Navigating the ThreoAI Interface
A comprehensive tour of the ThreoAI interface - the left sidebar, top controls, chat input bar, profile dropdown, and keyboard shortcuts to help you navigate the platform efficiently.
Overview
Section titled “Overview”ThreoAI’s interface is organized into three main areas: the left sidebar for navigation, the top bar for model and account controls, and the main chat area where conversations happen. Understanding how these areas work together will help you navigate the platform quickly and make the most of its features.
This guide walks through each section of the interface in detail so you know where to find everything you need.
Left Sidebar
Section titled “Left Sidebar”The left sidebar organizes your entire ThreoAI workspace. It is always visible on the left side of the screen (unless you collapse it) and gives you quick access to all of your conversations, projects, agents, and Custom GPTs.
Top Controls
Section titled “Top Controls”At the very top of the sidebar, you will find three controls that you will use frequently:
| Control | Action |
|---|---|
| Toggle sidebar | Collapse or expand the sidebar to maximize your chat space. When the sidebar is collapsed, the main chat area takes up the full width of the screen. Click the toggle again to bring the sidebar back. |
| Search | Search through your entire conversation history to find a past chat by keyword or topic. This searches across all your conversations, including those inside Projects. You can also open search with the keyboard shortcut Ctrl + K (or Cmd + K on Mac). |
| New chat | Start a fresh conversation with the default AI model. This creates a new chat in your general conversation history (outside of any Project). You can also use the keyboard shortcut Ctrl + Shift + O (or Cmd + Shift + O on Mac). |
Marketplace Section
Section titled “Marketplace Section”The Explore Marketplace link opens your organization’s Marketplace - the central hub for AI Agents and Custom GPTs made available by your administrator. The Marketplace displays all available agents and GPTs in a searchable grid layout, with filter tabs to switch between viewing All items, AI Agents only, or Custom GPTs only.
See Agents & Marketplace for a full guide to browsing and using the Marketplace.
AI Agents Section
Section titled “AI Agents Section”The AI Agents section of the sidebar lists the AI Agents that have been deployed by your organization’s administrator and that you have pinned to your sidebar. Each agent appears with its icon and name - click any agent to immediately start a conversation with it.
At the bottom of this section, click Explore Agents to open the full AI Agents directory. This is a dedicated page at #/explore-agents that shows all agents available to your organization. Each agent is displayed with its name, description, and a Use Agent button. A search bar at the top of the page lets you filter agents by name or keyword.
The agents shown here are controlled by your organization’s administrator. If you need access to an additional agent that is not listed, contact your admin. You can also control which agents appear in your sidebar by toggling the sidebar visibility icon (the eye icon) in the Marketplace.
My GPTs Section
Section titled “My GPTs Section”The My GPTs section lists the Custom GPTs you have created yourself, as well as any Custom GPTs that have been shared with you by other users in your organization. Click any GPT in this list to open it and start a conversation.
At the bottom of this section, click My GPTs to open the full Custom GPTs management page at #/my-gpts. From this page, you can:
- View all of your Custom GPTs in a card layout
- Click a GPT card to open it and start chatting
- Edit or delete GPTs you have created
- Create a new Custom GPT
See Creating a Custom GPT for instructions on building your own.
Projects Section
Section titled “Projects Section”Projects let you organize related conversations into separate workspaces, each with its own dedicated conversation history. The Projects section of the sidebar shows all of your current projects.
- Click + next to the “Projects” heading to create a new project. You will be prompted to enter a name for the project.
- Click any project name to open its workspace. Conversations inside a project are separate from your general chat history.
- Hover over a project name to reveal a … (three-dot) menu with options to Rename or Delete the project.
See Projects for detailed guidance on creating, using, and managing projects.
Previous (Chat History)
Section titled “Previous (Chat History)”All past general conversations (those not inside a Project) appear below the Projects section, sorted by most recent. This section is labeled “Previous” and serves as your running history of all standalone chats.
- Click any conversation to reopen it and continue where you left off.
- Hover over any conversation to reveal a … (three-dot) menu where you can Rename the conversation to something descriptive, or Delete it to remove it permanently.
