Find, pin, share and delete AI Agent chats
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), 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. 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.
Share an agent chat with your project
- In the open chat's header, click ⋯ > Share with project.
- 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."
- 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
- Click ⋯ > Delete.
- 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."
- 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.
Related
- Chat with the agent: start a chat and use the message box.
- Results, charts and canvases: what In this chat lists.
- Plans and runs: the Ask before running plans setting.
Something wrong? support@mammoth.io