Table of Contents

Managing Conversations

Create, organize, rename, and delete your conversations in the Chat User Portal.

Understanding Conversations

A conversation (also called a chat or session) is a continuous dialog with an AI agent. Each conversation:

  • Has its own message history
  • Maintains context from previous messages in that conversation
  • Can use a different agent than other conversations
  • Is saved automatically so you can return to it later

The Sidebar

The sidebar on the left side of the screen shows all your saved conversations:

  • Chats header with a + button to create new conversations
  • List of your conversations, newest first
  • Each conversation shows its name (which you can customize)
  • The currently selected conversation is highlighted

Creating a New Conversation

Using the + Button

  1. Click the + button next to the "Chats" header in the sidebar
  2. A new conversation is created immediately
  3. The conversation becomes active and ready for your first message

Automatic Creation

A new conversation is also created when:

  • You switch agents during an active conversation
  • Your current conversation is the first message with a new agent

Tip: If you accidentally create a new conversation when you meant to continue an existing one, click the existing conversation in the sidebar to return to it.

Selecting a Conversation

  1. Look at the conversation list in the sidebar
  2. Click on any conversation to open it
  3. The selected conversation is highlighted with a colored background and left border
  4. Your messages and the agent's responses appear in the main area

Renaming a Conversation

By default, conversations are named with a timestamp (e.g., "Chat 12/14/2024, 10:30 AM"). You can give them more descriptive names.

To Rename

  1. Find the conversation in the sidebar
  2. Hover over the conversation to reveal the action icons
  3. Click the Settings button (gear icon ⚙️)
  4. In the dialog that appears, edit the Name field
  5. Click Update to save

Naming Tips

  • Use descriptive names like "Q4 Sales Analysis" or "Code Review - Login Feature"
  • Include the project or topic for easy identification
  • Add dates if you have ongoing conversations about the same topic

Adding Metadata to Conversations

You can attach metadata (additional information) to conversations for organizational purposes.

  1. Click the Settings button (gear icon) on a conversation
  2. Find the Metadata field
  3. Enter valid JSON data, such as:
{
  "project": "Marketing Campaign",
  "priority": "high",
  "deadline": "2024-01-15"
}
  1. Click Update to save

Note: Metadata must be valid JSON format. If you enter invalid JSON, you'll see an error message.

Deleting a Conversation

Using the Delete Button

  1. Find the conversation in the sidebar
  2. Hover over the conversation to reveal the action icons
  3. Click the Delete button (trash icon 🗑️)
  4. A confirmation dialog appears: "Do you want to delete the chat '[conversation name]'?"
  5. Click Yes to confirm deletion

Using Keyboard

  1. Navigate to the conversation using Tab key
  2. Press Delete or Backspace
  3. Confirm the deletion in the dialog

⚠️ Warning: Deleted conversations cannot be recovered. Make sure you no longer need the information before deleting.

Switching Agents Within Conversations

When you change agents:

  1. Click the agent selector dropdown in the top navigation
  2. Choose a different agent
  3. A new conversation starts automatically
  4. Your previous conversation with the other agent remains in the sidebar

This behavior ensures each conversation maintains consistent context with a single agent.

Conversation Features

Context Retention

Agents remember previous messages in your conversation:

  • Recent messages are included when generating responses
  • This allows for follow-up questions and clarifications
  • The number of messages retained depends on agent configuration

Automatic Saving

  • Conversations save automatically as you chat
  • You can close the browser and return later
  • No "save" button is needed

Session Persistence

  • Conversations are tied to your user account
  • Access your conversations from any device by logging in
  • Conversations persist until you delete them

Managing Many Conversations

If you have many conversations:

Quick Navigation

  • Scroll through the sidebar to find conversations
  • Click any conversation to open it immediately
  • The current conversation remains highlighted

Cleanup Strategy

  • Regularly delete conversations you no longer need
  • Rename important conversations for easy identification
  • Consider the conversation's purpose before deleting

Troubleshooting

Conversation Won't Load

  • Wait for the loading spinner to complete
  • Refresh the page (F5 or Ctrl + R)
  • Check your internet connection

Messages Not Appearing

  • Scroll down to see newer messages
  • Wait for the conversation to fully load
  • The conversation may be empty if you haven't sent any messages yet

Cannot Delete Conversation

  • Make sure you've confirmed the deletion dialog
  • Check if you have a stable internet connection
  • Try refreshing the page and attempting again

Lost a Conversation

  • Conversations cannot be recovered once deleted
  • Check if you're logged into the correct account
  • The conversation may have been deleted from another device

New Conversation Created Unexpectedly

This happens when:

  • You switched agents during an active conversation
  • The current agent was changed
  • You clicked the + button

Your previous conversation is still available in the sidebar.

Rename Not Saving

  • Make sure metadata (if provided) is valid JSON
  • Check your internet connection
  • Click the Update button (not just close the dialog)

Keyboard Shortcuts

Action Keys
Navigate sidebar Tab through items
Select conversation Enter when focused
Delete conversation Delete or Backspace when focused
Cancel dialog Escape
Confirm action Enter