Chat Configuration & Management

ELITEA allows you to configure individual chats — visibility, models, and response limits — and to manage them day to day.

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How to Configure Chats

You can configure how each chat behaves at creation or during the interaction with an LLM.

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Manage Access to Chats

By default, a new chat is private — visible only to you.

• In your private project, you cannot invite other users to them for team collaboration — you can only share them externally.
• In team and public projects, you can invite other team members to collaborate in your chats or make chats public. Public chats are visible to all project members, and all project members can communicate with LLM in them.

You can make your chats public and restrict access to public chats in the CHATS sidebar.

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Make Chats Public

To make your chat public:

1. Find the chat you want to make public in the CHATS sidebar.
2. In its overflow menu, select Make public.
3. Confirm your decision in the confirmation dialog:

All public chats are labelled accordingly:

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Restrict Access to Chats

To restrict access to a public chat:

1. Find the chat you want to restrict access to in the CHATS sidebar.
2. In its overflow menu, select Restrict access.
3. In the dialog window, select which AI participants and project members (as users) should keep access. You can select both AI participants and users from dropdown lists or search for them by typing:
4. Select Restrict access in the confirmation dialog.

When you restrict access to public chats, these rules apply:

• Only its creator can restrict access to the chat.
• You cannot deselect the chat’s creator: The creator of the chat always keeps access to it.
• To revert the chat to private, you must remove all users except for its creator.
• You can leave the chat open for collaboration by selecting users and AI participants who will keep access to it.

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Configure Models

You can select and set up LLMs from the chat main area:

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Select a Model

The model selector dropdown includes:

• All LLMs available in your project, with their short descriptions and model capability labels.
• Auto allows ELITEA to automatically choose the model for each message based on the task and current availability, instead of you selecting one manually.

To select the necessary LLM, find it in the model selector dropdown.

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Set the Model Up

You can set the selected model up in the Model settings window that opens by the Settings (⚙️) icon located next to the model selector. Settings vary by model type. Reasoning vs. Creativity Max Completion Tokens (All Models) Limits the maximum length of AI responses measured in tokens. A token is roughly 4 characters of text. Steps Limit (Chats only) Controls the maximum number of execution steps (tool calls) the AI can take before the loop is forcefully stopped. This prevents runaway agent executions that could consume excessive resources.

• Default: 25 steps
• Range: 0 – 999

Every time the AI invokes a tool or performs an internal reasoning step, the counter increments by one. The value is passed as a top-level step_limit field in the chat payload — it is separate from the llm_settings block. When the limit is reached, the execution loop ends and the AI returns whatever results it has collected so far. When the steps limit is exceeded, the AI stops executing further tool calls and returns the error message. Auto When Auto is selected, model settings behave differently:

• Reasoning / Creativity is replaced by a single Reasoning effort selector with Auto (default — ELITEA chooses the effort automatically), Low, Medium, and High. Selecting an explicit effort limits ELITEA’s model choice to models that support that preset.
• Remaining Tokens helper field is hidden since there is no single fixed model limit to calculate against.

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How to Manage Chats

Once a chat is created, you can organize it into folders, pin or rename it, delete it when you no longer need it, and share it with people inside or outside your project.

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Create a New Chat

There are three ways to create a new chat in ELITEA: All new chats are created and appear in the CHATS sidebar. For new — not duplicated — chats, ELITEA generates their name automatically based on your message content. For duplicated chats, ELITEA forms their names by appending “(1)” to the original name, or by incrementing the number already in parentheses (for example, duplicating “Report Review (1)” produces “Report Review (2)”). You can manually rename any chat at any time afterwards.

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Work with Chat Templates

A chat template is a saved, reusable set of chat participants — agents, pipelines, toolkits, MCP servers, or users — that you can apply to new chats without adding each participant manually. ELITEA allows setting one chat template as default:

• A default template is applied automatically when you start a new chat.
• Any non-default template is not applied automatically and is not offered as a manual choice when creating a chat; it remains a saved configuration until you mark it as the project’s default.

Chat templates are created and managed in Settings > General > Chat Configuration: You can create, edit or delete chat templates only if you have permission to edit the project’s configuration settings. Project members without this permission can view the existing templates, and the default template (if set) is applied to every new chat they create. Each template appears in the list as a card showing:

• Its name.
• A Default label, if it is marked as the project’s default template.
• Number of participants — both AI participants and users — added to the template.
• Icons for its participants, grouped by type — agents, pipelines, toolkits, MCP servers, then users.

On hover, you can see two action icons:

• An edit icon to open the template (shown as a view icon instead if you do not have permission to edit configuration settings).
• A delete icon to remove the template, shown only if you have permission to edit configuration settings.

Rules and limitations

• You can create up to 5 templates per project.
• A template name is required, must be 64 characters or fewer, and must be unique within the project (matching is case-insensitive).
• Only one template per project can be marked default at a time.
• If a template has exactly one participant, that participant automatically becomes the active participant in chats created from it, and your messages go directly to it.
• Chat templates specify participants only — they do not specify the model, visibility, or any other chat setting.

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Create a Chat Template

To create a chat template:

1. Go to Settings > General > Chat Configuration.
2. Select + Template.
   + Template is disabled if the project already has 5 templates.
3. Enter a unique name for the template.
4. (optional) Select Set as default.
5. Add participants from the Agents, Pipelines, Toolkits, MCPs, and Users tabs.
6. Select Save.

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Edit a Chat Template

To edit a chat template:

1. In Settings > General > Chat Configuration, find the template you want to change.
2. Select Edit (appears on hover).
3. Update its name, default status, or participants.
4. Select Save.

