# Bearly Documentation — Full
> Complete consumer documentation for Bearly in one Markdown document.
Index: [https://bearly.ai/docs.md](https://bearly.ai/docs.md)
## Documentation directory
### Getting started
- [Get started with Bearly](https://bearly.ai/docs.md): Sign in, start a conversation, and learn the essential controls for working with Bearly.
- [Have your first conversation](https://bearly.ai/docs/chats/first-chat.md): Start a Bearly chat, guide the answer, revise your request, and use the controls on each message.
- [Organize your chats](https://bearly.ai/docs/chats/organize.md): Search, rename, pin, archive, move, select, and delete Bearly conversations.
- [Work with files in a chat](https://bearly.ai/docs/chats/files.md): Attach files, follow upload progress, preview results, and download files from a Bearly conversation.
### Features
- [Add workflows with Skills](https://bearly.ai/docs/features/skills.md): Install, manage, and use reusable Bearly workflows from the Skill Store or a trusted source.
- [Analyze data with Code Interpreter](https://bearly.ai/docs/features/code-interpreter.md): Let Bearly run Python for calculations, data analysis, charts, file conversion, and generated files.
- [Browse beside a Bearly chat](https://bearly.ai/docs/features/browser.md): Open sites in Bearly Browser, annotate a page, or approve limited site access for a chat task.
- [Build an interactive Page](https://bearly.ai/docs/features/artifacts.md): Create, refine, reopen, and download interactive Pages such as calculators, dashboards, and small tools.
- [Check grammar and clarity](https://bearly.ai/docs/features/grammar-correction.md): Review grammar, spelling, punctuation, style, vocabulary, and clarity suggestions without losing your original meaning.
- [Combine images](https://bearly.ai/docs/features/image-combining.md): Select several source images, explain how their elements should relate, and create a new composite in the image gallery.
- [Compare answers with Council of Experts](https://bearly.ai/docs/features/council-of-experts.md): Ask several AI models the same question, inspect their individual answers, and use Bearly's synthesis.
- [Connect services to a chat](https://bearly.ai/docs/features/connectors.md): Authorize a supported service, choose it for one conversation, and let Bearly use its available tools.
- [Create and edit documents](https://bearly.ai/docs/features/document-editor.md): Use Document Editor to create, revise, and convert PDF, Word, PowerPoint, and Excel files in a Bearly chat.
- [Create and edit videos](https://bearly.ai/docs/features/video-generation.md): Generate a short video from text or an image, request sound and format choices, and transform an existing clip.
- [Create reusable Prompt Templates](https://bearly.ai/docs/features/prompt-templates.md): Turn a recurring instruction into a reusable form that you can fill out and submit in any Bearly chat.
- [Download a video](https://bearly.ai/docs/features/download-video.md): Save videos from supported public sites to a Bearly chat, follow download progress, and keep the resulting files.
- [Edit a long draft in Canvas](https://bearly.ai/docs/features/canvas.md): Turn a Bearly response into a Markdown draft, edit it directly, preview the formatting, and ask AI for focused revisions.
- [Edit an image](https://bearly.ai/docs/features/image-editing.md): Change an uploaded or generated image with a written instruction, compare edits, and continue from the best result.
- [Email work from a chat](https://bearly.ai/docs/features/send-email.md): Send formatted notes and chat files to yourself or eligible teammates, then confirm delivery and recover from failures.
- [Find conversations and control memories](https://bearly.ai/docs/features/memory-search.md): Search your Bearly chat history and choose which earlier conversations a chat can use for context.
- [Generate images](https://bearly.ai/docs/features/image-generation.md): Create an image from a written description, compare models, refine the prompt, and save the result.
- [Research your documents](https://bearly.ai/docs/features/document-research.md): Ask focused questions across attached or project files, compare sources, and open cited passages for verification.
- [Search the web and run Deep Research](https://bearly.ai/docs/features/web-search-deep-research.md): Find current information with citations, or plan and run a longer investigation that produces a sourced report.
- [Summarize a document](https://bearly.ai/docs/features/deep-summary.md): Create a structured Deep Summary of a long document, then continue working with it in the same chat.
- [Talk with Bearly by voice](https://bearly.ai/docs/features/voice-conversations.md): Start a live voice conversation, manage the microphone and call, and continue from the saved transcript.
- [Transcribe audio and video](https://bearly.ai/docs/features/transcripts.md): Turn recordings into searchable text, follow along with playback, label speakers, and download subtitles.
- [Turn text into speech](https://bearly.ai/docs/features/text-to-speech.md): Listen to a Bearly answer or create downloadable spoken audio with the voice and delivery you want.
- [Use your computer with Bearly](https://bearly.ai/docs/features/computer-use.md): Let Bearly complete tasks in visible desktop apps while you control what it can see, do, and how long access lasts.
- [Work with local files](https://bearly.ai/docs/features/work-locally.md): Let Bearly read, create, edit, and run files on your computer from a folder you choose.
### Projects
- [Add files to a project](https://bearly.ai/docs/projects/documents.md): Upload, search, inspect, and manage files that Bearly can use across a project's chats.
- [Organize chats with projects](https://bearly.ai/docs/projects/overview.md): Keep related chats, files, instructions, and settings together in a Bearly project.
- [Protect a project with a password](https://bearly.ai/docs/projects/encryption.md): Add, use, change, or remove password protection for a Bearly project.
- [Set project-wide chat defaults](https://bearly.ai/docs/projects/settings.md): Choose the model, language, style, instructions, and document behavior for chats in a project.
- [Share a project with your team](https://bearly.ai/docs/projects/collaboration.md): Give a team or individual teammates Reader, Writer, or Owner access to a Bearly project.
### Teams
- [Create and manage a team](https://bearly.ai/docs/teams/overview.md): Create a Bearly team, review its account details, rename it, leave it, or delete it when eligible.
- [Distribute skills from a shared folder](https://bearly.ai/docs/teams/skill-stores.md): Register a managed team's shared skill library and assign individual skills through team policies.
- [Manage team members](https://bearly.ai/docs/teams/members.md): Add people to a Bearly team, import a roster from CSV, change member access, and remove members.
- [Review team activity](https://bearly.ai/docs/teams/activity.md): See who changed your team's settings, policies, and membership, with readable before-and-after details.
- [Review team usage](https://bearly.ai/docs/teams/usage.md): Compare a managed team's AI spend and calls across members, models, and recent months.
- [Set team policies](https://bearly.ai/docs/teams/policies.md): Set shared chat defaults, model access, feature permissions, and spending limits for members of a managed team.
### Settings & account
- [Change your chat settings](https://bearly.ai/docs/settings/chat-settings.md): Choose how Bearly responds in one conversation, set defaults for new chats, and control the personal context shared with AI models.
- [Manage billing and review usage](https://bearly.ai/docs/account/billing-usage.md): Change your Bearly plan, review the current credit period, add a credit boost, and see monthly usage by model.
### Privacy & security
- [Protect your work in Bearly](https://bearly.ai/docs/privacy-security.md): Understand what Bearly shares to complete a task and use the privacy and security controls available in the app.
### Legal
- [Privacy Policy](https://bearly.ai/privacy-policy.md): Bearly AI Privacy Policy
- [Terms of Service](https://bearly.ai/terms-of-service.md): Bearly AI Terms of Service
---
---
title: "Get started with Bearly"
description: "Sign in, start a conversation, and learn the essential controls for working with Bearly."
canonical: "https://bearly.ai/docs/"
markdown: "https://bearly.ai/docs.md"
---
# Get started with Bearly
HTML: [https://bearly.ai/docs/](https://bearly.ai/docs/)
> Sign in, start a conversation, and learn the essential controls for working with Bearly.
Bearly gives you one place to ask questions, work with files, research ideas, and return to earlier conversations.
## Choose where to work
- **Web:** open [Bearly in your browser](https://bearly.ai/dashboard/focus). The web app works without an installation.
- **Desktop:** visit [bearly.ai](https://bearly.ai) and choose the download for Mac, Windows, or Linux. If you are already signed in on the web, open **App Settings** → **Get Desktop App**.
- **iPhone or iPad:** install [Bearly from the App Store](https://apps.apple.com/us/app/bearly-ai/id6445975220). Other mobile devices can use the web app.
Bearly uses the same account across its apps. A chat protected to one device must still be opened on that device, and features that work with local files or other apps may require Bearly for desktop.
## Sign in
1. Open Bearly and select **Continue with Google** when it is offered, or enter your address under **Email** and select **Continue**.
2. If you continue by email, open the message from Bearly. Paste the three-word code—or type one word into each field—under **Check your email**.
3. Select **Sign in**.
If Bearly says the codewords are invalid, select **Back**, confirm the email address, and request a new code. Some managed accounts require a work email.
## Start your first chat
1. Select **New Chat**.
2. Write what you want in the message box. A useful first request includes the outcome, any context Bearly should know, and the form you want back.
For example: `Turn these meeting notes into a concise decision memo with owners and open questions.`
3. To include a file, select the **+** button and choose **Attach files**. Wait for the file to finish uploading or analyzing.
4. Select **Send message**, or press Enter on a computer.
Bearly begins answering in the same chat. You can keep asking follow-up questions without repeating the whole request. Select **Stop** if you need to end an answer while it is being written.
> **Tip — Your work is organized as you go**
> Bearly gives an active conversation a title and places it in the sidebar. You can rename, pin, archive, move, or delete it later.
## Where to go next
- [Have your first conversation](https://bearly.ai/docs/chats/first-chat.md) for editing, rerunning, copying, and deleting messages.
- [Work with files in a chat](https://bearly.ai/docs/chats/files.md) for previews, downloads, and the file browser.
- [Organize your chats](https://bearly.ai/docs/chats/organize.md) for search, projects, archives, and bulk actions.
- [Create a project](https://bearly.ai/docs/projects/overview.md) when several chats and documents belong to the same body of work.
If Bearly cannot prepare a new chat, it keeps your draft in the composer and usually retries automatically. Use **Try again** if the notice remains after your connection returns. For other problems, contact [Bearly Support](mailto:support@bearly.ai).
---
---
title: "Have your first conversation"
description: "Start a Bearly chat, guide the answer, revise your request, and use the controls on each message."
canonical: "https://bearly.ai/docs/chats/first-chat/"
markdown: "https://bearly.ai/docs/chats/first-chat.md"
---
# Have your first conversation
HTML: [https://bearly.ai/docs/chats/first-chat/](https://bearly.ai/docs/chats/first-chat/)
> Start a Bearly chat, guide the answer, revise your request, and use the controls on each message.
A Bearly chat is a continuing workspace: begin with a concrete request, inspect the answer, and refine it with follow-up messages.
## Send a request
1. Select **New Chat** in the sidebar.
2. If the work belongs to a project, select the project name in the context strip before sending the first message. A chat cannot be reassigned from this control after it begins, but you can [move it later](https://bearly.ai/docs/chats/organize.md#move-chats-into-projects).
3. Write your request in the composer. Include the result you want, the relevant context, and any constraints that would change the answer.
For example: `Compare these two proposals in a table, then recommend one. Favor lower operational risk over short-term savings.`
4. Select **Send message**, or press Enter on a computer.
Bearly shows your request followed by its answer. Continue in the same composer to ask for a revision, challenge an assumption, or add information.
## Stop or redirect an answer
While Bearly is working, **Send message** becomes **Stop**. Select it to end the current answer. Anything already shown remains in the conversation.
If you type a new message while Bearly is still working, the control changes to **Interrupt**. Select it to stop the current work and send the new direction.
Stopping does not undo actions that already finished. If a tool asks for approval, read the request before deciding whether to allow it.
## Revise an earlier request
On a computer, hover over your message to reveal its controls. On a phone or tablet, the controls remain visible beneath it.
1. Select **Edit Query** under the request you want to change.
2. Edit the text or attachments in the composer. The context strip reads **Editing message**.
3. Select **Send message** to run the revised request, or select **Cancel** to leave the original unchanged.
The revision becomes another version of that point in the conversation. Use **Previous version of query** and **Next version of query** to move between versions.
## Rerun a request
When model controls are available, use **Rerun with same model** beneath a request when you want a fresh answer without changing the wording. To try another available model, open the model name beside **Rerun** and choose one from the menu.
Available models can depend on your plan and, for managed accounts, your team's policy. A model that is unavailable may prompt you to change plans or choose another option.
## Copy or remove a message
- Select **Copy** beneath either side of an exchange to copy that request or answer with its formatting.
- Select **Query info** to see when the exchange started and completed, along with its duration.
- Select **Delete Query**, then confirm **Delete Message**, to remove the request and its answer from the chat.
> **Danger — Deleted messages cannot be restored**
> Deleting a query removes that exchange immediately. To remove the entire conversation, use the chat menu in the sidebar instead.
## If an answer fails
- If a message says **Unable to load message**, select **Get help** to report the rendering problem.
- If Bearly stops because of a temporary connection or service problem, rerun the request after the connection recovers.
- If a new chat cannot be prepared, keep the page open. Bearly preserves the draft, retries temporary failures, and shows **Try again** when a manual retry is useful.
To add material to the conversation, see [Work with files in a chat](https://bearly.ai/docs/chats/files.md). To find or tidy earlier work, see [Organize your chats](https://bearly.ai/docs/chats/organize.md).
---
---
title: "Organize your chats"
description: "Search, rename, pin, archive, move, select, and delete Bearly conversations."
canonical: "https://bearly.ai/docs/chats/organize/"
markdown: "https://bearly.ai/docs/chats/organize.md"
---
# Organize your chats
HTML: [https://bearly.ai/docs/chats/organize/](https://bearly.ai/docs/chats/organize/)
> Search, rename, pin, archive, move, select, and delete Bearly conversations.
Use the sidebar to keep active work close, move related conversations into projects, and clear away chats you no longer need.
## Find an earlier conversation
Select the **Search conversations** magnifying glass in the sidebar header. On a computer, you can also press Command+F on macOS or Ctrl+F on Windows and Linux.
Enter a title, phrase, or topic under **Search conversations...**. Results show the matching conversation, a short excerpt, and the number of matches. Select a result to open that chat.
Search covers conversation titles and contents. If nothing matches, Bearly shows **No results found**; try a shorter or more distinctive phrase.
## Rename or pin a chat
Open the chat's three-dot menu in the sidebar:
- Select **Rename**, enter the new title, then press Enter or click elsewhere to save it.
- Select **Pin** to place the conversation under **Pinned**. Open the same menu and select **Unpin** when it no longer needs special prominence.
- Select **Mark unread** to give the conversation an unread marker. Opening it marks it read, or you can choose **Mark read** from the menu.
You can also rename the open conversation by selecting its title in the chat header.
## Move chats into projects
**Move to project...** appears after you have at least one project.
1. Open a chat's three-dot menu and select **Move to project...**.
2. Search for a project if needed, then select its name. A project already containing every selected chat is marked **Current**.
3. To move a chat back to the main list, open the menu again, choose **Move to project...**, then select **Remove from project**.
On a computer, you can also drag a chat onto a project in the sidebar. The project controls which project documents and settings are available to that conversation.
## Archive finished work
Open a chat's three-dot menu and select **Archive**. The chat leaves the main list but is not deleted.
Select **Archives** near the sidebar footer to show or hide archived chats. Open an archived chat's menu and select **Unarchive** to return it to the active list.
Archived chats cannot be deleted. Unarchive one before choosing **Delete**.
## Act on several chats
1. Open any chat's three-dot menu and select **Select**.
2. Use the checkboxes to choose more conversations. Choose **Select all** only when you want every chat in the current main list or active filtered view.
3. Select **Move**, **Archive**, or **Delete**. Select **Cancel** to leave selection mode without changing anything.
If selected archived chats are included in a bulk deletion, Bearly skips them and asks you to unarchive them first.
## Delete a chat
Open the chat's three-dot menu, select **Delete**, review the confirmation, then select **Delete** again.
> **Danger — Deleting a chat is permanent**
> The conversation, its attached files, and its chat memory are deleted and cannot be restored. Archive the chat if you merely want it out of the active list.
Deleting one message is different from deleting the chat. Use **Delete Query** beneath a message when you want to remove only that exchange.
For a durable workspace around several related conversations and files, see [Create and use projects](https://bearly.ai/docs/projects/overview.md).
---
---
title: "Work with files in a chat"
description: "Attach files, follow upload progress, preview results, and download files from a Bearly conversation."
canonical: "https://bearly.ai/docs/chats/files/"
markdown: "https://bearly.ai/docs/chats/files.md"
---
# Work with files in a chat
HTML: [https://bearly.ai/docs/chats/files/](https://bearly.ai/docs/chats/files/)
> Attach files, follow upload progress, preview results, and download files from a Bearly conversation.
Attach source material to a request, or open and download files that Bearly creates while you work.
## Attach a file
Each attachment must be 300 MB or smaller. Whether Bearly can read and preview a file depends on its format; common documents, text and data files, images, audio, and video are supported.
1. Open a chat or select **New Chat**.
2. Select the **+** button in the composer, then choose **Attach files**.
3. Choose one or more files. You can also drag files onto the chat. On a phone or tablet, **Take photo** appears in the **+** menu when the camera is available.
4. Wait while the attachment shows **Uploading** and, when needed, **Analyzing**. The file is ready when those indicators disappear.
5. Add a request that says what Bearly should do with the material, then select **Send message**.
For example: `Read the attached report. Give me the three decisions it supports, the evidence for each, and any unanswered questions.`
To remove an attachment before sending, select **Remove file** on its preview. If it shows **An error occurred**, remove it and attach it again after checking your connection and the 300 MB limit.
> **Note — Files belong to a particular context**
> A file attached in the composer is an **Uploaded** file in that chat. A document added to a project is a **Project** file and is available to chats in that project. A file Bearly creates is a **Generated** file. These labels help you tell the sources apart; they are not interchangeable copies.
## Preview a file
Select a file in the conversation to open its preview. Bearly chooses a view suited to the format:
- Images, PDFs, audio, video, Markdown, text, CSV, JSON, and many code files can be viewed directly.
- Word, PowerPoint, Excel, and similar documents can open as a PDF preview when conversion is available.
- An unfamiliar file type opens a simple file card instead. You can still open it externally or download the original.
The preview opens beside the chat on larger screens and takes over the workspace on smaller ones. Select **Close** to return to the conversation. On iPhone or iPad, PDFs open outside the in-app preview.
## Find every file in the current chat
When the current chat has files, its header shows the **Browse files** button with a file count.
1. Select **Browse files**.
2. Choose **All**, **Project**, **Uploaded**, or **Generated** to narrow the list. **Project** appears only when the chat belongs to a project.
3. Select a filename to open it, or select **Download** on its row to save it directly.
An empty filter shows **No files in this category**. If the **Browse files** button is absent, the chat does not yet have any available files.
## Download or copy a result
Open a file and use the controls in its header:
- **Download** saves the file in its original format.
- When an Office document has a PDF preview, the download menu offers **PDF** and **Original**.
- **Copy** is available for text, code, data, and images that Bearly can copy directly.
- **Open externally** hands the file to the appropriate browser or app.
If a preview cannot load, download the original and open it in its usual application. A failed conversion does not replace or alter the original file.
For long-lived reference material shared by several conversations, [add documents to a project](https://bearly.ai/docs/projects/documents.md) instead of attaching the same file repeatedly.
---
---
title: "Add workflows with Skills"
description: "Install, manage, and use reusable Bearly workflows from the Skill Store or a trusted source."
canonical: "https://bearly.ai/docs/features/skills/"
markdown: "https://bearly.ai/docs/features/skills.md"
---
# Add workflows with Skills
HTML: [https://bearly.ai/docs/features/skills/](https://bearly.ai/docs/features/skills/)
> Install, manage, and use reusable Bearly workflows from the Skill Store or a trusted source.
Skills are reusable packages of instructions and optional supporting files. They give Bearly a consistent method for a particular kind of work, such as reviewing a document, preparing a deliverable, or following a team's process.
Installing and managing Skills requires the Bearly desktop app for macOS, Windows, or Linux. A conversation that used a Skill remains readable on the web or on mobile, but return to the desktop app when the Skill needs its installed files or needs to run a local action.
## Install a Skill from the Skill Store
1. **Open Skills from a chat**
In the Bearly desktop app, select the plus icon beside the message box. Under **Settings**, select **Skills**. Bearly opens **Settings** → **Skills** at the **Skill Store**.
2. **Browse a repository**
Under **Skill repositories**, select a repository to expand it. Bearly reads the repository when you open it and then lists the Skills it contains.
3. **Review the source before installing**
Select **Install** beside the Skill you want. Read the **Install third-party skill?** notice, including the source location and its warning about instructions and scripts.
4. **Confirm the installation**
Select **I understand the risks** only when you trust the source. The Skill then appears under **Installed** with an **Enabled** status.
If your organization controls who can add Skills, the store may offer **Request** instead of **Install**. You can still browse available repositories and pause Skills that are already installed.
> **Caution — A Skill can contain actions, not just advice**
> Third-party Skills can include instructions and files that Bearly may run on your computer. A malicious or mistaken Skill could change or delete data. Review the source, consider which files it can reach, and do not install a Skill merely because its name sounds useful.
## Use a Skill in a chat
1. Open a new or existing chat in the desktop app.
2. Type `/skill`, then select **Use _skill name_** from the **Skills** group. The chat shows a **Skill _skill name_** control beside the composer.
3. Describe the work you want done. Include the source material, desired result, and any boundaries that matter.
4. Send the message. Bearly opens the selected Skill and follows its instructions while answering.
An enabled Skill may also be used when your request clearly matches its purpose. Selecting it with `/skill` is the clearest way to tell Bearly which workflow you want.
