Accessing Your Chats
Click the Chats link in the sidebar to open the conversations panel. This expandable panel contains all your chat management tools.
Chat Filters
Use the dropdown at the top of the Chats panel to filter your conversations:
Filter | Shows |
All Chats | All active conversations (favorites appear at the top) |
Favorites | Only starred conversations |
Shared | Chats you've shared with others |
Archived | Conversations you've archived |
Actions
Hover over any chat in the list to see action buttons:
⭐ Favorite
Star important conversations to find them quickly. Favorited chats appear at the top when viewing "All Chats".
📦 Archive
Move old conversations out of your main view. To access archived chats, select Archived from the filter dropdown.
↩️ Restore (Archived chats only)
When viewing archived chats, click the archive icon to restore a chat back to your active conversations.
🗑️ Delete
Permanently remove a conversation. This cannot be undone.
Searching
Chat Search
Use the search box in the Chats panel to filter by chat title.
Message Search
Click the 🔍 magnifying glass icon for deep search across all message content:
Type your search term
See matching messages across all chats
Click a result to jump to that message
Chat Titles
Chats are automatically titled based on the first message. To find specific coaching sessions, use descriptive opening messages like:
"I need help preparing for my Q4 pipeline review with Acme Corp"
This creates a searchable, descriptive title.
Best Practices
Star key sessions - Mark breakthrough coaching moments for review
Archive completed deals - Keep your list focused on active opportunities
Use search - Find past advice instead of asking again
Review regularly - Revisit starred conversations before important calls