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.
For the full picture, open History from the left rail. That's Chat's dedicated history page — everything the rail can't fit lives there, including search, folders, favorites, and your archived conversations.
Note: If the left rail is showing the Sources panel, use the toggle at the top of the rail to switch back to Chats.
Note: Iris history and agent history live in their own products: the History page in Chat holds your Iris conversations, while the Chats page in the Agents product lists only agent conversations. You'll never wade through one to find the other.
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.
Note: Folders belong to the product they're created in. A folder you make here in Chat holds Iris conversations; folders in the Agents product hold agent conversations. The two sets never mix.
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. If you need something back, the History page has an archived view where you can restore any conversation.
When a chat gets very long
Chats keep their full context, and eventually that becomes a drag: in a very long thread, replies can slow down and lose focus. Chats work best one topic at a time — start a fresh chat for anything new instead of letting one thread collect every conversation. When a thread crosses that point, Omega shows a gentle banner with two ways out:
New chat starts clean — the right choice when you're moving on to something different.
New chat with recap writes a short brief of the conversation — the goal, the key numbers, decisions, and open threads — and starts the fresh chat with it, so you can keep working without re-explaining where you left off.
It's a nudge, not a wall — you can keep going in the long thread if you're mid-flow.
Reusing a chat's workflow for another client
Did something in one chat that you want to redo for a different brand? You don't need to re-explain the task or copy anything across:
Open the chat with the work you want to repeat.
Click Reuse for another client in the chat's header (the repeat-arrows icon).
Pick the client to redo it for.
Iris writes a playbook of the conversation — what the task was, the steps that got it done, and what the deliverable looked like — with the original client's names and numbers deliberately left out. A new chat opens for the client you picked, seeded with that playbook; Iris confirms the plan and waits for your go-ahead before running anything, using the new client's own data throughout.
Note: The playbook carries the method, not the data. If a step doesn't fit the new client, say so in the new chat and Iris will adapt the plan. The button appears on single-client chats that have at least one message.
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.