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AI Assistant

Manage your assistant chats

Start a new conversation, find past chats, and keep each topic easy to follow.

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.

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.

Open the chat list

On a computer, the chat list stays open on the left while you work.

On a phone or small screen, tap the menu icon (three lines) at the top of the AI Assistant page to open the same list.

AI Assistant with the left sidebar showing New Chat and a list of recent conversations
The left sidebar shows **New Chat** at the top and your recent conversations grouped by day.

Expected result: You see Dashboard (to go back), New Chat, and your past conversations.

Start a new chat

  1. Open AI Assistant

    In the dashboard sidebar, click AI Assistant, or open AI Assistant directly.

  2. Click New Chat

    In the left sidebar, click New Chat.

    You return to the start screen with the microphone and suggested questions.

  3. Ask your question

    Speak or choose Type instead, then ask one clear question.

Expected result: A new conversation opens. The first message you send becomes the chat title in the sidebar (for example, “Look up Alex Morgan's cars”).

Find an older conversation

  1. Scan the sidebar groups

    Conversations are grouped as Today, Yesterday, Last 7 days, and Older.

  2. Click the title you need

    Click the conversation title. The full message history loads on the right.

Expected result: You see the same questions and answers from that session, including any proposal cards you did not confirm yet.

Delete a conversation you no longer need

  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 removal

    The chat is removed from your list. This does not delete customers, cars, or appointments—only the assistant conversation history.

Common mistakes

What to do next

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