Chat & AI
Finding and organising your chats
Search, rename, pin, mark private and move chats into hubs from the list on the left.
Step 1
How the list is ordered
Pinned chats sit at the top with a pin icon. Everything else is ordered by the last message, newest first. Each row shows the title and how long ago it was active; the open chat is dark, and a chat someone sent you carries a Shared pill. Fifty chats load at a time; press Load more conversations at the bottom for older ones. Hub chats are not listed here, they live under their hub in Hubs.
Chats
Q3 budget variance
Onboarding checklist
Supplier contract review
Step 2
Search
Type in Search conversations. It matches the title and the text of any message, so a chat you cannot name is still findable by something that was said in it. If nothing matches, the list says so.
Chats
Q3 budget variance
Onboarding checklist
Supplier contract review
Step 3
Open the chat options
Hover a chat and press the three dots that appear at its right edge, or right-click the row. On a phone the menu slides up from the bottom. The same menu is on every chat, including the ones under Private.
Chats
Q3 budget variance
Onboarding checklist
Supplier contract review
Step 4
Rename
Rename turns the title into a box in place. Enter saves, Escape cancels, and an empty title is ignored.
Chats
Onboarding checklist
Supplier contract review
Step 5
Pin to top
Pinned chats stay at the top with a pin icon, however old they get. Pin as many as you like, and choose Unpin from the same menu to let one sink back.
Q3 budget variance
Step 6
Mark as private
A private chat leaves the main list and moves into the collapsed Private section at the bottom, which only appears once you have one. Marking a hub chat private also takes it out of its hub. Remove from Private puts it back.
Chats
Q3 budget variance
Onboarding checklist
Step 7
Move to Hub
Hover Move to Hub and a second panel opens with your hubs. Each hub shows its icon. A search box and a Recent or A to Z sort appear once you have more than one. Pick a hub and the chat moves there, out of this list. New hub at the top creates a hub and moves the chat into it in one go.
Q3 budget variance
Move to Hub
Step 8
Share and Delete
Share opens the same window as the Share chat button in the header, and appears when your role allows sharing. Delete, in red at the bottom, moves the chat to Trash, where you have 30 days to change your mind. See Deleting and restoring chats.
Q3 budget variance
Step 9
Make room
The dark tab on the right edge of the panel header collapses the panel to a thin rail with Expand and New chat buttons. Opening a document or artifact panel collapses it for you and brings it back when you close the panel.
Try it in Secretary, or create an account to get started.
Related guides
Starting a new chat
The start screen, starter prompts, temporary chats, and what New chat does once you are already in a conversation.
Attaching files to a chat message
Add a file from your computer so the AI can read it: press the paperclip, drag it in, or paste it.
Scoping a chat to specific documents or folders
Point the AI at exactly the files in your library it should answer from, and choose how deeply it reads them.