Skip to content

Managing Conversations

Learn how to organize, search, export, and share your AI Chat Pro conversations for maximum productivity.

Conversation History

Accessing Your Conversations

View All Conversations:

  1. Open AI Chat Pro from the main navigation
  2. Your current and recent conversations appear automatically
  3. Conversation history shows:
  4. Recent chats
  5. Chat titles (auto-generated or custom)
  6. Last message preview
  7. Timestamp

Conversation List View

Sidebar displays: 

[Search for chatbots_____] [⚙]

Default AI Chat Bot
Default

Finance Expert
Personal Finance Expert

Nutritionist
Personal Nutritionist

Career Counselor
Personal Career Counselor

Time Management
Personal Time Management Consultant

Language Tutor ♦ Premium
Personal Language Tutor

Cybersecurity Expert
Cybersecurity Expert

Features: - Quick access to all expert chatbots - Search/filter conversations - Switch between chats instantly - Create new conversations

Organizing Conversations

Creating New Conversations

To Start a New Chat:

  1. Click the "+" (New Chat) button
  2. Select a chatbot (Default or Expert)
  3. Choose AI model
  4. Start typing

When to Create New Chats: - Different topics/projects - Separate work contexts - Testing different models - Privacy/organization

Switching Between Conversations

To Switch Chats:

  1. Click on any chatbot in the sidebar
  2. Previous conversation loads instantly
  3. Context from that conversation preserved
  4. Continue where you left off

Benefits: - Keep multiple projects organized - Maintain separate contexts - Easy reference to past work - Quick topic switching

Naming Conversations

Auto-Generated Titles: - AI automatically titles conversations - Based on initial topic/question - Updates as conversation evolves

Custom Titles: 1. Click on conversation name (if editable) 2. Enter custom title 3. Save

Example Titles: 

"Marketing Strategy Q1 2025"
"Python Code Debugging Session"
"Content Ideas for Blog"
"Budget Planning Discussion"
"Email Template Creation"

Searching Conversations

Finding Past Chats

Search Features:

  1. Click search box at top of sidebar
  2. Type keywords:
  3. Chat title
  4. Message content
  5. Topic
  6. Date
  7. Results appear instantly

Example Searches: 

"marketing" → All marketing-related chats
"Python code" → Code debugging conversations
"last week" → Recent conversations
"client email" → Email drafting sessions

Filtering Conversations

Filter Options:

By Chatbot: - Show only Finance Expert chats - Filter by Nutritionist conversations - View all Default AI chats

By Date: - Today - Last 7 days - Last 30 days - Custom date range

By Status: - Active conversations - Archived chats - Shared conversations - Temporary chats (if saved)

Exporting Conversations

Export Options

To Export a Conversation:

  1. Open the conversation you want to export
  2. Click More Options (⋯) at top-right
  3. Select "Export"
  4. Choose format:
  5. Text (.txt) - Plain text format
  6. PDF (.pdf) - Formatted document
  7. Markdown (.md) - Markdown format
  8. JSON - Raw data format
  9. Click "Download"

Export Formats Explained

Text (.txt) 

Conversation Export
Date: December 6, 2025
Chatbot: Default AI Chat Bot
Model: GPT-4o

User: Explain machine learning in simple terms

AI: Machine learning is a type of artificial intelligence
that allows computers to learn and improve from experience
without being explicitly programmed...

User: Can you give me a practical example?

AI: Sure! A great example is email spam filters...

Best For: - Simple archiving - Copying to other apps - Quick reference - Email sharing

PDF (.pdf) - Professional formatting - Headers and structure - Syntax highlighting for code - Images preserved - Ready to print

Best For: - Presentations - Client deliverables - Documentation - Professional sharing - Archiving

Markdown (.md) - Structured formatting - Code blocks with syntax highlighting - Headers and lists formatted - Compatible with documentation tools

Best For: - Technical documentation - GitHub/GitLab wikis - Knowledge bases - Developer collaboration

JSON - Raw conversation data - Includes metadata - Timestamps - Model information - Message structure

Best For: - Data analysis - Custom processing - API integration - Backup purposes

Bulk Export

Export Multiple Conversations:

  1. Go to conversation management
  2. Select multiple chats (checkbox)
  3. Click "Export Selected"
  4. Choose format
  5. Download as ZIP file

Use Cases: - Weekly/monthly backups - Project archives - Team knowledge sharing - Compliance/record keeping

Sharing Conversations

Share with Team Members

To Share a Conversation:

