Using Conversation Manager

Conversation Manager lets you access and manage all your conversations. You can see a list of your conversations, rename them, or delete any unneeded threads. It also enables you to switch between different conversations and return to previous ones to continue your inquiries. See Conversation history and sessions for additional information.

Users must be granted Prompting permission to manage their conversations. See Permissions for details on the Prompting permission.

Refer to Frequently asked questions for helpful answers to common questions about conversations.

Navigating the Conversations panel

The Conversations panel slides open next to the aiR Assist chat panel. Refer to the following to learn more about the panel.

• The newest conversation appears at the top of the All conversations list. Click the drop-down arrow to sort Newest first, Oldest first, A→Z (for ascending order), or Z→A (for descending order).
• Click on a conversation to view it in the aiR Assist chat panel. A vertical highlight bar displays next to a conversation to indicate it is open in the chat panel.
• Hover over the conversation to:
  • View the full conversation name and number of messages in the conversation
  • View the three vertical ellipses More icon to rename and delete the conversation.
• Click the X to close the entire Conversations panel.

Opening conversation manager

Use the steps below to open conversation manager.

1. To display the Conversations panel, select Conversations from the hamburger icon in the aiR Assist chat panel.
   
   The Conversations panel slides open next to the aiR Assist chat panel.
2. To close the panel, click the X opposite the panel heading or click Conversations from the hamburger icon again.
3. To open a particular conversation from the panel, click the conversation name.
   A vertical highlight bar displays next to the conversation that is open in the aiR Assist chat panel.
4. Continue asking questions within the conversation or click another conversation name to switch conversations.

Renaming a conversation

By default, when you open aiR Assist initially or begin a new conversation, it automatically names the conversation using the current date (for example, "Conversation MM/DD/YYYY").  After you submit your first prompt or question, the conversation name updates to reflect that content. You can rename any conversation from the Conversations panel or while viewing the conversation.

1. From either the Conversations panel or within an active conversation, click the three vertical ellipses More icon next to the conversation to be renamed and select Rename.

2. Enter new name for the conversation (up to 50 characters) in the Conversation name field.
   
   
3. Click Save.

Deleting a conversation

You can permanently delete an entire conversation from either the Conversations panel or within the active conversation itself. Conversation history is kept as long as the workspace exists, unless the conversation is deleted.

1. From either the Conversations panel or within an active conversation, click the three vertical ellipses More icon next to the conversation to be deleted and select Delete.
2. Click Delete on the confirmation dialog to proceed with deleting the conversation.

The conversation permanently disappears from the panel.