If the Skill needs to run a local file, Bearly shows a **Run script** permission request. Open **Details** to review the command, reason, and other information. Select **Allow** only when it matches the task, or **Deny** to keep it from running. Denying the action does not prevent you from continuing the chat with a different approach.
## Pause, enable, or remove a Skill
Return to the plus icon → **Skills**, then use the controls under **Installed**:
- **Pause** keeps the Skill installed but removes it from the chat's available Skills. Select **Enable** when you want to use it again.
- **Uninstall** removes an installed Skill from this desktop.
- **Unlink** removes Bearly's connection to a linked folder without deleting the original folder.
A Skill marked **Managed by your team** comes from a team policy. You can pause or enable it, but a team administrator must change or remove the policy assignment.
## Install from a trusted source
The Skill Store is the simplest starting point. If a trusted publisher gives you installation details, open **Install from source**:
- Under **Git**, enter the repository address and select **Add Repository**. Keep the supplied folder and version details, or leave the defaults when the publisher does not specify them. Expand the new repository under **Skill repositories** to install an individual Skill.
- Under **URL ZIP**, enter the HTTPS address and its **SHA-256** verification code, then select **Install**. The publisher should provide both values.
- Under **Folder**, select **Import Folder** to copy a Skill into Bearly, or **Link Folder** to keep using it from its original location. You can choose one Skill folder or a parent folder that contains several Skills.
Each Skill folder must contain the file that identifies it as a Skill. If Bearly reports **No SKILL.md files found in this repository**, check the publisher's instructions or choose the correct folder.
> **Note**
> Public GitHub repositories can still be added when Bearly reports that Git is unavailable. Private repositories require Git to be available on the computer.
## Use Skills in a project or managed team
Installed Skills belong to the current desktop. A project or team policy can also decide which of those Skills are available in particular chats.
- In a project, open **Settings** and find **Skills**. Project owners and writers can add, pause, or remove shared Skills; other collaborators see **View only**.
- On a managed team, an administrator can supply Skills or limit whether members may add, use, or run them. See [Set team policies](https://bearly.ai/docs/teams/policies.md).
A Skill can therefore be installed and enabled on your computer but absent from one chat because that project's settings or your team's policy does not include it.
## If a Skill is unavailable
| What you see | What to do |
| --- | --- |
| **Use Skills in the desktop app** | Open the same account in Bearly for macOS, Windows, or Linux. |
| **Update Bearly to use Skills** | Install the current desktop release, reopen Bearly, and try again. |
| The Skill is missing after `/skill` | Open **Settings** → **Skills**, confirm it is **Enabled**, then reopen the chat. Also check whether the chat's project or team policy limits Skills. |
| A repository will not load | Check your connection, close and reopen **Skills**, then expand the repository again. |
| A linked Skill stopped working | Make sure its original folder still exists at the same location. If it moved, **Unlink** it and use **Link Folder** again. |
| A local action was denied | Send a new message with a safer plan, or retry and select **Allow** only after the **Run script** details match your intent. |
If all you need is a reusable instruction with a few fill-in fields, [create a Prompt Template](https://bearly.ai/docs/features/prompt-templates.md) instead. Prompt Templates do not install files or run local actions.
---
---
title: "Analyze data with Code Interpreter"
description: "Let Bearly run Python for calculations, data analysis, charts, file conversion, and generated files."
canonical: "https://bearly.ai/docs/features/code-interpreter/"
markdown: "https://bearly.ai/docs/features/code-interpreter.md"
---
# Analyze data with Code Interpreter
HTML: [https://bearly.ai/docs/features/code-interpreter/](https://bearly.ai/docs/features/code-interpreter/)
> Let Bearly run Python for calculations, data analysis, charts, file conversion, and generated files.
Code Interpreter lets Bearly use Python when a question needs reliable calculation or file processing. It is useful for analyzing tables, creating charts, transforming files, and solving multi-step quantitative problems.
> **Note**
> A team administrator can disable Interpreter. If **Run Python** does not appear in the command menu, check your team's policy or ask an administrator.
## Analyze a file
1. **Attach the source material**
Select the plus icon → **Attach files**, or drag the files into the chat. Code Interpreter cannot see files on your computer unless you attach them.
2. **Ask for the decision or output you need**
Name the fields to use, the calculation to perform, and the form of the result. For example:
```text copy
Analyze this sales spreadsheet. Compare revenue and gross margin by region, flag unusual month-over-month changes, and create a CSV with the underlying summary table.
```
Bearly can choose Code Interpreter automatically when the task calls for it.
3. **Choose Run Python when you want to require it**
Type `/` in the composer, then select **Run Python** under **Code**. Enter the task in **What would you like to run?** and send it.
4. **Review the run and its results**
A **Run Python** step shows while the work is in progress. Select it to expand the **Input** and **Result**. If execution fails, the expanded step shows **Error** instead.
Bearly explains the result in the conversation. Charts appear as previews, and generated spreadsheets, documents, images, or other files appear with the response.
## Open, download, and continue with results
Select a generated file to preview it, then use **Download** in the open file panel. You can also find it later through the **Browse files** Files icon in the chat header.
To continue working, stay in the same conversation and refer to the generated file by name:
```text copy
Using the regional-summary.csv you just created, add each region's share of annual revenue and sort from highest to lowest.
```
Each execution starts with a fresh workspace. Bearly can reuse an earlier output only by supplying that generated file to the next run, so naming the file removes ambiguity.
## Good tasks for Code Interpreter
- Calculate statistics, financial scenarios, or other multi-step math.
- Inspect, filter, join, summarize, or reshape CSV and spreadsheet data.
- Create charts and save the underlying data as a file.
- Convert or modify documents, images, audio, and other supported files.
- Generate a clean CSV, spreadsheet, document, image, or text file from computed results.
For a persistent interactive interface, such as a calculator or dashboard that someone will operate, create a [Page](https://bearly.ai/docs/features/artifacts.md) instead.
## Limits and recovery
Code Interpreter runs away from your device. It cannot use your local applications, folders, or installed software, and it does not keep a working directory between executions. It can retrieve public internet resources when needed.
Runs have bounded time, memory, and computing power. Large datasets, intensive media processing, and long-running programs may fail. A single run can return up to five output files.
If a run fails:
- Expand **Run Python** and read **Error** for the immediate cause.
- Confirm every required input file is attached and readable.
- Ask Bearly to correct the code and rerun it; you do not need to write the correction yourself.
- Split a large dataset or multi-stage job into smaller tasks, saving an intermediate file between stages.
For consequential work, ask Bearly to show its assumptions and validation checks. Review the source data and generated file before relying on the result.
---
---
title: "Browse beside a Bearly chat"
description: "Open sites in Bearly Browser, annotate a page, or approve limited site access for a chat task."
canonical: "https://bearly.ai/docs/features/browser/"
markdown: "https://bearly.ai/docs/features/browser.md"
---
# Browse beside a Bearly chat
HTML: [https://bearly.ai/docs/features/browser/](https://bearly.ai/docs/features/browser/)
> Open sites in Bearly Browser, annotate a page, or approve limited site access for a chat task.
> **Note — Limited availability**
> Bearly Browser is an early desktop feature available to a limited set of accounts. Its controls may change while availability expands. If **Browser** is absent from desktop settings, the feature is not enabled for your account.
Bearly Browser opens a visible web page beside a chat. You can browse it yourself, point Bearly at an exact part of a page, or let a chat read and operate sites you approve.
The Browser uses a profile on this device for the current Bearly account. Its site sign-ins are separate from your normal browser, another Bearly account, and Bearly's own sign-in.
## Turn on Browser
1. Open Bearly desktop and select **App Settings**.
2. Under **Desktop**, select **Browser**.
3. Turn on **Enable Browser**.
4. If you want Bearly to operate pages for chat tasks, also turn on **Allow chats to use Browser**. New sites still require your approval.
**Block ads and trackers** is available in supported desktop versions. If a page stops working correctly, turn it off temporarily and reload the page.
## Browse manually
Select the plus icon beside the message box, then select **Browser**. You can also use the **Browser** globe in the chat title bar when it is shown.
Enter a web address under **Browser address** and press Enter. The Browser opens beside the conversation with familiar **Back**, **Forward**, **Reload**, tab, and close controls. Use **Expand Browser** when you need more room, or **Open in system browser** to hand the current page to your usual browser.
You can keep up to eight Browser tabs open. Closing the panel hides the Browser; it does not necessarily close the tabs or sign you out of sites.
## Ask Bearly to work with a site
With **Allow chats to use Browser** on, make the target and boundary explicit:
```text copy
In Browser, open the pricing page for this service and compare the three plans in a table. Do not sign in, start a trial, or submit anything.
```
When the task first needs a site, Bearly pauses at **Allow Browser access?**. Review the site address and reason, then choose whether to allow the single action, allow access for **This reply** or **This session**, continue without it, or stop the task.
An approval applies to the named site, not the whole web. Another site asks separately. A manual address you open yourself is approved for the current Browser session.
Bearly asks again before pressing Enter or activating a submit control. Passwords, payments, purchases, account creation, CAPTCHAs, file uploads, permission changes, and destructive actions remain for you to complete directly on the visible page.
> **Caution — Treat pages as untrusted**
> A website can contain misleading text or instructions aimed at an AI assistant. Review the visible site, the requested access, and any proposed submission. Do not put a secret into the chat or approve an action merely because a page asks for it.
## Point to part of a page
Use an annotation when a visual element is easier to identify than to describe:
1. Open the page and select **Capture and annotate page**.
2. Click an element, or drag over a region.
3. Under **What should Bearly change or inspect?**, add a short instruction.
4. Select **Attach**. The captured annotation is added to the chat composer.
5. Add any remaining context and send the message.
If the page changes before the annotation is attached, select the element again. Press Esc to cancel annotation mode.
## Bring in existing site sign-ins
Under **App Settings** → **Desktop** → **Browser**, **Import browser cookies** can copy current sign-ins from a supported Chrome or Edge profile.
1. Choose a **Browser profile** and select **Import**.
2. Review **Import cookies from _profile_?**, then select **Import cookies**.
3. Reload any open pages after the import finishes.
Only cookies are copied into the current account's Bearly Browser profile; the source browser is unchanged. Passwords, history, bookmarks, and autofill are not imported. Protected cookies may be skipped, and macOS may ask for access to the source browser's secure storage.
## Reset tabs or site data
The two reset actions have different consequences:
- **Reset open tabs** → **Reset tabs** closes Browser tabs and clears their local history and site approvals. Cookies and site sign-ins remain.
- **Delete browser data** → **Delete data** signs this Bearly account out of sites and deletes its Browser cookies, cache, and local site storage on this device. It does not delete Bearly chats, Bearly account data, Browser preferences, or another Bearly account's Browser data.
Turning off **Enable Browser** only hides the surface. It does not delete site data.
## If Browser does not work
| What you see | What to do |
| --- | --- |
| **Browser** is missing | Confirm that you are using Bearly desktop. If it is still absent under **App Settings** → **Desktop**, the limited feature is not available for the account. |
| A Browser setting asks for an update | Install the latest Bearly desktop version, restart it, and return to **App Settings** → **Desktop** → **Browser**. |
| **That address uses an unsupported protocol.** | Enter a normal `https://` or `http://` web address. |
| A site breaks with blocking enabled | Turn off **Block ads and trackers**, then reload the page. |
| Cookies cannot be imported | Close the source browser, make sure its profile is available on this device, and try again. Protected cookie storage can prevent some or all cookies from being copied. |
| Bearly cannot attach to a tab or annotation | Reload the page or open it in a new Browser tab, then retry the action. |
| You no longer want site access active | End the reply, restart Bearly to clear session-length approvals, or use **Reset open tabs** to clear tab approvals immediately. |
---
---
title: "Build an interactive Page"
description: "Create, refine, reopen, and download interactive Pages such as calculators, dashboards, and small tools."
canonical: "https://bearly.ai/docs/features/artifacts/"
markdown: "https://bearly.ai/docs/features/artifacts.md"
---
# Build an interactive Page
HTML: [https://bearly.ai/docs/features/artifacts/](https://bearly.ai/docs/features/artifacts/)
> Create, refine, reopen, and download interactive Pages such as calculators, dashboards, and small tools.
A Page is a self-contained interactive file that Bearly creates inside a conversation. Describe what it should do in ordinary language, then use the result without having to write the code yourself.
## Create a Page
1. **Describe the outcome and the interaction**
Tell Bearly what someone should be able to enter, choose, or explore. Include the important calculations, labels, and visual style.
```text copy
Build a mortgage calculator with fields for the loan amount, interest rate, and term. Show the monthly payment, total interest, and a simple amortization chart.
```
If the Page should use your data, select the plus icon → **Attach files**, or drag the files into the chat. Say which columns or values matter.
2. **Use the Page when it opens**
Once the Page is ready, its preview appears in the conversation and usually opens in the side panel. Try its fields and controls there. Select **Open** on the preview whenever you want the larger view again.
3. **Refine it in the conversation**
Ask for a precise change and refer to the Page by name when the chat contains several files.
```text copy
In the mortgage calculator, add an optional annual overpayment and show how many months it removes from the loan.
```
A successful revision creates a new version. In the open Page, use **Previous version** and **Next version** to compare revisions.
Pages work especially well for calculators, dashboards, interactive charts, planners, quizzes, small games, and clickable prototypes. For a data-heavy Page, explain the decisions it should help someone make—not only the chart types you want.
## Reopen or download a Page
You can return to a Page from either place:
- In the original conversation, select its preview and then **Open**.
- In the chat header, select the **Browse files** Files icon, choose **Generated**, then select the Page.
In the open Page, select **Download** to save the current version as an `.html` file. The downloaded file can be opened in a web browser.
> **Note**
> Choices you make inside a Page—such as entered form values or the current game state—are temporary. To keep a change to the Page itself, ask Bearly to revise it and wait for the new version.
## Understand the limits
A Page is one self-contained interactive file. It is a good fit for a focused tool, but not for a multi-page service with user accounts, a private database, or a long-running background process.
For calculations, data cleaning, or a one-off chart where the result matters more than the interface, use [Code Interpreter](https://bearly.ai/docs/features/code-interpreter.md). For a long draft that you want to edit as text, use [Canvas](https://bearly.ai/docs/features/canvas.md).
In a read-only conversation, you can open and download an existing Page, but Bearly cannot create a new version there.
## If the result is not what you expected
- If Bearly answers with ordinary text, reply with the controls and output you need and say, `Make this an interactive Page.`
- If a Page cannot load, retry the request or ask Bearly to create a fresh version. The earlier version remains available from the version controls.
- If a dashboard uses the wrong fields, attach the source file again and name the exact columns, units, and filters to use.
---
---
title: "Check grammar and clarity"
description: "Review grammar, spelling, punctuation, style, vocabulary, and clarity suggestions without losing your original meaning."
canonical: "https://bearly.ai/docs/features/grammar-correction/"
markdown: "https://bearly.ai/docs/features/grammar-correction.md"
---
# Check grammar and clarity
HTML: [https://bearly.ai/docs/features/grammar-correction/](https://bearly.ai/docs/features/grammar-correction/)
> Review grammar, spelling, punctuation, style, vocabulary, and clarity suggestions without losing your original meaning.
**Grammar Correction** marks possible writing problems inside your original text. You can inspect each explanation, accept only the changes you agree with, and copy the revised version when you are finished.
## Check a passage
1. **Choose Grammar Correction**
Type `/grammar` in a chat, then select **Grammar Correction** from the command menu.
2. **Add the text**
Paste or type the passage into the message box. For a useful review, include complete sentences and enough surrounding context to make the intended meaning clear.
3. **Send the message**
Bearly returns the passage with possible issues underlined. The summary above it shows how many suggestions are still waiting for review—or **No issues found** when there are none.
Grammar Correction can flag grammar, spelling, punctuation, style, vocabulary, and clarity. An underline is a suggestion, not a verdict: names, quotations, house style, dialect, and deliberately unusual phrasing may be correct as written.
## Review the suggestions
Select any underlined passage to see:
- The kind of issue Bearly noticed.
- A short explanation.
- The original wording and proposed change.
- **Accept**, which applies that one change.
Choose **Accept All** only when you have reviewed the set and want every remaining correction. Leave any suggestion you do not want untouched; it will not be applied.
After changing the passage, select **Check Again** to run a fresh review on the current version. Use **Copy corrected text** to copy the complete passage, including accepted changes, to the clipboard.
> **Caution**
> For legal language, quotations, names, technical terminology, and carefully styled prose, review each suggestion individually. A grammatically smoother sentence can still change emphasis or meaning.
## Get a better review
- Ask for one purpose at a time. Grammar Correction is for sentence-level review; use an ordinary chat request when you want a rewrite for a new audience or tone.
- Break a very long document into meaningful sections so each passage keeps enough context.
- If a suggestion appears in the wrong place, copy the current text into a new **Grammar Correction** request and run it again.
- If **Check Again** fails, the accepted text remains in the card. Wait for the connection to recover, then select it again or copy the text into a new request.
---
---
title: "Combine images"
description: "Select several source images, explain how their elements should relate, and create a new composite in the image gallery."
canonical: "https://bearly.ai/docs/features/image-combining/"
markdown: "https://bearly.ai/docs/features/image-combining.md"
---
# Combine images
HTML: [https://bearly.ai/docs/features/image-combining/](https://bearly.ai/docs/features/image-combining/)
> Select several source images, explain how their elements should relate, and create a new composite in the image gallery.
Bearly can use several images as references for one new composition—for example, placing a product in a scene, combining people from separate pictures, or moving an object into a different setting.
## Create a composite
1. **Choose Edit Image**
Open a chat, type `/`, and select **Edit Image**. Combining images uses the same command as editing one image.
2. **Attach the source images**
Select the plus icon beside the message box, choose **Attach files**, and add at least two images.
3. **Explain each image's role**
Refer to the images by their order or visible content, and describe how their subjects should relate.
```text copy
Use the room in the first image as the setting. Place the green armchair from the second image beside the window, at a believable scale. Keep the room's camera angle and evening light.
```
4. **Send the request**
Bearly creates an initial composite and opens the image gallery. The new result appears alongside its sources, with small source-image references beneath the focused image.
The composite is a new image; the source files remain unchanged. Select **Edit** on the new result to refine it, or **Re-run** to try the same instruction again.
## Remix sources in the gallery
When the source images are already in an open gallery:
1. Focus the image that should determine the scene or composition, then select **Edit**. The gallery shows **Editing 1 image** and **Select more to remix**.
2. Select each additional source thumbnail. The editing count changes as images are added or removed.
3. Enter the combination instruction in **What should change...**.
4. Select one of the labeled editing-model buttons to create the composite.
Use **Upload images** in the thumbnail strip to add another reference. Select **Cancel** if you need to clear the current group and start again.
## Make the relationship unambiguous
Combination prompts work best when they answer three questions:
- Which image supplies the setting or base composition?
- Which subject or object should come from each other image?
- Where should those elements appear, and what should remain unchanged?
Mention relative scale, foreground or background placement, viewing angle, and lighting only when they matter. If the images disagree sharply in perspective or light, say which source should take priority.
> **Caution**
> Combining images is a generative edit, not a cut-and-paste operation. Bearly may reinterpret a face, product, logo, texture, or background while building the new scene. Review identity-sensitive and brand-sensitive details closely.
## If the images do not combine as intended
- Confirm that every needed thumbnail is selected and that the gallery shows the correct editing count.
- Choose **Cancel** to clear the selection, then start again from the image that should control the composition.
- Rewrite the prompt so each source has one clear role. Avoid “this” or “that” when several images contain similar subjects.
- If the result mixes up two sources, name them by visible content rather than only by order.
- For a crowded result, combine two images first, then edit that result with the next source.
- If Bearly cannot load one of the sources, upload that image again and reselect the group.
For a change involving only one source image, see [Edit an image](https://bearly.ai/docs/features/image-editing.md).
---
---
title: "Compare answers with Council of Experts"
description: "Ask several AI models the same question, inspect their individual answers, and use Bearly's synthesis."
canonical: "https://bearly.ai/docs/features/council-of-experts/"
markdown: "https://bearly.ai/docs/features/council-of-experts.md"
---
# Compare answers with Council of Experts
HTML: [https://bearly.ai/docs/features/council-of-experts/](https://bearly.ai/docs/features/council-of-experts/)
> Ask several AI models the same question, inspect their individual answers, and use Bearly's synthesis.
**Council of Experts** sends one well-formed question to several AI models in parallel. You can read each answer separately, then use Bearly's synthesis to find consensus, disagreements, and the strongest response.
Council of Experts is available on **Pro** and higher plans. It also requires at least two models that your account and any managed-team policy allow.
## Ask the council
1. **Choose Council of Experts**
Type `/council` in the message box, then select **Council of Experts** under **AI**. The message box changes to **Ask the council...**.
If your plan does not include Council of Experts, selecting the command opens the upgrade information instead.
2. **Write a self-contained question**
Give every expert the same clear objective, important context, and criteria for a good answer. Name an attached file directly instead of relying on “this” or “the document.”
```text copy
Compare the three launch plans in the attached memo. Recommend one for a six-person team with a $40,000 budget, and identify the strongest argument against your recommendation.
```
3. **Send the request**
The **Council of Experts** panel appears in the chat. It shows how many experts are **running**, **done**, **failed**, or **skipped**. Each model has its own tab, with a status dot and its answer as soon as it is ready.
4. **Compare the individual answers**
Select a model tab to read that expert's response. Use its **Copy** control when you want the answer on its own.
5. **Read the synthesis**
After enough experts finish, Bearly adds a synthesis beneath the panel. The individual model tabs remain available when you want to compare the source answers with the combined response.
