Conversation Management
Learn how to organize, manage, and get the most out of your AI SecureChat conversations
Effective conversation management helps you stay organized and get the most value from your interactions with AI SecureChat. This guide covers how to create, organize, share, and manage your conversations for maximum productivity.
Conversation Basics
Each AI SecureChat conversation consists of:
- Conversation Title - A name to identify the conversation
- Messages - The exchange between you and the AI
- Context Window - The amount of previous conversation the AI can reference
- Metadata - Date created, last modified, sharing status, etc.
- Associated Resources - Documents, links, and other referenced materials
Creating and Managing Conversations
Starting New Conversations
Create a new conversation
Click the “new chat” button in the conversation sidebar. This starts a fresh conversation with no previous context.
Name your conversation
Click on the default “New conversation” title to rename it.
Use descriptive names that clearly indicate the conversation’s purpose.
Switching Between Conversations
Access your conversations
Open the conversation sidebar by clicking the sidebar icon.
The sidebar shows a list of your conversations, with the most recent at the top.
Select a conversation
Click on any conversation in the list to switch to it.
Your current conversation state is automatically saved when you switch.
Delete conversations
Use the … menu to delete one conversation or the trash icon to delete all conversations.
Sharing Conversations
Collaborate with colleagues by sharing conversations:
Open sharing settings
Click the share button in the conversation header.
Choose sharing options
Select how you want to share the conversation:
Options include:
- View only: Recipients can see the conversation but not contribute
Finalize sharing
Click “Share” to apply your settings and share the conversation.
Now, get and share the link with your team.
Conversation History and Navigation
Browsing Conversation Content
Scroll through history
Scroll up and down to navigate through the conversation.
AI SecureChat will load more history as you scroll up.
Jump to specific points
Use the timeline navigation on the right side to quickly jump to different parts of a long conversation.
The timeline shows:
- Document uploads
- Topic changes
- Canvas
Message Operations
Manage individual messages within conversations:
Available operations include:
Copy Message
Copy the text of a message to your clipboard
Edit Your Message
Modify your previous messages to clarify or correct
Add Reaction
React to messages with 👍 or 👎
Add Feedback
Attach feedback to any message
Regenerate Response
Regenerate the message using the currently selected LLM
Display Details
View sources and context used by the LLM to generate a response (if applicable)
Editing or deleting your messages may affect the context available to the AI in subsequent responses.
Conversation Context Management
Understanding and managing the conversation context is crucial for effective interactions:
Conversation Lifecycle Management
Renaming and Deletion
Delete a conversation
Select the conversation menu (⋮) and choose “Delete”.
Confirm deletion
Review the warning and confirm you want to delete.
Permanent deletion cannot be undone. Your organization may have retention policies that govern how long deleted conversations remain recoverable.
Delete a conversation
Select the conversation menu (⋮) and choose “Delete”.
Confirm deletion
Review the warning and confirm you want to delete.
Permanent deletion cannot be undone. Your organization may have retention policies that govern how long deleted conversations remain recoverable.
Rename a conversation
Select the conversation menu (⋮) and choose “Rename”.
Fill the form
Enter a custom name for your conversation.
Save
Click on save.
The name of a conversation is also used when sharing it with your team.
Best Practices for Conversation Management
Use Descriptive Names
Name conversations clearly based on purpose or topic for easy identification later.
Create Dedicated Conversations
Start new conversations for distinct topics rather than mixing unrelated subjects.
Review and Clean Up
Regularly delete outdated conversations to keep your workspace manageable.
Document Important Outcomes
Export or pin significant results and decisions for future reference.
Share Strategically
Share conversations with clear instructions on expected contributions from recipients.
Troubleshooting Common Issues
Next Steps
Now that you understand conversation management in AI SecureChat, explore related features:
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