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What you will accomplish

You will learn how to use the chat list on the left side of the AI Assistant so your team can pick up where they left off, start a fresh topic, or delete an old conversation.

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When to use this guide

Use this guide when:
  • A staff member wants to ask a new question without mixing it into an old thread.
  • You need to find yesterday’s lookup or setup conversation.
  • A chat title is unclear and you want to clean up the list.

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Before you start

  • You can sign in to the dashboard as staff.
  • You can open AI Assistant from the sidebar.

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Open the chat list

On a computer, the chat list stays open on the left while you work. The top of that panel shows Dashboard (back arrow), New Chat, and your conversations grouped by day. On a phone or small screen, the list is hidden until you open it:
1

Tap History in the top-right corner

Open AI Assistant on your phone. Look for the History icon (a clock) in the top-right corner of the page—not in the left sidebar.Expected result: A panel slides in showing your past conversations grouped by day.
2

Tap + for New Chat

Beside History, tap + to start a fresh conversation—the same as New Chat on desktop.Why this matters: Starting a new chat on your phone prevents mixing two customers in one thread, just like on a computer.
3

Tap a title to reopen a thread

Tap a conversation title (for example Look up Alex Morgan’s cars) to read that full chat again.Tap History again when you want more room on the small screen.
Mobile Agent header showing History clock icon and plus button for new chat
On mobile, tap History (clock icon) in the top-right to open past chats. Tap + beside it to start New Chat—the same as New Chat on desktop.
AI Assistant with the left sidebar showing New Chat and recent conversations grouped under Today
The left sidebar shows New Chat at the top and your recent conversations grouped by day. Each title usually matches your first question—such as Look up Alex Morgan’s cars. On a phone, open the same list with the History icon in the header. Expected result: You see Dashboard (to go back), New Chat, and your past conversations under headings such as Today, Yesterday, Last 7 days, and Older.
Why conversations are grouped by dayGrouping helps front-desk staff find “the call from this morning” without scrolling through months of history. Titles usually match the first question you asked, such as Look up Alex Morgan’s cars or What’s on the schedule today?

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Start a new chat

1

Open AI Assistant

In the dashboard sidebar, click AI Assistant, or open AI Assistant directly.Expected result: The assistant opens on its own page with New Chat at the top of the left sidebar and your recent conversations listed below.
2

Click New Chat

In the left sidebar, click New Chat.Expected result: You return to the start screen with the microphone and suggested questions.
3

Ask your question

Type in Type a message… at the bottom of the start screen, tap a blue suggestion chip, or speak after tapping the voice button.Why this matters: A new chat keeps the assistant focused on one customer or task. The first message you send becomes the chat title in the sidebar (for example, Look up Alex Morgan’s cars).Tip: The blue suggestion chips on the start screen are shortcuts. They use customer names from your facility—click one to start quickly, or type your own customer’s name.
Why start a new chat?Use New Chat when the topic changes to a different customer, vehicle, or task. That keeps each thread easy to read later and reduces confusion if someone else picks up the conversation.

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Find an older conversation

1

Scan the sidebar groups

Conversations are grouped as Today, Yesterday, Last 7 days, and Older.Why this matters: Grouping helps you find a call from this morning without scrolling through months of history.
2

Click the title you need

Click the conversation title. The full message history loads on the right.Titles often match the first question you asked, such as Look up Alex Morgan’s cars or What’s on the schedule today?
Expected result: You see the same questions and answers from that session, including any proposal cards you did not confirm yet.
Proposal cards in old chatsIf you left proposal cards unconfirmed, they may still appear when you reopen that chat. Review them again before selecting Confirm All, or start New Chat if the request is no longer valid.

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Delete a conversation you no longer need

Deleting a chat only removes the conversation history. It does not delete customers, cars, appointments, or messages you already saved.
1

Hover over the chat title

In the sidebar, move your pointer over the conversation you want to remove.
2

Click the trash icon

Click the small trash icon that appears on the right side of that row.
3

Confirm the chat is gone

The row disappears from your list.Expected result: That conversation no longer appears in the sidebar. Your facility records are unchanged.
AI Assistant sidebar with trash icon visible on a hovered conversation row
The trash icon appears when you point at a conversation. Click it to remove that chat from your history.

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Return to the dashboard

1

Click Dashboard

At the top of the left sidebar, click Dashboard (with the back arrow).Expected result: You return to the main dashboard. Your chat history stays saved for next time.

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Keep one topic per chat

One customer or job = one chat thread.When you finish helping Alex Morgan and start helping Sam Rivera, click New Chat. That keeps history easy to read and prevents the assistant from mixing up names in follow-up answers.

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When to delete old chats

You do not need to delete chats every day. Consider removing a conversation when:
  • The title is confusing and you will never need that thread again.
  • You started a test chat while training and do not want it in the list.
  • You left unconfirmed proposal cards in a chat that is no longer valid—delete the chat after you confirm nothing important was saved.
Deleting does not undo saved workIf you already clicked Confirm All, the customer, car, or appointment still exists in the dashboard. Deleting the chat only removes the conversation history from the assistant sidebar.

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Common mistakes

Mixing two customers in one chatIf you finish helping Alex Morgan and then ask about Sam Rivera in the same thread, the assistant may still think you mean Alex. Start New Chat when you switch customers.
Deleting a chat you still needIf you delete a chat by mistake, the information is gone from the assistant history—but any records you already confirmed still live in Contacts, Cars, or Schedule.

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Troubleshooting

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I do not see the left sidebar

On a small screen, tap the History icon in the top-right corner to open the chat list. On desktop, the list stays on the left automatically.

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My chat list is empty

That is normal before anyone uses the assistant. After the first question, conversations appear under Today.

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I cannot find a chat from last month

Scroll to the Older group in the sidebar. If it was deleted, you will need to ask the question again in a New Chat.

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What to do next