## Choose the models for future councils
After a council panel exists in a chat, select its **Council settings** gear. Under **Council models**, select the lineup you want Bearly to use next time.
- Choose at least 2 and at most 5 experts.
- The selected count appears at the top of the menu.
- Changes save as you make them and affect future councils, not the panel already running or completed.
- The available choices reflect your plan and any model restrictions on a managed account.
If you only want to change one model, deselect it and select its replacement. At the minimum or maximum, Bearly disables choices that would take the council outside the allowed range.
## Understand usage and results
A council uses several model responses and a final synthesis, so it normally consumes more of your Bearly usage than asking one model. The amount varies with the selected models, the number of experts, the length of their answers, and any additional work the question requires.
> **Caution — Treat the council as comparison, not a vote**
> Several models can repeat the same mistake or draw from the same weak premise. For consequential decisions, ask for sources, inspect disagreements, and verify important facts independently.
## If the council cannot finish
| What you see | What to do |
| --- | --- |
| **Council of Experts** does not appear after typing `/council` | Check for a Bearly update. On a managed account, ask an administrator whether Council of Experts is allowed. |
| Selecting the command opens billing | Council of Experts requires Pro or higher. Use the upgrade shown in Bearly to continue. |
| **Council needs more available experts** | Open **Council settings** on an earlier result and select at least two available models. If too few models appear, a team administrator may need to review model access. |
| One expert shows **Error** or **Aborted** | Read the other tabs and the synthesis if at least two experts completed. For a full comparison, start a new council with a different lineup. |
| **Most experts failed** | Check the connection, simplify the question, or choose other models under **Council settings**, then run `/council` again. |
| You stopped the response | Any completed tabs remain readable, but the council may not produce a synthesis. Start a new council when you want to retry. |
| The synthesis misses an important disagreement | Ask a follow-up such as “Compare the experts' assumptions and explain where their recommendations diverge.” |
---
---
title: "Connect services to a chat"
description: "Authorize a supported service, choose it for one conversation, and let Bearly use its available tools."
canonical: "https://bearly.ai/docs/features/connectors/"
markdown: "https://bearly.ai/docs/features/connectors.md"
---
# Connect services to a chat
HTML: [https://bearly.ai/docs/features/connectors/](https://bearly.ai/docs/features/connectors/)
> Authorize a supported service, choose it for one conversation, and let Bearly use its available tools.
> **Note — Limited availability**
> **Connectors** are available to a limited set of accounts and managed teams. The supported-service list is evolving. If **Connectors** is absent from **App Settings**, it is not available for your account or has been disabled by your team.
A connector gives Bearly a service's own tools for a chat—for example, finding a workspace page, inspecting an issue, or working with a project record. You choose which service to authorize and which conversations can use it.
## Add and connect a service
1. Open **App Settings** → **Connectors**.
2. Under **Available**, find a service and select **Add**. It moves to your installed list but is not authorized yet.
3. Select **Connect**.
4. Complete the service's sign-in and authorization page in the browser. Read the requested permissions before approving them.
5. Return to Bearly. A connected status indicator appears beside the service.
The services shown under **Available** are the current supported choices for your account. Bearly does not offer a field for adding an arbitrary server address.
Connector authorization belongs to the current browser or desktop profile. On another device or after signing out of Bearly, you may need to connect the service again.
## Turn a connector on for one chat
Connected services are not automatically active in every conversation.
1. Open the conversation and select **Connectors** in the context strip beside the message box.
2. Select a connected service. Its row changes from **Off** to **Active**, and the chip shows the service name or the number of active connectors.
3. Ask Bearly for a specific result, including any boundary that matters.
```text copy
Using the connected project service, find open issues assigned to me that changed this week. Summarize them; do not edit anything.
```
4. Open **Connectors** again and select the service to turn it **Off** for that chat.
You can also choose a service marked **Connect** from the chat menu. Bearly opens authorization and makes it active in that conversation after the connection succeeds. Use **Manage connectors...** at the bottom of the menu to return to settings.
The exact abilities come from the connected service and your account permissions there. If your service account cannot see or change something, Bearly cannot bypass that restriction.
> **Caution — State the boundary for consequential work**
> An active connector may offer both reading and writing actions. For sensitive records, payments, deployments, publishing, or deletion, begin with an inspection-only request and review the result before asking Bearly to make a change.
Information returned by a connected service becomes part of the Bearly task and may be sent to the AI model producing the answer. Apply the same care you would use when pasting material from that service into a chat.
## Disconnect or remove a service
Open **App Settings** → **Connectors**:
- Select **Disconnect** to remove the current authorization while keeping the service installed. Select **Connect** when you want to authorize it again.
- Select **Remove** to remove it from Bearly's installed list.
Disconnecting or removing a connector from Bearly does not delete data in the outside service. If you also want to revoke Bearly's authorization at the source, use that service's connected-app or security settings.
## If a connector does not work
| What you see | What to do |
| --- | --- |
| **Connectors** is missing | Check whether your managed-team policy permits connectors. Otherwise, the limited feature is not available for the account yet. |
| Authorization closes or is cancelled | Return to **App Settings** → **Connectors** and select **Connect** again. Complete the entire browser flow with the intended service account. |
| A red status indicator or connection error appears | Read the error, select **Connect** to retry, and reauthorize if the earlier permission expired or was revoked. |
| A service is connected but Bearly does not use it | Open the chat's **Connectors** menu and confirm that the service says **Active**, then name the service in the request. |
| Bearly cannot find a record you can see | Confirm that you authorized the correct service account or workspace and that the account has access to the record. |
| A service tool fails partway through a task | Ask Bearly what completed, verify the outside service directly, and retry only the failed step. Do not assume a write was rolled back. |
| The service you want is not under **Available** | It is not currently supported in the consumer connector list. Do not authorize a similarly named service as a substitute. |
---
---
title: "Create and edit documents"
description: "Use Document Editor to create, revise, and convert PDF, Word, PowerPoint, and Excel files in a Bearly chat."
canonical: "https://bearly.ai/docs/features/document-editor/"
markdown: "https://bearly.ai/docs/features/document-editor.md"
---
# Create and edit documents
HTML: [https://bearly.ai/docs/features/document-editor/](https://bearly.ai/docs/features/document-editor/)
> Use Document Editor to create, revise, and convert PDF, Word, PowerPoint, and Excel files in a Bearly chat.
Document Editor turns a plain-language request into a new document or a revised copy of one you attach. It works with PDF, Word, PowerPoint, and Excel files, including common `.pdf`, `.docx`, `.pptx`, and `.xlsx` formats.
> **Note**
> A team administrator can disable Interpreter, which also removes **Document Editor**. If the command does not appear, check your team's policy or ask an administrator.
## Create, edit, or convert a file
1. **Choose Document Editor**
Type `/` in the message box, then select **Document Editor** under **Documents**.
2. **Attach any source files**
To revise, combine, extract from, or convert existing material, select the plus icon → **Attach files** and add every file Bearly should use. Skip this step when creating a document from scratch.
3. **Describe the finished file**
In **What would you like to do with your document?**, name the output format, the intended reader, the outcome, and anything that must remain unchanged.
```text copy
Turn the attached research notes into a six-slide PowerPoint for an executive review. Keep every quoted figure exactly as written, add a source note to each slide, and use the attached deck as the visual template.
```
For an edit, distinguish required changes from material to preserve:
```text copy
Revise the attached Word document for clarity and return a new DOCX with tracked changes. Preserve the headings, footnotes, tables, and existing comments.
```
4. **Review the work**
Bearly may show a **Run Python** step while Document Editor is working. Select the step to inspect its **Result** or, if the task fails, its **Error**.
Each completed document appears as a file in the conversation. Select it to preview the result when that format supports a preview.
5. **Download the file you need**
In the open file panel, select **Download**. For some Word, PowerPoint, and Excel files, the preview is a converted PDF and the download menu offers **PDF** and **Original**. Choose **Original** when you need the editable source format.
The file you attached remains unchanged in the chat. Document Editor returns its work as a new file, so you can compare the two or ask for another revision.
## Be precise about what should survive
Document work is more reliable when the request names both the desired change and the details that matter:
- For a PDF, give page numbers and say whether to merge, split, rotate, extract, fill, watermark, or run text recognition on scanned pages. Check names, numbers, and tables carefully after text recognition.
- For a Word document, say whether to preserve styles, comments, footnotes, tables, or tracked changes. If you want tracked changes in the result, request them explicitly.
- For a PowerPoint, attach the template to follow and name the audience, slide count, aspect ratio, and visual elements to retain. Ask Bearly to check every slide for clipped or overlapping content.
- For an Excel workbook, identify the relevant sheets and columns. Say whether formulas, formatting, charts, comments, or worksheet names must remain, and ask Bearly to keep calculated values as formulas where appropriate.
A single run can return up to five files. If you need more, divide the work into a few clearly named batches.
## Verify the result before sharing it
The preview is useful for a first review, but open the downloaded file in the application where it will be used before treating it as final.
- Compare the page or slide count with the source and check fonts, spacing, images, tables, and page breaks.
- In a spreadsheet, recalculate the workbook and inspect important formulas, totals, dates, and external links.
- In a scanned PDF, compare critical names and figures with the original page image.
- Test interactive or advanced elements such as forms, comments, animation, embedded media, and macros. Complex files may need manual correction even when the text and data are accurate.
> **Caution**
> Document conversion can change layout, fonts, pagination, formulas, or advanced file behavior. Review consequential documents in their original application before signing, publishing, filing, or sending them.
## Continue or recover
Generated documents remain available through the **Browse files** Files icon in the chat header. Choose **Generated** to narrow the list.
To revise an output, stay in the same conversation and refer to the file by name:
```text copy
Using executive-review.pptx, shorten slides 3 and 4, keep the source notes, and return a new PowerPoint.
```
If a task fails:
- Expand **Run Python** and read **Error**.
- Confirm that the source file opens normally and attach it again if needed.
- Retry one conversion or revision at a time, especially for a large or complex document.
- Name the exact source file and requested output format.
- If the preview is unavailable or looks incomplete, download **Original** and inspect it in Word, PowerPoint, or Excel.
For calculations and data analysis that do not need a polished document, use [Code Interpreter](https://bearly.ai/docs/features/code-interpreter.md).
---
---
title: "Create and edit videos"
description: "Generate a short video from text or an image, request sound and format choices, and transform an existing clip."
canonical: "https://bearly.ai/docs/features/video-generation/"
markdown: "https://bearly.ai/docs/features/video-generation.md"
---
# Create and edit videos
HTML: [https://bearly.ai/docs/features/video-generation/](https://bearly.ai/docs/features/video-generation/)
> Generate a short video from text or an image, request sound and format choices, and transform an existing clip.
Bearly can create a short video from a written scene, animate a still image, or transform an existing clip. You describe the motion and format in the chat; the finished MP4 appears in an inline player.
Video tools are available in Bearly chats unless a managed-team policy disables them. Generation uses your account's AI credits, and higher resolutions cost more.
## Generate a video
1. **Choose Generate Video**
Type `/`, then select **Generate Video**.
2. **Optionally attach an image**
For text-to-video, no image is required. To animate a still image, select the plus icon beside the message box, choose **Attach files**, and add it before sending the request.
You can attach both an opening and closing image, but identify which should be the first frame and which should be the final frame. A final-frame image cannot be used without a starting image.
3. **Describe the scene and motion**
Include the subject, action, camera behavior, light, and pacing. Add format choices only when they matter.
```text copy
Create an 8-second vertical video of this paper kite lifting into a coastal wind. Start with a close shot, then pull back slowly as it rises. Use 1080p and include quiet wind and surf, with no speech.
```
4. **Send the request**
Bearly generates the clip and places it in the conversation. The result shows the prompt and useful details such as duration, resolution, and whether audio was included.
If you omit format choices, Bearly uses a 5-second duration, 1080p resolution, and a 16:9 frame. You can request:
- A duration from 3 to 15 seconds.
- 720p, 1080p, or 4K resolution.
- A 16:9 landscape, 9:16 vertical, or 1:1 square frame.
- Generated sound effects, music, or speech.
> **Note**
> Generated audio is available when creating a new video. When editing an existing clip, you can keep or remove its original sound, but the edit command does not add a newly generated soundtrack.
## Edit an existing video
1. **Choose the source clip**
Use a video already in the chat or attach a short MP4 with **Attach files**.
2. **Choose Edit Video**
Type `/`, select **Edit Video**, and make sure the intended source is attached or clearly identified.
3. **Describe the transformation**
Explain what should change and what should remain. The source sound is kept unless you ask Bearly to remove it.
```text copy
Keep the camera movement and timing, but change the scene from afternoon to blue hour. Preserve the original sound.
```
4. **Review the new clip**
Bearly adds the edit as a separate video marked **Edited**. The original clip remains unchanged.
Use a short source clip for editing. If Bearly rejects its length, trim it to 3–10 seconds. Uploaded source videos for editing must be no larger than 50 MB.
## Play and save the result
The inline player includes **Play video**, **Mute video**, playback speed, and **Download video** controls. Downloads use the MP4 format. The video also remains in the chat for later follow-up work.
> **Caution**
> Generated video can introduce inconsistent faces, hands, objects, text, motion, or audio. Review the entire clip—including its final frames and sound—before publishing it or using it as evidence.
## If video generation or editing fails
- If an attached image or video cannot be loaded, attach it again and resend the request.
- If an edit says the source is too large, use a shorter or lower-resolution clip under 50 MB.
- If Bearly cannot read the source duration, re-export or re-upload the clip, then try again.
- For a failed generation, retry with a simpler motion description. Choose a lower resolution when you want to use fewer credits.
- If the video command is missing, ask a team administrator whether your assigned policy allows video tools.
- If Bearly reports a usage limit, open [Billing and usage](https://bearly.ai/docs/account/billing-usage.md) to review your available credits.
---
---
title: "Create reusable Prompt Templates"
description: "Turn a recurring instruction into a reusable form that you can fill out and submit in any Bearly chat."
canonical: "https://bearly.ai/docs/features/prompt-templates/"
markdown: "https://bearly.ai/docs/features/prompt-templates.md"
---
# Create reusable Prompt Templates
HTML: [https://bearly.ai/docs/features/prompt-templates/](https://bearly.ai/docs/features/prompt-templates/)
> Turn a recurring instruction into a reusable form that you can fill out and submit in any Bearly chat.
Prompt Templates save instructions you use repeatedly. A template can be a fixed prompt, or it can present a small form for details that change each time—such as source text, audience, format, or an attached file.
Unlike a Skill, a Prompt Template does not add a workflow package or local actions. It turns your saved instruction and the values you enter into an ordinary message for the current chat.
## Create a Prompt Template
1. **Open Prompt Templates**
Select **Prompt Templates** in the Bearly sidebar.
2. **Describe the recurring task**
If this is your first template, select **Create Prompt Template**. Otherwise, select **New Prompt**.
In **AI Prompt Builder**, answer **What would you like to create?** Describe the desired result and the information that should change each time, or choose one of the **Popular Ideas** as a starting point. Then select **Create Prompt**.
3. **Review the generated template**
Bearly opens the new template. Under **Basic Information**, refine its **Template Name** and **Description**. Under **Template Design**, review **Your Template** and the **Live Preview**.
4. **Add or adjust fill-in fields**
In **Your Template**, wrap a field name in double braces wherever a value should be supplied later. For example:
```text copy
Summarize {{ meeting notes }} for {{ audience }}. End with {{ next step format }}.
```
Bearly creates one form field for each unique name. A template can also contain no fields when the instruction should be exactly the same every time.
5. **Configure each field**
Under **Field Configuration**, open a field and choose what the person using the template will see:
- **Helper Text** explains what belongs in the field.
- **Short Answer** provides a compact input; **Paragraph** provides room for longer material.
- **Allow File Uploads** adds an attachment control to that field.
Bearly saves changes as you edit; there is no separate save button. The **Live Preview** shows how the form will appear in chat.
> **Tip**
> Name fields by the information they need—`{{ source text }}`, `{{ audience }}`, or `{{ output format }}`—rather than vague names such as `{{ input }}`. Clear fields make a template easier to reuse months later.
## Use a template in chat
1. Select **Chat** in the sidebar and open the conversation where you want to use the template.
2. Type `/`, then find your template under **Prompt Template** and select its name.
3. Fill in the fields. If a field allows files, select its paperclip icon and attach the relevant file. A fixed template with no fields shows the complete instruction for review.
4. Select **Submit**. You can also press Shift + Enter while the form is open.
Bearly replaces each field in the saved instruction with what you entered and submits the result to the current chat. Fill every field you expect the answer to use: a field left blank is sent as `N/A`.
The filled template remains visible in the conversation. If you change a value there, **Reset** discards those edits and **Submit** sends the revised version for a new answer.
## Edit or delete a template
Open **Prompt Templates**, then select a template under **My Prompts**. Edit its name, description, instruction, or fields directly; changes are saved as you type.
To delete it, select the three-dot menu beside its name under **My Prompts**, choose **Delete**, then confirm **Delete**. Bearly removes it from the Prompt Templates page and from the chat command menu; the app does not show an undo action.
Deleting a template does not remove messages that were already submitted with it. Those remain part of their conversations.
## If a template does not work as expected
| What you see | What to do |
| --- | --- |
| The template is missing from the `/` menu | Make sure **Your Template** is not blank. Wait a moment for the edit to save, then reopen the chat and search for the template's **Template Name** again. |
| **Submit** does nothing | When a template has fields, enter at least one value or finish attaching a file before submitting. |
| An attachment shows a warning icon | Remove the file from the field, check your connection, and attach it again. |
| **Failed to create prompt. Please try again.** | Keep your description, check your connection, and select **Create Prompt** again. |
| The command menu still shows an old name | Reopen the chat after renaming the template so the command list refreshes. |
For a reusable workflow that includes its own supporting files or approval-gated local actions, see [Add workflows with Skills](https://bearly.ai/docs/features/skills.md).
---
---
title: "Download a video"
description: "Save videos from supported public sites to a Bearly chat, follow download progress, and keep the resulting files."
canonical: "https://bearly.ai/docs/features/download-video/"
markdown: "https://bearly.ai/docs/features/download-video.md"
---
# Download a video
HTML: [https://bearly.ai/docs/features/download-video/](https://bearly.ai/docs/features/download-video/)
> Save videos from supported public sites to a Bearly chat, follow download progress, and keep the resulting files.
Download Video saves a video from a supported link and places the playable file in your Bearly conversation. It works with sites such as X, Vimeo, TikTok, Reddit, and Twitch; site support can change and is not universal.
> **Note — YouTube requires Bearly desktop**
> **Download Video** supports YouTube in the Bearly desktop app. Outside desktop, the command supports compatible non-YouTube sites, but not YouTube.
## Download from a link
1. **Choose Download Video**
Type `/` in the message box, then select **Download Video** under **Media Tools**.
2. **Add the video address**
In **Provide the URL of the video you want to download**, paste the address of the individual video page. You can include up to three URLs in one request; put each on its own line so Bearly can distinguish them.
3. **Send the request and follow progress**
The **Downloading video** step shows which item Bearly is handling and how many have finished. On desktop, it may also show preparation, download percentage, and file-transfer progress. Other platforms may show fewer intermediate details.
While Bearly is working, the send button becomes **Stop**. Select it to cancel the active request.
4. **Play or save each result**
Each successful download appears in the chat as soon as it is ready. Play it in the inline viewer, or select **Open** for the larger file panel and then select **Download**.
Downloaded videos remain in the conversation. You can find them later through the **Browse files** Files icon in the chat header; choose **Generated** to narrow the list.
## Multiple links and partial results
Bearly handles multiple URLs one at a time. The **Downloading video** step reports the completed and failed counts as it proceeds.
If one of several links fails, the videos that finished successfully remain playable and downloadable. Bearly reports how many were downloaded and how many failed. If every link fails, expand **Get Video** and read **Error** for the immediate problem.
Selecting **Stop** ends the active request. Any video that had already appeared in the conversation remains there.
## What may prevent a download
A direct link to a publicly reachable video page has the best chance of working. A site may reject a download because the video was removed, requires a sign-in, is private, is restricted in your region, or uses a format Bearly cannot save. A site that normally works may also change how it serves videos.
If a download fails:
- Open the URL normally and confirm that the video still plays.
- Copy the address of the individual video page rather than a search, profile, feed, or playlist page.
- Retry with one URL at a time.
- For YouTube, switch to the Bearly desktop app.
- If the source is temporarily unavailable or has changed, try again later.
> **Caution — Download only what you have the right to save**
> Download media only when you own it or have permission or another legal right to save it. Follow the source site's terms and applicable law. Downloading a file through Bearly does not grant permission to reuse or publish it.
---
---
title: "Edit a long draft in Canvas"
description: "Turn a Bearly response into a Markdown draft, edit it directly, preview the formatting, and ask AI for focused revisions."
canonical: "https://bearly.ai/docs/features/canvas/"
markdown: "https://bearly.ai/docs/features/canvas.md"
---
# Edit a long draft in Canvas
HTML: [https://bearly.ai/docs/features/canvas/](https://bearly.ai/docs/features/canvas/)
> Turn a Bearly response into a Markdown draft, edit it directly, preview the formatting, and ask AI for focused revisions.
Canvas gives a long response its own editing space. You work with the Markdown text in the editor and see the formatted result in **Preview**.
## Create and open a Canvas
1. **Ask Bearly for a draft**
Start with the content you want to edit—a memo, article, outline, proposal, or other long-form text.
```text copy
Draft a concise project proposal with sections for the problem, approach, timeline, and risks.
