You have a question that isn't a page.
In Rhodes: the chat panel
Chat has access to your structure, not just your documents. It can answer things like:
- "What does the cap table for Bramble Hollow Holdings look like?"
- "Total contributions and distributions across the portfolio this year."
- "What's due in the next 60 days, and for which entities?"
- "Which entities are missing an operating agreement?"
- "Which documents haven't arrived for 2025?"
- "Find the transfer restriction clause in the Tarn Ridge partnership agreement."
- "Who changed the Fenwick Trust record last week?"
It can read inside documents — page ranges of a PDF, or a keyword search across PDF, Word, Excel and text files — so "what does it say about…" is a fair question, not just "where is…". If it can't read a file, it says so.
It can also change things
Chat isn't only for questions, and for most edits it's faster than finding the right screen:
- "Create a new Delaware LLC called Tarn Ridge Partners II."
- "That distribution notice belongs to the trust, not the holding company."
- "Record a $250,000 contribution to Northgate Ventures II dated March 14."
- "Add Ashgrove CPA as a provider for all three trusts."
- "Mark the Delaware franchise tax for Bramble Hollow complete — $400, confirmation 8841206."
- "Rename that document to 2024 Operating Agreement."
Entities, investments, transactions, documents, notes, people and compliance filings can all be created and edited this way — including marking a filing complete with its payment amount, confirmation number and filing copy attached in one go. Admins and owners can also ask chat to invite or remove teammates, or to send documents to a provider as a secure share. Making someone an admin, and changing the billing email, are done in Settings.
Chat asks before it changes your records. The exceptions are recalculations Rhodes can redo on its own, such as refreshing an entity's deadlines, and documents you attach, which Rhodes files the same way as any upload. See Approving what chat wants to change.
Open it with ✦ at the bottom right, and drag its left edge to resize it. On a phone, tap the round chat button above the bottom tabs. Chat knows which page you're on, so "this entity" means the one you're looking at.
To see your recent chats, click the chat's name (or Sessions) at the top of the panel. To delete one, click the trash icon beside it, then Delete. This permanently deletes the conversation and its messages; documents you uploaded through it are kept. The trash icon appears only on chats you can delete.