Sessions & Organization

Organize your chat conversations with sessions, folders, search, and sharing features.

Chat Sessions

What Are Sessions?

A session is an individual chat conversation:

Contains message history
Maintains context
Can be renamed and organized
Saved automatically
Linked to a project

Creating Sessions

New Chat Session:

Click "New Chat"
Start conversation
Session created automatically
Continue as long as needed

Multiple Sessions:

Create multiple sessions per project
Each session has independent context
Organize by topic or purpose
Switch between sessions easily

Session Management

Rename Sessions:

Click on session
Select rename option
Give descriptive name
Makes finding easier

Delete Sessions:

Select session
Choose delete option
Confirm deletion
Session permanently removed

Session List:

View all your sessions
Organized by project
Most recent first
Quick access

Session Organization

Session Folders

Create folders to organize sessions:

Group related chats
Organize by topic, client, or project
Nested folder support
Drag and drop sessions

Creating Folders:

Go to sessions list
Click "New Folder"
Name your folder
Add sessions to folder

Moving Sessions:

Select session
Drag to folder
Or use move option
Organize as needed

Naming Conventions

Best Practices:

Use descriptive names
Include date if relevant
Mention topic or purpose
Keep names concise

Examples:

"Marketing Campaign Q1 2025"
"Product Feature Ideas"
"Client Meeting Notes"
"Research: AI Trends"

Session Search

Search Features

Find sessions quickly:

Search by session name
Search by content
Filter by date
Filter by project

How to Search:

Open search bar
Enter search term
View matching sessions
Click to open

Advanced Search

Search Across All Sessions:

Find conversations quickly
Search message content
Locate specific information
Access past discussions

Filters:

Date range
Project
Folder
Custom agents

Share conversations with others:

Team collaboration
Client presentations
Knowledge sharing
Get feedback

How to Share:

Open session
Click share button
Set permissions
Copy and send link

Permission Levels

View Only:

Read conversation
See all messages
No editing allowed
No responses

Comment:

View conversation
Add comments
Discuss content
No direct chat

Edit/Collaborate:

View and add messages
Continue conversation
Full interaction
Team collaboration

Shared Sessions Management

View Shared With You:

Access sessions others shared
See permission level
Participate as allowed
Organized separately

Manage Your Shares:

See who has access
Change permissions
Revoke access
Update sharing settings

Project Integration

Sessions in Projects

All sessions belong to a project:

Project context maintained
Access project information
Project memories loaded
Organized by project

Switch Between Projects

Change active project:

Sessions update automatically
See project-specific sessions
Maintain organization
Context switches smoothly

Project Context in Chat

Sessions automatically include:

Project description
Project information
Project media
Project settings

Session Features

Conversation Starters

Quick start conversations:

Suggested prompts
Common tasks
Template conversations
Get started faster

Message Management

Edit Messages:

Edit your messages (where supported)
Correct mistakes
Refine prompts
Improve clarity

Delete Messages:

Remove unwanted messages
Clean up conversation
Remove errors
Maintain clarity

Session History

View History:

Full conversation history
Scroll to older messages
Search within session
Export if needed

Auto-Save:

All messages saved automatically
No manual save needed
Resume anytime
Never lose progress

Collaboration Features

Team Sessions

Work together on sessions:

Multiple users in same session
Real-time updates
Shared context
Team collaboration

Session Comments

Add comments to sessions:

Discuss specific messages
Tag team members
Get feedback
Collaborative notes

Activity Tracking

See session activity:

Who accessed
Recent changes
Collaboration history
Usage tracking

Best Practices

Session Organization

Keep It Clean:

Delete unused sessions
Archive old conversations
Use folders effectively
Regular cleanup

Naming:

Descriptive names
Consistent format
Easy to find
Clear purpose

Folders:

Logical structure
Not too many folders
Group related sessions
Easy navigation

Session Usage

When to Create New Session:

Different topic
New project phase
Fresh context needed
Clean start required

When to Continue Session:

Same topic
Build on context
Related discussion
Sequential work

Share Appropriately:

Right permissions
Appropriate people
Clear purpose
Revoke when done

Security:

Don't share sensitive information
Check who has access
Update permissions regularly
Use private sessions for confidential work

Use Cases

Personal Organization

Topic-Based:

Separate sessions per topic
Easy to find later
Clean organization
Clear context

Time-Based:

Weekly work sessions
Monthly reviews
Project phases
Time-organized

Team Collaboration

Project Sessions:

Team discussions
Shared context
Collaborative problem-solving
Knowledge sharing

Client Work:

Client-specific sessions
Organized by client
Easy handoff
Professional organization

Knowledge Management

Research:

Topic-based sessions
Accumulated knowledge
Easy reference
Learning repository

Documentation:

Process documentation
How-to guides
Team knowledge
Reference material

Tips for Success

Name Descriptively: Clear names save time
Use Folders: Organize from the start
Clean Regularly: Delete unused sessions
Share Wisely: Appropriate permissions
Search Effectively: Use search to find quickly
Maintain Context: Keep related discussions together
Archive: Move old sessions out of main view
Document: Use sessions as documentation

Troubleshooting

Can't find session?

Use search feature
Check folders
Check different project
Verify not deleted

Sharing not working?

Check permissions
Verify link copied correctly
Check recipient access
Contact support

Sessions loading slowly?

Too many messages may slow load
Consider starting new session
Archive old sessions
Contact support if persists

Lost session?

Check trash/archive
Search by content
Check different project
Contact support for recovery

Sessions & Organization

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