Neo full screen
The Neo side panel is quick, but a draft with many fields needs room. Neo full screen gives you a whole page for it: the chat on the left, and on the right whatever Neo has made for you, so you can read every field without scrolling past the conversation.
Open it
- In the Neo side panel, choose Open Neo full screen.
- When Neo drafts a document in the panel, choose Review full screen on the draft to open the page with that draft already showing on the right.
It is the same conversation in both places. A question Neo is still working on carries over, and you can go back and forth without losing it. Neo full screen is available wherever Neo is available on your plan, and needs access to Neo in your role.
What the right side shows
The right side, the review pane, shows the item you picked in the chat:
| In the chat you pick | The review pane shows |
|---|---|
| A Draft row (with Review) | The draft with every field Neo proposes, and the Save as draft button |
| A Saved row | Saved as draft, with Open document to go to the document and Continue in its workspace to open its thread |
| A file you shared with Neo | The file, so you can check it beside the draft. Neo reads a document once and doesn't keep it, so the file is shown only while you are on the page |
| An answer card | A larger view of it (View larger) |
Until you pick something, the pane says: Drafts, answers and documents Neo works on show up here.
A draft that Neo changed after you asked for a correction replaces the earlier one; the earlier versions stay listed under Earlier in this request, each with Open.
The draft is shown as proposed. Open the saved document to see the stored version, including totals the system calculates.
Save without leaving
Choose Save as draft in the review pane. The draft is saved and you stay on the page, with the chat still beside it. Nothing is saved until you press the button, exactly as in the side panel.
Past chats in full screen
Choose Past chats at the top of the page to look back at earlier days. The list of days and the messages from a day open in the right side, so the chat on the left stays where it was.
- Pick a day to read what you asked and what Neo answered. It is for reading only.
- Choose Past chats above a day to return to the list of days, or Close to leave Past chats. The right side shows what it showed before you opened Past chats.
- Choose Continue in chat on a day to go back to the chat box and carry on. The old messages are not added to your chat, so mention anything from that day you want Neo to use.
- The days are loaded only when you open Past chats.
- If Neo drafts a document while Past chats is open, the draft takes over the right side so you do not miss it. A plain answer from Neo leaves Past chats open.
Chats from before history was turned on aren't shown. See Past chats in Neo for more.
On a phone, Past chats opens on the Review side of the Chat | Review switch. Continue in chat takes you back to Chat.
Back to the panel
Choose Back to panel to return to the side panel with the same conversation.
On a phone
On a narrow screen there is room for one half at a time, so the page shows a Chat | Review switch. When Neo drafts something, the page moves to Review for you. A dot on the Review tab tells you a draft is waiting to be saved, and Back to chat takes you back.