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The dashboard

When you log in, you land on the All Chats dashboard — your home screen for everything in Sharly. The main area displays a table of all your chat sessions with three columns:
  • Chat Name — The title of the conversation (auto-generated from the document name, or manually renamed).
  • Attachments — How many documents are loaded in that chat.
  • Last Modified — When the chat was last updated.
On the left, a collapsible sidebar mirrors your chat list for quick navigation. Use the search bar at the top to find any chat by name.

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Starting a new chat

There are three quick-action cards at the top of the dashboard:
  • Upload or Drop — Drag files from your computer or click to browse.
  • Cloud — Import from Google Drive, Dropbox, or Notion.
  • Add Link — Paste a web URL to import content from any webpage.
You can also click + Start New Chat in the sidebar to begin a fresh conversation.

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Chat actions

Every chat row has a three-dot menu (⋮) on the right with the following options:
Share the conversation with others via a link.
Clear the conversation history while keeping the attached documents. Useful when you want to start fresh with the same files.
Export the conversation for use outside Sharly.
Change the chat’s display name in your dashboard.
Permanently delete the chat and its conversation history.
When hovering over a chat row, you’ll also see quick-action icons for Add File, Share, and Download.

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Profile menu

Click your profile avatar in the top-right corner to access:
  • Manage Plan — View or change your subscription.
  • Settings — Open account and preference settings.
  • Contact — Reach the Sharly support team.
  • Bulk Summaries — Request summaries for many documents at once (opens an external form).
  • Sign Out — Log out of your account.
The dropdown also links to the API documentation, Terms of Service, and Privacy Policy.