sessions/starting-a-chat-from-a-meeting.md): Turn a captured meeting into a grounded task so Chief can help you act on the decisions, context, and follow-ups it heard.
- [Sending a Live Session to an AI agent](https://docs.chief.bot/help/meetings-live-sessions/sending-a-live-session-to-an-ai-agent.md): Send a Live Session to an agent, folder, custom command, Chief task, or another chat app during or after the meeting.
- [Uploading an existing transcript in the Live Sessions App](https://docs.chief.bot/help/meetings-live-sessions/uploading-an-existing-transcript.md): Process an existing TXT, CSV, SRT, VTT, or DOCX transcript into a Live Session recap without recording a meeting.
- [Finding Live Session recordings in the Web App](https://docs.chief.bot/help/meetings-live-sessions/finding-live-session-recordings-in-the-web-app.md): Find the searchable record of a captured meeting in the Web App, including its transcript, recap, decisions, and action items.
- [Using Zoom meetings with Chief](https://docs.chief.bot/help/meetings-live-sessions/connecting-zoom-to-auto-sync-transcripts-chat-logs.md): Chief no longer offers a Zoom integration. Capture Zoom calls with the Live Sessions App or upload an existing transcript.
- [Copying, downloading & sharing transcripts](https://docs.chief.bot/help/meetings-live-sessions/copying-downloading-sharing-transcripts.md): A Live Session shows the full Transcript on its page, with speaker labels and timecodes.
- [Automatic meeting detection](https://docs.chief.bot/help/meetings-live-sessions/automatic-meeting-detection.md): The Chief desktop app notices supported meetings on Mac or Windows and prompts you to capture one as a Live Session.
- [Changing appearance, text size, zoom & shortcuts](https://docs.chief.bot/help/meetings-live-sessions/changing-appearance-zoom.md): Choose the Live Sessions App theme and text size, zoom its display, and customize global session shortcuts.
- [Pairing & managing devices · Updating the app](https://docs.chief.bot/help/meetings-live-sessions/pairing-managing-devices-updating-the-app.md): Approve a secure browser request to pair the Chief Live Sessions App with your account, then manage devices and updates.
- [What is Chief?](https://docs.chief.bot/help/getting-started/what-is-chief.md): Chief captures conversations, organizes them into searchable knowledge, and helps you turn meetings, files, and questions into action.
- [Creating your account & signing in](https://docs.chief.bot/help/getting-started/creating-your-account-signing-in.md): Chief has no passwords. Sign up or log in with a one-time Magic Link sent to your email, or with your Google account.
- [Your first conversation with Chief](https://docs.chief.bot/help/getting-started/your-first-conversation-with-chief.md): Type a question into the prompt bar on your Project home screen to start your first task. You do not need to create a task first.
- [Uploading your first document](https://docs.chief.bot/help/getting-started/uploading-your-first-document.md): Add a document from the prompt bar or by dragging it in. PDFs and images attach to your message; other files upload to your Library.
- [Setting up your first project](https://docs.chief.bot/help/getting-started/setting-up-your-first-project.md): Create a Project to hold its own Library of Files, tasks, and members, then choose whether your plan or each member's plan funds its usage.
- [The Chief interface: a quick tour](https://docs.chief.bot/help/getting-started/the-chief-interface-a-quick-tour.md): Chief has three main areas: the navigation sidebar on the left, the prompt bar in the center, and the home screen around it. Here is what each one does.
- [Inviting your team](https://docs.chief.bot/help/getting-started/inviting-your-team.md): Invite people to a Project three ways — by email, by email domain, or with a secret link — and set each person's role to Owner, Collaborator, or Reader.
- [Core concepts & glossary](https://docs.chief.bot/help/getting-started/core-concepts-glossary.md): Definitions for the building blocks of Chief: Projects, Tasks, Library, Files, Labels, Collections, Concepts, Skills, Expert Voices, Actions, and Memories.
- [Free credits & what you get on signup](https://docs.chief.bot/help/getting-started/free-credits-what-you-get-on-signup.md): New Chief accounts get 10,000 free credits and land on the free Explore plan, which refills 300 credits a day at no cost.
- [Chief on web, desktop & browser extension](https://docs.chief.bot/help/getting-started/chief-on-web-desktop-browser-extension.md): Chief runs in three places: the web app at chief.bot, a macOS or Windows desktop app for Live Sessions, and a browser extension.
- [Keyboard shortcuts, the command palette (⌘K) & Hint Mode](https://docs.chief.bot/help/getting-started/keyboard-shortcuts-the-command-palette-k-hint-mode.md): Open the Command Center with Command-K, jump to items with Command-1 through Command-9, and press c for Hint Mode to click anything from the keyboard.
- [How tasks work](https://docs.chief.bot/help/chatting-with-chief/how-chats-work.md): A task is where you ask Chief a question and get an answer grounded in your own knowledge.
- [Asking good questions: prompting best practices](https://docs.chief.bot/help/chatting-with-chief/asking-good-questions-prompting-best-practices.md): Chief answers the question you actually asked.
- [Regenerating or stopping a response](https://docs.chief.bot/help/chatting-with-chief/regenerating-or-stopping-a-response.md): While Chief is generating an answer, a Stop Generating button appears just above the prompt bar.
- [Understanding task error cards and retry actions](https://docs.chief.bot/help/chatting-with-chief/understanding-task-error-cards-retry-actions.md): Learn what Chief's task error messages mean and whether to retry the prompt, switch models, or take another action.
- [Editing, copying & downloading messages](https://docs.chief.bot/help/chatting-with-chief/editing-copying-downloading-messages.md): Every prompt and answer in a task thread has its own hover actions.
- [Understanding sources & citations in answers](https://docs.chief.bot/help/chatting-with-chief/understanding-sources-citations-in-answers.md): Chief grounds answers in your sources and shows its work, so you are never guessing where a claim came from.
- [Renaming tasks & auto-generated titles](https://docs.chief.bot/help/chatting-with-chief/renaming-chats-auto-generated-titles.md): Chief gives each task thread a title automatically based on your conversation, so your task list stays easy to scan.
- [Following up & continuing the conversation](https://docs.chief.bot/help/chatting-with-chief/following-up-continuing-the-conversation.md): A task keeps its context, so following up is faster than starting over.
- [Running tasks in the background](https://docs.chief.bot/help/chatting-with-chief/running-chats-in-the-background-browser-notifications.md): Leave a generating task and track its progress from Chief's notification bell without losing the finished answer.
- [Improving your prompt with Chief's suggestions](https://docs.chief.bot/help/chatting-with-chief/improving-your-prompt-with-chiefs-suggestions.md): Learn how Chief suggests improved prompts and Autocomplete, review up to three rewrites, and control which suggestions appear.
