> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kepler.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Chats
> Ask questions, add your own files, choose your sources, and follow up in the same thread.
A chat is where you ask Kepler a question and read the answer. Every figure in the answer is cited, and you can keep asking follow-ups in the same thread.
## Start a chat
**1. Open a new chat**
Click **New chat** in the sidebar, or press ⌘ ⇧ O.
**2. Ask your question**
Type your question in plain language. Name the company and the periods you care about.
```text theme={null}
How did Costco's membership fee income change over the last three fiscal years?
```
**3. Watch Kepler work**
Kepler lists the filings, transcripts, and documents it reads as it goes. Most answers take a few minutes.
To stop an answer while it runs, click **Stop generation** or press Esc.
## Add your own files
Click the paperclip (**Attach documents**) in the message box, then pick one:
* **Upload from your computer** adds a file from your machine.
* **Browse library** adds files you already have in [Documents](https://docs.kepler.ai/app/documents.md).
You can also drag files onto the chat or paste them. Kepler reads them next to filings and transcripts and cites them the same way. You can add files at any point in a chat.
## Choose your sources
> [!NOTE]
>
> Sources may not be on for your account yet. If you don't see it in the message box, email [desk@kepler.ai](mailto:desk@kepler.ai) and we can look at turning it on.
The **Sources** menu in the message box shows what Kepler will search for your question. It starts on **Default**, which uses every source your account has, from SEC filings and transcripts to your own documents and the web.
Click **Sources** to change it:
* **Pick a profile.** A profile is a saved set of sources. Yours are under **Yours**, profiles your colleagues share are under **Shared with you**, and the ones we maintain are under **Built in**.
* **Customize for this chat.** Turn single sources on or off for this chat only. Click **Reset** to go back to the profile, or **Save these as a profile…** to keep the set for later.
Changes apply from your next message, or to the next chat you start if you are on a new chat.
### Create a profile
Click **Sources**, then **Edit profiles**. You can also open **Settings** and choose **Source profiles**.
**1. Click New profile**
If you manage sources for your organization, choose **Just for me** or **Shared with my org**.
**2. Choose sources**
Turn each source on or off. They are grouped as built-in sources (filings, financials, transcripts, and market data we maintain), internal sources (your documents and connected apps), and web search.
**3. Pick websites (optional)**
Under web search, click **Add a folder** and add your own sites or copy one of our folders. Kepler searches **Priority sources** first and falls back to the wider web only if they return nothing relevant. Kepler never visits sites on the **Blocklist**, even if they also appear under priority.
**4. Name it and save**
Click the name at the top to rename the profile, then click **Save**.
Your profile now shows up in the **Sources** menu in every chat.
## Follow up
Ask your next question in the same chat. Kepler keeps the full context, so you can say "now do the same for Walmart" or "break that out by quarter" without repeating yourself.
Below each answer you can **Copy message**, or mark it **Good response** or **Bad response**. Your ratings help us improve Kepler.
## Find and manage chats
* **Search chats:** press ⌘ K, or click the search icon at the bottom of the sidebar.
* **Rename, copy link, or delete:** click the chat title at the top of the chat.
* **Share or print:** see [Share and export](https://docs.kepler.ai/app/share-and-export.md).
## Keyboard shortcuts
Press ⌘ / in the app to see this list. On Windows, use Ctrl in place of ⌘.
| Action | Keys |
| - | - |
| New chat | ⌘ ⇧ O |
| Search chats | ⌘ K |
| Toggle sidebar | ⌘ ⇧ S |
| Focus the message box | ⌘ ⇧ ; |
| Copy the last answer | ⌘ ⇧ C |
| Open settings | ⌘ ⇧ , |
| Stop an answer | Esc |
| Open or close the side panel | ⌘ \\ |
| Find in a document | ⌘ F |
| Previous or next citation | \[ ] |
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