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Viewing Conversations

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From the Sidebar

Your most recent conversations appear in the Recent Chats section of the sidebar. Click any conversation to resume it.

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From the Chats Page

Navigate to Chats from the sidebar to see all your conversations in a paginated list. Each entry shows:
  • Conversation title
  • Last message preview
  • Last updated time
On the Chats page, you can:
  • Filter by assistant — Use the assistant selector dropdown to show conversations for a specific assistant only.
  • 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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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
Deleting a conversation permanently removes it and all its messages. This action cannot be undone.

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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.