- [Branching a task to explore alternatives](https://docs.chief.bot/help/chatting-with-chief/branching-a-chat-to-explore-alternatives.md): Branching lets you try a different version of a turn without throwing away the first one.
- [Deleting a task](https://docs.chief.bot/help/chatting-with-chief/deleting-a-chat.md): Deleting a task thread removes it permanently.
- [Working offline & draft preservation](https://docs.chief.bot/help/chatting-with-chief/working-offline-draft-preservation.md): Lost your Wi-Fi for a moment?
- [Reading the activity feed](https://docs.chief.bot/help/chatting-with-chief/reading-the-activity-feed.md): The Activity feed is Chief's show-your-work view.
- [Working with an answer: the response menu](https://docs.chief.bot/help/chatting-with-chief/working-with-an-answer-the-response-menu.md): Under every finished answer is a row of action buttons — the response menu.
- [The text selection menu: act on any passage](https://docs.chief.bot/help/chatting-with-chief/the-text-selection-menu-act-on-any-passage.md): Highlight any passage in an answer to copy, cite, fact-check, explain, rewrite, or translate exactly that text.
- [The prompt bar: a tour of your task controls](https://docs.chief.bot/help/the-prompt-bar-scope/the-prompt-bar-a-tour-of-your-chat-controls.md): The prompt bar is the box at the bottom of every task.
- [Setting the scope of a task with Files, Labels, Collections, and Concepts](https://docs.chief.bot/help/the-prompt-bar-scope/setting-the-scope-of-a-chat-using-files-labels-collections-concepts.md): Scope is the set of knowledge Chief draws on to answer you.
- [@-mentioning files, Labels, Collections & Concepts](https://docs.chief.bot/help/the-prompt-bar-scope/mentioning-files-labels-collections-concepts.md): An @-mention is the fastest way to point Chief at one specific thing — a file, a Label, a Collection, or a Concept — without opening the Library picker.
- [Using # variable fields in a prompt](https://docs.chief.bot/help/the-prompt-bar-scope/using-variable-fields-in-a-prompt.md): Variable fields turn a prompt into a fill-in-the-blank template.
- [Including public web data (Public Data)](https://docs.chief.bot/help/the-prompt-bar-scope/including-public-web-data-public-data.md): By default Chief answers from your Library.
- [Voice input: dictate your prompt with "Talk to me"](https://docs.chief.bot/help/the-prompt-bar-scope/voice-input-dictate-your-prompt-with-talk-to-me.md): Prefer talking to typing?
- [Responding in an Expert Voice ("Respond as")](https://docs.chief.bot/help/the-prompt-bar-scope/responding-in-an-expert-voice-respond-as.md): An Expert Voice changes how Chief responds — its tone, perspective, and style.
- [Selecting a specific model (LLM)](https://docs.chief.bot/help/the-prompt-bar-scope/selecting-a-specific-model-llm.md): By default, Chief's LLM router picks the best model for each prompt.
- [Response modes: Automatic, Fast & Expert](https://docs.chief.bot/help/answer-depth-chiefs-agents/response-modes-automatic-fast-expert.md): Every prompt you send Chief runs in a response mode that decides how much reasoning to spend on your answer.
- [Deep Intelligence (Research) mode](https://docs.chief.bot/help/answer-depth-chiefs-agents/deep-intelligence-research-mode.md): Deep Intelligence is Chief's most powerful response mode.
- [Meet Chief's agents: Explorer, Librarian, Researcher, Planner](https://docs.chief.bot/help/answer-depth-chiefs-agents/meet-chiefs-agents-explorer-librarian-researcher-planner.md): When a request is complex, Chief doesn't reason in one straight line.
- [Calling on a specific agent in your prompt](https://docs.chief.bot/help/answer-depth-chiefs-agents/calling-on-a-specific-agent-in-your-prompt.md): Most of the time Chief picks the right agents for you.
- [Expert Lens — questions suggested from your knowledge](https://docs.chief.bot/help/answer-depth-chiefs-agents/magic-suggestions-context-aware-insight-prompts.md): Use Expert Lens on a File, Concept, Label, or Collection to find useful questions and start a focused task.
- [How modes affect credit usage](https://docs.chief.bot/help/answer-depth-chiefs-agents/how-modes-affect-credit-usage.md): Chief runs on credits, and your response mode is the biggest lever on how many a prompt uses.
- [What is the Library?](https://docs.chief.bot/help/your-knowledge-library/what-is-the-library.md): Your Library is where Chief keeps everything you add to a project: uploaded files, recordings, saved task answers, and web pages.
- [Uploading files & supported file types](https://docs.chief.bot/help/your-knowledge-library/uploading-files-supported-file-types.md): Uploading is the fastest way to get your material into Chief.
- [File size limits & processing stages](https://docs.chief.bot/help/your-knowledge-library/file-size-limits-processing-stages.md): The maximum size for a single file is 100MB.
- [Viewing asset details & file processing status](https://docs.chief.bot/help/your-knowledge-library/viewing-asset-details-file-processing-status.md): Every file has a detail view showing its preview, Labels, the Concepts Chief found in it, and its current processing status.
- [How Chief uses your files to answer questions](https://docs.chief.bot/help/your-knowledge-library/how-chief-uses-your-files-to-answer-questions.md): When you task in a Project, Chief can draw on the files in that Project's Library to answer you.
- [Working with spreadsheets (CSV/XLS) & the "spreadsheets locked" notice](https://docs.chief.bot/help/your-knowledge-library/working-with-spreadsheets-csv-xls-the-spreadsheets-locked-notice.md): CSV and XLS files hold structured data, so Chief treats them differently from documents.
- [Chatting with one file vs. many files together](https://docs.chief.bot/help/your-knowledge-library/chatting-with-one-file-vs-many-files-together.md): You can point a task at exactly one file, or let it draw on many files at once.
- [Adding web pages & URLs to your Library](https://docs.chief.bot/help/your-knowledge-library/adding-web-pages-urls-to-your-library.md): You do not have to download a page to use it.
- [Recording audio directly into Chief](https://docs.chief.bot/help/your-knowledge-library/recording-audio-directly-into-chief.md): You can record audio directly in Chief — a meeting recap, a voice note, an idea — and save it straight to your Library.
- [Saving a task answer back to your Library](https://docs.chief.bot/help/your-knowledge-library/saving-a-chat-answer-back-to-your-library.md): When Chief produces an answer worth keeping, you can save it back to your Library as a File.
- [Renaming, moving, copying & deleting files](https://docs.chief.bot/help/your-knowledge-library/renaming-moving-copying-deleting-files.md): Every file in your Library has actions for renaming, moving, copying, downloading, and deleting.
