Overview
TeamAI stores your chat history, making it easy to revisit previous conversations, reference past analysis, and continue discussions. Use the sidebar chat history and search functionality to quickly locate old chats by name, keywords, or date.
Learning Objectives:
Access the chat history through the left sidebar
Use the search bar to find chats by name or keywords
Filter between private and public chats
Apply search techniques for efficient chat retrieval
Prerequisites
You'll Need:
Active TeamAI workspace access
At least one previous chat conversation (private or public)
Basic knowledge of chat names, keywords, or approximate dates
Access Chat History
Open the Left Sidebar
Locate the left sidebar
Look at the left-hand side of your screen
Find the chat icon
In the left sidebar, locate the chat/conversation icon
Typical location: Near top of sidebar
Click the chat icon to open chat history interface
Result: Chat history loads showing private and public chat sessions
Search for Old Chats
Use Search Functionality
Locate the search bar
At top of chat history interface, find the search field
Enter search criteria
Click in the search text bar
Type one of the following:
Chat session name (if you remember it)
Keywords from the conversation
Dates (approximate time frame)
Participant names (for group chats)
Review search results
As you type, results filter automatically
Matching chats appear below search bar
Both private and public chats are searched
Result: See filtered list of chats matching your search terms.
Tip: Search is real-time. You don't need to press Enter—results appear as you type.
Browse Chat History Manually
Perform Manual Search
Scroll through chat list
If you don't remember specific keywords, scroll through full chat history
Result: You locate chat through manual browsing and visual identification.
Rename Chat for Easy Future Access
Assign Descriptive Name
Click on chat entry
In chat history list, locate the chat you want to rename
Click on the chat to select it
Open chat actions menu
Find the three-dot menu (⋯) next to the chat name
Click the three dots to open the menu
Select Rename option
In the menu that appears, click "Rename"
Enter new descriptive name
Chat name becomes editable field
Type a clear, descriptive name that will help you identify this chat in the future
Examples:
"Q4 Sales Analysis - Customer Segments"
"Competitor Research - Product A Feature Comparison"
"Client Meeting Notes - ABC Corp Dec 2024"
Save the new name
A pop up window will show, rename the chat and click on update
Result: Chat is renamed and will appear with the new descriptive name in all future searches and lists.
Tip: Use consistent naming conventions across your chats for easier organization. Include dates, project names, or key topics.
Best Practices
Name chats descriptively - When creating chats, use clear names you'll remember later
Use keywords in conversations - Mention specific terms you'll want to search for later
Search by date ranges - Include months or years in search for time-specific chats
Check both private and public - Remember where the conversation occurred
Use participant names - Search for names of people you chatted with
Search message content - Include keywords from the actual discussion
Troubleshooting
Chat Not Found
Cause: Chat may be deleted, archived, or visibility-limited
Solution:
Check if you have correct workspace selected
Verify chat hasn't been deleted (ask admin)
Confirm you have permissions to view the chat
Try searching with broader keywords
Search Not Working
Cause: Typo in search terms or searching wrong field
Solution:
Verify spelling of keywords
Try fewer, broader search terms
Search for different aspects of conversation
Check if search box is focused (cursor blinking)
Chat History Empty
Cause: No previous chats or filter applied
Solution:
Check if you're in correct workspace
Start a new chat to begin building history
Common Questions
Q: How long are chats stored?
A: Chats are stored indefinitely unless manually deleted by you or workspace admin.
Q: Can I delete old chats?
A: Click on the three-dot menu and select delete.
Q: Can I organize chats into folders?
A: Yes. Create folders first, then click the three-dot menu (⋯) next to any chat, select "Move," and choose the destination folder from the pop-up window.
