What it is
Helps you find, organize, and manage your conversations: search, group into projects (folders), pin important ones, archive, export, and delete. All from the sidebar and conversation menus.How to access
Organization happens in the sidebar, on the left side of the screen.- To show/hide the sidebar: toggle button (on mobile, the menu icon at the top) or shortcut Ctrl/⌘ + Shift + S.
How to use
Search conversations
At the top of the sidebar there is a search field. Type part of the title or content to filter the list.- You can search by tags using the
tag:prefix (e.g.,tag:finance). - Text search has a small delay (to avoid firing on every keystroke); tag search is applied immediately.
Quick navigation
Just below the search, there are shortcuts to the main areas (displayed according to permissions): New conversation, Agents, Knowledge, Prompts, and Tools.Projects (folders)
The Projects section lets you group conversations into folders.- Create a folder
- Move conversations
- Remove from a folder
- In the Projects section, use the add folder option.
- A folder is created with a default name (“Untitled”); rename it as needed.
Conversation list
Below projects is the conversation list, separating pinned from recent. The list loads more items automatically as you scroll (infinite loading).Conversation action menu
Each conversation has a menu (three-dot icon / More options) with actions:| Action | Description |
|---|---|
| Rename | Changes the conversation title. |
| Share | Generates a link/share for the conversation. |
| Add to project | Moves the conversation to a folder. |
| Remove from project | Removes the conversation from its folder (appears when it’s in one). |
| Pin / Unpin | Keeps the conversation at the top of the list. |
| Clone | Creates a copy of the conversation. |
| Export | Downloads the conversation as .json, .txt, or .pdf. |
| Tags | Adds/edits tags to make searching easier. |
| Delete | Permanently removes the conversation. |
Archived conversations
In the user menu (sidebar footer), the Archived conversations option opens a window with conversations you have archived. From there you can view and restore conversations, as available.The current conversation can also be archived from within the conversation itself.
Export conversation
From the conversation menu → Export, choose the format:- .json — full conversation structure (useful for backup/import).
- .txt — plain text, with each participant’s lines.
- .pdf — formatted document, including images attached or generated in the conversation.
Best practices
- Pin conversations you consult frequently.
- Create projects by topic, client, or initiative.
- Use tags and
tag:search to locate quickly. - Export to PDF when you need to share the conversation outside the platform.
Frequently asked questions
Is deleting a conversation reversible?
Is deleting a conversation reversible?
No. Deletion is permanent. If you just want to “get it out of the way,” consider archiving instead.
Do temporary conversations appear in history?
Do temporary conversations appear in history?
No. Temporary chat is not saved (see Conversations).
Does the exported PDF include images?
Does the exported PDF include images?
Yes — PDF export embeds images attached and generated throughout the conversation.
Known limitations
- The availability of navigation items (Agents, Knowledge, Prompts, Tools) and archived conversations depends on company/profile permissions.
- Conversation deletion is permanent.
- Uncommon image formats are automatically converted in PDF export; in rare cases, an image may not be embedded and is replaced by a warning in the document.