- [Searching your Library](https://docs.chief.bot/help/your-knowledge-library/searching-your-library.md): As your Library grows, search is the quickest way to jump to a specific file.
- [Creating & customizing Labels (colors, icons)](https://docs.chief.bot/help/labels/creating-customizing-labels-colors-icons.md): Labels are tags you put on files in your Library.
- [Tagging files & filtering by Label](https://docs.chief.bot/help/labels/tagging-files-filtering-by-label.md): Tag files with Labels to recognize them at a glance and filter your Library down to just the files that carry a Label.
- [Bulk labeling](https://docs.chief.bot/help/labels/bulk-labeling.md): If a batch of files all belong together, you don't have to tag them one at a time.
- [What are Collections?](https://docs.chief.bot/help/collections/what-are-collections.md): A Collection is a saved filter that fences off part of your Library using your Labels.
- [Building a Collection with AND/OR Label filters](https://docs.chief.bot/help/collections/building-a-collection-with-and-or-label-filters.md): A Collection is built entirely from Label filters, so you need at least one Label that's applied to some files.
- [What are Concepts?](https://docs.chief.bot/help/concepts/what-are-concepts.md): A Concept is a recurring theme Chief finds running through your Library — an idea, topic, or entity that shows up across multiple files.
- [Navigating the Concepts view & viewing Concept details](https://docs.chief.bot/help/concepts/navigating-the-concepts-view-viewing-concept-details.md): The Concepts page has two parts: the interactive Concept Graph on top and a list of Concept cards below.
- [Defining a Concept & exploring the Concept Graph](https://docs.chief.bot/help/concepts/defining-a-concept-exploring-the-concept-graph.md): Chief surfaces most Concepts for you automatically, but you can also define your own — telling Chief exactly which theme to track.
- [Concept Timelines](https://docs.chief.bot/help/concepts/concept-timelines.md): When you open a Concept, its details panel shows a timeline of the citations the Concept was built from.
- [What are Memories?](https://docs.chief.bot/help/memories/what-are-memories.md): Memories let Chief remember the facts, preferences, and context that matter to you — so you stop re-explaining yourself in every task.
- [Creating & editing memories](https://docs.chief.bot/help/memories/creating-editing-memories.md): You can write memories yourself instead of waiting for Chief to capture them.
- [Letting Chief auto-capture memories from tasks](https://docs.chief.bot/help/memories/letting-chief-auto-capture-memories-from-chats.md): Chief can capture memories for you while you task.
- [Personal vs. project vs. organization memories](https://docs.chief.bot/help/memories/personal-vs-project-vs-organization-memories.md): Every memory lives in one of three scopes.
- [Pinning, archiving & restoring memories](https://docs.chief.bot/help/memories/pinning-archiving-restoring-memories.md): Pinning and archiving help you keep your memory list focused.
- [Compressing memories to reduce clutter](https://docs.chief.bot/help/memories/compressing-memories-to-reduce-clutter.md): Over time you can end up with several memories that say almost the same thing.
- [Importing memories from text](https://docs.chief.bot/help/memories/importing-memories-from-text.md): Already have your context written down — notes, a bio, a brief, an onboarding doc?
- [Memory health — keeping your context fresh](https://docs.chief.bot/help/memories/memory-health-keeping-your-context-fresh.md): The longer you use Chief, the more memories you accumulate — and some stop being useful.
- [What are Actions?](https://docs.chief.bot/help/actions-automation/what-are-actions.md): An Action is a saved prompt that Chief runs automatically on a schedule, when new data arrives, or for a new calendar meeting.
- [Creating your first Action](https://docs.chief.bot/help/actions-automation/creating-your-first-action.md): Create an Action that runs a prompt on a schedule or whenever new data lands, then delivers the result automatically.
- [Choosing an Action trigger](https://docs.chief.bot/help/actions-automation/choosing-an-action-trigger.md): Choose when an Action runs: on a schedule, when new data arrives, or through the guided calendar-meeting workflow.
- [Scheduling Actions (days, dates, times)](https://docs.chief.bot/help/actions-automation/scheduling-actions-days-dates-times.md): When an Action's Trigger Type is set to On a schedule, a schedule box appears that reads as a sentence: Run at [time] [timezone] on [frequency].
- [Sending results by email](https://docs.chief.bot/help/actions-automation/sending-results-by-email.md): Email an Action's results to up to 10 recipients after every run, with a subject line that can include each run's title and time.
- [Saving Action output to your Library](https://docs.chief.bot/help/actions-automation/saving-action-output-to-your-library.md): Besides emailing results, an Action can save each run's output to your Library as a file.
- [Deduplication — avoiding repeat reports](https://docs.chief.bot/help/actions-automation/deduplication-avoiding-repeat-reports.md): A recurring Action can drift into repeating the same findings week after week.
- [Auto-approving Actions & granting permissions](https://docs.chief.bot/help/actions-automation/auto-approving-actions-granting-permissions.md): By default, when an Action wants to take a real-world step — send an email, change a calendar event — Chief pauses and asks you to approve it first.
- [Confirming an Action before it runs](https://docs.chief.bot/help/actions-automation/confirming-an-action-before-it-runs.md): Review an Action's proposed step and learn when you can approve, edit, or reject it before Chief acts.
- [Pausing, resuming & deleting Actions](https://docs.chief.bot/help/actions-automation/pausing-resuming-deleting-actions.md): Every Action shows as a card on the Actions page inside a Project.
- [Viewing run history & running manually](https://docs.chief.bot/help/actions-automation/viewing-run-history-running-manually.md): While viewing an Action's result, open the Run history drawer to move between past runs without leaving the thread.
- [Connecting a custom MCP server](https://docs.chief.bot/help/actions-automation/connecting-a-custom-mcp-server.md): Connect a remote MCP server at the organization level, deploy it to Projects, and make its tools available to Chief and Actions.
- [Managing email notifications](https://docs.chief.bot/help/actions-automation/managing-email-notifications.md): Once an Action emails its results, you can manage who's on the list and whether each person is still subscribed — all from the Action's editor.
- [Using prompts and Saved Prompts](https://docs.chief.bot/help/prompts-the-launchpad/what-is-the-launchpad.md): Type / in the prompt bar to use a Saved Prompt, or create reusable prompts of your own.
- [Using Saved Prompts from the prompt picker](https://docs.chief.bot/help/prompts-the-launchpad/using-featured-prompts.md): Type / in the prompt bar to find, load, and run one of your Saved Prompts.
- [Saving your own prompt templates](https://docs.chief.bot/help/prompts-the-launchpad/saving-your-own-prompt-templates.md): Saved Prompts let you store prompts you use often and reuse them in one click.
