Conversations

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Viewing Conversations

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From the Sidebar

Your 20 most recent conversations appear in the Recent Chats section of the sidebar, ordered by most recent activity — a conversation you just replied to moves to the top. This is the same order as Recent on the Chats page. Forked conversations nest under their parent in this list. 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. The search box above the list isn’t limited to those 20 rows — typing in it searches all your conversations and replaces the list with the matches, though the sidebar still shows only the first 20 of them, so open the Chats page to scroll through the rest. See Searching conversations for what it matches.

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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. A run left stranded by a restart of the service is reconciled automatically, so the icon doesn’t keep pulsing over work nothing is doing.
• 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. Forks nest under their parent here the same way they do in the sidebar.

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Filtering and Search

On the Chats page, you can:

• Search — Type in the search box to find conversations (see Searching conversations).
• 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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Searching conversations

Search is available in two places — the box above Recent Chats in the sidebar, and the one on the Chats page. Both work the same way, and both search across all your conversations rather than only the ones currently on screen. A conversation matches when your search text appears in either:

• its title, or
• a message someone typed in it.

Matching on message content means you can find a conversation by a phrase you remember typing, which is often easier to recall than an auto-generated title. Results update shortly after you stop typing. Search only ever narrows what you can already see: conversations you don’t have access to are never returned.

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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

A Viewer still sees the message box — sending is what’s refused. The conversation answers You don’t have permission to write to this conversation instead of a reply, and neither the message nor that notice is saved. Editing a message or retrying an answer is refused the same way, and a Viewer’s thumbs-up or thumbs-down on a reply is never recorded. 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 without changing the original thread. You must have Editor access (or be the owner). Viewers cannot fork shared conversations. There are two ways to fork. Both are labeled Fork.

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Copy the whole conversation

Use this when you want a full copy of the current thread — the same messages and assistant state as the latest AI reply.

1. Open the conversation, or find it in Recent Chats, on the Chats page, or in a folder
2. Click the three-dot menu on the conversation (header, sidebar row, chats list, or folder list)
3. Select Fork

The conversation must already have at least one AI reply.

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Branch from a specific reply

Use this when you want to continue from an earlier AI response and leave later messages behind.

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

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What happens when you fork

• A new conversation is created with the same assistant and folder as the original
• Fork from a menu copies every message through the latest AI reply
• Fork from here copies messages only through the selected AI reply
• The original conversation is unchanged — you can keep chatting in both 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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How forks appear in lists

In Recent Chats, on the Chats page, and in folder conversation lists, a fork sits under its parent (indented, with a branch icon). When the list is sorted by Recent, activity in the parent or any of its forks moves the whole group together — a busy fork does not leave its parent behind. Oldest sorts each conversation on its own.

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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.