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Mesa is Caldera PBC’s AI-powered legal research and drafting platform. It pairs conversational AI with a curated legal library and a personal document workspace, so you can research, draft, and organize your work in one place. This guide walks you through Mesa in the order most people learn it: set up your account, master the chat, organize your documents and research, then customize Mesa to the way you work.

Set up and learn the basics

New to Mesa? Start with the walkthrough, then get comfortable with the interface.

Getting started with Mesa

Log in, ask your first question, and see results in minutes.

Navigation

Find your way around the home page, top bar, sidebar, and side panel.

Settings

Configure your theme, sidebar behavior, and message controls.

Usage

Understand your model usage allocation and how to pace it.

Work with the chat

Everything you need to get precise, reliable answers from Mesa’s agents.

Models

Match the right model and effort level to each task.

Text editor

Learn the chat box’s shortcuts and file-referencing features.

Writing effective prompts

Turn vague questions into specific, well-grounded requests.

Attachments

Bring one-off documents into a conversation.

Exhaustive search

Catalogue every match in a corpus, not just the best ones.

Notifications

Get alerted when long-running requests finish.

Organize your documents and research

Keep the materials you rely on saved, searchable, and ready to reuse.

Files

Upload, organize, share, and archive your documents.

Connections

Import documents from Google Drive, OneDrive, and other storage.

Library

Browse, annotate, and pin jurisdictions and collections.

Tagging files

Pull saved documents into any conversation with the @ picker.

Make Mesa your own

Teach Mesa how you work so every conversation starts from the right place.

Skills

Save reusable instructions for recurring tasks.

Preferences

Set standing instructions and manage Mesa’s memories.

For organization owners

Manage your team and set shared defaults across the workspace.

Organization admin

Add members, assign roles, and monitor team-wide usage.

Organization customization

Share skills, preferences, and pinned library content with your team.
Stuck on something this guide doesn’t cover? Email support@calderapbc.com and we’ll help you out.
Last modified on July 6, 2026