```
2. **Turn the response into a Canvas**
In the response controls, select **Edit in Canvas** (the notebook-and-pencil icon). Bearly turns the response text into a named Canvas and opens it.
3. **Return to it later**
Select the Canvas card in the conversation, or select its **Open Canvas** control. Use **Close Canvas** or Esc to return to the full conversation.
## Edit and preview the draft
Type directly in the editor. Canvas uses Markdown characters for headings, emphasis, lists, links, and other formatting. For example:
```markdown copy
## Timeline
- **Week 1:** Research
- **Week 2:** Draft
- **Week 3:** Review
```
On a wide screen, the editor and formatted preview appear side by side. In a narrower window, use **Preview** to see the rendered document and **Edit** to return to the Markdown.
The toolbar also provides **Undo**, **Redo**, and **Copy**. **Copy** places the current Markdown on your clipboard so you can move the draft into another editor.
## Ask Bearly to revise text
For a focused edit, select the passage you want to change. In **Ask AI about this text…**, describe the revision, then select **Submit**.
```text copy
Make this paragraph more direct and preserve every date and number.
```
You can also keep the Canvas open and ask for a change in the conversation. Name the Canvas or quote the relevant sentence when more than one document could match. On a narrow screen, use **How can I edit this for you?** for a request about the open Canvas.
AI edits appear in the Canvas itself. Review them in **Preview** before continuing.
## Saving and recovery
Canvas saves direct edits after a short pause and again when you select **Close Canvas**. Wait a few seconds before closing the app if you have just typed a substantial change.
> **Caution**
> Canvas does not show a version browser. Before a major rewrite, use **Copy** to keep a separate copy of the Markdown if you may want to restore it later.
If a direct edit goes wrong, use **Undo** while the Canvas is still open. If an AI edit misses the mark, describe the correction or paste back the text you kept. If a document-storage error appears, copy any accessible text, restore your connection, and reopen the Canvas before continuing.
Canvas is for editable text. For an interactive calculator or dashboard, create a [Page](https://bearly.ai/docs/features/artifacts.md). For programmatic data analysis and generated files, use [Code Interpreter](https://bearly.ai/docs/features/code-interpreter.md).
---
---
title: "Edit an image"
description: "Change an uploaded or generated image with a written instruction, compare edits, and continue from the best result."
canonical: "https://bearly.ai/docs/features/image-editing/"
markdown: "https://bearly.ai/docs/features/image-editing.md"
---
# Edit an image
HTML: [https://bearly.ai/docs/features/image-editing/](https://bearly.ai/docs/features/image-editing/)
> Change an uploaded or generated image with a written instruction, compare edits, and continue from the best result.
Bearly can create a new version of an image from a plain-language instruction. You do not need to paint over an area: describe what should change, what should remain, and where the change belongs.
## Make an edit
1. **Choose Edit Image**
Open a chat, type `/`, and select **Edit Image**.
2. **Attach the source image**
Select the plus icon beside the message box, choose **Attach files**, and add the image. If it is already attached in the conversation, identify it clearly in the request.
3. **Describe the change**
Be explicit about the subject, position, and details that should stay untouched.
```text copy
Replace the daytime sky with a restrained pink-and-blue sunset. Keep the building, camera angle, and all signs unchanged.
```
4. **Send the request**
Bearly creates an initial edit and opens the image gallery in the conversation. The new version appears beside its source.
5. **Inspect and continue**
Focus the edited image to review it. Select **Edit** again for another change, **Re-run** for another attempt with the same settings, or use **Copy image**, **Download**, and **View full size** to take the result elsewhere.
An edit produces a new image; it does not overwrite the source. Earlier uploads, generations, and edits remain available in the gallery.
## Edit from an open gallery
For an image already in the gallery, focus it and select **Edit**. The source becomes selected, the gallery shows **Editing 1 image**, and the prompt field changes to **What should change...**.
Enter the instruction, then choose one of the labeled editing-model buttons. Each button creates a separate result, making it possible to compare interpretations. Use **Upload images** in the thumbnail strip when you need to add another source without leaving the gallery.
## Write a useful edit instruction
Give the model enough information to distinguish the requested change from the parts you want preserved:
- Name the exact object or person to change.
- Use spatial language only when it matters: “the lamp on the left,” “behind the subject,” or “in the upper-right corner.”
- State important constraints, such as “keep the face unchanged” or “preserve the existing crop.”
- For a broad transformation, name the intended medium or visual treatment.
For complex work, make one coherent change at a time. A shorter sequence of edits is easier to evaluate than one instruction containing several unrelated transformations.
> **Caution**
> Image editing regenerates the picture and may alter details you did not mention. Check faces, hands, text, product marks, proportions, and the edges around changed areas before using the result.
## If the edit is wrong or does not run
- If the wrong image is selected, choose **Cancel**, then focus the intended source and select **Edit** again.
- If Bearly changes too much, repeat the edit with a narrower instruction and explicitly name what must remain unchanged.
- If the request says **Blocked**, remove explicit details or rephrase the instruction.
- If it says **Failed**, retry or select a different editing model. A temporary model or network problem may succeed on another attempt.
- If Bearly cannot load the source, upload the image again and retry from the new copy.
- If editing controls are unavailable, the chat may be read-only or image tools may be disabled by a managed-team policy.
To use elements from several sources in one result, see [Combine images](https://bearly.ai/docs/features/image-combining.md).
---
---
title: "Email work from a chat"
description: "Send formatted notes and chat files to yourself or eligible teammates, then confirm delivery and recover from failures."
canonical: "https://bearly.ai/docs/features/send-email/"
markdown: "https://bearly.ai/docs/features/send-email.md"
---
# Email work from a chat
HTML: [https://bearly.ai/docs/features/send-email/](https://bearly.ai/docs/features/send-email/)
> Send formatted notes and chat files to yourself or eligible teammates, then confirm delivery and recover from failures.
**Send Email** turns material from a Bearly conversation into a formatted email. Send it to the address on your Bearly account, or to eligible teammates on a managed work team. Files already in the conversation can be attached.
The command is available on web, desktop, iOS, and Android when it is allowed for your account. A managed-team policy can hide it.
You can also make an explicit request such as “Email this summary to me” in an ordinary message. The slash command makes the sending intent unmistakable. Email is sent when that chat step runs; **Send Email** does not schedule delivery for a later time.
## Send an email
1. **Prepare the material in the chat**
Ask Bearly to create the summary, draft, checklist, or other content you want to send. Attach or generate any files that should travel with the email before starting the command.
2. **Choose Send Email**
Type `/email`, then select **Send Email** under **Utilities**. The message box changes to **What would you like to email?**
3. **Name the recipients and contents**
State who should receive the message, the subject, what the body should include, and which chat files to attach. If you do not name a recipient, Bearly sends the email to you.
```text copy
Email me the decision summary from this chat with the subject “Launch review.” Attach the final budget workbook.
```
For a teammate, use the person's name or work email and remove any ambiguity:
```text copy
Email Maya Chen the three approved action items. Use the subject “Monday follow-up,” attach the project brief, and keep the body under 200 words.
```
4. **Review the request and send it**
Check the recipients, subject, requested text, and attachment names before submitting the message. Selecting **Send Email** only stages the command; submitting your request authorizes Bearly to send it without a separate draft-preview screen.
5. **Confirm the result**
A **Send Email** step appears in the chat. A successful send reports **Email sent to** the recipient or recipient count and shows the subject. Open the email to check the final formatting and attachments.
> **Caution — Sent email cannot be recalled in Bearly**
> After Bearly reports that the email was sent, you cannot edit or unsend it from the chat. Send a corrected follow-up if something needs to change.
## Who can receive an email
- With no recipient specified, Bearly sends to the email address on your account.
- Bearly can send to accepted members of your managed work team. It cannot use this command to send to arbitrary outside addresses.
- When Bearly emails teammates, it also sends a copy to your account address. Replies are directed to that address, so the conversation can continue in ordinary email.
- You can include up to 25 eligible recipients in one email.
If Bearly cannot match a teammate, use the person's work email exactly as it appears in **Teams** → your team → **Members**. A pending invite is not yet an eligible recipient.
## Attach files and stay within limits
You can attach up to 10 files from the current conversation. Each file can be up to 25 MB, with a 50 MB combined limit. Bearly accepts up to 20 email requests from your account in an hour.
The sent confirmation proves that the message was accepted for delivery; it does not list every attachment. A file can be omitted if it is no longer available to Bearly or cannot be prepared for email. Open the received message and verify important attachments.
## If the email does not arrive as expected
| What you see | What to do |
| --- | --- |
| **Send Email** does not appear after typing `/email` | Check for a Bearly update. On a managed account, ask an administrator whether sending email from chat is allowed. |
| Bearly cannot find the teammate | Confirm that the person has accepted membership in your managed work team. Use the exact work email shown under **Members**, or send the message to yourself and forward it. |
| The **Send Email** step reports a failure | Check the network connection and retry once. If it continues, simplify the message, reduce the attachments, or wait before trying again. |
| The request exceeds an attachment limit | Remove files, make a smaller copy, or split the material across emails, then submit a new request. |
| Bearly says too many emails were sent | Wait until the one-hour limit clears before sending another email. |
| The confirmation appears but the message is missing | Check spam and the inbox for the account or work address shown in your request. Ask Bearly to send a new message only after confirming the address; retries can create duplicates. |
| The email arrived without an attachment | Return to the chat, confirm that the file still opens, attach a smaller or fresh copy if needed, and send a follow-up email naming that file explicitly. |
| The content or recipient was wrong | Send a corrected follow-up. Bearly cannot alter the email that has already been sent. |
---
---
title: "Find conversations and control memories"
description: "Search your Bearly chat history and choose which earlier conversations a chat can use for context."
canonical: "https://bearly.ai/docs/features/memory-search/"
markdown: "https://bearly.ai/docs/features/memory-search.md"
---
# Find conversations and control memories
HTML: [https://bearly.ai/docs/features/memory-search/](https://bearly.ai/docs/features/memory-search/)
> Search your Bearly chat history and choose which earlier conversations a chat can use for context.
Bearly offers two related controls: **Search conversations** helps you find and reopen an earlier chat, while **Memories** lets the AI look for relevant context from earlier conversations as it answers.
Changing **Memories** does not change which conversations appear in the search window.
## Find an earlier conversation
1. **Open conversation search**
Select the **Search conversations** magnifying glass in the chat sidebar. You can also press ⌘ + F on a Mac or Ctrl + F on Windows and Linux.
2. **Describe what you remember**
Enter a phrase in **Search conversations...**. You can search for a topic or idea even when you do not remember the exact wording.
3. **Open a result**
Results are grouped by conversation. Each result shows the chat title, its number of matches, and a preview of the most relevant matching message. Select a result to open that chat.
Select **Clear search** to remove the current phrase, or press Esc to close search. If Bearly shows **No results found**, try a broader description or a distinctive phrase from the conversation.
## Choose what a chat can remember
In a chat, select the sliders icon beside the message box, then open **Memories**.
- **Off** prevents the chat from searching earlier conversations for context.
- **Project Only** lets a project chat use memories from chats in the same project.
- **All Chats** lets the chat search across your Bearly conversations.
Outside a project, the available choices are **Off** and **All Chats** because there is no project boundary to use.
When memories are available, Bearly may search them when your request refers to earlier work, decisions, preferences, or missing context. You can also ask directly:
```text copy
Find the budget assumptions we agreed on in an earlier conversation and use them in this forecast.
```
> **Note**
> The first search across older chats can take longer while Bearly prepares existing conversations. New conversation content becomes searchable automatically.
## Understand defaults and policy locks
The selection applies to the current chat. Defaults for new chats can be changed in **Chat Settings** → **New Chats**.
A project setting or managed-team policy may supply or lock the memory behavior. If **Memories** will not change, review the project's settings or ask a team administrator which policy applies.
## If a memory is missing or unwanted
- If Bearly cannot find an earlier detail, use **Search conversations** to locate the original chat and continue there, or paste the relevant information into the current message.
- If the recalled context is not relevant, select **Memories** → **Off** and restate the request without relying on earlier conversations.
- If search has no results immediately after opening Bearly on a new device, leave the app open briefly and try again after earlier chats finish preparing.
---
---
title: "Generate images"
description: "Create an image from a written description, compare models, refine the prompt, and save the result."
canonical: "https://bearly.ai/docs/features/image-generation/"
markdown: "https://bearly.ai/docs/features/image-generation.md"
---
# Generate images
HTML: [https://bearly.ai/docs/features/image-generation/](https://bearly.ai/docs/features/image-generation/)
> Create an image from a written description, compare models, refine the prompt, and save the result.
Bearly can create an image from an ordinary chat request. The result opens in an image gallery where you can revise the prompt, compare available image models, and keep working from any result.
## Create an image
1. **Choose Image Generation**
Open a chat, type `/`, and select **Generate Image**. You can also ask for an image directly in an ordinary message, such as “Generate an image of…”
2. **Describe the result**
Name the subject and the details that would change the composition: setting, point of view, medium, lighting, mood, and any text that must appear.
```text copy
Create a square editorial illustration of a night train crossing a snowy landscape, seen from above. Use deep blue shadows, warm window light, and no text.
```
3. **Send the request**
Bearly creates an image and opens the gallery in the conversation. The focused result shows the model and prompt used; the thumbnail strip keeps earlier results close at hand.
If you do not request a particular image model, Bearly chooses the default. You can make a comparison after the first result without rewriting the request.
## Refine and compare results
The gallery is a working surface, not just a preview:
- Edit the text in **A scene, a style, a mood...**, then select one of the labeled model buttons to create a new result.
- Select **Enhance** to see a more detailed version of your prompt. Choose **Use this** to put the suggestion into the prompt field, or **Dismiss** to keep your wording.
- Select **Re-run** beneath a focused result to repeat the same prompt with the same model.
- Select **Edit** to use the focused image as the starting point for a change.
- Use the left and right arrow keys to move through completed images while the gallery is in view and the prompt field is not active.
Each model button runs separately. This makes it possible to compare interpretations while keeping the same prompt. Completed models are marked for that exact prompt; change the prompt or use **Re-run** when you want another attempt.
## Save or inspect an image
Move over the focused image on a computer, or use its always-visible actions on a touch device, to find:
- **Copy image** for placing the image on the clipboard.
- **Download** for saving the original generated file.
- **View full size** for a larger preview with zoom controls.
The image remains part of the chat, so you can return later and continue from it.
> **Caution**
> Generated images can contain inaccurate text, anatomy, logos, or small details. Inspect anything consequential at full size before publishing or presenting it.
## If an image does not finish
- If a result says **Blocked**, revise the prompt or remove explicit details and try again.
- If a result says **Failed**, remove that failed item, then retry the prompt or choose a different model.
- If an image preview will not load, reopen the chat and try **View full size**. Generate it again if the file is no longer available.
- If the image controls are unavailable, the chat may be read-only or a managed-team policy may have disabled image tools. Ask the project owner or a team administrator for access.
- Image generation uses your account's AI credits. If Bearly reports a usage limit, review [Billing and usage](https://bearly.ai/docs/account/billing-usage.md) before retrying.
To change an existing image rather than create a new one, see [Edit an image](https://bearly.ai/docs/features/image-editing.md).
---
---
title: "Research your documents"
description: "Ask focused questions across attached or project files, compare sources, and open cited passages for verification."
canonical: "https://bearly.ai/docs/features/document-research/"
markdown: "https://bearly.ai/docs/features/document-research.md"
---
# Research your documents
HTML: [https://bearly.ai/docs/features/document-research/](https://bearly.ai/docs/features/document-research/)
> Ask focused questions across attached or project files, compare sources, and open cited passages for verification.
Bearly can find and combine relevant passages from documents in a chat. Ask a focused question and the answer can include numbered citations that lead back to the source file and page.
Use this for evidence gathering, comparison, and precise questions. If you want a broad overview of one long file, [create a Deep Summary](https://bearly.ai/docs/features/deep-summary.md) instead.
## Ask about attached documents
1. **Attach the source material**
Select the plus icon beside the message box, choose **Attach files**, and add the documents. Wait for each attachment to finish loading.
2. **Ask a focused question**
Name the files, evidence, and form of answer that matter. Bearly can work across several sources in one request.
```text copy
Compare the renewal and termination terms in these agreements. Make a table with notice periods, fees, and unusual exceptions, and cite every row.
```
3. **Send the message**
Bearly reads or searches the relevant material and answers in the chat. Preparing a newly attached or scanned document can take a moment.
4. **Open the evidence**
Select a numbered citation in the answer—or a source filename shown above it—to open the document. When a page is known, Bearly opens near that page so you can inspect the surrounding text.
For a follow-up, stay in the same chat. You can ask Bearly to quote a passage, explain a term, resolve a disagreement between files, extract a table, or look for evidence that would challenge the first answer.
## Research project files
Documents added to a project are available to chats in that project. Open or start a project chat and refer to the material by name:
```text copy
Using the documents in this project, trace how the proposed launch date changed and identify who approved each revision. Cite the source for every date.
```
This is useful for a continuing body of reference material because you do not have to attach the same documents to every project chat. Files attached only to one ordinary chat remain with that chat.
## Work with strong source material
- Use descriptive filenames so citations are easy to recognize.
- Keep only relevant sources in scope, or name the exact files to compare.
- Searchable PDFs, word-processing documents, presentations, spreadsheets, CSV, Markdown, and plain-text files are common choices. A document can be up to 200 MB for document search.
- Scans and unusual formats may need extra processing. If text cannot be extracted, export a searchable PDF or paste the important passage into the chat.
- For audio or video, use [Transcribe](https://bearly.ai/docs/features/transcripts.md) before asking detailed questions about the spoken content.
> **Caution**
> Citations make an answer easier to verify; they do not guarantee that every inference is correct. Open the cited passage before relying on an exact quotation, number, deadline, legal term, or safety-critical claim.
## If Bearly cannot find the answer
- Check that the upload completed and that you are in the chat or project containing the file.
- Mention the document name and use distinctive words, dates, people, or section titles from the likely passage.
- Ask a narrower question first, then request a synthesis after the relevant evidence has been found.
- If a citation no longer opens, the source file may have been removed. Attach it again and repeat the question.
- If no passage is found in a scan, attach a text-searchable copy.
For help attaching, previewing, or downloading a source, see [Work with files in a chat](https://bearly.ai/docs/chats/files.md). For reusable project material, see [Add documents to a project](https://bearly.ai/docs/projects/documents.md).
---
---
title: "Search the web and run Deep Research"
description: "Find current information with citations, or plan and run a longer investigation that produces a sourced report."
canonical: "https://bearly.ai/docs/features/web-search-deep-research/"
markdown: "https://bearly.ai/docs/features/web-search-deep-research.md"
---
# Search the web and run Deep Research
HTML: [https://bearly.ai/docs/features/web-search-deep-research/](https://bearly.ai/docs/features/web-search-deep-research/)
> Find current information with citations, or plan and run a longer investigation that produces a sourced report.
Bearly offers two ways to work with public web information:
- **Web Search** is part of an ordinary chat reply. Bearly searches when current information or outside sources would improve the answer.
- **Deep Research** is a separate, longer investigation. You review an editable research plan before starting a paid run, then receive a sourced report and PDF.
Both work in Bearly on the web, desktop, iOS, and Android when they are available to your account. A managed-team policy can set or lock Web Search and can disable Deep Research.
## Get a current, sourced answer
With Web Search set to **Auto**, ask for the result you want in ordinary language. It helps to name the date range, geography, comparison, or kind of source that matters.
```text copy
Compare the three most recent quarterly results from these companies. Use their investor-relations releases and cite every figure.
```
Bearly decides when a search is useful, may open relevant pages for more context, and includes citations in its answer. Select a citation to open its source. A row of source icons may also appear with the response; point to an icon to see its title or select it to open the page.
To control Web Search for the current chat:
1. Select the sliders control beside the chat input.
2. Under **Search**, select **Web**.
3. Choose **Auto** or **Off**.
**Auto** makes web tools available; it does not force every message to search. **Off** removes web search and page retrieval from the current chat, so answers may rely on the conversation and the model's existing knowledge instead.
To set the starting mode for future chats, open the sliders control, select **Chat Settings**, then choose **New Chats** → **Web Search** → **Auto** or **Off**. This default does not rewrite existing chats. Project chats may use their project's chat settings instead.
> **Note — When a setting is managed**
> If **Web Search** is missing from **This Chat**, or changing **Web** does not change the active mode, a project or team policy may be setting it for you. A team administrator can review the assigned policy under **Teams** → team name → **Policies**.
## Run Deep Research
Use Deep Research for a question that deserves an explicit scope, a reviewable plan, and a substantial report—not for a quick fact check.
1. **Start with the Deep Research command**
Type `/deep-research`, choose **Deep Research**, and enter the topic. On wider screens, you can instead select the **Deep Research** magnifying glass beside the chat input.
```text copy
/deep-research Assess the US market for community solar software. Focus on 2024–2026 adoption, buyers, regulation, and credible market-size estimates.
```
2. **Review the research brief**
Bearly prepares a **Deep Research** card with an editable **Query**. Clarify the time period, geography, definitions, exclusions, and comparison criteria before selecting **Create Plan**.
Creating the plan is free. An empty query cannot be submitted.
3. **Shape the plan**
When **Plan** is ready, read it before spending anything. You can edit the plan directly. To ask for a newly drafted version, add guidance under **Notes**, then select **Revise Plan**.
**Revise Plan** remains unavailable until you add notes. Direct edits in **Plan** are included in the eventual run even if you do not request another revision.
4. **Choose the depth**
The card shows the selected tier and estimated cost:
- **Standard** is estimated at $3 and requires the **Analyst** plan or higher.
