Chats

Every conversation your team has with this project: active, archived, and deleted.

Chats is the conversation list inside a project. Each row is a session that remembers its own message history, the knowledge bases attached to it, and the SQL sources attached to it. Three sub-views: Chats (active, the default), Archived conversations, and Deleted conversations.

Reaching this page

The Chats entry sits in the Chat with Your Documents sidebar between SQL Sources and Project Settings. It is a chevron-toggle parent: clicking the Chats label opens the active list, the chevron expands two collapsible children (Archived and Deleted) which start collapsed and auto-expand only when you are already on the matching sub-route. The topbar breadcrumb on every sub-view reads Chat with Your Documents / {project name} / Chats.

What happens when you click Chats

The active list does not present a picker. The page auto-creates a fresh conversation the moment it loads, attaches every knowledge base in the project to it, attaches every SQL source in the project to it, and routes you straight into the Chat Canvas at /chat-with-docs/{project}/chats/{new session id}. While the new session is being created the body shows a centered loading spinner so the previous session list does not flash first.

This mirrors the “click logo, fresh chat” pattern in ChatGPT and Claude. To narrow the scope of the new conversation, use the Scope filter inside the chat composer once you are on the canvas. To go back to the conversation list itself, click any of the three sub-tabs (Chats, Archived, Deleted) again, or click any session row in the sidebar.

If the auto-create fails, the page shows the manual Start a conversation dialog instead and surfaces a toast with the server message or the fallback Couldn’t start the conversation. Try again.

Page header

Element	What you see
Title	Chats, Archived conversations, or Deleted conversations depending on the sub-view.
Subtitle (active)	Every conversation your team has with this project.
Subtitle (archived)	Archived conversations.
Subtitle (deleted)	Deleted conversations.
+ New conversation button	Brand-gradient pill on the end edge. Visible only on the active sub-view, and only when the project already has at least one session. Opens the manual Start a conversation dialog.

When the page is in its loading state, three pulsing placeholder cards render in place of the list.

Active list

The active list shows every live (un-archived, un-deleted) conversation in this project.

Search and count row

Above the rows:

Element	What it does
Search conversations field	Filters the list by title and last-message text. Sanitizes input as you type, capped at 120 characters. Search is case-insensitive.
Count caption	conversations. Updates live as you filter.

Session row

Each row is a card with a left-side body and a hover overflow menu on the end edge.

Element	What it shows
Title	The conversation’s title, or Untitled conversation if none. Long titles truncate.
Preview line	The last message in the conversation, truncated to one line.
Knowledge base chip	A small book icon and the count of attached knowledge bases (only shown when greater than zero).
SQL source chip	A small database icon and the count of attached SQL sources (only shown when greater than zero).
Date	A short month-and-day label (e.g. Apr 12) on the end edge of the meta row.
Click	Opens the Chat Canvas for that session.
Hover overflow button	A three-dot button on the end edge. Tooltip Conversation options. Hidden until you hover the row.

Per-row overflow menu

The dropdown’s contents change based on the sub-view:

Sub-view	Menu items
Active	Archive, Delete.
Archived	Restore.
Deleted	Restore, Delete forever.

Archive moves the session to the Archived conversations list. Toast on success: Archive. Toast on failure: Couldn’t load the conversation.

Delete opens the soft-delete confirmation. The session is moved to the trash where it can still be restored.

Restore moves the session back to the active list (no confirmation prompt).

Delete forever opens the typed-keyword permanent-delete confirmation.

Empty states

Each sub-view has its own empty card.

Sub-view	Title	Hint	Button
Active	No conversations yet	Conversations you start with this project will appear here.	Start a conversation (brand-gradient).
Archived	Nothing archived	(no hint)	(no button)
Deleted	Nothing in the trash	(no hint)	(no button)

The active empty state’s button opens the same Start a conversation dialog as the page-header + New conversation button.

Manual Start a conversation dialog

The dialog is shown when the auto-create flow fails or when you click + New conversation on a populated active list.

Element	What it shows
Title	Start a conversation
Description	Pick the databases this conversation can draw from. All knowledge bases in this project attach automatically; narrow per-turn from the chat filter.
Knowledge base summary strip	A small book icon plus a hint. When the project has at least one KB: {count} knowledge bases in this project will be available. Narrow per-turn from the chat filter. When it has none: No knowledge bases in this project yet. Add one to let the chat answer from documents.
SQL sources picker	A scrollable list of SQL sources with a checkbox per row. Every source is checked by default each time the dialog opens. Empty state: No SQL sources yet.
Inline error line	The dialog surfaces backend error messages directly under the picker if anything fails.
Cancel button	Outline style, end edge. Disabled while the request is in flight.
Start submit button	Brand-gradient pill. While submitting, label is Starting with a spinner.

