> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Find, pin, share and delete AI Agent chats

> Use the Mammoth AI Agent's chat list: search and group chats, read the status dots, and pin, rename, move, share with your project or delete a chat.
>
> Applies to: Enterprise plans. Roles: Renaming, moving, sharing and deleting are for the chat's owner. Where: Agent › chat list

The list on the left of the **Agent** page holds your chats, newest first. Open a chat's **⋯** menu to pin, rename, move, share or delete it; only the chat's owner can rename, move, share or delete.

## Search and filter the chat list

| Control | What it does |
| --- | --- |
| Search (magnifier beside **Agent**, ⌘K or Ctrl+K) | **Search chats** by title and content. A match in a message shows under the chat's title. |
| **New chat** (⇧⌘O or Ctrl+Shift+O) | Starts a new chat |
| **Project** | Shown when your chats span more than one project: **All projects**, or one project's chats. A project with none says "No chats in Sales yet" with **New chat in Sales**. |
| Round handle (⌘B or Ctrl+B) | **Hide chats** or **Show chats**. With the list hidden, **New chat** moves to the chat's header. |

| Group | What's in it |
| --- | --- |
| **Pinned** | Chats you pinned, the newest pin first |
| **Email** and **Slack** | Chats started by email to agent@mammoth.io or in Slack ([AI Agent access](https://mammoth.io/docs/learn/workspace/ai-agent-access/)), folded under one row with a count, or "2 need reply" |
| **Today**, **Yesterday**, **Previous 7 days**, **Previous 30 days** | Your chats by when you last used them. Older ones are grouped by month, for example "September". |
| **Shared with you** | Other people's chats shared with your project. "Shared with you to read. Only its owner can continue it." |

A row shows the chat's title, plus its project (when **All projects** is chosen), a mail icon (started by email), a share icon (you shared it), the owner's picture (shared with you), or where a docked chat lives, for example "In orders.csv". An empty list says "No conversations yet."; a search with no match says "No conversations match your search."

### What the status dots in the chat list mean

A dot at the end of a row says the chat has news. Hover it to read what's going on.

| Dot | Status words |
| --- | --- |
| Amber | **Waiting for your OK**, **Needs your answer**, **Waiting for you**, **Failed**, **Out of time** |
| Blue | **New result** |
| Working | **Working…** |

To clear an amber dot without opening the chat, click **Dismiss** in the row's **⋯** menu (for example "Plan waiting · clears the dot").

## Pin, rename, move or delete a chat from its menu

Click **⋯** on a row, or **⋯** (**Chat options**) in the open chat's header.

| Option | What it does | Who |
| --- | --- | --- |
| **Dismiss** | Clears the amber dot | Shown when the chat waits on you |
| **Pin** / **Unpin** | Keeps the chat at the top of the list | Anyone who can read the chat |
| **Rename** | Edits the title in place, up to 80 characters ("Too long: a title can be up to 80 characters.") | The chat's owner |
| **Move to project** | Moves the chat to another project. While it works: "Wait for the chat to finish before moving it." Not in Ask. | The chat's owner |
| **Share with project** / **Make private** | See [Share a chat](#share-an-agent-chat-with-your-project). Header only, not in Ask. | The chat's owner |
| **Ask before running plans** | "On: each plan waits for your OK" or "Off: plans run without asking". Same choice as **Auto-approve plans**. Header only, not in Ask. | Anyone |
| **Agent settings** | Opens the **AI Agent** page of Workspace Settings. Header only. | Workspace Owners |
| **Delete** | Deletes the chat, after you confirm | The chat's owner |

The header also shows the title and, when the chat made or changed something, a button such as "3 things made or edited". It opens **In this chat**, with **Open** on each item. See [See everything a chat made](https://mammoth.io/docs/learn/agent/results-and-canvas/#see-everything-a-chat-made-in-this-chat).

## Share an agent chat with your project

1. In the open chat's header, click **⋯** > **Share with project**.
2. The dialog asks "Share this chat?": "Members of Sales will be able to read this chat and see what it made." "Only you can continue it. You can make it private again from this menu."
3. Click **Share**.

The chat shows a share icon, and project members find it under **Shared with you**. To stop sharing, click **⋯** > **Make private** ("This chat is private again."). A chat about all your projects can't be shared: "Only a chat about one project can be shared".

## Delete an agent chat

1. Click **⋯** > **Delete**.
2. The dialog asks, for example, "Delete “Q3 revenue”?": "The conversation is deleted for good. This cannot be undone." "Anything it made stays in your projects." A shared chat adds "Members of Sales will no longer see the chat."
3. Click **Delete chat**.

## Find your chats in Ask mode

In Ask mode, your chats sit in the left navigation under **Chats**, with **+** for a new chat. Ask chats can't be moved or shared with a project. See [Ask mode](https://mammoth.io/docs/learn/agent/ask-mode/).

## Related

- [Chat with the agent](https://mammoth.io/docs/learn/agent/chat/): start a chat and use the message box.
- [Results, charts and canvases](https://mammoth.io/docs/learn/agent/results-and-canvas/): what **In this chat** lists.
- [Plans and runs](https://mammoth.io/docs/learn/agent/plans-and-runs/): the **Ask before running plans** setting.

---
Source: https://mammoth.io/docs/learn/agent/manage-chats.md · Updated: 2026-11-08