Chat Histories Procedure Guide

This procedure guide explains how to use the Chat Histories feature to manage, search, and navigate through your conversation history. The Chat Histories sidebar provides a comprehensive interface for organizing chats, accessing favorites, searching conversations, and managing your chat collection.

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Table of Contents

1. Accessing Chat Histories
2. Understanding the Chat Sidebar Interface
3. Viewing Chat History
4. Searching Chat Histories
5. Managing Favorite Chats
6. Creating New Chats
7. Renaming Chats
8. Deleting Chats
9. Sharing Chats
10. Filtering Chats by Project
11. Using Auto-Scroll Feature
12. Key Features Summary
13. Best Practices
14. Troubleshooting
15. Security Notes

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Accessing Chat Histories

Step 1: Locate the Chat Sidebar

1. Log in to the application
2. Navigate to the Chat interface
3. The Chat Histories sidebar is located on the left side of the chat interface
4. Look for the sidebar with the chat history list

Step 2: Understanding Sidebar States

The Chat Sidebar has two states:

• Expanded: Shows full chat history with search, filters, and all controls
• Minimized: Shows a compact icon-only view for more screen space

Step 3: Toggle Sidebar Visibility

1. Click the minimize/maximize button to collapse or expand the sidebar
2. When minimized, hover over the sidebar icon to see a preview
3. Click the icon again to expand the sidebar

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Understanding the Chat Sidebar Interface

Header Section

The header section contains:

1. Organization Display: Shows current organization name and logo at the top
2. New Chat Button: Prominent button to create a new conversation
3. Search Bar: Search input for finding chats by name, content, or date
4. Project Filter: Dropdown to filter chats by selected projects

Chat List Sections

The sidebar is organized into two main sections:

1. Favorites Section:

   • Displays chats you’ve marked as favorites
   • Appears at the top of the sidebar
   • Can be expanded or collapsed
   • Shows a star icon (⭐) for each favorite

2. Chat History Section:

   • Shows all your chats organized by date
   • Grouped into date categories (Today, Yesterday, This Week, etc.)
   • Each date group can be expanded or collapsed
   • Shows chat name, date, and project indicators

Chat Item Display

Each chat item shows:

• Chat Name: The title of the conversation (or “Untitled” if unnamed)
• Date/Time: Last updated date and time
• Project Indicators: Color-coded dots showing associated projects
• Star Icon: Indicates if the chat is favorited
• Dropdown Menu: Three-dot menu for additional actions

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Viewing Chat History

Step 1: Browse Chat List

1. Scroll through the chat history list in the sidebar
2. Chats are organized by date groups:
   • Today: Chats updated today
   • Yesterday: Chats updated yesterday
   • This Week: Chats from the past week
   • This Month: Chats from the current month
   • Older: Chats from previous months

Step 2: Expand Date Groups

1. Click on a date group header (e.g., “Today”, “This Week”)
2. The group will expand to show all chats in that period
3. Click again to collapse the group
4. Multiple groups can be expanded simultaneously

Step 3: Select a Chat

1. Click on any chat item in the list
2. The chat will be highlighted with a yellow border
3. The main chat panel will load the conversation
4. The chat becomes the active conversation

Step 4: View Chat Details

When a chat is selected, you can see:

• Chat Name: Full conversation title
• Last Updated: Date and time of last activity
• Project Associations: Which projects the chat is linked to
• Message Count: Number of messages in the conversation (if displayed)

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Searching Chat Histories

Step 1: Access Search Function

1. Locate the search bar at the top of the chat sidebar
2. The search bar has a search icon on the left
3. Placeholder text says: “Search Favorites, History & Dates”
4. Click in the search input field to begin searching

Step 2: Enter Search Query

1. Type your search terms in the search bar
2. The search is case-insensitive and searches across:
   • Chat Names: Conversation titles
   • Chat Content: Messages within conversations
   • Dates: Date and time information
3. Results update in real-time as you type

Step 3: Understand Search Results

Search results are highlighted with color-coded badges:

• Yellow Badge (“name”): Matches found in chat name
• Blue Badge (“content”): Matches found in message content
• Green Badge (“date”): Matches found in date/time information

Step 5: Clear Search

1. Click the X icon in the search bar, or
2. Delete all text from the search input
3. The chat list will return to showing all chats
4. Date groups will return to their normal state

