Your chat history at a glance
The left rail's Chats view lists your recent conversations, automatically grouped by date — Today, Yesterday, the previous seven days, and then by month. Every conversation is labeled with its client, so a mixed history across accounts stays readable.
Note: If the left rail is showing the Sources panel, use the toggle at the top of the rail to switch back to Chats.
Searching
Type in the search box at the top of the chat list to filter conversations by title. This searches across all your chats, whatever client they belong to.
Tip: Renaming chats with clear titles (see below) makes search dramatically more useful a month from now.
Favorites
Star the conversations you return to often:
Hover over a chat in the list and click the … menu.
Choose the favorite option.
Favorited chats float to the top of the list in their own group, above the date groups. Unfavorite a chat the same way.
Folders
Folders let you group chats however you work — by client, by project, by deliverable:
In the Chats view, click New folder, give it a name, and save.
Hover over any chat, open the … menu, and choose a folder to move it into.
Click a folder name to filter the list to just that folder's chats; click it again to see everything.
Renaming a chat
Chats name themselves after your first message, but you can do better:
Hover over the chat and open the … menu.
Choose rename, type the new title right in place, and press Enter.
Archiving a chat
Finished with a conversation? Archive it from the same … menu. Archiving clears it out of your list without deleting anything — the analysis and any files it produced are preserved.
A suggested routine
Favorite the two or three chats you're actively working in this week.
Rename anything you'll want to find again ("June QBR prep — retention deep dive").
File long-running threads into a client or project folder.
Archive one-off questions once you have your answer.
A minute of housekeeping a week keeps your history working like a filing cabinet instead of a junk drawer.