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Share a chat

1

Open the share dialog

Click Share in the chat header.
2

Copy the link

Click Copy link. The first click creates the link and copies it.
3

Send it

Paste the link wherever you like. The button in the chat header now reads Shared.
The link shares the chat up to the moment you shared it. If you keep chatting, the dialog shows how many newer messages are not shared yet. Click Update to add them.

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What readers see

Anyone with the link can read the chat without a Kepler account. They enter an email address first, then read the whole chat, citations and workbooks included. They can click through to public sources such as filings and transcripts. Your own documents open only if you allow it in the link settings. The share dialog lists who Opened the link, with the email each reader entered and when. Kepler does not verify these addresses. Click the gear in the share dialog to change the link:
  • Link expires: after 7 days, 30 days, or never. New links expire after 30 days.
  • Allow viewers to open private documents: lets readers open the documents from your library that the chat cites. They never see the rest of your files.
  • Regenerate: replaces the link. The old link stops working.
  • Revoke: turns the link off.
Click Print in the chat header. Your browser’s print dialog opens, where you can print or save the chat as a PDF. Answers and tables print intact.

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Take the data to Excel

Click Download as Excel on any table, workbook, or financial statement to get an .xlsx file. To copy a whole answer, use Copy message below it.