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Docs/Chat Profiles/User Guide

User Guide

Chat Profiles

Saved chat presets that define default model routing, source collections, research context, and repeatable answer behavior.

Hands-on workflow

  1. 1

    Create a profile for each repeatable research mode.

  2. 2

    Choose the default route and corpus settings based on expected risk.

  3. 3

    Name profiles plainly so users understand when to select them.

  4. 4

    Test profiles from Research Chat before recommending them to the team.

Chat Profiles app screenshot
Sanitized CaveauAI application screenshot captured from the test workspace for this User Guide.

Tabs and sub-tabs

The page may expose these sub-areas. Use this list as the quick orientation map before writing internal SOPs.

Profile listProfile editorSource optionsGitea collectionsBYOK models

Tips and common mistakes

  • Keep broad profiles few and memorable.
  • Use source filters for specialist collections instead of relying on prompt wording alone.
  • Review profiles after adding new Gitea or corpus sources.