What you will accomplish

You will learn how to use the chat list on the left side of the AI Assistant so your team can pick up where they left off, start a fresh topic, or delete an old conversation.

When to use this guide

Use this guide when:

• A staff member wants to ask a new question without mixing it into an old thread.
• You need to find yesterday’s lookup or setup conversation.
• A chat title is unclear and you want to clean up the list.

Before you start

• You can sign in to the dashboard as staff.
• You can open AI Assistant from the sidebar.

Open the chat list

On a computer, the chat list stays open on the left while you work.

On a phone or small screen, tap the menu icon (three horizontal lines) at the top-left of the AI Assistant page to open the same list. Tap a conversation to read it, then tap the menu again to hide the list when you need more room.

Expected result: You see Dashboard (to go back), New Chat, and your past conversations under headings such as Today, Yesterday, Last 7 days, and Older.

Start a new chat

1. Open AI Assistant

   In the dashboard sidebar, click AI Assistant, or open AI Assistant directly.

   Expected result: The assistant opens on its own page with New Chat at the top of the left sidebar and your recent conversations listed below.

2. Click New Chat

   In the left sidebar, click New Chat.

   Expected result: You return to the start screen with the microphone and suggested questions.

3. Ask your question

   Speak or choose Type instead, then ask one clear question.

   Why this matters: A new chat keeps the assistant focused on one customer or task. The first message you send becomes the chat title in the sidebar (for example, “Look up Alex Morgan's cars”).

   Tip: The blue suggestion chips on the start screen (such as What's on the schedule today?) are shortcuts. They use sample names from your facility—click one to start quickly, or type your own customer's name.

Find an older conversation

1. Scan the sidebar groups

   Conversations are grouped as Today, Yesterday, Last 7 days, and Older.

   Why this matters: Grouping helps you find a call from this morning without scrolling through months of history.

2. Click the title you need

   Click the conversation title. The full message history loads on the right.

   Titles often match the first question you asked, such as Look up Alex Morgan's cars or What's on the schedule today?

Expected result: You see the same questions and answers from that session, including any proposal cards you did not confirm yet.

Delete a conversation you no longer need

Deleting a chat only removes the conversation history. It does not delete customers, cars, appointments, or messages you already saved.

1. Hover over the chat title

   In the sidebar, move your pointer over the conversation you want to remove.

2. Click the trash icon

   Click the small trash icon that appears on the right side of that row.

3. Confirm the chat is gone

   The row disappears from your list.

   Expected result: That conversation no longer appears in the sidebar. Your facility records are unchanged.

Return to the dashboard

1. Click Dashboard

   At the top of the left sidebar, click Dashboard (with the back arrow).

   Expected result: You return to the main dashboard. Your chat history stays saved for next time.

Keep one topic per chat

Common mistakes

Troubleshooting

I do not see the left sidebar

On a small screen, tap the menu icon at the top of the page to open the chat list.

My chat list is empty

That is normal before anyone uses the assistant. After the first question, conversations appear under Today.

I cannot find a chat from last month

Scroll to the Older group in the sidebar. If it was deleted, you will need to ask the question again in a New Chat.

What to do next

• Use the AI Assistant for clear questions and answers.
• Review AI proposals when the assistant prepares new records for you to confirm.