- Turn on **Ultra** for a deeper run estimated at $7. Ultra requires the **Research** plan.
Planning and revision remain available before an upgrade. If the chosen tier is not included in your plan, **Run Research** opens the upgrade flow instead of starting the run.
5. **Start the investigation**
Select **Run Research** only after the query, plan, tier, and estimate look right. The approved plan locks and the research begins.
The research card shows its phase and elapsed time. You can open individual research-step chips while work is underway. A completed report hides those steps by default; select **Show research steps** to revisit them.
6. **Read and verify the report**
The finished report appears in the chat with numbered citations and a collapsed source card. Select the source count to open **Sources**, then select any source to inspect it.
Bearly also prepares a PDF. When delivery succeeds, the card shows **Sent to your inbox** and **View PDF**. If email delivery fails but the PDF was created, **View PDF** remains available in the chat.
> **Caution — Review before you run**
> The current Deep Research card does not offer a cancel button after a paid run begins. Treat **Run Research** as the final confirmation. The ordinary chat **Stop** control can stop a normal response, but do not rely on it to cancel a Deep Research run that has already started.
## Leave and return to a long run
Deep Research is designed to recover an in-progress run after a page refresh, app restart, or handoff to another signed-in device. Reopen the same chat to see the current status. Recovery can take a moment while Bearly reconnects to the investigation.
On the web, a long-running report may offer **Get the app**. The desktop app can keep the live status visible while you work elsewhere, but it is not required to receive the emailed report. On mobile, the operating system may pause the app in the background; reopen the same chat to resume its live status.
## If research does not go as expected
| What you see | What to do |
| --- | --- |
| Web Search returns no useful sources | Rephrase the request with distinctive names, a date range, location, or preferred source type. Ask Bearly to search again. |
| A page cannot be read | Ask Bearly to use another primary source. Some sites block automated retrieval or require a sign-in. |
| **Deep Research** does not appear after typing `/deep-research` | Check whether your team policy permits Deep Research. If it should be available, reopen or update Bearly and try again. |
| **Create Plan** is unavailable | Add a non-empty question in **Query**. |
| Planning or revision reports an error | Keep the useful text, narrow the query or notes, and select **Create Plan** or **Revise Plan** again when the control is available. |
| **Run Research** opens billing | The selected tier is not included in the current plan. Use the indicated upgrade or choose Standard if your plan includes it. |
| The run shows **Research failed.** or **Research cancelled.** | The existing plan cannot be run again. Type `/deep-research` to begin a new investigation, reusing the useful scope from the earlier card. |
| The report email does not arrive | Return to the chat and select **View PDF** if it is available. Also check the inbox for the email address on your Bearly account. |
---
---
title: "Summarize a document"
description: "Create a structured Deep Summary of a long document, then continue working with it in the same chat."
canonical: "https://bearly.ai/docs/features/deep-summary/"
markdown: "https://bearly.ai/docs/features/deep-summary.md"
---
# Summarize a document
HTML: [https://bearly.ai/docs/features/deep-summary/](https://bearly.ai/docs/features/deep-summary/)
> Create a structured Deep Summary of a long document, then continue working with it in the same chat.
**Deep Summary** condenses a document into a readable overview. It is useful when you want the main argument, important sections, decisions, or themes before examining individual details.
For a precise question, quotation, or source comparison, ask Bearly to read or search the document instead of summarizing it.
## Create a Deep Summary
1. **Attach the document**
Open a chat, select the plus icon beside the message box, choose **Attach files**, and select the document. Wait until the file finishes attaching.
2. **Choose Deep Summary**
Type `/summarize`, then select **Deep Summary** from the command menu.
3. **Describe the summary you need**
You can request a general overview or identify what should receive the most attention.
```text copy
Summarize this report for an executive reader. Preserve the central argument, major evidence, risks, and every explicit recommendation.
```
4. **Send the message**
Bearly reads the document and writes the summary into the conversation. Long documents can take more time because their sections are processed before the final summary is complete.
Deep Summary is clearest when you summarize one document at a time. If several files are attached, name the file you want summarized.
## Continue from the summary
The summary remains part of the chat, so you can ask Bearly to:
- Expand one section or explain an unfamiliar term.
- Turn the summary into a briefing, outline, email, or list of questions.
- Compare a claim against the attached source.
- Identify details that the condensed summary may have omitted.
> **Caution**
> A summary is a condensed interpretation, not a substitute for reviewing the source when exact wording or complete detail matters. Ask Bearly to read the relevant passage before relying on a quotation, number, deadline, or legal obligation.
## If Bearly cannot summarize the file
- Confirm that the upload finished and send the request again.
- If the document is password-protected, unlock it and attach an accessible copy.
- If the file contains scanned pages, allow more time for the text to become available.
- If Bearly says it cannot extract the document content, copy the relevant text into the chat or export the document to PDF and try again.
- For a very large file, ask for the most important sections first, then request a broader synthesis.
Learn how Bearly works with source material in [Document Research](https://bearly.ai/docs/features/document-research.md).
---
---
title: "Talk with Bearly by voice"
description: "Start a live voice conversation, manage the microphone and call, and continue from the saved transcript."
canonical: "https://bearly.ai/docs/features/voice-conversations/"
markdown: "https://bearly.ai/docs/features/voice-conversations.md"
---
# Talk with Bearly by voice
HTML: [https://bearly.ai/docs/features/voice-conversations/](https://bearly.ai/docs/features/voice-conversations/)
> Start a live voice conversation, manage the microphone and call, and continue from the saved transcript.
Voice conversations let you speak with Bearly in real time inside an existing chat. Bearly can use the conversation's earlier context, answer aloud, and keep a transcript so you can continue the work in writing afterward.
Voice is available wherever the microphone control appears in Bearly. It requires microphone access and a secure connection. It is temporarily unavailable in Firefox; use Chrome or the Bearly desktop app instead. A managed-team policy can also hide voice conversations.
> **Note — The chat keeps a transcript, not a recording**
> Bearly saves the final transcript and call status with the conversation. It does not save the microphone audio as a chat recording.
## Start a voice conversation
1. **Open the chat you want to continue**
Voice starts inside the current chat. If you want Bearly to draw on a document, earlier answer, or other context, open that conversation before starting the call.
2. **Select Start call**
Select the microphone button labeled **Start call** beside the message box. When your browser or operating system asks, allow Bearly to use the microphone.
3. **Wait for Listening**
The message box becomes a call bar. Its status moves through **Connecting**, **Listening**, **Thinking**, and **Speaking**, so you can tell whose turn it is. The active call also appears as a microphone indicator on that chat in the sidebar.
4. **Speak naturally**
Ask a question, develop an idea, or continue the task already in the chat. Bearly answers aloud and can use the capabilities available to that conversation when your request needs them.
5. **End the call**
Select **End call** in the call bar or on the voice card in the conversation. The finished card shows **Call ended**, the duration, and **Show transcript**.
You can follow the call with an ordinary message such as “Turn that discussion into a one-page brief.” The saved transcript gives Bearly the text of the voice conversation; you do not need to repeat it.
## Use the call controls
- **Microphone**: When more than one input is available, choose the microphone by selecting its name in the call bar. Bearly remembers the selected device on that device.
- **Mute microphone**: Stops sending microphone input without ending the call. Select **Unmute microphone** when you are ready to continue.
- **End call**: Ends the session and returns the normal message box.
- **Show transcript**: Expands the completed conversation as alternating **You** and **Bearly** turns.
Keep Bearly in the foreground during a mobile voice conversation. Mobile operating systems can pause live microphone and network activity when the app moves to the background.
## Usage and session limits
Voice conversations count toward your Bearly usage. The model and per-session allowance depend on your plan. If a call reaches its allowance, Bearly shows **Voice limit reached** and saves the transcript completed so far. Start another call when you are ready to continue.
An inactive call may also end after a short quiet period. Select **Start call** again to begin a fresh session in the same chat.
## If voice is unavailable
| What you see | What to do |
| --- | --- |
| The microphone control is missing | Check for a Bearly update. If this is a managed account, ask a team administrator whether voice is allowed by your policy. |
| **Voice is temporarily unavailable in Firefox** | Open the chat in Chrome or the Bearly desktop app. |
| **Microphone access is off** | In the desktop app, select **Settings** from the voice notice, enable microphone access in the operating system, and try again. On the web, allow the microphone in the site's browser permissions, then reload the chat. |
| **No microphone is available** | Connect or enable a microphone, confirm that another app is not preventing access, and select **Start call** again. |
| The wrong microphone is active | Open the microphone selector in the call bar and choose another input. If that device is no longer connected, Bearly falls back to an available microphone. |
| **Voice connection closed** or **Voice connection stalled** | Check the network connection and start another call. Any completed transcript already shown in the chat remains available. |
| **Voice limit reached** | Dismiss the notice or wait for it to close, then select **Start call** for a new session. |
---
---
title: "Transcribe audio and video"
description: "Turn recordings into searchable text, follow along with playback, label speakers, and download subtitles."
canonical: "https://bearly.ai/docs/features/transcripts/"
markdown: "https://bearly.ai/docs/features/transcripts.md"
---
# Transcribe audio and video
HTML: [https://bearly.ai/docs/features/transcripts/](https://bearly.ai/docs/features/transcripts/)
> Turn recordings into searchable text, follow along with playback, label speakers, and download subtitles.
**Transcribe** turns the spoken content of an audio or video file into text. The result stays connected to the recording, so you can follow along, jump to a moment, download subtitles, or continue asking questions in the same chat.
## Create a transcript
1. **Choose Transcribe**
Type `/transcribe` in a chat, then select **Transcribe** from the command menu.
2. **Attach the recording**
Select the plus icon beside the message box, choose **Attach files**, and add one or more audio or video files. Wait for the attachments to finish loading.
3. **Send the message**
Bearly transcribes every attached recording. You can also add a follow-up request in the same message, such as `Transcribe these interviews, then list the decisions and open questions.`
Audio and video files can be as large as 400 MB each. Whether a particular format plays or uploads can vary by device, so use a common audio or video format if a file is rejected.
## Review the result
The transcript appears below the media player.
- **Captions** follows the current point in the recording and is useful for watching or listening along.
- **Table** shows timestamped passages. Select a passage to jump to that point in the recording.
- **Density** changes how much text Bearly groups into each passage. It does not change the words in the transcript.
- If Bearly identifies different speakers, edit the **Speaker** names shown beneath the transcript. The names are saved when you leave each field.
- When several recordings were submitted together, use the previous and next controls to move among their transcripts.
- Select **Download subtitles** to save the current transcript as an SRT subtitle file.
Bearly also attaches a text copy of a completed transcript to the conversation. This lets you ask for a summary, quotations, action items, a cleaned-up interview, or answers grounded in the recording.
> **Caution**
> Names, numbers, accents, and overlapping voices can be transcribed incorrectly. Check important passages against the recording before publishing or relying on exact wording.
## If a file cannot be transcribed
- Confirm that it is an audio or video file and that the attachment finished loading.
- If the file is larger than 400 MB, export a smaller copy or divide it into parts.
- If some files succeed and others fail, keep the completed results and submit the failed recordings again separately.
- If the transcript is empty or inaccurate, check that the recording contains audible speech. A cleaner recording or less background noise may improve another attempt.
- If an older transcript says it is no longer available, attach the original recording and run **Transcribe** again.
---
---
title: "Turn text into speech"
description: "Listen to a Bearly answer or create downloadable spoken audio with the voice and delivery you want."
canonical: "https://bearly.ai/docs/features/text-to-speech/"
markdown: "https://bearly.ai/docs/features/text-to-speech.md"
---
# Turn text into speech
HTML: [https://bearly.ai/docs/features/text-to-speech/](https://bearly.ai/docs/features/text-to-speech/)
> Listen to a Bearly answer or create downloadable spoken audio with the voice and delivery you want.
Bearly can read an answer aloud or turn text into an audio file. Use **Read aloud** when you simply want to listen. Use **Text to Speech** when you want a downloadable recording or need to direct the voice, pace, tone, accent, or emotion.
## Listen to an answer
After Bearly returns a text answer, select **Read aloud** beneath it. Select the same control again to stop playback.
This is the quickest way to listen while proofreading, reviewing a long response, or working away from the screen. If playback does not begin, check that the device is not muted and that the browser or operating system allows audio from Bearly.
## Create an audio file
1. **Choose Text to Speech**
In a chat, type `/tts`, then select **Text to Speech** from the command menu.
2. **Add the words and direction**
Paste or type the text you want spoken. If the delivery matters, describe it plainly in the same message.
```text copy
Read this in a measured, warm voice. Pause slightly between the two paragraphs and keep the ending understated:
[Paste the text here]
```
3. **Send the message**
Bearly creates an audio player in the conversation. Play the recording there, or use its download control to save an MP3.
The generated audio remains with the chat, which makes it easy to compare versions. To change the performance, send the text again with more specific direction—for example, “slower,” “less formal,” or “with a quiet, reassuring delivery.”
> **Tip — Direct the performance, not the technology**
> Describe how the result should sound to a listener. A short note about pace, mood, emphasis, or accent is usually more useful than a long technical specification.
## If the audio is not right
- If a name or unusual term is mispronounced, spell it phonetically in the text and generate another version.
- If the delivery feels exaggerated, simplify the direction to one or two qualities.
- If generation fails, shorten a very long passage and try again after checking the connection.
- If an older recording says it is no longer available, generate it again from the original text. Download important finished recordings rather than relying on an old chat as permanent audio storage.
---
---
title: "Use your computer with Bearly"
description: "Let Bearly complete tasks in visible desktop apps while you control what it can see, do, and how long access lasts."
canonical: "https://bearly.ai/docs/features/computer-use/"
markdown: "https://bearly.ai/docs/features/computer-use.md"
---
# Use your computer with Bearly
HTML: [https://bearly.ai/docs/features/computer-use/](https://bearly.ai/docs/features/computer-use/)
> Let Bearly complete tasks in visible desktop apps while you control what it can see, do, and how long access lasts.
Computer Use lets Bearly work through the same windows and controls you use: it can inspect what is on screen, click, type, scroll, drag, use keyboard shortcuts, and move between visible apps.
It is available in the Bearly desktop app for macOS, Windows, and Linux. It is not available on the web or on mobile. A conversation that used Computer Use remains readable elsewhere, but return to that chat in the desktop app before asking Bearly to look at or control your computer again.
> **Caution — Computer Use can control the full desktop**
> Bearly may capture and send screenshots of your full display to the AI model selected for the task. It may also change focus, switch between visible apps, and control the mouse and keyboard. Close or hide anything you do not want included before granting access.
## Complete a desktop task
1. **Open a chat in the desktop app**
For the clearest result, open the app or window involved and leave it visible. You do not need to turn on a separate mode.
2. **Describe the result and its boundaries**
Ask for the complete task in ordinary language. Include the app, the desired result, and any point where Bearly should pause.
```text copy
In the spreadsheet already open on my desktop, sort the Budget tab by due date. Stop before saving.
```
3. **Review the permission request**
When Bearly needs desktop access, a **Use your computer** card shows the **Goal**, initial **Scope**, and **Duration**. Check these details before choosing:
- **Allow** grants access for this reply. Access ends when the reply finishes.
- **This session** → **Allow session** keeps access available for the current Computer Use session, including later replies, until you stop it.
- **Deny** keeps desktop access blocked. You can revise the request or complete the step yourself.
The initial scope may name one visible app, but Bearly can switch to another visible window or the full desktop while completing the approved task.
4. **Follow the live activity**
A **Computer** control appears near the chat input while access is active. Its status shows whether Bearly is starting, looking, or working in an app. The response also includes a **Computer Use** activity record with the app or screen being used and the actions involved.
Keep an eye on the computer while Bearly works. You can move sensitive information out of view or stop the task at any time.
5. **Stop access when you are finished**
Select **Stop** in the **Computer** control to stop the current task and revoke its session permission. The chat's regular stop control also stops an active Computer Use task.
## Confirm sensitive actions
Some actions produce a second **Confirm this computer action** request. Review the reason, then select **Allow** only if the action matches what you asked for. Select **Deny** to prevent that action; you can then give Bearly a safer or more specific instruction.
For consequential work, tell Bearly where to pause—for example, before sending a message, submitting a form, saving over a file, or confirming a purchase. Computer Use can make mistakes, just as a person can when working quickly through an interface.
## Allow system access on macOS
Computer Use needs permission to observe the screen and control other apps. If Bearly asks for either permission:
1. Open **System Settings** → **Privacy & Security** → **Accessibility**, then allow **Bearly**.
2. Under **Privacy & Security**, open **Screen Recording** and allow **Bearly**. Some macOS versions call this **Screen & System Audio Recording**.
3. Return to Bearly and send the request again.
If your system asks you to reopen Bearly after changing a permission, reopen it before retrying the task.
## Finish Windows setup
On Windows, Bearly may offer a small Computer Use helper for more reliable control of protected and background windows.
- When **Finish setting up Computer Use** appears, select **Finish setup** and approve the Windows administrator prompt.
- When **Finish updating Computer Use** appears, select **Update** and approve the prompt.
- To check or retry setup later, open your account menu in the sidebar footer, choose **App Settings**, then select **Runtime** in the **Desktop** section. Review **Windows Computer Use helper** and choose **Install** or **Update**.
Windows asks for administrator approval because the helper is installed for everyone on that PC. Bearly itself continues to run as your normal user. You can choose **Remove Computer Use helper** from the same settings area; removal also requires administrator approval.
Computer Use may still handle ordinary visible windows without the helper, but protected or background windows can be less reliable. If a task stalls on one of those windows, finish or update the helper and try again.
## If Computer Use does not start
| What you see | What to do |
| --- | --- |
| Bearly says Computer Use is available only in the desktop app | Open the same conversation in the Bearly desktop app. Earlier results remain in the chat. |
| Bearly says the desktop app is too old or does not support Computer Use | Update Bearly to the current desktop release, reopen it, and retry. |
| Bearly asks for **Accessibility** or **Screen Recording** | Grant the requested macOS permission, then retry the message. |
| Bearly cannot find the app or window | Open or restore the relevant window so it is visible, then ask Bearly to continue. |
| A Windows helper installation or update was canceled | Open **App Settings** → **Runtime** and select **Install** or **Update** again. |
| Computer Use is blocked for your workspace | Ask a team administrator whether the assigned policy permits Computer Use and the models it needs. |
| An action fails or the wrong window is active | Select **Stop**, bring the intended window into view, and send a narrower instruction. |
Managed-team administrators can control availability from **Teams** → team name → **Policies** → policy name → **Code & Automation** → **Disable Computer Use**.
---
---
title: "Work with local files"
description: "Let Bearly read, create, edit, and run files on your computer from a folder you choose."
canonical: "https://bearly.ai/docs/features/work-locally/"
markdown: "https://bearly.ai/docs/features/work-locally.md"
---
# Work with local files
HTML: [https://bearly.ai/docs/features/work-locally/](https://bearly.ai/docs/features/work-locally/)
> Let Bearly read, create, edit, and run files on your computer from a folder you choose.
**Work locally** lets Bearly work with files and commands on your computer while you remain in control of each kind of access. It is available in the Bearly desktop app for macOS, Windows, and Linux.
On the web, **Work locally** opens the desktop-app handoff. The control is not shown on mobile. Chats that used local files remain readable on other devices, but Bearly cannot inspect, refresh, or change those files until you return to the same chat in the desktop app.
> **Caution — Local commands are not confined to the selected folder**
> The selected folder gives Bearly a working location; it is not a security sandbox. A command you approve can reach other files that your operating-system account can access. Review the command, path, reason, and overwrite details before allowing an action.
## Complete a task in a local folder
1. **Open the chat in Bearly desktop**
Start a new chat or return to the chat that owns the work. The **Work locally** control appears in the context strip attached to the chat input after the chat finishes loading.
2. **Choose where Bearly should work**
Select **Work locally**, then choose **Choose folder…** and select the folder for the task. Bearly shows the folder name on the control. Previously selected folders may appear in the same menu, with their full paths, so you can return to one without opening the system picker.
If you do not choose a folder, **Auto** can use a private work area for this chat. Choose a folder when the task should read or change an existing local project, or when you want the finished files placed somewhere specific.
3. **Describe the result and boundaries**
Name the relevant files, the desired result, and anything Bearly must not change. Relative filenames refer to the current working folder.
```text copy
Read the CSV files in this folder, create a monthly summary workbook, and add the finished workbook to this chat. Do not change the source files.
```
4. **Review each permission request**
Bearly pauses before reading, writing, editing, saving a chat file locally, or running a local command unless an applicable permission is already active. Adding a local file from outside the working folder also requires review. The card names the action and explains why it is needed. Select **Details** to inspect the file, command, working folder, overwrite choice, or other relevant information.
- **Allow** approves only the action in front of you.
- **Deny** blocks that action and lets Bearly continue without it when possible.
- **Allow for…** lets you choose **This reply**, **This session**, or **This chat**. Read the expanded warning, then use the confirmation button to grant that duration.
Read-only grants use labels such as **Allow reads this reply**. A broader local-tools grant can also cover writes, edits, file transfers, and commands. **Auto** makes local work available to Bearly; it does not approve these requests for you.
5. **Inspect the result**
Bearly reports what it read, changed, created, or ran. Ask it to verify important output—for example, reopen a generated file, summarize changes, or run a relevant check.
For a finished file you want to keep with the conversation, ask Bearly to “add it to this chat.” The file then appears as a normal chat file you can open or download later.
6. **Stop or revoke access**
Select the chat's **Stop** control to stop the current response. If a local command is running, Bearly also stops that command.
