> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# 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.
## Before you start
* You can sign in to the dashboard as staff.
* You can open [AI Assistant](https://www.carstoragesoftware.com/agent) from the sidebar.
## 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:
Open [AI Assistant](https://www.carstoragesoftware.com/agent) 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.
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.
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.
*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.*
*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 day**
Grouping 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?**
## Start a new chat
In the dashboard sidebar, click **AI Assistant**, or open [AI Assistant](https://www.carstoragesoftware.com/agent) 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.
In the left sidebar, click **New Chat**.
**Expected result:** You return to the start screen with the microphone and suggested questions.
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.
## Find an older conversation
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.
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 chats**
If 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.
## 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.
In the sidebar, move your pointer over the conversation you want to remove.
Click the small **trash** icon that appears on the right side of that row.
The row disappears from your list.
**Expected result:** That conversation no longer appears in the sidebar. Your facility records are unchanged.
*The trash icon appears when you point at a conversation. Click it to remove that chat from your history.*
## Return to the 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.
## 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.
## 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 work**
If 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.
## Common mistakes
**Mixing two customers in one chat**
If 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 need**
If you delete a chat by mistake, the information is gone from the assistant history—but any records you already confirmed still live in [Contacts](https://www.carstoragesoftware.com/dashboard/contacts), [Cars](https://www.carstoragesoftware.com/dashboard/cars), or [Schedule](https://www.carstoragesoftware.com/dashboard/schedule).
## Troubleshooting
### 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.
### My chat list is empty
That is normal before anyone uses the assistant. After the first question, conversations appear under **Today**.
### 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**.
## What to do next
* [Use the AI Assistant in iMessage](/docs/ai-assistant/use-the-ai-assistant-in-imessage) if your team texts the assistant from a group chat.
* [Use the AI Assistant](/docs/ai-assistant/use-the-ai-assistant) for clear questions and answers.
* [Use the assistant during a customer call](/docs/ai-assistant/use-the-assistant-during-a-customer-call) when you need fast lookups on the phone.
* [Review AI proposals](/docs/ai-assistant/review-ai-proposals) when the assistant prepares new records for you to confirm.
## Related topics
- [AI Assistant overview](/docs/ai-assistant/overview.md)
- [Prepare work with the AI Assistant](/docs/ai-assistant/prepare-work-with-the-ai-assistant.md)
- [Use the AI Assistant](/docs/ai-assistant/use-the-ai-assistant.md)
- [Who can use the AI Assistant](/docs/ai-assistant/who-can-use-the-ai-assistant.md)
- [Use the assistant during a customer call](/docs/ai-assistant/use-the-assistant-during-a-customer-call.md)
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