License and permissions
Availability of this feature depends on your license type. Before you get started, check the table below to confirm your license includes this functionality.
Find out more about Evo licenses>
Evo Standard | Evo Everywhere: Base user | Evo Everywhere: Advanced user |
❌ | ❌ | ✅ |
Can I convert a chat into a project?
Yes. Select the three-dot menu next to the chat title in the left-hand navigation, then select Convert to project. Your conversation history is preserved.
Can I use connectors in a single chat?
Yes. Default connectors are added to every new chat and project, so you don't need to add them each time. You can manage your default connectors from your user settings, under Connectors. You can also add connectors directly to a single chat, in chat mode, without creating a template. Connectors can also be included in templates.
Does Researcher work on mobile?
Yes. Access Evo Researcher works on mobile devices as well as on desktop.
What file types can I upload to a project?
Access Evo Researcher supports a wide range of file types, including PDFs, spreadsheets, images and more. Documents can be up to 30 MB, and videos can be up to 200 MB.
Files that are over the size limit or of an unsupported type are skipped when you select them, and a message tells you which files were skipped. Documents are processed in the background before the AI can use them. Images and videos can be used straight away.
For best results, save lengthy PowerPoint or Word documents as PDFs before uploading. This gives the same accuracy and uses fewer tokens.
What artifact types can Researcher generate?
Access Evo Researcher can generate HTML pages, Markdown documents, PDFs, Word documents (.docx), Excel spreadsheets, PowerPoint presentations and charts.
Can I change an artifact's format after it has been created?
No. Once an artifact is created, its type is fixed. If you need the same content in a different format, ask the AI to produce it again as a different type.
What is the difference between a skill, a template and instructions?
Instructions are guidance you write for a single project in the project's Instructions tab.
A skill is a reusable block of instructions. Skills can be personal, for your own use, or shared with the organisation. Once a skill is shared, users can attach it to their projects. You can also set a skill as a default for new projects, new templates or new chats.
A template is a full project blueprint. It can include instructions, uploads, connectors and actions.
A typical approach is to write guidance in the Instructions tab for one project. Once you use it repeatedly, publish it as a skill. If the same workflow also needs the same uploads and connectors every time, include it in a template.
Who can create skills and templates?
Any user can create personal skills and personal templates for their own use.
Administrators also manage templates for the whole organisation, and can publish them for others to use.
What happens if I lose connection mid-session in a project?
If your connection drops while the AI is answering, Access Evo Researcher automatically checks whether the response was completed, so the answer may still appear when you reconnect. Don't resend your question while it's checking, as this can create a duplicate answer.
Chat state or artifacts may not always be preserved if your session is interrupted. Where possible, download or copy important artifacts before closing your session.
I am seeing a "Chat memory limit reached" error. What does this mean?
This message means the chat has reached the limit of how much text the AI can work with at once. The AI measures text in tokens, so long chats eventually need to be restarted.
Start a new chat and include a short summary of where you were. Attaching many connectors or skills to a project can also use up some of this space, so remove any the project doesn't need.
If the message appears in a new or empty chat, contact your organisation administrator or Access support so it can be investigated.
The project is showing a blank white screen. What should I do?
This usually happens after an update to Access Evo Researcher. Wait a moment, then refresh the page. If the screen is still blank, contact your organisation administrator or raise a support request.