Conversations

Documentation Index

Fetch the complete documentation index at: https://docs.experio.cloud/llms.txt

Use this file to discover all available pages before exploring further.

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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

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Filtering and Search

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

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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.