Using Conversation Manager (Advanced Access)

Conversation manager lets you access and manage all your conversations. You can see a list of your conversations, rename them, or delete any threads you no longer need. It also allows you to switch between different conversations and return to previous ones to continue your inquiries. See Conversation history and sessions for additional information.

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 list.
• The vertical highlight bar next to a conversation indicates that conversation is open in the aiR Assist chat panel.
• The message count displayed beneath the name of the conversation indicates the number of questions asked in that thread.
• Conversations are categorized into these categories: Today, Yesterday, This Week, Last Week, and Previous Weeks. The category, “This Week,” excludes those conversations already listed under “Today” or “Yesterday.” The week starts on Monday and ends on Sunday. The category a conversation falls into is based on the date of the last response.

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.
   
2. The Conversations panel slides open next to the aiR Assist chat panel. 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 bold conversation name. The number of messages listed below the name is not clickable. 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 begin a conversation, it is named after the current date (for example, Conversation MM/DD/YYYY). You can change the name of any current or past conversation from either the Conversations panel or within the active conversation itself.

1. From either the Conversations panel or within an active conversation, click the vertical ellipses 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.

1. From either the Conversations panel or within an active conversation, click the vertical ellipses 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.