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Managing Favorite Chats

Step 1: Identify Favorite Chats

1. Favorite chats are displayed in the Favorites section at the top
2. They show a filled star icon (⭐) next to the chat name
3. Favorite chats appear in both the Favorites section and the main history
4. The Favorites section can be expanded or collapsed

Step 2: Favorite a Chat

1. Hover over a chat in the history list
2. Click the three-dot menu (⋮) that appears
3. Select “Add to Favorites” or click the star icon if visible
4. The chat will move to the Favorites section
5. A filled star (⭐) will appear next to the chat name

Step 3: Unfavorite a Chat

1. Click the three-dot menu (⋮) on a favorited chat
2. Select “Remove from Favorites” or click the filled star
3. The chat will be removed from the Favorites section
4. It will still appear in the main chat history
5. The star will become unfilled (☆)

Step 4: Access Favorite Chats Quickly

1. Scroll to the top of the sidebar
2. The Favorites section is always visible at the top
3. Click on any favorite to quickly open it
4. Favorites are sorted by most recently updated

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Creating New Chats

Step 1: Access New Chat Button

1. Locate the “New Chat” button in the chat sidebar header
2. The button is prominently displayed with a message icon
3. It’s located below the organization display and above the search bar

Step 2: Create a New Chat

1. Click the “New Chat” button
2. A new chat will be created immediately
3. The new chat will appear at the top of the “Today” group
4. The chat panel will switch to the new conversation
5. The chat will be named automatically based on your first message

Step 3: New Chat Behavior

When a new chat is created:

• It appears in the chat history list
• It’s automatically selected and becomes the active chat
• The chat input is ready for your first message
• Project associations are based on your current project selection
• The chat name will be auto-generated after your first message

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Renaming Chats

Step 1: Access Rename Option

1. Hover over a chat in the history list
2. Click the three-dot menu (⋮) that appears
3. Select “Rename” from the dropdown menu

Step 2: Edit Chat Name

1. After clicking “Rename”, the chat name becomes an editable input field
2. The input field is highlighted with a blue border
3. The current chat name is pre-filled
4. Click in the input field to edit

Step 3: Save New Name

1. Type the new chat name in the input field
2. Press Enter to save the new name, or
3. Click outside the input field to save (blur event)
4. The chat name will update immediately in the sidebar
5. If you leave the field empty, the rename will be cancelled

Step 4: Cancel Rename

1. Press Escape key to cancel the rename operation
2. The chat name will revert to its original name
3. No changes will be saved

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Deleting Chats

Step 1: Access Delete Option

1. Hover over a chat in the history list
2. Click the three-dot menu (⋮) that appears
3. Select “Delete” from the dropdown menu

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Sharing Chats

Step 1: Access Share Option

1. Hover over a chat in the history list
2. Click the three-dot menu (⋮) that appears
3. Select “Share” from the dropdown menu

Currently Work in progress

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Filtering Chats by Project

Step 1: Access Project Filter

1. Locate the Project Selector in the chat sidebar header
2. It’s located next to the search bar
3. Click on the project filter button to open the selector

Step 2: Select Projects

1. The project selector shows all available projects
2. Select one or more projects from the list
3. Projects are displayed with their color indicators
4. You can select multiple projects simultaneously

Step 3: View Filtered Chats

1. After selecting projects, the chat list updates
2. Only chats associated with selected projects are shown
3. Chats may be associated with multiple projects
4. Project color indicators appear next to each chat

Step 4: Clear Project Filter

1. Deselect all projects in the project selector, or
2. Click “Clear” or “All Projects” option
3. The chat list will return to showing all chats
4. All chats will be visible regardless of project association

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Using Auto-Scroll Feature

Step 1: Understand Auto-Scroll

The auto-scroll feature automatically scrolls to the bottom of a chat when new messages arrive. This is useful for:

• Following active conversations
• Seeing the latest AI responses immediately
• Keeping up with real-time updates

Step 2: Enable Auto-Scroll

1. Hover over a chat in the history list
2. Click the three-dot menu (⋮)
3. Select “Enable Auto-Scroll” from the menu
4. The feature will be enabled for that specific chat

Step 3: Disable Auto-Scroll

1. Hover over a chat with auto-scroll enabled
2. Click the three-dot menu (⋮)
3. Select “Disable Auto-Scroll” from the menu
4. The chat will no longer auto-scroll to new messages

Step 4: Auto-Scroll Behavior

When auto-scroll is enabled:

