Managing Chats
Easily manage your past analytics chats — rename them for clarity, share with teammates, or delete those no longer needed.
1. Editing a Chat Title
- On the main Analytics Chat page, you’ll see a list of your past chats.
- Each chat title can be edited directly — simply click on the edit button to rename it.
- Use descriptive names (e.g., “Q3 Revenue Deep Dive” or “Marketing ROI Analysis”) to make them easier to find later.
💡 Tip: Renaming chats helps you quickly identify analyses without reopening them.
2. Sharing a Chat
- You can share any chat with your co-workers within the company.
- Click the Share option for the chat you want to share.
- Choose recipients or teams — everyone in your organization can access shared chats.
🔗 Shared chats allow collaboration, letting others view the same insights and continue the analysis.
3. Deleting a Chat
- If a chat is no longer needed, you can delete it from your chat list.
- Click the Delete option beside the chat entry.
- Confirm the deletion to permanently remove it from your account.
⚠️ Note: Deleted chats cannot be recovered, so make sure you no longer need the insights before deleting.
4. Best Practices
- Keep titles meaningful: Helps with search and organization.
- Share strategically: Collaborate with teammates working on similar analyses.
- Clean up regularly: Delete outdated or redundant chats to keep your workspace organized.
That’s it — managing your chats is as simple as that!