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A session bundles together the things it is about (securities, obligors, documents), the set of documents attached to them, a thread of questions and answers, and any follow-up state. Sessions are persistent: come back weeks later and the whole conversation and document selection are still there.

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Creating a session

Click New session in the Deep Dive sidebar. The modal has two tabs:
  • Search: type a CUSIP, an obligor name, or a document name. Results are grouped into securities, obligors, documents and your own uploads. Click any result to add it.
  • My uploads: upload a new file, or attach one you uploaded earlier.
Add as many items as you like, in any combination. As you add them, a Documents added table fills in underneath, grouped by the item each document came from, so you can see what the session will read before you start. Untick anything you don’t want. When you’re happy, click Create session. If you’d rather start with nothing and build up as you go, click Start without context. You can also enter Deep Dive from:
  • A security page (uses that CUSIP).
  • An obligor page (uses every issue under that obligor).
  • A document in the file viewer (scopes the session to that document).
  • A Surveillance event (scopes the session to the documents behind that event).
You can deep-link into a new session at /platform/deep-dive?cusip=<CUSIP> or /platform/deep-dive?entity_id=<ID>.

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Adding context later

A session is not fixed at creation. Click Add context in the session header, or the + button next to the chat box, to open the same modal and add more securities, obligors or documents. Everything you add joins the existing set and takes part in the next question. To drop something, open the documents panel and click the x on its section.

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Layout

  • Sidebar: your sessions under Pinned, Sessions (newest activity first) and Shared with me. Click any card to switch.
  • Header bar: the securities and obligors the session covers, each linked to its page, the session ID, the document filter pills, and the N documents selected button.
  • Conversation area: your questions and the agent’s answers. Each answer shows:
    • A timeline of the steps it took, including which documents it searched and which pages it read.
    • The answer itself, with inline citations linking to source pages.
    • An Export button to save that answer as PDF or DOCX.

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Asking questions

Type in the chat box and press Enter. The agent will:
  1. Look over the documents in scope.
  2. Search them for the terms your question implies, then read the pages worth reading.
  3. Draft an answer from what it read, citing the pages it used.
It only cites pages it actually read, so every citation is a link that opens the source document on that page. Follow-up questions carry the whole conversation with them, so you can drill in without restating scope. Ask “now break that down by fiscal year” and the agent still knows which figure you mean.

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Using a skill

Type / in the question box to search your saved skills and add one or more to a question. The skill’s instructions travel with the question, and its name stays visible next to what you typed so you can see what you used.

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Attaching extra documents

Click the + button next to the chat box and choose From my uploads to open the upload panel. From there you can:
  • Upload a new file. It’s saved to your personal library, so you can reuse it on other sessions.
  • Pick from that library to attach something you uploaded earlier.
Attached documents take part in the next question and stay with the session.

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Renaming, pinning, sharing, deleting

Hover a session card in the sidebar and open its menu:
  • Pin to top keeps a session you keep coming back to at the top of the list.
  • New session with this context starts a fresh conversation over the same securities, obligors and documents. Useful when you move to an unrelated question and want a clean thread.
  • Rename replaces the auto-generated title. Sessions name themselves from your first question.
  • Share makes the session visible to everyone in your organization, read only. They see it under Shared with me and can read the thread and the documents each answer used, but cannot ask questions in it. Stop sharing takes it back.
  • Delete removes it. Deleted sessions can’t be recovered, and any running job is cancelled.

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Cancelling and retrying

  • While the agent is working, click stop to cancel. The conversation rolls back to the state before your last question and your text is restored in the input.
  • If a query fails, the response has a Retry action to re-run the same question.

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Feedback

There are no rating buttons on answers. If an answer is wrong, surprising, or exactly right, tell us through the chat bubble in the corner of the app or at team@terrapinfinance.com, and include the session ID from the header. That feeds our evaluation harness and is how the agent improves on the credits you actually work with.