What is a Thread?
A Thread lets you give instructions to the Lupa Notes AI Assistant to restructure or enhance your consultation notes—whether you're summarising, formatting, or creating client-facing content.
Creating a Thread
1. Select a Consultation
Use the navigation bar on the left to choose the consultation you want to work with.
2. Add a Thread
Click the ‘+’ icon in the top right corner of the consultation page.
3. Enter Your Instructions
At the bottom of the Thread panel, type your request—for example:
“Create a summary for the client” or “List key takeaways”.
The AI will generate a new version of the notes based on your input.
Navigating Threads
To view past threads:
Use the horizontal bar at the top of the consultation.
It displays all threads linked to that consultation.
Click any thread to view or continue working on it.
Need a hand? Watch this video walkthrough for step by step help!