What to check before sending an AI chat handoff
Review the destination, source scope, files, and next action before moving a conversation to another AI assistant.
Choose what gets shared 2 min read
Share only the context an AI task needs
Start with the smallest approved source that lets the assistant do the task. Use an excerpt for a narrow review, a brief for a project continuation, and a whole conversation only when its wider context is necessary and permitted.
Choose scope before convenience
A draft review may need the draft and its audience. It may not need the client’s budget, contact details, or unrelated discussion earlier in the chat. Check both text and attachments before moving a source to another provider.
A summary can reduce the amount you disclose, but it still needs review. An assistant may carry private details into a brief simply because they appeared important in the original conversation. Read the actual text you plan to send.
Make the boundary visible to the next reader
State which source is approved and which parts are omitted. If the next assistant needs more context, it can ask rather than fill gaps with a guess. This is useful even when the omitted material is not sensitive.
Do not rely on a request like “read only this paragraph” if the tool grants access to a larger source. The instruction describes intended behavior; it does not necessarily limit technical access. Choose a narrower sharing method when that distinction matters.
TAKE THIS WITH YOU
A scoped review request
An illustrative template. Replace the details with material you are allowed to share.
Review only the approved excerpt below for clarity. It omits client names, commercial terms, and unrelated discussion. Do not infer those missing details. If the task requires more context, ask me for the specific information before continuing. Approved excerpt: […]
USING THIS WITH DRAY
Keep the context. Check the source.
A Dray web handoff may expose the whole source chat and stored files. Use a checked manual excerpt when a whole-source handoff is too broad.
Dray is in beta. Available sources and connections depend on your setup. Read the data notes before granting access.
Sources & next reads
Product details are grounded in the guides below. Example projects and prompts are illustrative, not customer results.