Managing Chat Threads

Background

Chat Threads organize your conversations into separate, topic-focused discussions that keep your questions and answers structured whether you're chatting with a single document or across multiple documents in a project. Instead of one continuous chat history, each thread maintains its own conversation that you can name, revisit, and continue from where you left off. Use Chat Threads to maintain organized conversations during contract review, keep different analysis topics separated, return to previous discussions without losing context, or track multiple questions across different document sets within your projects.

Things to Consider

• Threads are automatically created and named based on your conversation content after your first question

• Your thread history includes both Project Assist threads and single-document chat threads in one location

• You can only chat with one document at a time within a single-document thread

• You can add or remove documents from your chat scope within a Project Assist thread without starting a new conversation

• Thread history is currently limited to threads from your current team

• Content-level search within threads is not yet available (you can only search by thread title)

• Sharing threads with team members is not yet available

• Project Assist defaults to a new blank thread each time you open it from the navigation bar or project dashboard

Steps

Starting a New Thread

1. Open Project Assist from the navigation bar or project dashboard to automatically start a new thread

   OR

   Navigate to a document in crunch view and use the Chat tool in the lower right corner to start a new single-document thread

2. Type your first question to begin the conversation

3. The thread will be automatically named based on your conversation context

   Tip! We recommend renaming threads to something descriptive for your project and topic so they're easy to find when searching your history if you revisit your threads often.

Viewing Your Thread History

1. Look for the history icon in the sidebar panel in Project Assist or in the document chat

2. Review your past conversations, which are sorted with the most recent threads at the top

3. Use the search function to find threads by title

Continuing an Existing Thread

1. Open the thread history sidebar panel

2. Select the thread you want to continue from your history list

3. Pick up your conversation where you left off with the full conversation history preserved

   Note: You can return to any previous thread days or weeks later without losing your prior context.

Renaming a Chat Thread

1. Locate the thread you want to rename in the sidebar or Project Assist

2. Click the three-dot menu on the right side of the thread name

3. Select the rename option and enter your new descriptive title

4. Save your changes

Changing Document Scope Within a Thread

1. While chatting in a Project Assist thread, locate the document selection controls to the left of the chat field.

2. Add new documents to your chat scope by selecting them from your project

   OR

   Remove documents from your current chat scope to narrow your focus

3. Continue your conversation with the updated document selection

   Tip! You can start broad chatting with all project documents and narrow down to specific files, or add new documents as needed without losing your conversation history.

Deleting a Thread

1. Open the thread history sidebar

2. Locate the thread you want to delete

3. Click the three-dot menu on the right side of the thread name

4. Select the delete option

5. Confirm the deletion

Copying Answers to Share

1. Navigate to the answer you want to share within a thread

2. Use your browser's copy function to copy individual answers

3. Paste the answer into your preferred communication method

   Note: Full thread sharing with team members is not yet available, but you can copy individual answers to share if needed.