- [Sharing a prompt via link](https://docs.chief.bot/help/prompts-the-launchpad/sharing-a-prompt-via-link.md): Chief turns any prompt into a shareable link.
- [Searching prompts & the prompt library](https://docs.chief.bot/help/prompts-the-launchpad/searching-prompts-the-prompt-library.md): Filter your Saved Prompts from the / prompt picker or search the full Saved Prompts panel.
- [What are Skills?](https://docs.chief.bot/help/skills/what-are-skills.md): A Skill is a reusable set of instructions that teaches Chief how to do one job well.
- [Using built-in skills](https://docs.chief.bot/help/skills/using-built-in-skills.md): Chief comes with a set of built-in Skills you can use immediately — no setup required.
- [Creating a custom skill (AI-assisted)](https://docs.chief.bot/help/skills/creating-a-custom-skill-ai-assisted.md): When a built-in Skill doesn't cover a task you repeat often, create your own.
- [Enabling, disabling & mentioning skills (@skill)](https://docs.chief.bot/help/skills/enabling-disabling-mentioning-skills-skill.md): A Skill has to be enabled before Chief will use it, and you bring an enabled Skill into a conversation by mentioning it with @.
- [Sharing skills with your project vs. private](https://docs.chief.bot/help/skills/sharing-skills-with-your-project-vs-private.md): Every custom Skill has a scope that controls who can use it.
- [What are Expert Voices?](https://docs.chief.bot/help/expert-voices/what-are-expert-voices.md): An Expert Voice defines how Chief communicates — its perspective, tone, and level of detail.
- [Using built-in expert voices](https://docs.chief.bot/help/expert-voices/using-built-in-expert-voices.md): Chief includes a set of ready-made Expert Voices you can switch to instantly.
- [Creating a custom expert voice](https://docs.chief.bot/help/expert-voices/creating-a-custom-expert-voice.md): When the built-in voices don't quite match how you want Chief to sound, create your own Expert Voice.
- [Applying a voice to a task ("Respond as")](https://docs.chief.bot/help/expert-voices/applying-a-voice-to-a-chat-respond-as.md): Apply an Expert Voice to a task from the Voice chip in the prompt bar, and save it as the voice new tasks start on.
- [Turning answers & Concepts into visuals — charts, infographics, word clouds, mind maps, timelines (Visualize)](https://docs.chief.bot/help/creating-exporting/turning-answers-concepts-into-visuals-charts-infographics-word-clouds-mind-maps-timelines-visualize.md): You just asked Chief to break down last quarter's numbers, and you got a clean, accurate answer — a few paragraphs and a table.
- [Generating charts & visualizations](https://docs.chief.bot/help/creating-exporting/generating-charts-visualizations.md): When an answer contains numbers worth comparing, Chief can turn them into a chart you can read at a glance and drop into a report.
- [Generating images   [beta]](https://docs.chief.bot/help/creating-exporting/generating-images-beta.md): Generate illustrations, metaphorical images, and photorealistic scenes from your content. Image generation is in beta.
- [Building presentations & choosing a theme](https://docs.chief.bot/help/creating-exporting/building-presentations-choosing-a-theme.md): Chief can turn your research, notes, or analysis into a slide presentation — a real deck with themed slides, not a wall of bullet points.
- [Generating reports & documents](https://docs.chief.bot/help/creating-exporting/generating-reports-documents.md): When you need more than a task answer — a formatted report you can hand to a stakeholder — ask Chief to generate one.
- [Working with artifacts & the document editor  (concept)](https://docs.chief.bot/help/creating-exporting/working-with-artifacts-the-document-editor-concept.md): An artifact is a self-contained document, chart, or report you can open, edit, download, and save to your Project.
- [Downloading responses (PDF, DOCX, XLSX, CSV, Markdown, text) & tables](https://docs.chief.bot/help/creating-exporting/downloading-responses-pdf-docx-xlsx-csv-markdown-text-tables.md): Download document-style Chief answers as PDF, DOC, text, Markdown, or XLS, or export a single table on its own.
- [Copying responses as rich text or Markdown](https://docs.chief.bot/help/creating-exporting/copying-responses-as-rich-text-or-markdown.md): The fastest way to move a Chief answer into an email, doc, or ticket is to copy it.
- [What is a project?](https://docs.chief.bot/help/projects-sharing-teams/what-is-a-project.md): A Project bundles your files, tasks, and team into one place in Chief.
- [Creating & configuring a project](https://docs.chief.bot/help/projects-sharing-teams/creating-configuring-a-project.md): Use a new Project whenever you want to separate a body of work or collaborate with a specific group.
- [Switching, bookmarking & discovering projects](https://docs.chief.bot/help/projects-sharing-teams/switching-bookmarking-discovering-projects.md): Chief works inside one active Project at a time.
- [Moving a task to another Project](https://docs.chief.bot/help/projects-sharing-teams/moving-a-task-to-another-project.md): Move one or more tasks to another Project while keeping their messages and active share links together.
- [Inviting members (email, domain, invite link)](https://docs.chief.bot/help/projects-sharing-teams/inviting-members-email-domain-invite-link.md): All three invite methods live in the same place.
- [Roles & access levels: Owner, Collaborator, Reader](https://docs.chief.bot/help/projects-sharing-teams/roles-access-levels-owner-collaborator-reader.md): Every member of a Project has exactly one role.
- [Removing members & managing access](https://docs.chief.bot/help/projects-sharing-teams/removing-members-managing-access.md): Remove Project invitations and understand when Organization-wide roles still grant access.
- [Choosing which plan funds a project (billing source)](https://docs.chief.bot/help/projects-sharing-teams/choosing-which-plan-funds-a-project-billing-source.md): Every Project has a plan & billing source — the subscription that funds the usage inside it and decides which features members get.
- [Deleting a project](https://docs.chief.bot/help/projects-sharing-teams/deleting-a-project.md): Deleting a Project is permanent.
- [Task visibility: private, project & restricted](https://docs.chief.bot/help/sharing-visibility/chat-visibility-private-project-restricted.md): Every task in a Chief Project has a visibility setting that decides exactly who can open it.
- [Sharing a task via secret link](https://docs.chief.bot/help/sharing-visibility/sharing-a-chat-via-secret-link.md): A secret link lets anyone you send it to open a read-only copy of a task thread in Chief — no account or Project membership required.
- [Sharing a task by email](https://docs.chief.bot/help/sharing-visibility/sharing-a-chat-by-email.md): Instead of copying a secret link and pasting it elsewhere, you can have Chief email the link to specific people for you.
- [Sharing a prompt, answer, section, or text block](https://docs.chief.bot/help/sharing-visibility/sharing-an-individual-answer-or-text-block.md): Share a prompt as a new task, or link someone to a specific answer, section, or highlighted passage in an existing task.
