All topics
Get started8Account, team & permissions44Units & fields70Records, views & tasks39WhatsApp & Cortex Chat68Email & social27Lead ads & distribution38Automations52Documents & quotes32Dashboards40Cortex AI18Developers & API12
Help Center·448 guidesAll topicsContact support

Start, reopen or delete an assistant conversation

Every conversation is yours alone and kept with no expiry. Its title is your first message. Start a new chat for a new topic, or delete a conversation for good.

4 min

Steps

1
Choose New Chat, or just start typing and the conversation is created.
2
Open any earlier conversation from History; the newest shows first.
3
To delete a conversation for good, choose Delete conversation and confirm.
4
To start over on a new topic, choose New Chat again.

Delete conversation permanently deletes all of its messages and can’t be undone.

How it works

Under a reply:

Button
What it does
Copy message
Copies the reply’s text
Regenerate
Writes the last reply again
Copy run ID for support
Copies the ID that support uses to find this reply, if something went wrong

The title is your first message, cut to 80 characters, and it can’t be renamed.

The history never expires. Pending cards come back live when you reopen the conversation, and expired ones show read-only.

A reply you stopped shows partly, with “…”.

An empty conversation where no message was sent doesn’t show in the list.

Your teammates don’t see your conversations, and you don’t see theirs.

What the assistant remembers

It sees your last 8 messages in the conversation, and summarizes older ones automatically. The full history stays visible to you. For lasting preferences, see Make the assistant remember your preferences.

When you open an empty conversation, it suggests questions and quick facts, such as your overdue tasks and records with no assignee or no update for 14 days.

A real example

Namaa Academy
The situation

The supervisor uses one conversation per topic.

What they did
  1. She goes back to a “Weekly reports” conversation every Sunday.
  2. She deletes a “Tests” conversation when the testing is over.
The result

She finds every earlier report quickly, without mixing topics.

A made-up company, to show the idea. The numbers are rounded.

Good to know

A conversation can’t be renamed.
Deleting is permanent.
Did this guide solve it?
If not, we’ll ask what was missing.
Open in Corteksa
Did this guide solve it?

We read every answer. To get a reply, use Contact support.