Conversation History & Management
The left history panel (toggle with the clock/history icon) provides tools to organize your chats. Conversations are stored server‑side, so they persist across browser sessions and devices.
Creating a New Conversation
Click "New Chat". A fresh thread appears and becomes active. The title is auto‑generated from the first six words of your initial message (e.g., "Summarize balances by institution for Q1...").
Switching chat modes also creates a new conversation automatically.
Renaming
Open the context menu (three‑dot icon) on a conversation item and select Rename. An inline text input appears — press Enter to save or Escape to cancel.
Searching
Use the search box at the top of the history panel to filter conversations by title (case‑insensitive, with debounced input).
Deleting
Open the context menu on a conversation item and select Delete. A confirmation modal appears showing the conversation title. Confirm to permanently remove the conversation, or cancel to keep it.
Import / Export
| Action | Purpose | Format |
|---|---|---|
| Export | Download all conversations | JSON file (timestamped: chat-history-YYYY-MM-DD.json) |
| Import | Merge conversations from a JSON file | Expects same schema produced by export (.json) |
Use the export and import icons at the top of the history panel. Import success/failure is confirmed via notification. A failed import leaves existing history untouched.
Auto Scroll
Whenever a message arrives, the viewport scrolls to the bottom so latest content is visible.
Continue to Feature Flags & Upcoming Modes.