- [Revoking access to a shared task](https://docs.chief.bot/help/sharing-visibility/revoking-access-to-a-shared-chat.md): A secret link stays live until you turn it off.
- [Viewing shared tasks as a guest](https://docs.chief.bot/help/sharing-visibility/viewing-shared-chats-as-a-guest.md): When someone sends you a Chief secret link, you can open the conversation without an account or Project membership.
- [Integrations overview](https://docs.chief.bot/help/integrations/integrations-overview.md): Connect Google, Notion, Slack, and other tools so Chief can read relevant context and take approved actions.
- [Google Drive](https://docs.chief.bot/help/integrations/google-drive.md): Connect your Google account from a task so Chief can search Drive, list folders, and read or create documents; org-wide file sync is set up by an owner.
- [Gmail — read, search, draft, send, label, archive](https://docs.chief.bot/help/integrations/gmail-read-search-draft-send-label-archive.md): Gmail runs on your Google connection.
- [Google Calendar (read, create, RSVP)](https://docs.chief.bot/help/integrations/google-calendar-read-create-rsvp.md): Google Calendar runs on your Google connection.
- [Connecting Slack and searching as yourself](https://docs.chief.bot/help/integrations/slack-search-as-yourself.md): Connect Slack to a Project, then authorize your own account so Chief searches only messages and channels you can access.
- [Notion](https://docs.chief.bot/help/integrations/notion.md): An organization owner connects Notion once with an access token, deploys it to Projects, and picks the pages each Project syncs and lets Chief work in.
- [Google Workspace (org-wide setup) — admin guide](https://docs.chief.bot/help/integrations/google-workspace-org-wide-setup-admin-guide.md): Connect a Google service account once so Chief can access your organization's Gmail, Calendar, and Drive on behalf of your users.
- [Connecting AI tools to Chief with MCP](https://docs.chief.bot/help/integrations/mcp-servers-connecting-custom-tools.md): Connect Claude Code, Cursor, or another MCP client to Chief's hosted server without installing or running a local process.
- [Managing integration permissions & connection status](https://docs.chief.bot/help/integrations/managing-integration-permissions-connection-status.md): When an integration can change something in your accounts — send an email, create a calendar event, move messages to Trash — Chief asks before it acts.
- [API access & personal access tokens](https://docs.chief.bot/help/integrations/api-access-personal-access-tokens.md): Personal access tokens let you call the Chief API on your behalf — for integrations and automation.
- [Plans overview: Explore, Pro, Power User, Enterprise](https://docs.chief.bot/help/plans-credits-billing/plans-overview-explore-pro-power-user-enterprise.md): Chief runs on a single, simple idea: you only pay for the intelligence you use, measured in credits.
- [How credits work](https://docs.chief.bot/help/plans-credits-billing/how-credits-work.md): Credits are Chief's single unit of value.
- [Checking your credit balance & usage](https://docs.chief.bot/help/plans-credits-billing/checking-your-credit-balance-usage.md): Chief keeps your credit balance one click away.
- [Understanding Organization credit usage](https://docs.chief.bot/help/plans-credits-billing/understanding-organization-credit-usage.md): See where your Organization spends credits, forecast its balance, investigate charges, and export usage data.
- [Refilling credits](https://docs.chief.bot/help/plans-credits-billing/refilling-credits.md): Running low, or just want a bigger buffer?
- [What happens when you run out of credits](https://docs.chief.bot/help/plans-credits-billing/what-happens-when-you-run-out-of-credits.md): Chief stops instead of running a task silently, and shows an Out of credits message with the right next step for your plan.
- [Credit cost by mode](https://docs.chief.bot/help/plans-credits-billing/credit-cost-by-mode.md): Chief lets you dial intelligence up or down per task.
- [Upgrading, downgrading & cancelling](https://docs.chief.bot/help/plans-credits-billing/upgrading-downgrading-cancelling.md): Your plan isn't locked in.
- [Managing payment methods & invoices](https://docs.chief.bot/help/plans-credits-billing/managing-payment-methods-invoices.md): Chief handles payments through Stripe, so your card details and invoices live in the secure Stripe billing portal.
- [Personal vs. organization billing](https://docs.chief.bot/help/plans-credits-billing/personal-vs-organization-billing.md): In Chief, the credits a task uses don't always come from your personal balance.
- [Organization settings overview](https://docs.chief.bot/help/organization-administration/organization-settings-overview.md): Your Organization is the top-level container for your company in Chief.
- [Managing members & roles at the org level](https://docs.chief.bot/help/organization-administration/managing-members-roles-at-the-org-level.md): Manage Organization-wide members and roles, then raise access for individual Projects when needed.
- [Adding AI provider keys](https://docs.chief.bot/help/organization-administration/adding-ai-provider-keys.md): Add an Anthropic, OpenAI, or OpenRouter key so supported chats run on your provider account without using Chief credits.
- [Reviewing the Organization audit log](https://docs.chief.bot/help/organization-administration/reviewing-the-organization-audit-log.md): Filter the owner-only audit log to review changes to Organization settings, members, billing, and integrations.
- [Organization Memory — shared across all projects](https://docs.chief.bot/help/organization-administration/organization-memory-shared-across-all-projects.md): Organization Memory is a shared set of facts and context that Chief reuses across every Project in your Organization.
- [Org-wide integrations (Google Workspace, domain delegation)](https://docs.chief.bot/help/organization-administration/org-wide-integrations-google-workspace-domain-delegation.md): The Google Workspace integration connects a Google service account so Chief can access your organization's Gmail, Calendar, and Drive on behalf of your users.
- [Understanding seats & domain-based access](https://docs.chief.bot/help/organization-administration/understanding-seats-domain-based-access.md): If you're used to tools that bill by "seats" and ask you to assign one to each person, Chief works differently.
- [Managing your profile](https://docs.chief.bot/help/account-settings/managing-your-profile.md): Your profile details appear in the account menu.
- [Changing your email · Signing out](https://docs.chief.bot/help/account-settings/changing-your-email-signing-out.md): Sign out from the account menu.
- [Language & locale (17 languages)](https://docs.chief.bot/help/account-settings/language-locale-17-languages.md): Chief can show its interface in 17 languages, plus an automatic option that follows your browser or device settings.
- [Viewing notifications](https://docs.chief.bot/help/account-settings/notification-preferences.md): Use Chief's notification bell to track finished prompts, billing events, invitations, role changes, integration alerts, and running tasks.
- [Interface preferences (Enter-key, sidebar, advanced mode)](https://docs.chief.bot/help/account-settings/interface-preferences-enter-key-sidebar-advanced-mode.md): Most interface preferences are in Settings → General.
