Navigating the ThreoAI Interface
A tour of the ThreoAI interface - the left sidebar with Studio, Experts, Agents, and Library, plus the composer, Search, Tweaks, and the account menu.
Overview
Section titled “Overview”ThreoAI has three areas: the left sidebar for navigation, the composer at the bottom where you type, and the conversation in the middle. The logo sits top-left and your account menu sits top-right. Once you know where each piece lives, the rest is fast.
Left sidebar
Section titled “Left sidebar”The sidebar is your map of ThreoAI. From the top down, it holds:
| Item | What it does |
|---|---|
| New chat | Starts a fresh conversation with your default model. |
| Search | Searches your whole conversation history by keyword. Open it with Ctrl + K (or Cmd + K on Mac). |
| Studio | The creation hub - where you build Experts, Connectors, and Projects. |
| Experts | The catalog of Experts you own or can use. |
| Agents | The catalog of Builder Agents shared with you. |
| Library | Web apps and background jobs. Appears where enabled. |
| Projects | Appears only once you have at least one Project. |
| Tweaks | Appearance settings, pinned to the sidebar footer. |
Below these you will find your conversation list. The sidebar collapses if you want more room for the chat.
Studio
Section titled “Studio”Studio is where you create the building blocks. It opens with tabs for Overview, Experts, Agents, Connectors, and Projects. You create Experts, Connectors, and Projects here; once they exist, they show up across chat, Projects, and the Explore catalog.
See Studio Overview.
Experts
Section titled “Experts”Experts opens the catalog of every Expert available to you - the ones you built and the ones shared with you. Each card shows a name and description, and a search box sits at the top. Select a card to open the Expert and start chatting.
Experts were previously called Custom GPTs. See Using an Expert and Creating an Expert.
Agents
Section titled “Agents”Agents opens the catalog of Builder agents shared with your organization. An Agent runs multi-step tasks and tools for you, rather than just answering. Select one to start a conversation.
Agents live in the Builder world. See Welcome to Builder.
Library
Section titled “Library”Library holds web apps and background jobs you can run from ThreoAI. It is available where enabled, so it may not appear for every organization.
See Library Overview.
Projects
Section titled “Projects”A Project groups related conversations and shared context so a thread of work keeps memory across chats. The Projects item shows up in the sidebar only after you create your first one. You create Projects from Studio’s Projects tab.
See ThreoAI Projects.
Tweaks
Section titled “Tweaks”Tweaks sits in the sidebar footer. It is the appearance panel - theme, accent color, corners, spacing, font, text size, and more. Changes are visual, apply instantly, and are personal to you.
Conversation list
Section titled “Conversation list”Your past conversations sit below the nav items, newest first. Select one to reopen it. Hover over any conversation for a … menu to rename or delete it. Conversations you start inside a Project stay with that Project rather than in this list.
Search
Section titled “Search”Search scans every conversation you have, including those inside Projects. Open it from the sidebar or press Ctrl + K (Cmd + K on Mac), then type a keyword to jump to a past chat.
The composer
Section titled “The composer”The composer runs along the bottom of every chat - the home screen, a Project, an Expert, or an Agent. The home screen greets you by name (“Hey
| Control | What it does |
|---|---|
| Model selector | Picks the AI model for this conversation. Each model shows capability badges (web search, image generation, charts, and so on). Switch models any time. |
| Wingtip toggle | Turns on the Wingtip agentic mode for multi-step, tool-using runs. Available where enabled. |
| Attachment | Attaches files - PDFs, Office documents, spreadsheets, images. They appear as thumbnails above the composer. |
| Quick-action chips | Shortcuts above the composer: Summarize, Analyze, Draft, Brainstorm, Explain. Select one to seed your prompt. |
| Send | Press Enter to send. Press Shift + Enter for a line break without sending. |
The available models come from your administrator’s configuration in Canopy. If you need a model that is not listed, ask your administrator.
See Starting a Chat and Tools and Capabilities.
Account menu
Section titled “Account menu”Your avatar sits in the top-right corner. Select it to open the account menu.
- Profile - opens your Profile, with tabs for Activity, About, Memory, Security, and Remote Support. Set your preferred name, manage memory, review security, and more. See Profile Settings.
- Keyboard Shortcuts - lists every shortcut available in ThreoAI.
- Submit Feedback - sends feedback or a bug report straight to the Synthreo team.
- Help - opens Synthreo’s support resources in a new tab.
- Log out - signs you out. You will log in again with your email, password, and MFA code.
Keyboard shortcuts
Section titled “Keyboard shortcuts”| Shortcut | Action |
|---|---|
Ctrl + K / Cmd + K | Open Search |
Shift + Enter | New line in the composer without sending |
For the full list, open the account menu and select Keyboard Shortcuts.
Related
Section titled “Related”- Starting a Chat - send messages and switch models
- Studio Overview - build Experts, Connectors, and Projects
- ThreoAI Projects - organize conversations by topic or client
- ThreoAI Marketplace - browse Experts and Agents shared with you
- Profile Settings - personal context, memory, and your default model