• The chat automatically scrolls to the bottom when new messages arrive
• This happens for both user messages and AI responses
• Manual scrolling disables auto-scroll temporarily
• Auto-scroll re-enables when you scroll back to the bottom

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Key Features Summary

Chat Management Features

• Comprehensive History: All conversations organized chronologically
• Favorites System: Quick access to important chats
• Real-time Search: Find chats by name, content, or date
• Project Filtering: Filter chats by associated projects
• Date Grouping: Organize chats by time periods
• Chat Actions: Rename, delete, share, and favorite chats
• Auto-Scroll: Automatic scrolling for active conversations

Navigation Features

• Quick Access: Click to switch between chats instantly
• Visual Indicators: Project colors and status indicators
• Expandable Groups: Collapse/expand date groups and favorites
• Search Highlighting: Visual feedback for search matches
• Content Previews: See matching message snippets in search results

Organization Features

• Date-Based Organization: Automatic grouping by time periods
• Project Association: Link chats to specific projects
• Favorites Priority: Important chats always accessible at top
• Flexible Filtering: Combine search with project filters
• Smart Sorting: Most recent chats appear first

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Best Practices

Organizing Chats

1. Use Descriptive Names: Rename chats with meaningful titles for easy identification
2. Favorite Important Chats: Mark frequently accessed chats as favorites
3. Regular Cleanup: Delete old or unnecessary chats to keep history manageable
4. Project Organization: Associate chats with appropriate projects for better filtering

Searching Effectively

1. Use Specific Terms: More specific search terms yield better results
2. Search by Date: Include date information when searching for time-specific chats
3. Combine with Filters: Use project filters with search for precise results
4. Review Search Badges: Pay attention to color-coded search result badges

Managing Favorites

1. Limit Favorites: Only favorite chats you access regularly to keep the list manageable
2. Regular Review: Periodically review and unfavorite chats you no longer need
3. Quick Access: Use favorites for chats you reference frequently
4. Organize by Priority: Favorite the most important chats first

Working with Projects

1. Associate Correctly: Ensure chats are linked to the right projects
2. Use Project Filters: Filter by active projects to focus on relevant conversations
3. Multi-Project Chats: Some chats may span multiple projects
4. Clear Filters: Reset project filters when switching contexts

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Troubleshooting

Issue: Chat Not Appearing in History

Solutions:

• Refresh the page to reload chat history
• Check that you’re viewing the correct date group (expand “Older” if needed)
• Verify the chat wasn’t deleted
• Check project filters aren’t excluding the chat
• Try searching for the chat by name

Issue: Search Not Finding Chats

Solutions:

• Check your spelling and search terms
• Try searching for part of the chat name instead of full name
• Clear the search and browse manually
• Verify the chat exists and you have access to it
• Check if project filters are excluding the chat

Issue: Cannot Rename Chat

Solutions:

• Ensure you’re clicking the three-dot menu, not just the chat name
• Try clicking “Rename” again if the input doesn’t appear
• Check that you’re entering a valid name (not empty)
• Refresh the page if the rename feature seems stuck
• Verify you have permissions to edit the chat

Issue: Favorite Not Saving

Solutions:

• Wait a moment for the favorite action to complete
• Try favoriting the chat again
• Refresh the page to see if the favorite was saved
• Check that you’re logged into the correct account
• Verify you’re in the correct organization

Issue: Project Filter Not Working

Solutions:

• Clear the project filter and reapply it
• Verify the projects you’re filtering for exist
• Check that chats are actually associated with those projects
• Refresh the page to reload project associations
• Try selecting different projects to test the filter

Issue: Date Groups Not Expanding

Solutions:

• Click directly on the date group header text
• Try clicking multiple times if the first click doesn’t work
• Refresh the page if groups seem stuck
• Check browser console for JavaScript errors
• Clear browser cache if issues persist

Issue: Auto-Scroll Not Working

Solutions:

• Verify auto-scroll is enabled for the chat
• Check that you haven’t manually scrolled up (which disables it)
• Scroll to the bottom of the chat to re-enable auto-scroll
• Refresh the page if auto-scroll seems stuck
• Try disabling and re-enabling auto-scroll

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Security Notes

• Chats are user-specific: You can only see your own chats
• Organization-scoped: Chats are limited to your current organization
• Project permissions: Chat visibility may be affected by project access permissions
• Share links: Shared chat links may have expiration dates or access restrictions
• Deletion is permanent: Deleted chats cannot be recovered

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