- [Regular vs. Advanced Mode](https://docs.chief.bot/help/account-settings/regular-vs-advanced-mode.md): Advanced Mode unlocks Chief's power-user controls.
- [Deleting your account](https://docs.chief.bot/help/account-settings/deleting-your-account.md): There is no self-serve delete button in Chief today.
- [How your data is used (concept) — and whether it trains AI](https://docs.chief.bot/help/security-privacy/how-your-data-is-used-concept-and-whether-it-trains-ai.md): This article answers the questions people ask most about their data in Chief: Is it private?
- [Visibility & access controls (private / restricted / project)](https://docs.chief.bot/help/security-privacy/visibility-access-controls-private-restricted-project.md): Every task in Chief has a visibility level that controls who can see it.
- [Data retention & deletion](https://docs.chief.bot/help/security-privacy/data-retention-deletion.md): You can delete your content in Chief at any time.
- [Authentication & account security (magic link, tokens)](https://docs.chief.bot/help/security-privacy/authentication-account-security-magic-link-tokens.md): Chief signs you in without a password.
- [Managing API tokens securely](https://docs.chief.bot/help/security-privacy/managing-api-tokens-securely.md): Personal access tokens let integrations and scripts call the Chief API on your behalf, with your account's permissions.
- [Compliance overview (DPA, privacy policy, terms)](https://docs.chief.bot/help/security-privacy/compliance-overview-dpa-privacy-policy-terms.md): This page points you to Chief's security and compliance resources and explains, at a high level, how your data is protected.
- [How Chief thinks: the multi-agent, agentic process](https://docs.chief.bot/help/how-chief-works-magic-under-the-hood/how-chief-thinks-the-multi-agent-agentic-process.md): Most AI tools give you a single thread of thinking, no matter how big the question.
- [How Chief finds answers in your files: retrieval & citations](https://docs.chief.bot/help/how-chief-works-magic-under-the-hood/how-chief-finds-answers-in-your-files-retrieval-citations.md): An answer you can't trace is an answer you can't trust.
- [How Chief creates Concepts](https://docs.chief.bot/help/how-chief-works-magic-under-the-hood/how-chief-creates-concepts.md): Chief finds recurring themes across your files, such as churn risk or competitors, and turns each one into a Concept you can explore.
- [How Chief processes spreadsheets](https://docs.chief.bot/help/how-chief-works-magic-under-the-hood/how-chief-processes-spreadsheets.md): A lot of your most valuable data lives in spreadsheets — pipeline exports, financial models, survey results.
- [How Chief reads images & visuals — Vision Ingest](https://docs.chief.bot/help/how-chief-works-magic-under-the-hood/how-chief-reads-images-visuals-vision-ingest.md): Vision Ingest reads screenshots, whiteboard photos, charts, and scanned documents so their contents become searchable alongside your text.
- [Proactive intelligence: surfacing signals before you search](https://docs.chief.bot/help/how-chief-works-magic-under-the-hood/proactive-intelligence-surfacing-signals-before-you-search.md): Every other tool waits for you to ask.
- [A task failed or stopped — how to recover](https://docs.chief.bot/help/troubleshooting/a-chat-failed-or-stopped-how-to-recover.md): Recover a failed or interrupted Chief task by retrying, switching models, reconnecting, or restarting the response.
- [My file won't process or isn't ready](https://docs.chief.bot/help/troubleshooting/my-file-wont-process-or-isnt-ready.md): Every File moves through: Queued → Processing → Indexing → Ready.
- [Chief can't see / isn't using my document](https://docs.chief.bot/help/troubleshooting/chief-cant-see-isnt-using-my-document.md): Option A — Confirm the File is Ready.
- [A meeting didn't transcribe](https://docs.chief.bot/help/troubleshooting/a-meeting-didnt-transcribe.md): Troubleshoot an empty Live Session, microphone errors, or a meeting transcript that did not appear in Chief.
- [My search isn't finding what I expect](https://docs.chief.bot/help/troubleshooting/my-search-isnt-finding-what-i-expect.md): Option A — Finding a File in the Library.
- [An integration disconnected or won't sync](https://docs.chief.bot/help/troubleshooting/an-integration-disconnected-or-wont-sync.md): Reconnect an integration, approve missing permissions, and resolve Google Workspace or direct connection errors.
- [I'm out of credits unexpectedly](https://docs.chief.bot/help/troubleshooting/im-out-of-credits-unexpectedly.md): Option A — Your personal balance is empty.
- [Payment & billing issues](https://docs.chief.bot/help/troubleshooting/payment-billing-issues.md): Option A — "Failed to open billing portal."
- [Performance & speed tips](https://docs.chief.bot/help/troubleshooting/performance-speed-tips.md): Fix a workspace that won't load, a slow task, or a sluggish Chief: check your connection, track work under In progress, and narrow scope.
- [Getting help in Chief](https://docs.chief.bot/help/help-feedback-whats-new/getting-help-in-chief.md): Get Help in Chief opens an email to the support team.
- [Emailing the support team](https://docs.chief.bot/help/help-feedback-whats-new/chatting-with-the-support-team.md): Use Get Help to email Chief Support when the help center doesn't answer your question.
- [Submitting feedback or reporting a bug](https://docs.chief.bot/help/help-feedback-whats-new/submitting-feedback-or-reporting-a-bug.md): Report a bug or send feedback and recent Live Sessions App logs to the Chief Support team.
- [Report errors & earn extra credits](https://docs.chief.bot/help/help-feedback-whats-new/report-errors-earn-extra-credits.md): Sometimes something goes wrong and Chief shows an error screen titled Unexpected Error - Let's Fix It.
- [What’s new: the changelog](https://docs.chief.bot/help/help-feedback-whats-new/whats-new-the-changelog.md): Chief ships updates often.
- [Build on Chief](https://docs.chief.bot/documentation.md): Extend Chief with the MCP server, REST API, and CLI — bring your project's knowledge into your own agents, applications, and automations.
- [What you can build](https://docs.chief.bot/what-you-can-build.md): Concrete outcomes you can ship on Chief — and why each is worth it.
- [Use Chief with your AI coding agent](https://docs.chief.bot/ai-native.md): Connect Chief to Claude Code, Cursor, or Codex and start asking questions in minutes — no SDK or curl required.
- [Quickstart](https://docs.chief.bot/quickstart.md): Send your first Chief API request in minutes.
- [Chats](https://docs.chief.bot/guides/chats.md): Start chats, append turns, list history, and poll for assistant output.
- [Assets](https://docs.chief.bot/guides/assets.md): Upload files with signed URLs, complete ingest, and poll until ready.
- [Labels](https://docs.chief.bot/guides/labels.md): Create labels, list them, and attach labels to assets.
