Find and organize your conversations

Every chat you have is saved automatically, so you never lose a thread of thinking. This guide shows you how to find an old conversation fast, keep your sidebar tidy, group related chats into folders, and share a conversation with a teammate.

What you’ll be able to do

• Browse and reopen past conversations from the sidebar
• Search across your history and within a single chat
• Rename, pin, archive, and restore conversations
• Group conversations into folders (also called Projects)
• Share a conversation so a teammate can read or collaborate in real time

Before you start

• You’re signed in to SUPERWISE Chat. (See Sign in.)
• You’ve had at least one conversation, so there’s history to organize.

Everything here happens in the left sidebar and the conversation header.

Find a past conversation

Your conversations live in the left sidebar, newest first, grouped by type — regular chats, channels, and direct messages each have their own section.

1. Open the sidebar (it’s visible by default; use the sidebar toggle if it’s collapsed).
2. Scroll to browse, or use search to jump straight to what you want.
3. Click any conversation to reopen it exactly where you left off.

Search across all your conversations

1. Click the search field at the top of the sidebar.
2. Type a word or phrase — a name, a topic, or something you remember saying.
3. Matching conversations filter in as you type. Click one to open it.

Search is case-insensitive, so capitalization doesn’t matter.

Search within one conversation

When you’re inside a long chat and need a specific line:

1. Open the conversation.
2. Click the magnifying glass in the conversation header, or press Ctrl/⌘ + F.
3. Type your term. Use the next/previous controls to jump between matches.

Rename a conversation

Chat gives every conversation an automatic title, but a clear name makes it far easier to find later.

1. Find the conversation in the sidebar.
2. Double-click its title, or hover over the row and click the pencil icon.
3. Type a new name and press Enter.

Tip

Name conversations the way you’d name a file — “Q3 board narrative” beats “New chat.” Future-you will thank present-you.

Keep the sidebar tidy

Pin the ones you use most

Pinning sticks a conversation to the top of the sidebar so it’s always one click away.

1. Hover over the conversation row.
2. Use the row’s actions and choose Pin.

Pinned conversations stay at the top until you unpin them.

Archive what you’re done with

Archiving removes a conversation from your main list without deleting it — your history stays intact and searchable.

1. Hover over the conversation and select its checkbox, or open the row’s actions.
2. Choose Archive.

To bring one back, go to Settings → Archive, find the conversation, and restore it.

Delete permanently

If you’re sure you no longer need a conversation, use Delete from the same row actions. Deletion is permanent, so archive instead if you’re unsure.

Note

You can act on several conversations at once: select the checkboxes on multiple rows, then use the bulk actions to archive, delete, or export them together. See Export for export formats.

Group conversations into folders

A folder (shown in the product as a Project) is a named workspace that keeps related conversations together — for example, one folder per client, project, or recurring task.

A folder isn’t just a label. Any new conversation you start while a folder is open is automatically filed in that folder, and a folder can carry its own settings so the chats inside it behave consistently.

Create a folder

1. In the sidebar, create a new folder and give it a name.
2. Open the folder to make it the active workspace.
3. Start chatting — new conversations are filed in this folder automatically.

Move existing conversations in

Drag a conversation onto the folder in the sidebar, or use the conversation’s row actions to move it into the folder.

Folder tabs

Open a folder to see:

• Chats — every conversation filed in this folder.
• Members — who has access (folders can be shared with teammates).
• Settings — folder-level options such as memory and knowledge connectors.

Who can do what in a shared folder

Role	Can do
Owner	Full control; this is the creator and can’t be changed.
Admin	Manage members and their roles, change settings.
Member	Read and contribute to conversations in the folder.
Viewer	Read-only access.

Share a single conversation

You don’t have to create a folder to collaborate. Any conversation can be shared with specific teammates, who can then read along — or chat together with you in real time.

1. Open the conversation you want to share.
2. Open the Share option from the conversation header.
3. Choose the teammates to share with and confirm.

Once shared:

• Everyone sees messages stream in live as they’re sent.
• Each person’s messages are labeled with their name and avatar, so it’s always clear who said what.
• The AI stays available to everyone in the conversation.

Tip

For an always-on team space rather than a one-off shared chat, use a channel or a direct message instead. See The surfaces for when to use each.

Worked example: get a client thread under control

Say you’ve been chatting on and off about a client, “Northwind,” and the conversations are scattered:

1. Create a folder named “Northwind.”
2. Search the sidebar for “Northwind” to find the existing chats, and move each one into the folder.
3. Rename the messiest one from “New chat” to “Northwind — renewal terms” so it’s findable.
4. Pin the folder’s most active conversation to the top.
5. Share the renewal-terms chat with your account manager so you can work it together.
6. Archive the older threads you’ve finished with — they stay searchable but leave your sidebar clean.

Five minutes of tidying, and the whole client history is one click away.

Troubleshooting

I can’t find a conversation I know exists. Try the sidebar search with a different keyword — search matches words inside the conversation, not just the title. If you archived it, check Settings → Archive. If a teammate created it, it only appears in your sidebar once it’s been shared with you.

The rename didn’t stick. Make sure you press Enter to confirm. Clicking away before confirming can discard the change.

A shared conversation isn’t updating in real time. Live updates need an active connection. Refresh the page; if it persists, check your network and reopen the conversation.

I archived something by accident. Nothing is lost. Go to Settings → Archive and restore it.

Related

• Export — save a conversation as PDF, Markdown, text, or a data file.
• The surfaces — chats, channels, and direct messages, and when to use each.
• Two-minute tour — a quick orientation to the whole interface.
• Saved prompts — reuse your best prompts across conversations.