The dialog auto-binds every knowledge base in the project even when you submit with zero SQL sources selected. Per-turn narrowing happens later in the chat composer’s Scope panel.

On success, the dialog closes, the new session appears in the sidebar list immediately, and you are routed to the Chat Canvas at /chat-with-docs/{project}/chats/{new session id}.

Soft-delete confirmation

Triggered by Delete in the per-row menu (active or archived sub-view).

Element	What it says
Title	Delete this conversation?
Body	This moves the conversation to the deleted bin. You can restore it from there.
Targeted name	The conversation’s title (or Untitled conversation) shown in bold below the body.
Cancel button	Closes without deleting. Disabled while a delete is in flight.
Delete button	Destructive (red background, white text) per the global rule. Spinner while in flight.

Toast on success: Delete. Toast on failure: Couldn’t load the conversation.

Permanent-delete confirmation

Triggered by Delete forever in the per-row menu of the deleted sub-view.

Element	What it says
Title	Delete this conversation forever?
Body	This removes the conversation, its messages, and every citation attached to it. It cannot be restored after.
Targeted name	The conversation’s title (or Untitled conversation) shown in bold below the body.
Type DELETE to confirm input	Type the keyword DELETE to confirm. The placeholder reads DELETE.
Cancel button	Closes without deleting. Disabled while a delete is in flight.
Delete forever button	Red destructive button. Disabled until the input matches DELETE exactly (case-sensitive). Label changes to Deleting with a spinner while running.

Toast on success: Conversation deleted. Toast on failure: Couldn’t delete the conversation. Try again.

Permissions

The Chats list respects your role inside the workspace.

Action	Owner	Admin	Analyst	Viewer
View the list and open sessions	Yes	Yes	Yes	Yes
Start a new conversation	Yes	Yes	Yes	No
Archive	Yes	Yes	Yes	No
Restore	Yes	Yes	Yes	No
Delete (soft)	Yes	Yes	Yes	No
Delete forever	Yes	Yes	No	No

If a control is hidden the backend still re-checks the action, so a forged request from a viewer’s browser will be rejected.

Common questions

I clicked Chats but it routed me into a brand-new conversation. How do I see the list?

That is the active sub-view’s intended behavior, it auto-creates a fresh chat each time you click the parent Chats entry, the same as ChatGPT or Claude. To see your past conversations, click the chevron next to Chats in the sidebar to expand the children, then click Archived or Deleted, or pick any past session from the sidebar list directly.

The dropdown menu is invisible until I hover the row.

That is intentional. The three-dot button shows on hover and on keyboard focus so the row body stays uncluttered. Tab to the row to reveal it without using the mouse.

Archive vs Delete: what's the difference?

Archive keeps the conversation searchable inside the Archived conversations sub-tab. Delete moves it to the trash, where it can either be restored or removed permanently. Archiving is the right choice when you want to keep a record but clear the active list.

The Delete forever button is greyed out even after I typed DELETE.

The input is case-sensitive and rejects spaces, tabs, and newlines. Type DELETE in capital letters with nothing before or after.

I deleted a conversation and now its citations are broken in another chat.

Citations resolve against the source document, not the conversation. Deleting the conversation does not delete the source, so citations from other chats keep working. If they don’t, the source itself was removed (a knowledge base was deleted, or the document was removed). Check the source’s knowledge base.

Why does the empty active state offer Start a conversation while the populated list shows + New conversation?

The buttons do the same thing. The empty state uses Start a conversation because there is nothing else on the page to anchor the call to action; the populated list uses + New conversation in the page header because the rows already imply existing chats.

Search returns fewer results than I expected.

Search runs over the conversation’s title and over the last message text only. It does not full-text search every message in every chat. Open the conversation and use the canvas’s history if you need a more targeted search.

I tried to create a session but I get Couldn't start the conversation. Try again.

The auto-create flow surfaces backend errors verbatim. The most common cause is a transient network blip; click Start a conversation in the manual dialog and try again. If the dialog also fails, check Project Settings to confirm the project still exists and your role still has create permission.

Where to go next

Chat Canvas

The single-session view, where you actually chat.

Knowledge Bases

Add documents your conversation can draw on.

SQL Sources

Connect a database for live SQL answers.

Share Links

Publish a chat or session to a public URL.