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Managing Chats

As you use Gen8, you'll accumulate chats across different agents and projects. This guide covers how to view, organize, and manage that history effectively.

Viewing Chats​

Access your chats by navigating to Chats in the sidebar. You'll see a list of all your chats, which you can filter and sort as needed.

Each chat in the list shows which agent was used, when it started, the last message exchanged, and its current status. This helps you quickly find the chat you're looking for.

Starting and Continuing Chats​

To start a new chat, select an agent and click New Chat or Start Chat. Fill in any required form inputs, then send your first message.

Resuming an existing chat is simple: find it in your list and click to open it. You'll continue exactly where you left off with the full context preserved.

Chat History​

Every chat preserves its complete message history: your messages, agent responses, tool calls and their results, and any artifacts created along the way. For long chats, you can scroll through the history, with older messages loading as needed.

Managing Chats​

Give chats meaningful names to make them easier to find later. Click the chat name, enter something descriptive, and save. A good name like "Q3 Marketing Strategy Discussion" is much more findable than a generic timestamp.

When you no longer need a chat, you can delete it. Find the chat, click the delete option, and confirm. Keep in mind that deleted chats cannot be recovered, so be certain before confirming.

If archiving is available in your organization, you can archive old chats instead of deleting them. This keeps your active list clean while preserving the history in case you need to reference it later. Archived chats can be restored if work resumes.

When you have many chats, filters help you find specific ones. Filter by agent to see only chats with a particular agent, by date range to narrow down timing, by project to see project-related work, or by status.

You can also search chat content directly—search through messages, find specific topics, or locate chats by keywords.

Chat Features​

Copy content from chats using the copy icon on messages. You can copy formatted content or code blocks separately depending on your needs.

Export chat content as text or formatted output, with options to include or exclude metadata. Share chats with team members through reference links or, if enabled, through public tokens.

Artifacts created during a chat appear inline in the chat and can be expanded to full view or opened in edit mode. You can view all artifacts from a chat, download them, and continue iterating on them. See Artifacts for more details on working with these documents.

  • Rename
  • Pin important chats
  • Add notes/tags

Display Preferences​

Customize chat view:

  • Message density
  • Timestamp display
  • Tool call visibility

Multi-User Chats​

Shared Access​

When chats are shared:

  • Multiple users can view
  • Based on permissions
  • See all participants' messages

Collaboration​

Working together in chats:

  • See others' contributions
  • Coordinate via comments
  • Track changes

Best Practices​

Organization​

  • Name chats descriptively
  • Use consistent naming patterns
  • Clean up completed chats
  • Archive for reference

Efficiency​

  • Continue existing chats when relevant
  • Start fresh for new topics
  • Use appropriate agents for tasks

Data Management​

  • Regularly review old chats
  • Delete unnecessary chats
  • Export important content
  • Respect data retention policies

Privacy and Data​

Chat Data​

Understanding conversation storage:

  • Messages stored securely
  • Accessible by authorized users
  • Subject to retention policies

Sensitive Information​

Be mindful of:

  • What you share in conversations
  • File contents uploaded
  • Generated content sensitivity

Troubleshooting​

Conversation Not Loading​

If conversations don't load:

  • Check network connection
  • Refresh the page
  • Clear browser cache
  • Try different browser

Missing Messages​

If messages seem missing:

  • Scroll through history
  • Check for load errors
  • Verify conversation selection

Performance Issues​

If conversations are slow:

  • Long conversations may load slowly
  • Consider starting fresh conversation
  • Check network speed

Export Problems​

If export fails:

  • Check conversation length
  • Try different format
  • Export in sections