When a session- or chat-length grant is active, the context strip shows **Local reads allowed** or **Local tools allowed**. Select its **Revoke** control to remove the active session and chat permissions. Bearly will ask again before another protected action.
## Change folders or turn local work off
Select the current folder name or **Work locally** to reopen its menu.
- Choose another recent folder to make it the working folder for this chat.
- Select **Choose folder…** to browse somewhere else.
- Select **Clear folder** to return to the chat's private work area.
- Select **Off for this chat** to remove local file and command access from Bearly's available tools.
- When it is off, select **Turn on for this chat** to restore **Auto** mode.
The selected folder and chat-length permissions belong to this chat on this device. Opening a different chat does not silently give it the same working folder or permissions.
## Move files between the computer and chat
Work locally can bridge the two places when you ask clearly:
- “Add `final-report.pdf` to this chat” publishes a local result as a chat file. A file outside the working folder requires review before its contents are uploaded.
- “Save the attached workbook as `inputs/source.xlsx` in this folder” copies a chat file into the working folder after you approve the write.
- “Update the local draft, then add the revised copy to the chat” changes the local file first and publishes the result separately.
Local file contents you approve for reading may be sent to the AI model working on the reply. A local file you add to the chat is stored with that conversation like other chat files.
## Work safely
- Use a narrowly scoped folder that contains only what the task needs.
- Ask Bearly to stop before overwriting, deleting, installing, sending, or publishing anything consequential.
- Check **Overwrite** in permission details. A write can replace an existing file.
- Prefer **Allow** for one action until you understand the flow. Use **This reply**, **This session**, or **This chat** only when repeated prompts would obstruct work you have already reviewed.
- Revoke a broad grant as soon as the task is finished.
For work in visible applications rather than files and commands, see [Use your computer with Bearly](https://bearly.ai/docs/features/computer-use.md).
## If local work is unavailable or fails
| What you see | What to do |
| --- | --- |
| **Work locally** opens **Get the app** | Install or open the Bearly desktop app, then return to the same chat. |
| The control does not appear in Bearly desktop | Update Bearly, reopen the app, and let the chat finish loading. Older desktop builds may not support all local actions. |
| A recent folder no longer works | The folder may have moved, been renamed, or been removed. Select **Choose folder…** and choose its current location. |
| Bearly cannot read or write a protected folder | Choose a folder your account can access, or grant Bearly the relevant operating-system file permission and retry. |
| You selected **Deny** by mistake | Ask Bearly to try the action again, review the new card, and select **Allow**. |
| A command fails or times out | Open **Details**, check the command and working folder, then ask Bearly to retry with a narrower step. Confirm that any program the task needs is available on your computer. |
| A file is too large to read directly | Ask Bearly to inspect only the relevant rows, pages, or text range, or work from a smaller copy. |
| Local work is blocked for your team | Ask an administrator to review **Teams** → team name → **Policies** → policy name → **Code & Automation** → **Disable Local Exec**. |
---
---
title: "Add files to a project"
description: "Upload, search, inspect, and manage files that Bearly can use across a project's chats."
canonical: "https://bearly.ai/docs/projects/documents/"
markdown: "https://bearly.ai/docs/projects/documents.md"
---
# Add files to a project
HTML: [https://bearly.ai/docs/projects/documents/](https://bearly.ai/docs/projects/documents/)
> Upload, search, inspect, and manage files that Bearly can use across a project's chats.
Project files give every chat in a project access to the same source material. They are useful for a client brief, a research library, a set of reports, or any collection you expect to revisit across conversations.
## Upload files
Writers and owners can add and remove project files. Readers can view the files and use them in project chats. Your organization may turn project files or uploads off.
1. Expand the project in the chat sidebar and select **Docs & Data**.
2. Select **Upload** and choose one or more files. You can also drag files onto the page on a computer.
3. Keep the page open while the **Uploading** area shows each file as **Waiting...**, a percentage, **Complete**, or **Failed**.
4. After upload, Bearly analyzes supported content so it can be found and used in project chats. A spinner beside a file means analysis is still running.
If the project is empty, **Upload Your First File** opens the same file picker. You can cancel an upload in progress or dismiss a failed upload from its row.
### What works best
Document search is best for PDFs, Word documents, presentations, Markdown, plain text, and similar text-rich files. CSV and spreadsheet content can be searched as extracted text, but Bearly does not preserve it as an interactive table during document search.
Images, audio, video, and other files can still live in the project and may have their own preview or analysis tools, but they are not searched as ordinary document text. Bearly keeps the original file even when it cannot fully preview or analyze its contents.
## Find and inspect a file
Use **Search files...** to filter by filename. Select **Grid view** or **List view** to change the layout.
Select a file to open **File Details**. Depending on the file and completed analysis, this panel can show:
- its name, size, type, and date added;
- a description, topics, people, date, or amount of extracted text;
- the status of each analysis step; and
- directory-sync information for files added from a desktop folder.
A warning icon means analysis failed or is incomplete. Open **File Details** to read the user-facing error. If **Rerun Analysis** appears, select it to try again. **Get help** opens a support request with the relevant diagnostic details.
> **Note**
> When semantic search is unavailable for a file, Bearly may still be able to inspect it directly. For reliable answers across a large set, resolve the warning or use a more text-friendly version of the file.
## Use project files in a chat
Start or open a chat inside the project and ask a specific question, naming a file when that helps. For example:
> Compare the renewal terms in the 2025 and 2026 agreements, and cite the relevant passages.
Project files are available to the chat without attaching them again. To make every response consult the collection, expand the project, select **Settings**, enable **Project Chat Settings**, and turn on **Always Search Documents**. Leave it off when most questions do not depend on the files.
Files that you explicitly ask Bearly to save to the project also appear in **Docs & Data**.
## Delete files
Deleting a project file is permanent.
- For one file, open **File Details**, select **Delete File**, then confirm **Delete**.
- For several files, select **Enter Select Mode**, choose the files or **Select All**, then select **Delete (number)** and confirm **Delete**.
If the delete controls do not appear, you have read-only access or your organization's policy prevents changes to project files.
## Sync a desktop folder
The Bearly desktop app can keep a local directory in sync with a project. Open the project's **Settings** page and find **Local Directory Sync**, then select **Add Directory**.
Choose **Browse**, review **Auto-remove**, **Max file size**, and the optional **File types** filter, then select **Create Sync**. Bearly shows the source as **Pending**, **Syncing**, **Synced**, or **Error** and identifies which device owns it.
**Auto-remove** removes the project copy when the source file disappears from the directory. Deleting the sync itself leaves files that were already added in the project. Directory sync requires the desktop app, writer access, and permission to add project files.
Related: [Set project-wide chat defaults](https://bearly.ai/docs/projects/settings.md)
---
---
title: "Organize chats with projects"
description: "Keep related chats, files, instructions, and settings together in a Bearly project."
canonical: "https://bearly.ai/docs/projects/overview/"
markdown: "https://bearly.ai/docs/projects/overview.md"
---
# Organize chats with projects
HTML: [https://bearly.ai/docs/projects/overview/](https://bearly.ai/docs/projects/overview/)
> Keep related chats, files, instructions, and settings together in a Bearly project.
Projects give a body of work its own place in Bearly. A project can hold related chats and files, apply the same chat defaults across those conversations, and be shared with people on your teams.
## Create a project
1. In the chat sidebar, find **Projects** and select the **New project** folder-plus button.
2. In **Create New Project**, enter a **Project Name**.
3. Optional: turn on **Enable password encryption?**, then enter and confirm a password of at least eight characters.
4. Select **Create Project**. Bearly opens the new project's **Settings** page.
Your organization may require password protection or prevent project creation. In that case, the password option is already on or the **New project** button is unavailable.
You can also choose a project while starting a chat. Select the **No project** chip below the new-chat composer, type in **Find or create a project...**, then choose an existing project or **Create “project name”**. The chat starts in that project when you send its first message.
## Work inside a project
Select a project name in the sidebar to expand it. Its main destinations are:
- **Settings** — set project-wide chat defaults, manage access, add Skills, protect the project, and—on desktop—sync a local directory.
- **Docs & Data** — upload, search, inspect, and remove files available to project chats.
- **Start chat** — begin a new conversation in the project.
Project chats appear beneath those controls. Select the project-name chip in an open chat to open that project's **Docs & Data**.
To control conversational memory within a project chat, select the sliders icon beside the message box and open **Memories**. Choose **Project Only** to recall context from chats in the same project, **All Chats** to search more broadly, or **Off** to avoid recalling earlier conversations.
### Move a chat into or out of a project
Open the chat's three-dot menu and select **Move to project...**, then choose a project. The picker puts pinned and recently used projects first and includes **Search projects...** when you need it.
To return a project chat to the main chat list, open its three-dot menu, select **Move to project...**, then select **Remove from project**. Removing a chat from a project does not delete the chat.
On a computer, you can also drag a chat onto a project or drag it back to the main chat list. Use **Move to project...** on touch devices.
## Rename, archive, or delete a project
Open the project's three-dot menu for these actions. **Rename** and **Delete** are available to project owners.
### Rename
Select **Rename**, enter the new name, then press Enter or click away. Bearly currently uses the standard folder icon for projects; the project menu does not offer custom colors or icons.
### Archive
Select **Archive** to hide a project from the regular sidebar without deleting it. When you have archived items, select **Archives** in the sidebar footer to show them, then open the project's menu and select **Unarchive** to restore it.
An archived project cannot be deleted until you unarchive it.
### Delete
1. Open the project's three-dot menu and select **Delete**.
2. Decide whether to turn on **Also delete all chats in this project**.
- Off: the project's chats return to the main chat list.
- On: chats in the project are permanently deleted with it.
3. Select **Delete Project**.
> **Danger**
> Deleting a project and its settings cannot be undone. Archived chats are protected from deletion; if you need to delete them too, unarchive them first.
## Continue setting up the project
- [Add files to a project](https://bearly.ai/docs/projects/documents.md)
- [Set project-wide chat defaults](https://bearly.ai/docs/projects/settings.md)
- [Share a project with your team](https://bearly.ai/docs/projects/collaboration.md)
- [Protect a project with a password](https://bearly.ai/docs/projects/encryption.md)
---
---
title: "Protect a project with a password"
description: "Add, use, change, or remove password protection for a Bearly project."
canonical: "https://bearly.ai/docs/projects/encryption/"
markdown: "https://bearly.ai/docs/projects/encryption.md"
---
# Protect a project with a password
HTML: [https://bearly.ai/docs/projects/encryption/](https://bearly.ai/docs/projects/encryption/)
> Add, use, change, or remove password protection for a Bearly project.
Password protection adds a separate lock to a project's files and settings, and makes its chats read-only while the project is locked. Only project owners can manage it.
> **Danger**
> Bearly cannot recover a protected project if you forget its password. Store the password somewhere secure before you continue.
## Protect an existing project
1. Expand the project in the chat sidebar and select **Settings**.
2. In **Encryption**, select **Protect**.
3. Enter a **Password (min 8 characters)**, then enter it again in **Confirm password**.
4. Select **Protect**. The status changes from **Not Protected** to **Protected**.
You can also protect a project while creating it: turn on **Enable password encryption?** in **Create New Project**, then enter and confirm a password of at least eight characters.
Some managed accounts require a password for every project. In that case, protection is already enabled in the creation form and cannot be removed later.
## Lock and unlock the project
While a protected project is unlocked, open its **Settings** page and select **Lock** under **Encryption**. Project chats become read-only, and opening **Settings** or **Docs & Data** shows the password screen.
Open **Settings** or **Docs & Data**, enter the password, and select **Unlock**. If you reuse the same password for several protected rooms, turn on **Unlock all rooms that use this password?** before unlocking to try that password on the others as well.
If Bearly reports **Incorrect password. Please try again.**, re-enter the password carefully. There is no password-reset or recovery path.
## Change the password
1. Open the unlocked project's **Settings** page.
2. Under **Encryption**, select **Change**.
3. Enter the **Current password**.
4. Enter a **New password (min 8 characters)** and **Confirm new password**.
5. Select **Change Password**.
Anyone else who uses the protected project will need the new password after the project is locked again.
## Remove password protection
1. Open the unlocked project's **Settings** page.
2. Under **Encryption**, select **Remove**.
3. Read the warning, then select **Remove Protection**.
Removing protection is permanent until you add a new password. People who already have project access—and anyone using your signed-in account—will no longer be asked for the project password.
If **Remove** is unavailable, your organization's policy may require project passwords. If the status reads **Device Encrypted**, the project uses a device-based account policy rather than a password you can change here; contact your account administrator or Bearly support if you cannot open it.
Related: [Share a project with your team](https://bearly.ai/docs/projects/collaboration.md)
---
---
title: "Set project-wide chat defaults"
description: "Choose the model, language, style, instructions, and document behavior for chats in a project."
canonical: "https://bearly.ai/docs/projects/settings/"
markdown: "https://bearly.ai/docs/projects/settings.md"
---
# Set project-wide chat defaults
HTML: [https://bearly.ai/docs/projects/settings/](https://bearly.ai/docs/projects/settings/)
> Choose the model, language, style, instructions, and document behavior for chats in a project.
Project chat settings keep related conversations consistent. They affect future messages in a project's chats; they do not rewrite messages that are already in the conversation.
## Open project settings
Expand the project in the chat sidebar and select **Settings**. Find **Project Chat Settings**, then turn it on. In a shared project, this section is named **Shared Project Settings**.
Changes save automatically. The section's **Enabled** or **Disabled** badge tells you whether its defaults are active.
## Choose the defaults
Set only the fields that should be consistent across the project:
- **Model** — chooses the default from the models available to your account.
- **Language** — sets the language Bearly should use in its replies.
- **Response Style** — applies a response preset, or **Default** for the standard style.
- **Temperature** — adjusts how focused or varied responses can be. Use **Factual** (0.5), **Default** (1.0), **Creative** (1.5), or the slider from 0 to 2. Values above 1.5 can produce incoherent output.
- **Instructions** — gives Bearly durable guidance for this project. Include the goal, audience, important constraints, and preferred output—not secrets or information better kept in a source file.
- **Disable Personalization** — ignores your account-level personalization in this project.
- **Always Search Documents** — searches project documents before responding. This is useful when most questions depend on the project's source collection, but it can add unnecessary work to unrelated questions.
For example, project instructions might say:
> Write for an informed general reader. Distinguish facts from assumptions, preserve cited figures exactly, and flag conflicts between the source documents.
## Control individual overrides
The lock beside **Model**, **Language**, **Response Style**, **Temperature**, **Instructions**, and **Always Search Documents** controls whether those settings can be changed later for an individual chat.
- An open-lock icon means a chat can override the project default.
- A closed-lock icon means users cannot change that field in a chat.
Lock only the settings that truly need to remain consistent. A team policy can also disable or lock a field; when that happens, the setting is dimmed and marked **Disabled by policy.**
## Settings in a shared project
Writers and owners can change **Shared Project Settings**. Readers can use the project but cannot change its shared defaults.
Each collaborator also gets **Personal Chat Settings**. When enabled, these preferences apply only to that person and can override unlocked shared defaults. A shared lock or team policy still takes precedence.
The **Skills** section controls Skills available to chats in the project. Writers and owners can change the list when their account policy permits it; other collaborators can still use shared Skills that are already attached.
## Sync a local directory on desktop
In the Bearly desktop app, writers and owners may also see **Local Directory Sync** on this page. Select **Add Directory**, then:
1. Select **Browse** and choose a folder.
2. Decide whether **Auto-remove** should remove project copies when their source files disappear.
3. Set **Max file size** and, if useful, a comma-separated **File types** filter such as `.md, .txt, .pdf`.
4. Select **Create Sync**.
Use **Sync now** to run a source immediately or **Configure sync** to change its filters. Removing a sync does not remove files already copied into the project. This section is unavailable outside the desktop app or when project-file changes are restricted.
## If a setting does not take effect
- Confirm the section says **Enabled**.
- Check whether the field is marked **Disabled by policy.**
- In a shared project, review **Personal Chat Settings** for an unlocked personal override.
- Confirm the chat is actually inside the project—the project-name chip appears below its composer.
- For document-grounded answers, confirm the files have finished processing in **Docs & Data**.
Related: [Add files to a project](https://bearly.ai/docs/projects/documents.md)
---
---
title: "Share a project with your team"
description: "Give a team or individual teammates Reader, Writer, or Owner access to a Bearly project."
canonical: "https://bearly.ai/docs/projects/collaboration/"
markdown: "https://bearly.ai/docs/projects/collaboration.md"
---
# Share a project with your team
HTML: [https://bearly.ai/docs/projects/collaboration/](https://bearly.ai/docs/projects/collaboration/)
> Give a team or individual teammates Reader, Writer, or Owner access to a Bearly project.
Project collaboration lets a group work from the same chats, files, and shared project settings. You can share only with teams you belong to and people listed in those teams.
## Share the project
You must be a project owner and belong to at least one team. Your organization may disable project collaboration.
1. Expand the project in the chat sidebar and select **Settings**.
2. In **Collaboration**, select **Share**.
3. To share with everyone on a team, choose a role from the selector on that team's row.
4. To share with particular people, select the **Show members** chevron for the team, then choose a role beside each person.
5. Select **Done** when the access list is correct.
The project status changes from **Private** to **Shared**, and a people icon appears beside the project in the sidebar. Return to the same section and select **Manage** whenever you need to review access.
If no teams are available, create or join a team before sharing the project.
## Choose an access level
The role selector offers four levels:
- **No Access** — removes access granted directly through that team or person.
- **Reader** — can view the project and participate in its existing chats.
- **Writer** — has Reader access and can start chats, add or remove project files, change shared chat settings, and manage project Skills when allowed.
- **Owner** — has full project control, including sharing, password protection, renaming, and deletion.
> **Caution**
> Give **Owner** access sparingly. An owner can change other people's access and permanently delete the project.
A person can receive access from both a team and an individual assignment. Selecting **No Access** on one row removes that assignment; it does not cancel access they still receive through another team or owner role.
## Work in a shared project
Shared project behavior depends on the role:
- **Shared Project Settings** contain defaults for everyone. Writers and owners can change them; Readers cannot.
- **Personal Chat Settings** let each collaborator set their own unlocked preferences without changing the shared defaults.
- Project files in **Docs & Data** are available to all collaborators. Writers and owners can add and remove them unless an organization policy prevents it.
- A password-protected project still requires its project password after it is locked. Share that password through an appropriate secure channel, separate from Bearly.
If a role update fails, Bearly leaves an error in the collaboration panel. Try again; if it continues, confirm you are still a project owner and that the teammate still belongs to one of your teams.
Related: [Set project-wide chat defaults](https://bearly.ai/docs/projects/settings.md) and [Protect a project with a password](https://bearly.ai/docs/projects/encryption.md)
---
---
title: "Create and manage a team"
description: "Create a Bearly team, review its account details, rename it, leave it, or delete it when eligible."
canonical: "https://bearly.ai/docs/teams/overview/"
markdown: "https://bearly.ai/docs/teams/overview.md"
---
# Create and manage a team
HTML: [https://bearly.ai/docs/teams/overview/](https://bearly.ai/docs/teams/overview/)
> Create a Bearly team, review its account details, rename it, leave it, or delete it when eligible.
Teams give a group of people a shared place to collaborate on chats and projects. What you can change depends on your role: an **Admin** manages the team, while a **Member** can review the team and their own membership.
## Create a team
1. Open your account menu and select **Teams**.
2. Start the team:
- If you see **No teams yet**, enter a name in **Team name**.
- If you already belong to a team, select **New Team**, then enter a name in the **New team** dialog.
Team names must contain 4–18 characters.
3. Select **Create** for your first team, or **Create team** in the dialog.
Bearly opens the new team's **Overview** and marks you as an **Admin**. If **New Team** does not appear, your account cannot create another team; ask a team admin for help.
## Open and understand a team
Open your account menu, select **Teams**, then select the team name. The badge beside the page title shows whether you are an **Admin** or **Member**.
Every team includes **Overview** and **Members**. Administrators also see **Policies**, **Activity**, and **Settings**. Additional sections may appear for some managed teams.
The **Overview** shows the team's name and plan, plus its managed email domain when it has one. Administrators also see counts for members, policies on a managed team, pending invites, and the plan. Members instead see **Your membership**, including their role and assigned policy when one applies.
To move between teams, select **Teams** and choose another team name.
## Rename a team
Only team administrators can rename a team.
1. Open the team and select **Overview**.
2. Select the **Rename team** pencil beside **Team name**.
3. Enter a name containing 4–18 characters.
4. Select the check mark or press Enter to save. Select the X or press Esc to cancel.
If Bearly cannot save the change, the existing name remains in place. Try again before making other team changes.
## Request a managed team
An administrator of an eligible free team may see **Upgrade to Managed** beside the plan.
1. Select **Upgrade to Managed**.
2. Choose **Pro**, **Analyst**, or **Research** under **Plan**.
3. Optionally enter your organization's email domain under **Domain**. If the request is approved with a managed domain, people using that domain are automatically added to the team.
4. Select **Send Request**.
After the request is sent, **Request is being reviewed** appears beside the plan. This is a request for Bearly to configure the team; it does not change the plan immediately.
## Leave a team
Members of an unmanaged team can leave it themselves:
1. Open the team and select **Overview**.
2. Under **Your membership**, select **Leave Team**.
3. Confirm **Leave Team**.
Leaving removes your team membership and your access to its shared chats and projects. Members whose account is managed by the team's email domain cannot leave themselves; **Overview** identifies the domain managing their membership.
## Delete a team
Only an administrator can delete a free, unmanaged team. Managed teams and teams with a paid plan must be handled through Bearly Support.