- [Actions](https://docs.chief.bot/guides/actions.md): Automate recurring work — run a prompt on a schedule or on new content, and email the result.
- [MCP server](https://docs.chief.bot/mcp/overview.md): Give Claude, Cursor, or Codex access to your Chief project over MCP.
- [MCP clients](https://docs.chief.bot/mcp/clients.md): Configure Claude, Cursor, and Codex to use the Chief MCP server.
- [Introduction](https://docs.chief.bot/api-reference/introduction.md): General concepts, response codes, and authentication for the Chief Public API.
- [Errors](https://docs.chief.bot/api-reference/errors.md): Troubleshoot API failures with the error envelope and stable error codes.
- [Pagination](https://docs.chief.bot/api-reference/pagination.md): Learn how cursor pagination works in the Chief Public API.
- [List Chats](https://docs.chief.bot/api-reference/chats/list-chats.md): Returns chats accessible to the authenticated PAT in the focused project, newest first. Pagination is cursor-based: pass the previous response's `last_id` as `after_id` to fetch the next page. `has_more: false` means the end.
- [Start Chat](https://docs.chief.bot/api-reference/chats/start-chat.md): Starts a new chat. Returns immediately with the new `chat_id` + `message_id`; poll `GET /v1/chats/{chat_id}/messages/{message_id}` until that message's status is `done` or `error`. To append a turn to an existing chat, use `POST /v1/chats/{id}/messages`.
- [Retrieve Chat](https://docs.chief.bot/api-reference/chats/retrieve-chat.md): Returns chat-level metadata only. Does not include messages — fetch them under `GET /v1/chats/{id}/messages` (list) or `GET /v1/chats/{id}/messages/{mid}` (single, with content).
- [Rename Chat](https://docs.chief.bot/api-reference/chats/rename-chat.md): Updates the chat's title. Title is the only mutable chat field.
- [Delete Chat](https://docs.chief.bot/api-reference/chats/delete-chat.md): Soft-deletes the chat and its messages.
- [List Messages](https://docs.chief.bot/api-reference/chats/list-messages.md): Returns metadata for every message in the chat. The response does not include message content; clients fetch one message at a time via `GET /v1/chats/{id}/messages/{mid}` when they need the body.
- [Send Message](https://docs.chief.bot/api-reference/chats/send-message.md): Appends a new turn to the chat. Returns immediately with the new `message_id`; poll `GET /v1/chats/{id}/messages/{message_id}` for terminal status.
- [Retrieve Message](https://docs.chief.bot/api-reference/chats/retrieve-message.md): Returns one message. Poll until `response` (and `prompt`) appear — that's the signal the workflow has written the recording. While the workflow is still in flight, content fields are omitted.
- [Delete Message](https://docs.chief.bot/api-reference/chats/delete-message.md): Soft-deletes a single message from the chat.
- [Set Chat Visibility](https://docs.chief.bot/api-reference/chats/set-chat-visibility.md): Sets the chat's access level: `project` (every project member can read it), `restricted` (only the owner and the audience managed under `/v1/chats/{id}/members`), or `private` (owner only).
- [List Chat Members](https://docs.chief.bot/api-reference/chats/list-chat-members.md): Returns the restricted chat's audience. Chat members are distinct from project members: audience membership only narrows who can read the chat and never grants project access. Only users who can update the chat may read its audience.
- [Add Chat Member](https://docs.chief.bot/api-reference/chats/add-chat-member.md): Adds one user to the restricted chat's audience by email. The email must resolve to a current member of the chat's project — a newly invited user becomes addable only after accepting the invitation. Unknown emails are rejected with code `publicapi.chats.members.add.email.unknown` and nothing changes…
- [Remove Chat Member](https://docs.chief.bot/api-reference/chats/remove-chat-member.md): Removes one user from the restricted chat's audience. Use the `user_id` returned by `GET /v1/chats/{id}/members`. Requires the chat's visibility to be `restricted`; other levels respond `409`.
- [Retrieve Share Link](https://docs.chief.bot/api-reference/chats/retrieve-share-link.md): Returns the chat's share-link status. `url` and `created_at` are omitted when the chat isn't shared.
- [Create Share Link](https://docs.chief.bot/api-reference/chats/create-share-link.md): Creates the chat's public share link. Anyone with the URL can read the conversation without authentication. Each chat has at most one active link.
- [Revoke Share Link](https://docs.chief.bot/api-reference/chats/revoke-share-link.md): Revokes the chat's share link. The public URL stops working immediately. Responds `404` when no active link exists.
- [List Assets](https://docs.chief.bot/api-reference/assets/list-assets.md): Returns a page of assets in the focused project. Each item carries its attached labels inline under `labels[]` so callers can filter to unlabeled assets in a single round-trip.
- [Create Asset Upload](https://docs.chief.bot/api-reference/assets/create-asset-upload.md): Step 1 of 3. Reserves an asset record and mints a signed upload URL. The client must then PUT the exact bytes to `upload_url` (step 2) and call `POST /v1/assets/{id}/complete` (step 3) to hand off to the ingest pipeline.
- [Complete Asset Upload](https://docs.chief.bot/api-reference/assets/complete-asset-upload.md): Step 3 of 3. Call after the PUT to `upload_url` returns 2xx. The server reads the uploaded object's size and MD5 from blob storage, records them on the asset row, and hands the asset to the ingest pipeline. The response carries the current asset status; clients poll `GET /v1/assets/{id}` until statu…
- [Retrieve Asset](https://docs.chief.bot/api-reference/assets/retrieve-asset.md): Returns the current ingest state for an asset. Clients poll this endpoint after `POST /v1/assets/{id}/complete` until `status` is `ready` or `failed`.
- [Update Asset](https://docs.chief.bot/api-reference/assets/update-asset.md): Patches the asset's name and/or description. Both fields are optional; omitting one leaves it unchanged. Only allowed once the asset has reached `ready` — calls against an asset still ingesting or failed respond with HTTP 400.
- [Delete Asset](https://docs.chief.bot/api-reference/assets/delete-asset.md): Soft-deletes the asset and its attached labels.
- [Attach Label to Asset](https://docs.chief.bot/api-reference/labels/attach-label-to-asset.md): Attaches a label to the asset. The label is resolved by name within the focused project; if no label with that name exists it is auto-created as a bare label (no color/icon) and then attached. To set display metadata up front, mint the label first via `POST /v1/labels`.
- [Detach Label from Asset](https://docs.chief.bot/api-reference/labels/detach-label-from-asset.md): Removes the association between the asset and the label. The label itself is not deleted — only the attachment. Detaching a label that isn't attached is treated as success.
- [List Labels](https://docs.chief.bot/api-reference/labels/list-labels.md): Returns a page of labels visible in the focused project, newest first.
