Starting a conversation
Click Chat in the sidebar to open a new conversation. Type your question and press Enter to send. You can also start a chat from inside a project. When you do, the AI automatically has access to that project’s knowledge base — every active document becomes context for the conversation without you needing to attach anything.How context works
The AI’s answers depend on what information it has access to. In a project chat, that context comes from the project’s knowledge base. In a global chat (outside any project), you provide context by attaching files, selecting organizational sources, or enabling web search. You can also combine multiple sources in a single conversation. For a full breakdown of how to control what the AI sees, see Context and sources.Citations
When the AI references a document, it includes inline citations — small numbered chips linked to the specific passage it drew from. Hover over a citation to see the original excerpt. Click it to open the source document in the side panel, scrolled to the relevant section. Citations work for project documents, legal research results, and web sources. They’re how you verify what the AI is telling you without hunting through files yourself.Message actions
Hover over a message to see its actions. The actions under the latest answer are always visible.
Edit, Copy, and Delete on your message are hidden while Saga is answering.
Each message shows when it was sent, for example “just now”, “12 minutes ago”, or “yesterday”. Messages older than a week show the date. Hover over the time to see the full date and time. The answer also shows which model wrote it.
Code blocks in an answer have a Copy Code button that copies only the code.
To ask about part of an answer, select the text and click Add to Chat. Saga adds the text to the message input as a quote, so you can write your question below it.
Message versions
When you edit a message or retry an answer, Saga creates a new version instead of overwriting the original. Use the arrows and the version number, such as1/2, to move between versions. On your messages, and on answers before the latest one, the arrows show when you hover over the message.
This is useful when you want to explore different angles on the same question — for example, asking the AI to analyze a clause under two different jurisdictions, or rephrasing a question to see whether a broader or narrower framing surfaces better results. Each version is preserved, so you can always go back.
Search in a chat
To find a word in a long conversation, click Search in the chat header, or press Cmd+F (Mac) or Ctrl+F (Windows) while the chat is open. Type your term. Saga highlights every match in your prompts and in the answers, and shows a counter. Press Enter for the next match and Shift+Enter for the previous one, or use the arrows. Saga scrolls each match into view. Text inside collapsed sections, such as thinking steps, is searched only after you open them. Press Cmd+F or Ctrl+F again inside the search field to use your browser’s own find.Tasks
Tasks are built-in commands for common operations. Access them from the Tasks button in the chat toolbar or type/ in the input:
Select a task from the dropdown, then provide the text or documents to process.
Improve prompt
Before sending a message, click Improve Prompt next to the send button to let the AI refine your prompt. This can help you get more targeted results, especially for complex questions. If you prefer your original text, click Return to Original Prompt to undo the improvement. After you send an improved prompt and the answer is done, Saga asks “Prefer the original prompt?”. Click Run Original to send your original text instead. Saga adds it as a new version of your message, so you can compare both answers. Click Dismiss if you want to keep the improved prompt.Voice input
Click the microphone icon in the chat input to dictate your message instead of typing. Saga transcribes what you say into the input box, where you can edit it before sending. Recording is capped at thirty minutes per session and requires microphone access in your browser. Voice transcription is powered by Deepgram. The language Deepgram listens for is tied to your Saga interface language. To change it, open your account menu (your avatar in the sidebar), click App Language, and choose a language. Supported languages are English, Norwegian, Dutch, Danish, Polish, Spanish, German, Italian, Portuguese, Turkish, French, and Swedish. If the UI is set to a language outside this list, Saga falls back to English transcription. If you dictate in Polish but Saga’s interface is in English, the transcript will be garbled — Deepgram is listening for the wrong language. Switch the UI language to match the language you’re speaking.Thinking mode
Some models show their step-by-step reasoning in an expandable section before the final answer. This is useful for complex legal questions where you want to see how the AI arrived at its conclusion. If you don’t need the reasoning, click Skip thinking for a faster answer to get a direct response.When the AI needs a decision
If a request is ambiguous in a way that would change the work, the AI can pause and ask you a structured question instead of guessing. The question replaces the message input until you answer. Choose one of the offered options, or type a short reply. Use Skip if you want the AI to continue without that decision. After you send an answer, the normal input comes back. Answered questions stay in the thread as a compact summary; skipped questions stay marked as skipped.Email drafts
Ask Saga to write an email and it shows an email card in the chat with To, Cc, Subject, From, and Body. Click any field to edit it. Paste several addresses to add them as separate recipients. Choose Open in Email App to open the email in your mail client, ready to review and send from there. Saga cannot send the email itself, and your mail client chooses the sending account. If the email is too long for a mail link, Saga opens the email without the body and copies the body to your clipboard, so you can paste it in. Choose Discard if you do not need it. After you choose Open in Email App or Discard, the card collapses to a short view of the body. Click Expand to see the whole email again. You can ask Saga to change the draft in your next message. Email cards are available on the platform, not in the Word or Outlook add-in. When you ask Saga to reply to an email from the conversation, the subject starts withRe: and the original subject. Saga cannot link the reply to the original thread in your mail client. When Saga copies the body to your clipboard, the paragraph breaks stay. Export to Word on the answer, and the export of the full chat, include the email’s To, Cc, and Subject lines and the body.
Export a conversation
To download an entire chat as a Word document, click the export button in the chat header. The export includes all messages, citations, and the conversation title. You can also export individual messages from the message action menu.AI-generated documents
When the AI drafts a document, such as a memo, summary, or contract clause, it shows a document card in the answer. While Saga writes, the card shows the title, Drafting…, and the text as it is written. When the draft is done, the same card shows the version number. Click the card, or click Expand on it, to open the document in the side panel. To download the draft, click Export on the card and choose Export to Word, Export to PDF, or Export to UDF. To get a redline, ask Saga for a redline, a markup, or tracked changes of a document. When you export that draft with Export to Word, Saga writes the deletions and insertions as Word tracked changes, so the other side can accept or reject each change in Word. When an answer has two or more finished drafts, click Download All as Word (N) under the document cards to download oneSaga Drafts.zip with a Word file for each draft. A redline draft keeps its tracked changes in the zip. Each file uses your firm’s document styling.
