Managing Chats

Managing your conversations is simple and flexible. With a few quick actions, you can organize, rename, or delete chats to keep your workspace clean and easy to navigate.

Rename Chat​

To rename a chat, click on the chat title, make the necessary edits, and then save.

Organize Chats​

The new Chats page gives you a dedicated module to browse all of your conversations in one place.

From the chat list page, you can:

• Switch views: Toggle between a compact List view and a visual Grid view (cards), depending on what you prefer.

• Search: Find any chat by title, creator, or other details.

• Filter and sort: Narrow the list down by who created a chat, which knowledge base it uses, or whether it's shared with you, and sort by things like when it was last modified.

• Group: Organize the list into collapsible sections, such as My Chats and Shared Chats.

• See more at a glance: Each chat shows useful details like last modified date, creator, knowledge base, and how many messages or comments it has.

• Tag chats: Use custom tags to organize your chats your way (see Tagging).

Breadcrumbs at the top of the chat header (for example, "Chat > 2022 Sales Analysis") make it easy to navigate back to this page at any time.

Delete Chat​

To delete a chat, click on the 3 dots next to share from within the thread.