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.
Accounts
Switch between your organizations and portals with one sign-in.
Usage
Understand your model usage allocation and how to pace it.
Get help
Reach the Caldera team from inside Mesa when you need a hand.
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.
Search
Look up provisions across your legal corpus with exact-phrase matching.
Batches
Run the same task across hundreds of items at once, with one background agent per item.
Reports
Have the agent draft a document you can edit, share, and publish.
Organization portal
Publish reports to a branded page people outside Mesa can open.
Interactives
Have the agent build a live map, dashboard, or calculator.
Incognito mode
Start a private conversation that leaves your memories untouched.
Notifications
Get alerted when long-running requests finish.
Export a conversation
Save a conversation as a clean PDF transcript.
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.
Version history
Preview past versions of a file and restore an earlier one.
Connections
Import documents from Google Drive, OneDrive, and other storage.
Library
Browse, annotate, and pin jurisdictions and collections.
Attachments and tagging files
Attach one-off documents or tag saved files in any conversation.
Shortcuts
File pointers to your work so you can get back to it fast.
Vaults
Research your organization’s own documents alongside the library.
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 service accounts
Create identities for work Mesa runs on your organization’s behalf.
Teams
Group members into teams that share permissions, a default model, and instructions.
Organization customization
Share skills, preferences, and pinned library content with your team.
Organization connections
Connect shared government data sources for your whole team.
Organization settings
Set organization-wide configuration like your logo, timezone, and default model.
Organization audit log
Review who did what across your organization, and when.