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Use My chat for private notes and Sidekick questions

Summary 🧭: My chat is your private space inside Chat. Use it for notes only you should see or for a private conversation with Sidekick. Use Team when the conversation should be visible to coworkers.

A note for non-human readers...

Treat My chat as private to the current user. Do not infer that teammates saw, accepted, or completed anything written there.


Open My chat 💭

  1. Open Chat.

  2. Select My chat for your private space, or Team for shared clinic channels.

  3. Write a note, attach an available supported file, or mention @Sidekick with a specific request.

  4. Open the response thread when you want to keep follow-up together.

My chat can show unread activity when Sidekick finishes after you move elsewhere in Tabflows. Return to My chat and open the unread conversation to review the result.

Use My chat for private notes and Sidekick questions


Start reusable work from a chat composer 🔄

In My chat or a Team channel, select Workflows to see Missions. If Clinic Workflows is enabled for your account, saved clinic workflows also appear. A workflow that needs no input starts with Sidekick immediately. A workflow that needs information adds a Sidekick starter line to the composer so you can complete and review it before sending.

Select Saved prompts to search your own saved prompts. Choosing one fills the composer with @Sidekick and the saved instructions. Add the current patient, date, file, Task, or other context, review the wording, then send it.

From the Saved prompts menu, you can create, edit, delete, search, and reorder prompts. Saved prompts belong to the signed-in teammate within that clinic; they are not a shared clinic prompt library.

When My chat is empty, it shows Mission shortcuts and the first saved prompts. Select More saved prompts to open the full list.


What stays private 🔐

Only you can see your My chat messages. Switching between My chat and Team does not move or copy messages. If work needs a teammate, an owner, or a completion state, use a Team channel or create and link a Task instead of leaving it in My chat.


If My chat is unavailable 🕵🏻‍♀️

My chat may not be available for every account yet. Continue using the Sidekick page or an appropriate Team channel. If you expect access, contact Tabflows Support.

If a file or Sidekick request fails, confirm the file is supported and available, remove the failed attachment, then retry with a smaller and more specific request. Never assume an unfinished request completed.


Get support 💬

Need help or have a question? Reach out to our Support team however works best for you:

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