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Delete a Chat Template

1. In Settings > General > Chat Configuration, find the template you want to remove.
2. Select Delete (appears on hover).
3. Confirm the deletion.

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Organize Chats

You can add your chats to folders for better organization and easier management:

• In private projects, only you can see folders and their content.
• In a team project, you can see a folder if you created it, or if it contains at least one chat you have access to — because it is public or because you are a participant. All project members can move their chats into or from folders they can see, but cannot delete folders created by other project members.

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Create Folders

1. Click the folder icon button in the header of the CHATS sidebar.
2. Enter a name for the new folder.
3. Select Save.

The new folder will appear in the CHATS sidebar.

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Move Chats to Folders

You can organize chats into folders in two ways:

• by dragging the chat and dropping it to the necessary folder
• from its overflow menu

To move the chat to a folder from its overflow menu:

1. Find the chat you want to move in the CHATS sidebar.
2. In its overflow menu, select Move to.
3. Choose the desired destination folder from the list, OR
4. Select Create folder to create a new folder for this chat.

You can move chats back to the main list by selecting Move to > Back to the list.

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Pin/Unpin Chats and Folders

All project members who see chats and folders can pin them. To pin a chat or a folder, select Pin on top in its overflow menu. This keeps it at the top of the CHATS sidebar, above the time-based sections and other folders. To unpin chats and folders, select Unpin.

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Rename Chats and Folders

Creators of chats and folders can change their names. To rename a chat or folder:

1. Find the chat or folder you want to rename in the CHATS sidebar.
2. In its overflow menu, select Rename.
3. Enter the new name.
4. Select the checkmark (✔) to save your changes.

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Delete Chats and Folders

Chats and folders can be deleted only by their creators. To delete a chat or folder:

1. Find the chat or folder you want to delete in the CHATS sidebar.
2. In its overflow menu, select Delete.
3. Confirm the deletion.

Deleting a chat permanently removes it and its history — this cannot be undone. Deleting a folder does not delete the chats inside it — they are moved back to the main chat list.

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Share Chats

In ELITEA, sharing options depend on the users with whom you want to share your chats and the type of your project.

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Share Chats with Team Members

In team projects, you can share your chats with other team members who already have access to this chat — ELITEA will generate a direct link to the chat which you can send to the users you need:

1. Find the chat you want to share.
2. In its overflow menu, select Share.

ELITEA copies the chat link to your clipboard and shows you a confirmation message.

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Share Chats with External Users

You can share a chat with people outside your project or outside ELITEA through a secure, read-only link. Recipients do not need an ELITEA account to view the shared content. Create a Share Link

1. Find the chat you want to share.
2. In its overflow menu, select Share externally.
3. In the Share chat dialog, select what to share.

4. Select an expiration for the link: 1 hour, 24 hours, 7 days (default), 30 days, or Never expires.
5. (optional) Enter a password to restrict access to the link. Your password must be at least 8 characters long.
6. Select Generate link.

ELITEA copies the link to your clipboard and displays it in the dialog. Manage or Revoke a Share Link

1. Find the chat whose link you want to change or revoke.
2. In its overflow menu, select Manage links.
3. In the Manage Links dialog, review each link: its scope, expiration, password status and view count.
4. Select Copy to copy a link again, or select Revoke to disable it immediately.

Only the chat’s creator can create, manage or revoke share links. Revoking a link blocks access immediately and cannot be undone — create a new link if you need to share the chat again. What Recipients See Recipients open the link in a browser. If the link has a password, ELITEA prompts for it before showing the chat. The shared view is read-only: recipients can see the shared messages and attachments, but cannot reply, edit or add participants. After 10 failed password attempts, ELITEA locks the link for 15 minutes before allowing another attempt. After a link expires or is revoked, recipients see a message that the link is no longer available.

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Best Practices

• Keep sensitive chats private, and restrict access again immediately if you do not need the chat to be public anymore.
• Use Auto when you want ELITEA to pick the best available model per message; select a specific model when you need consistent behavior or a particular capability.
• Organize related chats into folders, and pin the ones you use most often for quicker access.
• Set an expiration and password on external share links for anything containing sensitive information, and revoke links you no longer need.
• Use chat templates to save the participant sets you reuse most often.

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Troubleshooting

I do not see Make public or Restrict access in the overflow menu

Cause: These actions are unavailable in your project type, or — for Restrict access — you are not the chat’s creator.Solution: Confirm your project type, and ask the chat’s creator to restrict access if you need it changed.

I do not see Pin on top available for a chat

Cause: The chat is inside a folder.Solution: Move the chat out of the folder, then pin it.

I do not see Rename in the chat's overflow menu

Cause: Only the chat’s creator can rename it.Solution: Ask the creator to rename the chat, or duplicate the chat if you need your own editable copy.

I do not see the shared chat — the link says it is no longer available

Cause: The link expired or was revoked.Solution: Ask the chat’s creator to create a new share link.

I cannot create, edit, or delete a chat template

Cause: The project already has 5 templates, or you do not have permission to edit the project’s configuration settings.Solution: Delete a template you no longer need to free up a slot, or ask a project administrator to manage templates for you.

My new chat does not start with the participants I expected

Cause: No template is marked as default, the default template was deleted, or you had already selected different participants before the default template could apply.Solution: Check Settings > General > Chat Configuration for a default template, and ask your project administrator to mark one if none is set.

I do not see the MCPs tab when adding template participants

Cause: MCP exposure is not enabled at the platform level.Solution: Ask your platform administrator to enable MCP exposure. Until then, you cannot add MCP servers as template participants, though any already added before remain in the template.