> ## Documentation Index
> Fetch the complete documentation index at: https://symphony-docs.fcamara.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Conversation organization

> Find, organize, and manage your conversations: search, projects (folders), pinning, archiving, exporting, and deleting.

## 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.

<Tabs>
  <Tab title="Create a folder">
    1. In the **Projects** section, use the **add folder** option.
    2. A folder is created with a default name ("Untitled"); rename it as needed.
  </Tab>

  <Tab title="Move conversations">
    * **Drag and drop** a conversation onto the folder, or
    * Use the conversation menu → **Add to project** and choose the folder.
  </Tab>

  <Tab title="Remove from a folder">
    Conversation menu → **Remove from project**.
  </Tab>
</Tabs>

### 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.

<Note>
  The current conversation can also be archived from within the conversation itself.
</Note>

## 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

<AccordionGroup>
  <Accordion title="Is deleting a conversation reversible?">
    No. Deletion is permanent. If you just want to "get it out of the way," consider **archiving** instead.
  </Accordion>

  <Accordion title="Do temporary conversations appear in history?">
    No. **Temporary chat** is not saved (see [Conversations](/en/guia/conversas#7-temporary-chat)).
  </Accordion>

  <Accordion title="Does the exported PDF include images?">
    Yes — PDF export embeds images attached and generated throughout the conversation.
  </Accordion>
</AccordionGroup>

## 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.