> **Danger**
> Deleting a team permanently deletes the team and all of its associated data. This cannot be undone.
1. Open the team and select **Settings**.
2. Under **Danger zone**, expand **Delete team**.
3. Enter the exact team name in both **Confirm name** and **Confirm name again**.
4. Select **Delete Team**.
Bearly returns you to **Teams** after deletion. If the team is managed or has a paid plan, the deletion form is replaced by instructions to contact support.
## Next step
Learn how to [add, edit, and remove team members](https://bearly.ai/docs/teams/members.md).
---
---
title: "Distribute skills from a shared folder"
description: "Register a managed team's shared skill library and assign individual skills through team policies."
canonical: "https://bearly.ai/docs/teams/skill-stores/"
markdown: "https://bearly.ai/docs/teams/skill-stores.md"
---
# Distribute skills from a shared folder
HTML: [https://bearly.ai/docs/teams/skill-stores/](https://bearly.ai/docs/teams/skill-stores/)
> Register a managed team's shared skill library and assign individual skills through team policies.
> **Note — Limited availability**
> **Skill stores** are available to administrators of eligible managed teams. Registration and assignment require the Bearly desktop app. If the team has no **Skills** tab, the feature is not available for that team yet.
A skill store lets a managed team distribute approved Bearly skills from a shared folder. Administrators register the folder once, inspect the skills Bearly finds, and enable each skill on one or more team policies.
Members assigned to those policies must also be able to reach the shared folder from their computers. Before rollout, agree on a mounted location that is consistent for the team.
## Prepare the team
- Create at least one [team policy](https://bearly.ai/docs/teams/policies.md). Skills are assigned through policies, not directly to individual members.
- Put each ready-to-use skill in its own folder within the shared location. Bearly lists folders that contain a skill definition and groups them by their top-level folder.
- Mount the shared drive on the administrator's computer and on every member computer that should use the skills.
## Add a skill store
1. Open Bearly desktop, then select your account menu → **Teams**.
2. Select the managed team and open **Skills**. The page heading is **Skill stores**.
3. Under **Add a skill store**, select **Shared folder** → **Choose folder…**, then choose the mounted folder.
4. Enter a recognizable **Store name**, such as `Editorial skills`.
5. Select **Add Store**.
Bearly confirms that the store was added, opens it, and reads the available skills. Register the shared root rather than a private copy on one person's computer.
## Assign skills to policies
1. Select the store to expand it. Bearly shows **Reading skills…** while it checks the folder.
2. Open a folder group, then review each skill's name and description. A **Python** badge means the skill includes scripts and deserves the same review you would give other executable work.
3. Under **Enable on Policies**, select a policy name to assign the skill. A checkmark marks an active assignment.
4. Select the same policy again to remove that assignment.
The skill row reports **Unassigned** or how many policies currently use it. Policy members receive the assignment when Bearly can reach that shared store on their computer.
> **Caution — Review shared skills before assigning them**
> A skill can shape how Bearly works and may include scripts or supporting files. Treat the shared folder as managed software: control who can change it, review updates, and test a skill with a limited policy before broad assignment.
## Remove a store
Select **Remove store** on the store row. Removing the registration also removes that store's assignments from the team's policies. It does not delete the shared folder or its files from the drive.
If the folder is only temporarily unavailable, leave the store registered and restore the drive connection instead of removing it.
## If Bearly cannot find the skills
| What you see | What to do |
| --- | --- |
| **Create a team policy first — skills are assigned to policies.** | Create a policy, then return to **Skills**. |
| **Could not read this store** | Open Bearly desktop on a computer where the shared drive is mounted, confirm that the folder still uses the registered path, then open the store again. |
| **No SKILL.md folders found under this path.** | Check that the selected root contains properly prepared skill folders, rather than only documents or an extra empty nesting folder. |
| A member does not receive an assigned skill | Confirm the member's policy assignment, that the policy is checked on the skill, and that the same shared path is mounted on the member's computer. |
| **Skills** is missing | Confirm that you are a managed-team administrator. If you are, the limited feature is not available for the team yet. |
For creating and using personal skills, see [Use skills in Bearly](https://bearly.ai/docs/features/skills.md).
---
---
title: "Manage team members"
description: "Add people to a Bearly team, import a roster from CSV, change member access, and remove members."
canonical: "https://bearly.ai/docs/teams/members/"
markdown: "https://bearly.ai/docs/teams/members.md"
---
# Manage team members
HTML: [https://bearly.ai/docs/teams/members/](https://bearly.ai/docs/teams/members/)
> Add people to a Bearly team, import a roster from CSV, change member access, and remove members.
Everyone on a team can view its member list. Team administrators can also add people, change their roles and managed-team settings, and remove them.
Open your account menu and follow **Teams** → your team → **Members**. Use **Search members…** to find someone by name or email.
## Add one member
1. Select **Add member**.
2. Enter the person's **Name** and **Email**.
3. Leave **Team admin** off for an ordinary member. Turn it on only when the person should have full management permissions across the team.
4. For someone whose email matches a managed team's domain, choose a **Policy** when policies are available. The team's default policy is selected initially.
You can also enter a monthly **Limit**. This member-specific limit overrides the policy limit; leave it blank when no individual limit is needed.
5. Select **Add Member**.
The person appears in the member list after Bearly adds them. The team's **Overview** counts memberships that have not yet been accepted under **Pending invites**.
> **Note**
> A managed team only accepts members whose email matches its managed domain. Policy and spending-limit controls appear only for those managed accounts.
## Add members from a CSV
Use a CSV import when you already have a roster.
1. Select **Bulk add members**, then **Select CSV File**.
2. Upload a `.csv` file with exactly two columns: name and email. Either order works:
```text
Name, Email
Ada Lovelace, ada@example.com
```
You may include a header row; Bearly detects it automatically.
3. Review **Ready to Add Members**. Bearly separates the file into **To add** and **Already exist**, and shows the current member count.
4. Leave **Sync Mode** off when you only want to add people.
5. Select **Add _N_ Members** and wait for **Complete**. Review the **Added**, **Skipped**, and **Errors** counts before selecting **Done**.
CSV imports add people as ordinary members. On a managed team, they receive the default policy. You can promote an administrator, choose a different policy, or set an individual limit afterward.
> **Caution**
> **Sync Mode** treats the CSV as the team roster. Members who are not in the file are shown for removal and will be removed if you continue; Bearly does not include your own account in that removal list. Review the list carefully before selecting **Add _N_ & Remove _N_** or **Remove _N_ Members**.
If Bearly rejects the file, correct every reported row and upload it again. Common problems include extra columns, missing names or email addresses, and invalid email formats. If some operations fail after processing, the results list identifies the affected people; a second import will skip anyone already added.
## Edit a member
Only team administrators can change member settings.
1. Select the member's row or their **Member settings** gear.
2. Change their **Name** if needed. The **Email** is read-only; remove and re-add the member to correct an email address.
3. Use **Team admin** to grant or remove full team-management access.
4. For a managed account, choose a **Policy** and, if needed, enter a **Monthly spend limit**. Leave the limit blank to remove the member-specific limit.
5. Select **Save**.
If a policy badge includes **[Inactive]**, that member still references a policy that is no longer active on the team. Open their settings, choose an active policy or **No Policy**, then select **Save**.
## Remove a member
> **Caution**
> Removing a member ends their team membership and access to the team's shared chats and projects. The removal cannot be undone, although an administrator can add the person again later.
1. Open the member's row with **Member settings**.
2. Select **Remove**.
3. Review the confirmation, then select **Remove Member**.
If the wrong person was removed, use **Add member** to add them again and restore the appropriate role, policy, and individual limit.
---
---
title: "Review team activity"
description: "See who changed your team's settings, policies, and membership, with readable before-and-after details."
canonical: "https://bearly.ai/docs/teams/activity/"
markdown: "https://bearly.ai/docs/teams/activity.md"
---
# Review team activity
HTML: [https://bearly.ai/docs/teams/activity/](https://bearly.ai/docs/teams/activity/)
> See who changed your team's settings, policies, and membership, with readable before-and-after details.
**Activity** gives team administrators a chronological record of important changes to a team. Use it to understand what changed, who made the change, and which member, policy, or team setting was affected.
> **Note**
> Only team administrators can see **Activity**. It is available for both managed and unmanaged teams.
## Open Activity
1. Open your account menu and select **Teams**.
2. Select the team you want to review.
3. Select **Activity**.
The newest changes appear first. Each entry includes:
- A short description of the change
- A **Team**, **Settings**, **Policy**, **Member**, or **Activity** category
- When the change happened
- The email address of the person who made it
- The affected member, policy, or team setting when one is available
On a computer, hover over a relative time, such as “3 hours ago,” to see its full date and time.
## Inspect what changed
Select an entry with an expand arrow to see its details. Bearly presents changed fields as a before-and-after comparison—for example, a member role changing from **Member** to **Admin**, or a policy setting changing from **Allowed** to **Disabled**.
Some grouped settings are summarized as **Previous settings** and **Changed settings** rather than displaying every nested value.
## Changes included in Activity
Activity records these team-management events:
- Team creation
- Team name and default-policy changes
- Policy creation, editing, and deletion
- Member additions, edits, and removals
- Changes to member roles, names, assigned policies, and spending limits
Activity is a history of team administration. It does not list chats, prompts, model calls, project work, or general member usage.
> **Caution**
> Activity begins when change recording became available; earlier team changes were not added retroactively. An older team can therefore have a shorter history than its age suggests.
## See older entries
Select **Load more** at the end of the list to retrieve the next set of older changes. Continue until **Load more** no longer appears.
If no entries are available, Bearly shows **No team changes recorded yet.** This can mean that no supported team changes have happened since Activity began recording them.
## If Activity does not load
If Bearly shows an error, select **Retry**. If the problem continues, confirm that you are still a team administrator, then reopen **Teams** → your team → **Activity**.
---
---
title: "Review team usage"
description: "Compare a managed team's AI spend and calls across members, models, and recent months."
canonical: "https://bearly.ai/docs/teams/usage/"
markdown: "https://bearly.ai/docs/teams/usage.md"
---
# Review team usage
HTML: [https://bearly.ai/docs/teams/usage/](https://bearly.ai/docs/teams/usage/)
> Compare a managed team's AI spend and calls across members, models, and recent months.
> **Note — Limited availability**
> Team **Usage** is available to administrators of eligible managed teams. If the tab is not present, the feature has not been enabled for that team or your role does not include access.
The team Usage view answers two different questions: how much the team used overall, and which members and models account for that activity. It reports AI calls and their cost; it is separate from an individual member's credit meter and personal **App Settings** → **Usage** page.
## Open the team report
1. Open your account menu and select **Teams**.
2. Select the managed team you administer.
3. Select **Usage** in the team navigation.
4. Choose **1 mo**, **3 mo**, **6 mo**, or **12 mo** to set the reporting window.
The summary cards update to show:
- **Spend** across the selected window.
- **Calls** made by members in that window.
- **Active members**, shown against the total number of members in the report.
- **Top model**, based on the team's usage during the window.
Changing the window reloads the report and closes any expanded member row.
## Understand member usage
Under **Members**, each row shows the member's name and email, total calls, cost, and most-used model. Select a member to expand two breakdowns:
- **Models** lists that member's calls and cost for each model.
- **Months** divides the same activity by calendar month.
Use **Search members** to filter by name or email. A member with no activity in the selected period remains visible with **No usage**, making it easier to distinguish an inactive account from a missing one.
> **Caution**
> Cost is useful for administration, not as a measure of productivity or work quality. A few demanding research tasks can cost more than many routine messages, and the report does not explain the content or value of a member's work.
## If the report is incomplete
- If **Usage** is missing, confirm that you are an administrator of a managed team and ask Bearly Support whether the report is available for the team.
- If the page says **Could not load usage.**, check the connection, leave the tab, and open it again.
- If search says **No members match your search.**, clear or shorten **Search members**.
- If totals look unexpectedly small, check the selected month window and expand the relevant member to compare the **Models** and **Months** rows.
- For an individual allowance, reset date, or credit boost, use [Manage billing and review usage](https://bearly.ai/docs/account/billing-usage.md).
---
---
title: "Set team policies"
description: "Set shared chat defaults, model access, feature permissions, and spending limits for members of a managed team."
canonical: "https://bearly.ai/docs/teams/policies/"
markdown: "https://bearly.ai/docs/teams/policies.md"
---
# Set team policies
HTML: [https://bearly.ai/docs/teams/policies/](https://bearly.ai/docs/teams/policies/)
> Set shared chat defaults, model access, feature permissions, and spending limits for members of a managed team.
Policies give a team administrator one place to set the defaults, tools, models, and limits available to groups of members.
> **Note**
> Policies are available to administrators of managed teams. Members do not see the **Policies** tab. On a team that is not managed, the tab shows **Managed only** and an **Upgrade to Managed** option instead of the policy editor.
## Open your team's policies
1. Open your account menu and select **Teams**.
2. Select the team you want to manage.
3. Select **Policies**.
The page lists each policy and marks the team's **Default** policy. If the team has no policies yet, the first one you create becomes the default for new members.
## Create a policy
1. Select **Add policy**.
2. Enter a **Policy name** between 4 and 18 characters.
3. Optionally enter a **Monthly spend limit**. Leave it blank for no policy-level limit.
4. Configure the chat defaults, model access, and feature controls your members need.
5. Review the footer for the **Unsaved changes** indicator, then select **Save**.
The monthly limit applies to managed-domain members assigned to the policy. A limit set directly on an individual member overrides the policy limit for that person.
### Set chat defaults
Turn on **Enable chat defaults** to choose the **Model**, **Instructions**, **Language**, and **Temperature** that new chats outside projects start with. Project chats use their project settings instead of these policy chat defaults.
Each default can be **Unlocked** or **Locked**:
- **Unlocked** gives members the default while allowing them to change it.
- **Locked** prevents members from changing that setting.
Temperature runs from more focused to more creative. The **Factual**, **Default**, and **Creative** presets provide useful starting points.
### Control model access
Under **Models**, choose one of three **Model access** modes:
- **Off** leaves chat models unrestricted by this policy.
- **Allow-list** permits only the models you add to **Allowed models**.
- **Deny-list** permits models except those you add to **Denied models**.
Use **Filter available models** to find a model, then select **Add** or **Remove**. An allow-list must contain at least one model before the policy can be saved.
Model access controls chat models. Use the feature sections below it to permit or restrict Bearly's other tools.
### Choose which features members can use
The remaining controls are arranged by the kind of work they affect:
| Section | What you can manage |
| --- | --- |
| **Web & Research** | Web tools and Deep Research |
| **Media & Creativity** | Images, video, Pages, voice, transcription, and text to speech |
| **Code & Automation** | **Run Python**, **Document Editor**, local work, Computer Use, Browser, Connectors, email notifications, and text messages |
| **Collaboration** | Screen Share and Council |
| **Privacy & Security** | Memory Recall, the PII Blocker, local encryption, existing-chat locking, and file uploads |
| **Skills** | Whether members can use, add, and run Skills, including Skills supplied by a policy |
| **Projects** | Project creation, password requirements, collaboration, and project documents and data |
| **Developer** | Advanced developer access when it is available to your team |
The exact controls shown can depend on the features available to your team.
> **Note**
> Most controls begin with **Disable**. Turning on **Disable Computer Use**, for example, prevents members on the policy from using Computer Use. Disabling the **Web Module** also prevents Deep Research.
> **Danger — Locking existing chats cannot be undone**
> **Lock Existing Chats** restricts affected members' existing chats to local access. The keys are unrecoverable, and the confirmation cannot be reversed. Make sure your team understands the effect before enabling it.
## Make a policy the default
The default policy is assigned automatically to new managed-domain members. To change it:
1. Open the policy you want to use.
2. Select **Make Default**.
3. Confirm **Make Default**.
Changing the default does not reassign existing members. To change an existing member, open **Members**, select the member, choose a **Policy**, and select **Save**.
## Review or share a policy summary
Open an existing policy and select **Summarize the Policy** to generate a plain-language summary. If you have unsaved edits, the summary identifies that it reflects those edits.
Select **Email me a copy** to send the current summary to your account email. If Bearly cannot generate the summary, select **Try again**. A team's model restrictions can prevent summary generation when no suitable model is available.
## Edit or delete a policy
Select a policy from the list to edit it. Bearly marks pending edits as **Unsaved changes**; select **Save** to apply them or **Cancel** to leave the editor.
Only a non-default policy offers **Delete**. Deleting a policy does not automatically move its current members to another policy: they continue using the deleted policy's settings until an administrator changes their assignment, and the policy can appear as **Inactive** beside those members. Reassign them before deleting the policy if you want a clean transition.
## If a policy will not save
- Check that **Policy name** contains 4–18 characters.
- If **Model access** is set to **Allow-list**, add at least one model or switch the mode to **Off**.
- If Bearly shows **Failed to save policy. Please try again.**, keep the editor open and select **Save** again after checking your connection.
---
---
title: "Change your chat settings"
description: "Choose how Bearly responds in one conversation, set defaults for new chats, and control the personal context shared with AI models."
canonical: "https://bearly.ai/docs/settings/chat-settings/"
markdown: "https://bearly.ai/docs/settings/chat-settings.md"
---
# Change your chat settings
HTML: [https://bearly.ai/docs/settings/chat-settings/](https://bearly.ai/docs/settings/chat-settings/)
> Choose how Bearly responds in one conversation, set defaults for new chats, and control the personal context shared with AI models.
Chat settings let you choose the model, language, response style, memory, web search, reasoning, instructions, and creativity that Bearly uses. You can change one conversation without affecting the rest, or establish defaults for chats you create later.
The same Settings window is available in Bearly chat on the web, desktop, iOS, and Android. A feature-specific control may be absent on a platform that does not support that feature.
## Open chat settings
From an open conversation:
1. Select the sliders icon beside the message box.
2. Under **Settings**, select **Chat Settings**.
3. Bearly opens **Settings** → **Chats** → **This Chat**.
You can also open your account menu and select **App Settings**. Choose **This Chat**, **New Chats**, or **Personalization** under **Chats**. On a narrow screen, these panes appear in the selector at the top of Settings instead of a list beside the content.
## Choose the right scope
| Pane | What it changes |
| --- | --- |
| **This Chat** | The open conversation only. It does not change another existing chat or your defaults. |
| **New Chats** | Chats you create afterward. It does not rewrite settings in existing conversations. |
| **Personalization** | Profile context that can be included across your conversations when you turn it on. |
In an ordinary chat, **Reset all to defaults** appears after you override one or more **This Chat** settings. Select it to return that conversation to your **New Chats** choices.
> **Note — Projects have their own defaults**
> **New Chats** does not provide general defaults while you are inside a project. Open **Project Settings** to configure project chat settings. A project's settings take priority over your general **New Chats** choices.
## Choose how Bearly responds
The controls shown in **This Chat** and **New Chats** are nearly identical:
| Setting | What it controls |
| --- | --- |
| **Model** | The AI model used for the conversation. **Recommended**, available under **New Chats**, lets Bearly choose an available model rather than pinning one. |
| **Language** | The language Bearly should use for its responses. |
| **Response Style** | The usual tone and level of detail. Choose **Normal**, **Classic**, **No Style**, **Learning**, **Concise**, **Explanatory**, or **Formal**. |
| **Memories** | **Auto** lets Bearly recall relevant context from earlier chats; **Off** prevents automatic memory recall in this chat. |
| **Web Search** | **Auto** lets Bearly decide when current web information would help; **Off** prevents automatic web search. |
| **Reasoning Effort** | Choose **Default**, **None**, **Low**, **Medium**, **High**, or **Extra High** to guide how much reasoning the selected model should apply. |
| **Instructions** | Add standing directions for the conversation, such as the audience, preferred format, or facts Bearly should keep in mind. |
| **Temperature** | Move from **Focused** toward **Creative**, or use **Factual**, **Default**, and **Creative** presets. Values above 1.5 may produce incoherent output. |
Available models and controls can differ by plan, platform, project, and team policy. If an administrator has locked a setting, Bearly uses the managed value and may omit that control from **This Chat**.
## Manage long-conversation history
History is a conversation-level control in the chat menu rather than the Settings window:
1. Select the sliders icon beside the message box.
2. Under **Search**, select **History**.
3. Choose one of the two modes:
- **Chat (Dynamic)** is the default. It keeps the conversation moving by reducing older context as needed.
- **Agentic (Compaction)** summarizes older parts of a long conversation when necessary. When that happens, the chat shows **Conversation compacted so you can keep going**.
Changing **History** affects the open conversation. It does not change the history mode of other chats.
## Add personal context
Open **App Settings** → **Chats** → **Personalization**, then:
1. Turn on **Personalization**.
2. Add the **Name** Bearly should use, your **Occupation**, and any useful context under **About you**.
3. Wait for **Saved** before closing Settings.
When Personalization is on, the profile details you enter are shared with the AI models used in your conversations so they can tailor their responses. Turning Personalization off stops including that profile context; the fields remain unavailable until you turn it on again.
A project owner can disable Personalization for a project. In that case, Bearly does not include your profile context in that project's chats even if the account-level switch is on.
## Know when a change is saved
Settings save automatically. The Settings header can show **Saving...**, **Saved**, or **Not saved**.
- If you see **Saving...**, leave Settings open until the save completes.
- If you see **Not saved**, check your connection and make the change again. Settings remains open when a pending change cannot be saved.
- For **Instructions** and other text fields, click or tap outside the field after editing, then wait for **Saved**.