Drafts keep their citations when you download them as Word, PDF, or UDF, and when you copy them. Each cited passage gets a superscript number, and a Citation sources list at the end of the document names the sources. Statute and case references that the draft names in the text stay in the text.
When you edit a draft in the side panel, use Text color in the toolbar to color text (Automatic, red, orange, green, blue, purple, or gray). The color stays in Word and PDF downloads. Use Insert image, or paste an image, to add a PNG, JPEG, GIF, or WebP image to the draft. The version menu labels each version by its number, the same number the chat shows, and marks the version that is open.
Files, charts and HTML pages
Saga can run Python code on data that you give it. Use this for data analysis, statistics, and calculations on a spreadsheet or a CSV file, and for charts of the results. Attach the files to the chat and describe the result that you want. Saga writes the code, runs it in a secure sandbox, and attaches the output to the chat. Saga can create these files:- Tables and Excel spreadsheets, for example cleaned or combined data
- Charts of your data
- PowerPoint presentations
- HTML pages, for example a timeline or an interactive dashboard with filters and charts
The side panel
When a document is open in the side panel beside the chat, drag the divider between the chat and the panel to make the document wider or narrower. The chat keeps the rest of the width. The panel does not get narrower than its default width, and the chat always keeps enough room to stay usable. Double-click the divider to go back to the default width. When you open a Word (.docx) file in the side panel, the preview uses that file’s own fonts, heading sizes, headers, and footers, including logos in the header and footer. You see the styled document without downloading it first.
Editing a document with AI
You can rewrite a passage in an AI-generated document without starting over. Open the document from its chip, select the text, and click Insert to Chat. The selection appears as a card in the composer. Describe the change and send. Saga creates a new document version with that section updated. You can add up to five selections from the same document version and edit them with one instruction. Click a card later to reopen the document with that passage highlighted. Selections that contain a table cannot be edited with AI yet. Overlapping selections, a sixth selection, or text from a different document version are blocked. Remove attached files, a task, or a selected workflow from the message before inserting text.AI permissions
Click Permissions below the message input to choose what Saga may do on its own in your chats. Type in the search field to find a row. Most rows have three choices: Ask, Allow, or Off.
Ask Questions has only Ask and Off. With Off, Saga does not stop to ask you clarifying questions.
With Ask, Saga stops before it uses that feature and shows a card in place of the message input. For a search, the card says “Saga wants to search …”. For other features, it says “Saga wants to use … for this request”. Choose Allow to continue once, Always Allow to switch that row to Allow, or Skip to continue without it. If Saga needs the same permission more than once in an answer, you answer one card. The answer then shows what you chose, for example “You allowed searching …” or “You skipped searching …, so the answer doesn’t use it”. Your choices save to your account.
With Off, Saga does not use that feature on its own. When you pick web search, a legal source, an internal source, or an MCP server for a message yourself, Saga uses it for that message. If the row for that source is set to Ask or Off, Saga still asks before it uses the source. With Allow, it does not ask.
When Search the Web or Research the Web in Depth is set to Allow, the list shows the same warning as in chat: “Web Search is active. Do not upload any confidential information or personal data. Use this mode for general research.” If your workspace has turned off web search or deep web search, that row does not show.
The Draft Documents row replaces the old Auto drafting switch next to the message input. With Draft Documents off, Saga answers in the chat and does not create documents, presentations, or email drafts.
Chat text size
Open your account menu (your avatar in the sidebar). Under the theme control, choose Default or Compact for Chat text size. Compact makes the chat thread denser, so long conversations are easier to scan. The setting applies only to the chat thread. It does not change documents, grids, or workflows. On phones, Default and Compact look the same. Your choice saves to your account right away.Chat history
Your conversations are saved in the chat history. The sidebar shows your most recent chats under Chats, and the chats you added to favorites under Favorites. The Favorites section shows only when you have a favorite chat. The list includes your chats in projects as well as your other chats. Click the Projects, Chats, or Favorites title in the sidebar to collapse that section, and click it again to expand it. Saga remembers which sections you collapsed in this browser. A dot to the left of each chat title shows the state of the chat. Hover over the dot to see what it means:
When you open the chat, the New answer and Answer failed dots go away.
Open the actions menu on a chat to add it to favorites, rename it, move it to a project with Change Project, remove it from its project, or delete it.
To see every chat, click All Chats at the end of the Chats list. This opens All chats. Click the search icon next to Chats to open All chats with the search field ready. In All chats you can:
- Search your chats.
- Filter by project or by visibility status (Shared or Private), and sort by newest or oldest. Clear Filters removes the filters.
- Click Select and tick chats, or click Select All to select every chat that matches your search and filters, up to 500 chats. Then click Move to Project, Export, or Delete.
chat-export.zip file with a Word document for each selected chat.
Chats are scoped to the account and workspace that created them. If a chat seems to be missing, check that you’re signed in to the same workspace (firms with multiple Saga subdomains have separate chat lists per subdomain). See Troubleshooting for more recovery steps.
When your workspace deletes old chats under its data retention setting, Saga warns you before a chat goes. The chat history row, the project chat card, and the open chat show Expires in N days or Expires in N hours. The warning starts 14 days before deletion for 3, 6 and 12 month settings, 7 days before for 1 month, 2 days before for 1 week, and at once for 24 hours. Admins can click the label to open the data retention settings.