Conversations

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Viewing Conversations

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From the Sidebar

Your 15 most recent conversations appear in the Recent Chats section of the sidebar. Click any conversation to resume it. If a title is cut off, hover over the row — the title slides sideways to reveal the rest. Use the Chats page to browse conversations beyond the most recent ones.

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Activity indicators

A conversation’s row in the sidebar can show a small status indicator so you can track work across conversations at a glance:

• Responding pulse — appears while an assistant is generating a reply in that conversation.
• Unread dot — when a reply finishes in a conversation you’re not currently viewing, the pulse clears and a dot appears. Opening the conversation clears it.
• Flow running — a pulsing workflow icon (the same icon as Launch a flow) means an agent flow is still working in that conversation. It clears when the run finishes or you stop it.
• Review badge — an amber badge means the conversation is waiting for you to approve or reject something before it can continue — either a flow approval step or an external-action approval. If a flow pauses on several questions at once, the badge stays lit until you’ve answered the last one.

These indicators keep up live, with no page refresh — including for conversations you’re not currently viewing. Switching between conversations never interrupts a reply that’s still generating — each conversation keeps working independently, and you can return to watch it finish.

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From the Chats Page

Navigate to Chats from the sidebar to see all your conversations — across every assistant — in a paginated list. Each entry shows:

• Conversation title, with a colored assistant badge showing which assistant the conversation belongs to
• Last message preview
• Last updated time

Clicking a conversation opens it with its own assistant.

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Filtering and Search

On the Chats page, you can:

• Search by title — Type in the search box to find conversations by name.
• Sort — Choose between Recent (newest first) or Oldest (oldest first).

The page uses infinite scroll — more conversations load automatically as you scroll down.

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Creating Conversations

New conversations are created automatically when you:

• Send a message from the Home Page
• Click an assistant on the Agents page
• Use the New Chat button in the sidebar

Each conversation is assigned to the assistant you were interacting with when it was created.

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Renaming Conversations

There are two ways to rename a conversation:

1. In the header — Click the conversation title at the top of the chat to edit it inline.
2. From the menu — Click the three-dot menu on a conversation in the sidebar or chats list, then select Rename.

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Sharing Conversations

Share a conversation with colleagues to collaborate or provide visibility:

1. Open the conversation you want to share
2. Click the Share button in the header
3. Search for users by name or email
4. Select a role for each user:
   • Viewer — Can read the conversation but not add messages
   • Editor — Can read and contribute messages
5. Click Share to confirm

To manage existing shares, open the share dialog to see current recipients. You can change roles or remove access.

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Forking Conversations

Fork a conversation to explore a different direction from a specific AI response without changing the original thread.

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How to fork

1. Open the conversation you want to branch from
2. Hover over the AI response where you want to branch
3. Click More (⋯), then Fork from here

You must have Editor access to the conversation (or be the owner). Viewers cannot fork shared conversations.

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What happens when you fork

• A new conversation is created with the same assistant and folder as the original
• The new conversation includes all messages through the selected AI response (including earlier user messages)
• The original conversation is unchanged — you can keep chatting in both threads independently
• You are taken to the new conversation automatically
• A Forked from banner at the top links back to the parent conversation

The fork title is prefixed with Fork: followed by the original conversation name.

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Deleting Conversations

1. Click the three-dot menu on any conversation (in the sidebar or chats list)
2. Select Delete
3. Confirm the deletion in the dialog

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Adding Conversations to Folders

Organize conversations by assigning them to folders:

1. Click the three-dot menu on a conversation
2. Select Add to Folder
3. Check one or more folders to assign the conversation to
4. Optionally create a new folder inline by clicking Create New Folder

A conversation can belong to multiple folders simultaneously. See Folders for more on organizing with folders.