## If a setting is missing or has no effect
| What you see | What to do |
| --- | --- |
| **New Chats** says defaults are unavailable in project chats | Open that project's **Project Settings** and change its chat settings there. |
| A model or control is not listed | It may be unavailable on your plan, restricted by a team policy, or disabled for the project. Ask the project owner or team administrator when applicable. |
| One conversation behaves differently from your defaults | Open **This Chat** and select **Reset all to defaults** if the option is shown. |
| Responses are erratic or incoherent | Lower **Temperature** to **Default** or **Factual**, then send the request again. |
| Personalization does not affect a project chat | Check whether the project's settings disable Personalization. |
| Settings shows **Not saved** | Keep Settings open, restore your connection, and retry the change. |
For more on memory scope in projects, see [Use memory and search](https://bearly.ai/docs/features/memory-search.md).
---
---
title: "Manage billing and review usage"
description: "Change your Bearly plan, review the current credit period, add a credit boost, and see monthly usage by model."
canonical: "https://bearly.ai/docs/account/billing-usage/"
markdown: "https://bearly.ai/docs/account/billing-usage.md"
---
# Manage billing and review usage
HTML: [https://bearly.ai/docs/account/billing-usage/](https://bearly.ai/docs/account/billing-usage/)
> Change your Bearly plan, review the current credit period, add a credit boost, and see monthly usage by model.
Billing settings show your current plan and the actions available for that subscription. Paid accounts also get a personal Usage view with the current credit period and a month-by-month model breakdown.
## Open Billing or Usage
1. Open the account menu that shows your email, plan badge, and usage meter.
2. Select **Billing & Pro** to open **Settings** → **Billing**.
3. To review a paid account's activity, select **Usage** under **Settings**.
You can also select **App Settings**, then choose **Billing** or **Usage**. The account menu's meter gives you a quick percentage at any time; **+boost** appears beside it when boost credits are active.
> **Note**
> **Billing** is available on free and paid accounts. **Usage** is available on paid plans; free accounts can use the account-menu meter to track their daily allowance.
## Review or change your plan
The **Current Plan** card identifies your plan and shows the actions available for its payment source. Depending on the account, these can include **Manage Account**, **Invoices**, **Restore**, and **Cancel**.
To compare plans:
1. Choose **Monthly** or **Yearly**. The yearly option is marked **17% off**.
2. Review the **Pro**, **Analyst**, and **Research** cards. If you already have a paid plan, the **Free** card is also shown.
3. Select **Upgrade to _Plan_**, **Switch to _Plan_**, or **Purchase _Plan_**, as shown.
4. Complete the purchase or account change in the billing page that opens.
Your active choice is marked **CURRENT** and cannot be selected again. If a cancellation is scheduled, **Current Plan** shows the date under **Cancels on** and offers **Reactivate**.
> **Caution — Use the account that purchased the plan**
> Subscriptions belong to the Bearly account and payment account used for the purchase. If **Restore** finds no subscription, confirm that you signed in with the correct Bearly account before purchasing again.
## Understand credits and reset periods
- Free accounts use a daily allowance. The account-menu meter shows the percentage used, and the allowance resets daily.
- Paid plans use a monthly allowance. Open **Usage** to see **Used this month**, **Monthly limit**, today's usage, and the displayed reset date.
- A managed team or individual member limit can change the monthly limit shown for that account.
- Credit use varies by model and task. The percentage meter is a better guide than counting messages.
If a chat reaches its limit, select **View Billing**, **Buy Boost**, or **Boost or Upgrade** in the message Bearly shows. The available action depends on your plan, payment source, and boost eligibility. After adding credits or changing plans, return to the chat and send the request again.
## Add a Credit Boost
Eligible paid, self-managed accounts can add one-time credits under **Billing** → **Credit Boost**. Boosts are used during the current credit cycle and expire with that cycle.
The card shows the choices available to your account, the credits added, and the amount you will pay. Bearly may also offer **Claim _amount_ Credits** when a free boost is available.
1. Review **Credit Boost**, including any **Boost remaining** balance.
2. Select a credit amount and check the **Pay _amount_** price before continuing.
3. Complete checkout, then return to Bearly and reopen **Billing** or **Usage** to confirm the new balance.
Repeated boosts can use capacity pricing, which the card identifies before purchase. Each plan also has an outstanding-credit limit. When the limit is reached, Bearly hides unavailable options and explains that the plan's cap has been reached. If boosts are becoming routine, the card may show a less expensive plan upgrade instead.
Boosts are not offered to free accounts, team-managed billing, or inside the iOS app. A paid App Store subscriber can open Bearly outside the iOS app to buy an available one-time boost, while plan changes continue through Apple.
## Review personal Usage
Open **App Settings** → **Usage**. The **Current Period** card shows:
- Your plan and the percentage used.
- When credits reset.
- The amount used and your current limit.
- Today's cost on a monthly plan.
- **Boost remaining**, when applicable.
Select **Manage** to return to Billing. When monthly credits apply, **Buy Boost** opens the same Billing pane.
Under **Usage by Model**, use **Previous month** and **Next month** to move between available months. The table shows **Model**, **Calls**, and **Cost**, followed by a **Total** row. You can go back to the month you joined Bearly and forward only as far as the current month.
If there is no recorded activity for the selected period, the table is replaced by **No usage this month.**
> **Note**
> This is your personal AI usage. Team administrators may have a separate team Usage view for comparing members, depending on the team's access.
## Payment and account differences
| Account | What to expect |
| --- | --- |
| Purchased on the web | Plan changes and account management open a secure browser billing page. |
| Purchased in the iOS app | Manage the subscription through the iOS app. Outside iOS, plan cards show **Manage in iOS App** and cannot be selected. |
| Team-managed | **Billing** shows **Team-Managed Billing** instead of plan cards. Ask your team administrator or select **Contact Support** for billing help. |
## If Billing or Usage looks wrong
| What you see | What to do |
| --- | --- |
| **Unable to redirect** or the billing page does not open | Check your connection, then select the action again. If it continues, contact `support@bearly.ai`. |
| **Checking for previous subscription...** does not resolve | Confirm the purchasing account, reopen Billing, and select **Restore** again. |
| An iOS purchase does not appear immediately | Leave Bearly open briefly while it checks the subscription, then reopen **Billing**. Use **Restore** if needed. |
| A boost says it is no longer available or would pass the plan limit | Review the refreshed options and choose one that remains available. |
| **Usage by Model** unexpectedly says **No usage this month.** | Confirm the selected month, check your connection, and reopen **Usage**. |
| Your account says **Team-Managed Billing** | Ask the team administrator about the assigned plan or limit; use **Contact Support** for payment assistance. |
---
---
title: "Protect your work in Bearly"
description: "Understand what Bearly shares to complete a task and use the privacy and security controls available in the app."
canonical: "https://bearly.ai/docs/privacy-security/"
markdown: "https://bearly.ai/docs/privacy-security.md"
---
# Protect your work in Bearly
HTML: [https://bearly.ai/docs/privacy-security/](https://bearly.ai/docs/privacy-security/)
> Understand what Bearly shares to complete a task and use the privacy and security controls available in the app.
Bearly gives you controls for deciding what context enters a chat, protecting sensitive projects, and removing local or account data. This guide explains those visible controls. For the legal terms governing personal information, read the [Privacy Policy](https://bearly.ai/privacy-policy.md).
## Decide what to share with a chat
Your message, the relevant conversation context, and anything you attach can be sent to the AI model handling your request. A feature may need additional information to do its job—for example, Computer Use may share screenshots of your display after you approve access.
Before sending sensitive work:
- Check the selected model and the files attached to the message.
- Remove information the task does not require.
- Read permission requests before selecting **Allow**.
- Tell Bearly to pause before consequential actions such as sending, submitting, purchasing, or overwriting a file.
Managed-team policies can limit the models and features available to a member. If a control is missing or locked, ask a team administrator whether a policy applies.
## Control personalization and memory
Open **App Settings** → **Chats** → **Personalization** to decide whether Bearly includes your profile in conversations. When **Personalization** is on, the **Name**, **Occupation**, and **About you** information you provide is shared with AI models in your conversations. Turn it off when you do not want that profile context included.
The **Memories** control determines whether a chat can draw on earlier Bearly conversations. In a project, you can limit memory to that project or allow searches across all chats. Select **Off** when the current conversation should not use remembered context.
Learn more in [Memory & Search](https://bearly.ai/docs/features/memory-search.md).
## Password-protect a project
Project password protection is useful when access to a project should require a separate password.
Open the project, select **Settings**, then select **Protect** beside **Encryption**. The password must contain at least eight characters.
> **Danger — Bearly cannot recover a forgotten project password**
> Without the password, the protected project and its data cannot be recovered. Store it somewhere appropriate before enabling protection.
You can select **Lock**, **Change**, or **Remove** beside **Encryption** from the same settings page. See [Project Encryption](https://bearly.ai/docs/projects/encryption.md) for the complete procedure.
## Review desktop access
Desktop features ask for access when they need to work outside the chat.
- **Computer Use** asks before it can observe or control the desktop. Access may last for one reply or the current session, and **Stop** revokes the active session permission.
- macOS may separately require **Accessibility**, **Screen Recording**, or microphone permission. Those operating-system permissions remain under your control in **System Settings**.
- A managed-team policy may disable desktop features even when the operating system permits them.
Close or hide unrelated sensitive windows before allowing full-desktop access. See [Use your computer with Bearly](https://bearly.ai/docs/features/computer-use.md) for its permission and stopping controls.
## Lock local access or sign out
Open your account menu and follow **App Settings** → **Account**.
- **Lock all data** locks password-protected work on the current device. You will need to enter the relevant passwords again.
- **Log out** clears local Bearly data and signs you out. You will need to sign in again.
Both actions show a confirmation before continuing.
## Delete your account or request privacy help
In the Bearly iOS app, **App Settings** → **Account** includes **Delete account**. Account deletion is permanent. If the account has an Apple subscription, review or cancel that subscription as part of the process.
For an account deletion request on another platform, a copy or correction of your personal information, or another privacy question, contact [support@bearly.ai](mailto:support@bearly.ai).
## Read the governing terms
- [Privacy Policy](https://bearly.ai/privacy-policy.md) explains what information Bearly collects, why it is used, when it may be shared, retention, and privacy rights.
- [Terms of Service](https://bearly.ai/terms-of-service.md) explains the conditions for using Bearly.
If this guide and a legal policy appear to differ, the legal policy governs.
---
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title: "Privacy Policy"
description: "Bearly AI Privacy Policy"
canonical: "https://bearly.ai/privacy-policy/"
markdown: "https://bearly.ai/privacy-policy.md"
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# Privacy Policy
HTML: [https://bearly.ai/privacy-policy/](https://bearly.ai/privacy-policy/)
> Bearly AI Privacy Policy
## Intro
Privacy is a fundamental human right. We will uphold the privacy of our users by fighting against ads, trackers and other impingements on privacy. We will never profit by monetizing your data but instead seek to fulfill our company mission by delivering a great product & service. Our commitment to privacy and data protection is reflected in this Privacy Statement which describes how we collect and process "personal information" that identifies you, like your name or email address. Any other information besides this is 'non-personal information.' If we store personal information with non-personal information, we'll consider that combination to be personal information. References to our 'Services' at Bearly AI (bearly.ai) in this statement include our website, apps, and other products and services. This statement applies to our Services that display or reference this Privacy Statement. Third-party services that we integrate with are governed under their own privacy policies.
## Information Gathering
We learn information about you when: You directly provide it to us. For example, we collect: Name and contact information. We collect details such as name and email address. Payment information. If you make a purchase, we collect credit card numbers, financial account information and other payment details. Content and files. We collect and retain the photos, documents or other files you send to us in connection with delivering our Services, including via email or chat. We collect it automatically through our products and services. For instance, we collect: Identifiers and device information. When you visit our websites, our web servers log your Internet Protocol (IP) address and information about your device, including device identifiers, device type, operating system, browser, and other software including type, version, language, settings, and configuration. Geolocation data. Depending on your device and app settings, we collect geolocation data when you use our Services. Usage data. We log your activity on our website, including the URL of the website from which you came to our site, pages you viewed on our website, how long you spent on a page, access times, and other details about your use of and actions on our website. We also collect information about which web-elements or objects you interact with on our Service, metadata about your activity on the Service, changes in your user state, and the duration of your use of our Service. Someone else tells us information about you. Third-party sources include, for example: Third-party partners. Third-party applications and services, including social networks you choose to connect with or interact with through our services. Service providers. Third parties that collect or provide data in connection with work they do on our behalf, for example companies that determine your device's location based on its IP address. When we try and understand more about you based on information you've given to us. We infer new information from other data we collect, including using automated means to generate information about your likely preferences or other characteristics ("inferences"). For example, we infer your general geographic location based on your IP address.
## Information Use
We use each category of personal information about you:
- To provide you with our Services
- To improve and develop our Services
- To communicate with you
- To provide customer support
## Information Sharing
We share information about you: When we've asked & received your consent to share it. As needed, including to third-party service providers, to process or provide Services or products to you. To comply with laws or to respond to lawful requests and legal process, provided that we'll notify you unless we're legally prohibited from doing so. We'll only release personal information if we believe in good faith that it's legally required. Only if we reasonably believe it's necessary to prevent harm to the rights, property or safety of you or others. In the event of a corporate restructuring or change in our organizational structure or status to a successor or affiliate. Please note that some of our Services include integrations, references, or links to services provided by third parties whose privacy practices differ from ours. If you provide personal information to any of those third parties, or allow us to share personal information with them, that data is governed by their privacy statements. Finally, we may share non-personal information in accordance with applicable law.
## Information Protection
We implement physical, business and technical security measures to safeguard your personal information. In the event of a security breach, we'll notify you so that you can take appropriate protective steps. We only keep your personal information for as long as is needed to do what we collected it for. After that, we destroy it unless required by law.
## Other Information
We retain personal data for as long as necessary to provide the services and fulfill the transactions you have requested, comply with our legal obligations, resolve disputes, enforce our agreements, and other legitimate and lawful business purposes. Because these needs can vary for different data types in the context of different services, actual retention periods can vary significantly based on criteria such as user expectations or consent, the sensitivity of the data, the availability of automated controls that enable users to delete data, and our legal or contractual obligations. As part of our normal operations, your information may be stored in computers in other countries outside of your home country. By giving us information, you consent to this kind of information transfer. Irrespective of where your information resides, we'll comply with applicable law and abide by our commitments herein. We don't want your personal information if you're under 13. Do not provide it to us. If your child is under 13 and you believe your child has provided us with their personal information, please contact us to have such information removed.
## European Economic Area, United Kingdom, Swiss and California Users
The following rights are granted under the European General Data Protection Regulation ("GDPR") and California Consumer Privacy Act ("CCPA"). Bearly AI applies these rights to all users of our products, regardless of your location: The right to know what personal information is collected. The right to know if personal information is being shared, and to whom. The right to access your personal information. The right to exercise your privacy rights without being discriminated against. EEA, UK, and Swiss Users: Our lawful bases for collecting and processing personal information under the GDPR include: Performing our contract with you and providing our services. Legitimate interests: we receive technical and interaction data of users, which may include IP addresses, to improve the security and reliability of our services and prevent abuse, and to understand where people learn about Bearly AI. Consent: where we ask for your consent to process your information, you can always withdraw this consent. Under the GDPR, EEA, UK, and Swiss users have additional rights: The right to request correction or erasure of personal information. The right to object to processing your personal information. The right to transfer or receive a copy of the personal information in a usable and portable format, when any automated processing of personal data is based on your consent or a contract with you. The right to withdraw your consent to processing, when the processing is based on your consent. When we are processing data on behalf of another party that is the "data controller," you should direct your request to that party. You also have the right to lodge a complaint with a supervisory authority, but we encourage you to first contact us with any questions or concerns. California Users: Under the CCPA, California residents have additional rights: The right to request personal information to be deleted, subject to several exceptions. The right to opt-out of the sale of personal information. Note that we do not "sell" personal information as defined by the CCPA and have not done so in the past 12 months.
## Exercising Your Rights
To exercise the rights described above or if you have a question or concern, please contact us at support@bearly.ai and we will aim to address or resolve it. If we cannot, you have the right to lodge a complaint with your local data protection authority.
## Changes
We may need to change this Privacy Statement and our notices from time to time. Any updates will be posted online with an effective date. Continued use of our services after the effective date of any changes constitutes acceptance of those changes.
## Contact Us
You can get in touch by emailing us at support@bearly.ai.
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title: "Terms of Service"
description: "Bearly AI Terms of Service"
canonical: "https://bearly.ai/terms-of-service/"
markdown: "https://bearly.ai/terms-of-service.md"
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# Terms of Service
HTML: [https://bearly.ai/terms-of-service/](https://bearly.ai/terms-of-service/)
> Bearly AI Terms of Service
PLEASE READ THESE TERMS OF SERVICE ("AGREEMENT" OR "TERMS OF SERVICE") CAREFULLY BEFORE USING THE SERVICES OFFERED BY BEARLY.AI. THIS AGREEMENT SETS FORTH THE LEGALLY BINDING TERMS AND CONDITIONS FOR YOUR USE OF THE BEARLY.AI WEBSITE AND ALL RELATED SERVICES AND APPLICATIONS, INCLUDING, WITHOUT LIMITATION, ANY FEATURES, CONTENT, WEBSITES (INCLUDING WWW.BEARLY.AI) OR APPLICATIONS OFFERED FROM TIME TO TIME BY Bearly AI IN CONNECTION THEREWITH (COLLECTIVELY "SERVICE(S)"). BY USING THE SERVICES IN ANY MANNER, YOU AGREE TO BE BOUND BY THIS AGREEMENT.
## Acceptance of Terms of Service
The Service is offered subject to acceptance without modification of all of these Terms of Service and all other operating rules, policies and procedures that may be published from time to time in connection with the Services by Bearly AI. In addition, some services offered through the Service may be subject to additional terms and conditions promulgated by Bearly AI from time to time; your use of such services is subject to those additional terms and conditions, which are incorporated into these Terms of Service by this reference. Bearly AI may, in its sole discretion, refuse to offer the Service to any person or entity and change its eligibility criteria at any time. This provision is void where prohibited by law and the right to access the Service is revoked in such jurisdictions.
## Modification of Terms of Service
At its sole discretion, Bearly AI may modify or replace any of the Terms of Service, or change, suspend, or discontinue the Service (including without limitation, the availability of any feature, database, or content) at any time by posting a notice on the Bearly AI websites or Service or by sending you an email. Bearly AI may also impose limits on certain features and services or restrict your access to parts or all of the Service without notice or liability. It is your responsibility to check the Terms of Service periodically for changes. Your continued use of the Service following the posting of any changes to the Terms of Service constitutes acceptance of those changes.
## Rules and Conduct
As a condition of use, you promise not to use the Service for any purpose that is prohibited by the Terms of Service. For purposes of the Terms of Service, the term "Content" includes, without limitation, any information, data, text, photographs, videos, software, scripts, graphics, and interactive features generated, provided, or otherwise made accessible on or through the Service.
## Age Requirements
Use of Bearly AI by anyone under 18 years of age is prohibited. You represent that you are at least the age of majority in the jurisdiction where you live or, if you are not, your parent or legal guardian must consent to these Bearly AI Terms of Service and affirm that they accept these Terms on your behalf and bear responsibility for your use.
## Restricted Uses
You agree NOT to use Bearly AI to:
- Violate the rights of another party or any applicable laws
- Reverse assemble, reverse compile, decompile, translate or otherwise attempt to discover the source code or underlying components of models, algorithms, and systems of Bearly AI, or their underlying technologies
- Abuse, harm, interfere with, reverse engineer, or disrupt Bearly AI, or their underlying technologies
- Use Bearly AI in an automated fashion, such as by exceeding any rate limits set forth by us from time to time
- Use any method to extract data from Bearly
- Represent that Bearly AI Content is human-generated
## Trademarks and Patents
All Bearly AI logos, marks and designations are trademarks or registered trademarks of Bearly AI. All other trademarks mentioned in this website are the property of their respective owners.
## Termination
Bearly AI may terminate your access to all or any part of the Service at any time if you fail to comply with these Terms of Service, which may result in the forfeiture and destruction of all information associated with your account. Any fees paid hereunder are non-refundable. Upon any termination, all rights and licenses granted to you in this Agreement shall immediately terminate.
## Indemnification
You shall defend, indemnify, and hold harmless Bearly AI, its affiliates and each of its, and its affiliates employees, contractors, directors, suppliers and representatives from all liabilities, losses, claims, and expenses, including reasonable attorneys' fees, that arise from or relate to (i) your use or misuse of, or access to, the Service, or (ii) your violation of the Terms of Service or any applicable law, contract, policy, regulation or other obligation.
## Limitation of Liability
IN NO EVENT SHALL Bearly AI OR ITS DIRECTORS, EMPLOYEES, AGENTS, PARTNERS, SUPPLIERS OR CONTENT PROVIDERS, BE LIABLE UNDER CONTRACT, TORT, STRICT LIABILITY, NEGLIGENCE OR ANY OTHER LEGAL OR EQUITABLE THEORY WITH RESPECT TO THE SERVICE FOR ANY LOST PROFITS, DATA LOSS, COST OF PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES, OR SPECIAL, INDIRECT, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES OF ANY KIND WHATSOEVER.
## Disclaimer
ALL USE OF THE SERVICE AND ANY CONTENT IS UNDERTAKEN ENTIRELY AT YOUR OWN RISK. THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" AND IS WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED.
## Miscellaneous
The Terms of Service are the entire agreement between you and Bearly AI with respect to the Service, and supersede all prior or contemporaneous communications and proposals between you and Bearly AI with respect to the Service.
## Contact Us
For questions regarding the Service, you can get in touch by emailing us at support@bearly.ai.
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