Chat and History

The Lucanet Lume chat interface lets you have natural-language conversations with the Lucanet CFO Solution Platform. All conversations are saved as searchable threads so you can return to any previous discussion at any time.

When opened in full-screen mode, the Lume window is displayed as follows:

Lume in full-screen mode, showing the sidebar with New Chat, Agents, and History. — Lume in full-screen mode

The following chat functions are available to you regardless of which solution you are using.

Function	Description
Suggested prompts	When you open Lume, a welcome screen with suggested prompts is displayed to help you get started.
Start a new chat	Use the + button in the sidebar to start a new conversation without losing your previous threads.
Conversation history	All your conversations are saved as separate threads. The history panel is searchable and grouped by recency. A chat remains accessible for up to 30 days. After 30 days, a chat is automatically deleted from your history.
Rename a thread	Threads are automatically named after your first message. If you want to rename a chat, open the chat from the history, hover over the three-dot menu, and choose Rename.
Delete a thread	If you want to permanently remove a chat, open the chat from the history, hover over the three-dot menu, and choose Delete.
Full-screen mode	Select the expand icon in the top toolbar to expand the Lume panel to full screen for more space during longer or more complex conversations.

The following chat functions are only available in specific solutions.

Function	Description
Referencing dimensions	You can reference dimensions from Consolidation & Financial Planning in your Lume prompts using a forward slash ("/"). When typing a forward slash, a drop-down list of available dimensions such as account, data level, or organization element appears. You can select any dimension to narrow your request. After selecting a dimension, another drop-down list is displayed, showing only elements that are relevant to that dimension.
Transferring user roles	In Disclosure Management, you can ask Lume to transfer a user's document- and chapter-level roles to another user. Lume first shows a preview of the changes, then, once you confirm, adds the missing roles to the target user; the target user's existing roles and global roles are not affected. For more information, see Transferring User Roles to Another User with Lucanet Lume.
Re-pointing references	In Disclosure Management, you can ask Lume to re-point references to a different source document, for example when the original source document has been updated. Lume re-points all references that point to the same old source document together to the new source document. For more information, see Re-Pointing Word References with Lucanet Lume to a New Source Document.

Last updated on May 1, 2026

Overview

Chat Functions

General Chat Functions

Solution-Specific Chat Functions

Overview

Chat Functions

General Chat Functions

Solution-Specific Chat Functions

Table of Contents

Company

Legal Notice