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A chat is a conversation with TaxLayer about your data. Type a question; TaxLayer looks things up in your documents, myDATA and bank, shows each lookup as a grey line (myDATA — 14 results), then answers with headings and tables. Under the answer, clickable follow-up questions. All plans. Each message costs 2 AI credits. Chats are personal — colleagues don’t see yours.

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Starting one

  • The + next to Chats in the sidebar, or the composer on the Home page.
  • Type and press Enter (Shift+Enter for a new line).
  • TaxLayer names the chat from your first message.
The model menu offers Auto (TaxLayer’s model) plus any AI keys your organisation has connected. The / button opens your saved prompts.

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Managing

The ⋯ menu on a chat row in the sidebar has Delete chat. There is no rename.

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When it stops

  • You’ve reached this month’s AI usage limit. It resets on … — the organisation-wide monthly ceiling. Buying credits doesn’t lift it.
  • You’re out of AI credits… — buy a credit pack or upgrade. See Plans and billing.

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Client portal

Contacts can chat too, from Chats in the portal. Their chats see only their own company’s data and use their own monthly allowance of 100 credits.