  1. Open the conversation
  2. Click More Options (⋯)
  3. Select "Share"
  4. Choose sharing method

Sharing Methods:

Generate shareable link:
https://app.iquivity.ai/chat/share/abc123xyz

Options:
☐ Anyone with the link can view
☐ Password protected
☐ Expires after: [7 days ▼]

Best For: - Quick sharing - External collaborators - Temporary access

2. Share with Team

Select team members:
☑ John Smith (john@company.com)
☑ Sarah Johnson (sarah@company.com)
☐ Mike Chen (mike@company.com)

Permissions:
● View only
○ Can comment
○ Can edit

Best For: - Internal collaboration - Team projects - Controlled access

3. Email Conversation

Send to: [email@example.com]
Subject: [Shared Chat: Marketing Strategy]

Message:
[Optional message to recipient]

[Send Email]

Best For: - Client communication - Executive summaries - Remote team members

Managing Shared Conversations

Permissions Levels:

View Only: - Can read entire conversation - Cannot add messages - Cannot export - Cannot reshare

Can Comment: - View full conversation - Add comments/notes - Cannot modify messages - Can export

Can Edit: - Full access to conversation - Can add messages - Can continue chat - Can export and reshare

Tracking Shares

View Share Activity:

Shared Conversations

📄 Marketing Strategy Q1
   Shared with: John Smith, Sarah Johnson
   Permission: View only
   Shared: Dec 5, 2025

📄 Code Review Session
   Shared via: Public link
   Views: 12
   Expires: Dec 12, 2025

📄 Client Proposal Draft
   Shared with: Mike Chen
   Permission: Can edit
   Shared: Dec 4, 2025

Features: - See who has access - Track views and engagement - Revoke access anytime - Update permissions

Revoking Access

To Remove Access:

  1. Go to Shared Conversations
  2. Find the shared conversation
  3. Click "Manage Access"
  4. Select person/link
  5. Click "Revoke Access"
  6. Confirm

When to Revoke: - Project completed - Team member left - Link expired - Security concern

Conversation Management

Archiving Conversations

To Archive:

  1. Right-click on conversation (or use menu)
  2. Select "Archive"
  3. Conversation moves to archive

Archived Conversations: - Removed from main list - Still searchable - Can be restored - Preserved indefinitely

When to Archive: - Completed projects - Old conversations - Seasonal content - Reference material

Deleting Conversations

To Delete:

  1. Right-click on conversation
  2. Select "Delete"
  3. Confirm deletion

Deletion is Permanent

Deleted conversations cannot be recovered. Export important chats before deleting.

When to Delete: - Test conversations - Duplicate chats - Sensitive information (after use) - Temporary experiments

Restoring Conversations

To Restore Archived Chat:

  1. Go to Archived folder
  2. Find conversation
  3. Right-click → "Restore"
  4. Returns to main conversation list

Temporary Chats

Understanding Temporary Chats

Temporary Chat Mode:

⚠️ Temporary Chat Enabled

This conversation won't be saved to your chat history,
but any content you upload may still appear in the
content manager.

Characteristics: - Not saved to conversation history - Disappears after session ends - Content may appear in content manager - Useful for sensitive queries

When to Use Temporary Chats

Use Cases:

1. Confidential Information 

Example:
"Analyze this confidential contract [upload]"
"Review salary negotiation strategy"
"Process sensitive customer data"

2. One-Time Queries 

Example:
"Quick fact check on competitor"
"Test a prompt idea"
"Personal advice"

3. Experimental Prompts 

Example:
"Testing different writing styles"
"Comparing model outputs"
"Trying new approaches"

4. Privacy-Sensitive Topics 

Example:
"Personal health questions"
"Financial planning scenarios"
"Private research"

Limitations of Temporary Chats

What's NOT Saved: - Conversation history - Chat appears in sidebar - Searchable archive

What MAY Be Saved: - Uploaded files (in content manager) - Credit usage logs - System analytics (anonymous)

Best Practices: - Use for truly temporary needs - Don't rely on retrieving later - Export important temporary chats before closing - Check content manager for uploaded files

Collaboration Features

Team Workspaces

Shared Workspaces:

Team Workspace: Marketing Team

Shared Conversations:
├─ Q1 Campaign Planning (3 collaborators)
├─ Content Calendar Ideas (5 collaborators)
├─ Email Templates Library (2 collaborators)
└─ Brand Voice Guidelines (4 collaborators)

Features: - Team members can contribute - Real-time collaboration - Shared conversation history - Centralized knowledge base

Comments and Annotations

Add Comments:

  1. Hover over any AI message
  2. Click "Add Comment" icon
  3. Type your comment
  4. Save

Use Cases: - Clarify points for team - Add context for later reference - Highlight important insights - Track follow-up actions

Example: 

AI Response: "Here are 5 marketing strategies..."

