Skip to main content

​
Browse your history

The history rail on the left of the chat screen lists your 20 most recent conversations with the current agent under Recents. Click any entry to reopen it. On smaller screens, open the same list with the history button in the chat header (Conversation history). To find an older conversation quickly, type into the Search chats field — the list narrows as you type. When more conversations exist than the rail shows, a See all link at the bottom takes you to the full search page.

​
Start a new conversation

  • Click New chat at the top of the history rail. The conversation is created when you send your first message, and its title is taken from that message.
  • To name a conversation before you start it, open the rail’s ⋯ menu and choose New named chat… (“Name the conversation before you start it.”).

​
Switch agent

Click the agent’s name at the top of the history rail to open the Switch agent dialog (“Choose an agent to start a new chat with.”) and pick a different agent.

​
Rename a conversation

Two ways:
  • In the header, click the conversation title, type the new name, and press Enter.
  • In the history rail, open the conversation’s row menu and choose Rename.

​
Share a conversation

1

Open the Share dialog

In the header, open the ⋯ menu and choose Share. “Anyone with access can open this conversation at the link below.”
2

Copy the link

Use Copy conversation link to put the conversation’s URL on your clipboard.
3

Set who has access

Under Access, choose whether the conversation stays private or is opened to specific users or roles, then click Save access rights.
People with read-only access see the whole conversation but cannot send messages — they get a “Read-only” bar instead of the composer. Sharing is only available on conversations you can write to.

​
Search all conversations

Click See all in the history rail (or open /chat/[agent]/search directly) to reach the Search conversations page. Type at least 3 characters into Search by title… to filter; results show each conversation’s title and when it was last updated. Use Show more to page through long result lists.

​
Delete conversations

Deleting is permanent and removes the conversation for everyone it is shared with.
  • One conversation — open the ⋯ menu in the header and choose Delete conversation (confirm at “Delete this conversation?”), or use Delete in the conversation’s row menu in the history rail (confirm at “Delete chat?”).
  • Several at once — on the Search conversations page, click Select, tick the conversations to remove (only ones you can write to are selectable), and click the delete button. Confirm in the dialog.