- [Create Label](https://docs.chief.bot/api-reference/labels/create-label.md): Mints a label in the focused project with optional display metadata (color, icon). Use this when you want to set metadata up front; `POST /v1/assets/{id}/labels` will otherwise auto-create a bare label by name on first attach.
- [Retrieve Label](https://docs.chief.bot/api-reference/labels/retrieve-label.md): Returns the full label view, including display metadata (color, icon) that the listing omits.
- [Update Label](https://docs.chief.bot/api-reference/labels/update-label.md): Patches the label's display metadata. Each field is optional; omitting one leaves it unchanged. `color`, when set, must be a 6-digit hex code.
- [Delete Label](https://docs.chief.bot/api-reference/labels/delete-label.md): Soft-deletes the label and removes it from every asset it was attached to.
- [List Actions](https://docs.chief.bot/api-reference/actions/list-actions.md): Returns a page of actions visible in the focused project, newest first.
- [Create Action](https://docs.chief.bot/api-reference/actions/create-action.md): Mints an action in the focused project. The prompt is plain text; the server stores it base64-encoded. Provide exactly one of `schedule` (cron) or `trigger` (content-driven). The action starts enabled.
- [Retrieve Action](https://docs.chief.bot/api-reference/actions/retrieve-action.md)
- [Update Action](https://docs.chief.bot/api-reference/actions/update-action.md): Overwrites the action's name, description, and config. All fields are replaced; send the full desired state, not a partial patch.
- [Delete Action](https://docs.chief.bot/api-reference/actions/delete-action.md): Soft-deletes the action and clears any pending scheduled runs.
- [Enable Action](https://docs.chief.bot/api-reference/actions/enable-action.md): Resumes a paused action so it runs on its trigger or schedule.
- [Disable Action](https://docs.chief.bot/api-reference/actions/disable-action.md): Pauses an action so it stops running on its trigger or schedule.
- [List Sessions](https://docs.chief.bot/api-reference/sessions/list-sessions.md): Returns recording sessions in the focused project, newest first. The listing is metadata-only — fetch a session's transcript via `GET /v1/sessions/{id}`.
- [Retrieve Session](https://docs.chief.bot/api-reference/sessions/retrieve-session.md): Returns the full session view, including the transcript under `turns[]`. Blob location and tenancy are not exposed.
- [Update Session](https://docs.chief.bot/api-reference/sessions/update-session.md): Patches the session's name and/or description. Each field is optional; omitting one leaves it unchanged.
- [Delete Session](https://docs.chief.bot/api-reference/sessions/delete-session.md): Soft-deletes the session and its transcript.
- [List Skills](https://docs.chief.bot/api-reference/skills/list-skills.md): Returns skills visible in the focused project — system, project, and user scopes the caller can access. The envelope matches the chats/assets list shape.
- [Create Skill](https://docs.chief.bot/api-reference/skills/create-skill.md): Mints a skill in the focused project. `scope` is `project` or `user` (the compiled `system` scope is read-only). `category` is `skill` or `persona`. The skill starts enabled.
- [Retrieve Skill](https://docs.chief.bot/api-reference/skills/retrieve-skill.md)
- [Update Skill](https://docs.chief.bot/api-reference/skills/update-skill.md): Patches a skill. Every field is optional; omitting one leaves it unchanged. `category`, when set, must be `skill` or `persona`.
- [Delete Skill](https://docs.chief.bot/api-reference/skills/delete-skill.md): Soft-deletes the skill. System skills cannot be deleted.
- [Enable Skill](https://docs.chief.bot/api-reference/skills/enable-skill.md): Marks the skill enabled for the caller so the tool pipeline loads it.
- [Disable Skill](https://docs.chief.bot/api-reference/skills/disable-skill.md): Marks the skill disabled for the caller so the tool pipeline skips it.
- [List Memories](https://docs.chief.bot/api-reference/memories/list-memories.md): Returns memories visible in the focused project. The envelope matches the chats/assets list shape.
- [Create Memory](https://docs.chief.bot/api-reference/memories/create-memory.md): Stores a memory in the focused project. `category` is one of `identity`, `preference`, `fact`, `context`, or `instruction`. `importance` is a caller-assigned ranking weight. `scope` is optional and, for now, accepts only an empty value or `project`.
- [Retrieve Memory](https://docs.chief.bot/api-reference/memories/retrieve-memory.md)
- [Update Memory](https://docs.chief.bot/api-reference/memories/update-memory.md): Replaces the memory's content. `category` and `importance` are optional patches; omitting one leaves it unchanged.
- [Delete Memory](https://docs.chief.bot/api-reference/memories/delete-memory.md): Soft-deletes the memory.
- [List Projects](https://docs.chief.bot/api-reference/projects/list-projects.md): Returns every project the API key can reach. No tenancy header is required; the list is scoped by the caller's grants.
- [Create Project](https://docs.chief.bot/api-reference/projects/create-project.md): Creates a project. No tenancy header is required: the project lands in the org and workspace of the caller's root grant — for multi-org users that is deterministically the earliest grant on record. Billing is not caller-settable; the org default applies.
- [Update Project](https://docs.chief.bot/api-reference/projects/update-project.md): Replaces the project's name and description — the only two mutable fields. This is a full set, not a patch: omitting `description` clears it. Project ids outside the caller's reach respond `404`.
- [List Project Members](https://docs.chief.bot/api-reference/projects/list-project-members.md): Returns every user holding a grant in the project. Project members are distinct from chat members: project membership grants access, while a restricted chat's audience can only narrow it within the project.
- [Create Project Invitation](https://docs.chief.bot/api-reference/projects/create-project-invitation.md): Invites one user to the project by email. The invitation email is sent automatically. The invited user becomes a project member only after accepting — until then they cannot be added to a restricted chat's audience.
- [Revoke Project Invitation](https://docs.chief.bot/api-reference/projects/revoke-project-invitation.md): Revokes a pending invitation. Invitations outside the project, or projects outside the caller's reach, respond `404`.
- [Tools overview](https://docs.chief.bot/tools/index.md): Use Chief from Go, the command line, or any MCP client.
- [CLI overview](https://docs.chief.bot/tools/cli/overview.md): Install and configure the chief command-line client.
- [Command reference](https://docs.chief.bot/tools/cli/commands.md): Every chief command, grouped by resource.
- [Go SDK](https://docs.chief.bot/tools/go-sdk.md): Typed Go client for the Chief public REST API.

## OpenAPI Specs

- [openapi](/openapi.yaml)

## Optional

- [Chief](https://chief.bot)
- [OpenAPI spec](https://api.storytell.ai/v1/openapi.yaml)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.