Comment (John): "Let's focus on #2 and #4 for Q1"
Comment (Sarah): "I'll create detailed plans for these"

Version History

Track Changes:

Conversation: Marketing Strategy Q1

Version History:
├─ v3 - Dec 6, 2025 3:45 PM (Current)
│  Updated by: Sarah Johnson
│  Changes: Added budget considerations
│
├─ v2 - Dec 6, 2025 11:20 AM
│  Updated by: John Smith
│  Changes: Expanded social media section
│
└─ v1 - Dec 5, 2025 4:15 PM
   Created by: You
   Initial conversation

Features: - See all changes - Restore previous versions - Track contributors - Audit trail

Best Practices

Organizing Your Chats

Create a System:

By Project: 

Project: Website Redesign
├─ UI/UX Ideas Chat
├─ Content Strategy Chat
├─ Technical Requirements Chat
└─ Timeline Planning Chat

By Topic: 

Content Creation
├─ Blog Post Ideas
├─ Social Media Content
├─ Email Campaigns
└─ Video Scripts

Development
├─ Python Code Help
├─ Database Optimization
├─ Bug Fixes
└─ Feature Planning

By Client: 

Client: Acme Corporation
├─ Proposal Draft
├─ Project Planning
├─ Status Updates
└─ Deliverables Review

Naming Conventions

Effective Chat Titles:

✅ Good Examples: 

"Q1 2025 Marketing Plan - Social Media Focus"
"Python API Bug Fix - User Authentication"
"Blog Post: AI in Healthcare - Draft 1"
"Client Proposal: Website Redesign - Acme Corp"

❌ Poor Examples: 

"Chat 1"
"Untitled"
"Marketing stuff"
"Code"

Benefits: - Easy to find later - Clear context at a glance - Better team collaboration - Professional organization

Regular Maintenance

Weekly: - Export important conversations - Archive completed projects - Delete test/temporary chats - Review shared access

Monthly: - Audit all conversations - Update naming for clarity - Remove outdated shares - Backup critical chats

Quarterly: - Deep clean conversation list - Archive old projects - Review and update organization system - Train team on best practices

Advanced Features

Conversation Templates

Save as Template:

  1. Create a well-structured conversation
  2. Click More Options (⋯)
  3. Select "Save as Template"
  4. Name your template
  5. Reuse for similar tasks

Example Templates:

Blog Post Creation Template: 

1. Topic research and outline
2. Draft introduction
3. Develop main sections
4. Create conclusion
5. SEO optimization
6. Final review

Code Review Template: 

1. Paste code for review
2. Explain context and goals
3. Request specific feedback
4. Discuss optimization
5. Test edge cases
6. Document improvements

Batch Operations

Bulk Actions:

Select Multiple Conversations: - Archive all completed projects - Export multiple chats at once - Share bundle with team - Delete temporary experiments

How To: 1. Enable selection mode 2. Check conversations to include 3. Choose action from menu 4. Confirm and execute

Troubleshooting

Common Issues

Problem: Can't Find Old Conversation - Solution: Use search with keywords, check archived folder

Problem: Export Failed - Solution: Try different format, check file size, refresh page

Problem: Share Link Not Working - Solution: Check expiration date, verify permissions, regenerate link

Problem: Temporary Chat Saved by Mistake - Solution: Delete from history, clear from content manager if needed

Problem: Team Member Can't Access Shared Chat - Solution: Verify email address, check permissions, resend invite

Privacy & Security

Data Protection

Your Conversations: - Encrypted in transit and at rest - Stored securely in your iQuivity account - Access controlled by you - Not used for AI training (check provider terms)

Sharing Security: - Password-protected links available - Expiration dates on shares - Revocable access anytime - Audit trail of all shares

Best Practices: - Don't share sensitive data via public links - Review shared access regularly - Use temporary chats for confidential topics - Export and delete when no longer needed

Next Steps

  • AI Chat Pro Overview

    Learn about all AI Chat Pro features and capabilities

    Overview

  • Using AI Chat Pro

    Master the chat interface and get better results

    Usage Guide

Previous: ← Usage Guide | Up: AI Chat Pro Overview

Last Updated: December 2025