Tip: If your chat history is getting long and hard to navigate, consider using Projects to organize related conversations into separate workspaces. Conversations inside projects do not appear in the Previous section, which helps keep your sidebar clean.
Top Bar
Section titled “Top Bar”The top bar runs along the top of the screen and contains controls for model selection, theme switching, help, and your profile.
| Control | Description |
|---|---|
| Model selector | Shows the currently active AI model for your conversation (for example, GPT 5.4, Claude Sonnet 4.6, or another model). Click it to open a dropdown and switch to a different model. The available models are configured by your organization’s administrator in Tenant Management. If you do not see a model you need, contact your admin to request it. |
| Auto / Light / Dark | Toggle between Light mode, Dark mode, and Auto mode (which follows your operating system’s theme preference). Use whichever display mode is most comfortable for you. |
| Help | Opens Synthreo’s support page in a new browser tab. Use this when you need to access documentation, FAQs, or contact information for the support team. |
| Profile avatar | Your profile icon in the top-right corner. Click it to open the profile dropdown menu (described below). |
Profile Dropdown
Section titled “Profile Dropdown”Click the avatar in the top-right to open the profile dropdown menu, which provides access to the following options:
- Profile - Navigate to your Profile Settings page, where you can update your personal context (preferred name, role description, additional context), set a default AI model, manage your memory items, configure your 2FA method, and access your Synthreo Builder account. See Profile Settings for full details.
- Keyboard Shortcuts - View a list of all available keyboard shortcuts. These shortcuts help you navigate ThreoAI more efficiently without using the mouse.
- Submit Feedback - Send product feedback or report an issue directly to the Synthreo team. Use this to suggest improvements, report bugs, or share your experience with the platform.
- Support Access - Open Synthreo’s support resources in a new tab for help with technical issues or account questions.
- Log out - Sign out of ThreoAI. You will need to log in again with your email, password, and MFA code to access the platform.
Chat Input Bar
Section titled “Chat Input Bar”The chat input bar runs along the bottom of the screen and is where you type your messages to the AI. It is present in every chat context - the main home chat, Project workspaces, and Custom GPT or AI Agent conversations.
Here is how to use each feature of the chat input bar:
| Action | How |
|---|---|
| Send a message | Type your message in the text field and press Enter to send it. The AI will begin generating a response immediately. |
| New line without sending | Press Shift + Enter to insert a line break in your message. This is useful when you want to format your prompt with multiple paragraphs or structured content before sending. |
| Attach files | Click the + button on the left side of the input bar, then select Attach files from the dropdown menu. A file picker opens where you can select one or more files from your device. The attached files appear as thumbnails above the input bar. Add your message and press Enter to send both the message and the files together. |
| Toggle web search | Click the + button, then select Web Search to toggle live web search on or off. When enabled, ThreoAI retrieves current information from the internet alongside its built-in knowledge. |
| Compare two models | Click the + button, then select Compare models to open the Model Comparison page. This lets you send the same prompt to two models and compare their responses side by side. |
Note (v1.2.8+): The + button and its options (Attach files, Web Search, Compare models) are available in all chat contexts - including the main home chat, Project workspaces, and AI Agent / Custom GPT chats. You do not need to navigate to a special page to access these features.
See Starting a Chat and Uploading & Working with Files for detailed guidance on using these features effectively.
Keyboard Shortcuts
Section titled “Keyboard Shortcuts”ThreoAI supports keyboard shortcuts to help you navigate faster without reaching for the mouse. Here are the most commonly used shortcuts:
| Shortcut | Action |
|---|---|
Shift + Enter | Insert a new line in the chat input without sending the message |
Ctrl + K / Cmd + K | Open the search dialog to search through your conversation history |
Ctrl + Shift + O / Cmd + Shift + O | Start a new chat |
To view the full list of available keyboard shortcuts at any time, click your Profile avatar in the top-right corner and select Keyboard Shortcuts from the dropdown menu.
Related
Section titled “Related”- Starting a Chat - how to start conversations and use AI models
- Uploading & Working with Files - attach, preview, and download files
- Projects - organize conversations by topic or client
- Agents & Marketplace - browse and use AI Agents and shared Custom GPTs
- Profile Settings - configure your personal context, default model, and memory