Conversation History
Your conversation history is a valuable resource that helps you track interactions, reference past decisions, and maintain context across multiple sessions with your AI agents.
Understanding Conversation History
What is Stored
TeamDay automatically saves:
- All messages between you and agents
- File attachments and shared documents
- Agent responses and generated content
- Timestamps and session metadata
- User reactions and feedback
How Long is History Kept
- Free Plan: 30 days of history
- Pro Plan: 1 year of history
- Enterprise Plan: Unlimited history with custom retention policies
Accessing Your History
From the Dashboard
- Navigate to the main dashboard
- Click on "Conversations" in the main menu
- Browse or search through your conversation list
From the Chat Interface
- Open any chat session
- Click the "History" icon in the sidebar
- Scroll through previous messages in the current conversation
From Agent Pages
- Go to any agent's profile page
- View the "Recent Conversations" section
- Click on any conversation to open full history
Organizing Conversations
Conversation Naming
- Conversations are automatically named based on content
- You can manually rename important conversations
- Use descriptive names for easy searching
- Add tags or labels for categorization
Favorites and Bookmarks
- Star important conversations for quick access
- Bookmark specific messages within conversations
- Create folders to organize related discussions
- Pin frequently referenced conversations
Filtering and Sorting
Sort conversations by:
- Date (newest or oldest first)
- Agent involved
- Conversation length
- Importance/favorites
- Project or topic tags
Filter conversations by:
- Specific time periods
- Particular agents
- Message content
- File attachments
- User ratings
Search Functionality
Basic Search
- Enter keywords in the search bar
- Search across all conversations simultaneously
- Find specific agent responses
- Locate shared files and attachments
Advanced Search
Use search operators:
agent:name- Find conversations with specific agentsdate:2024-03- Find conversations from specific time periodsfile:pdf- Find conversations with specific file typestag:project- Find conversations with specific tags
Search Tips
- Use quotation marks for exact phrases
- Search both your messages and agent responses
- Include partial words (auto-complete available)
- Save frequent searches for quick access
Conversation Analytics
Usage Statistics
Track your conversation patterns:
- Total conversations per month
- Most active time periods
- Frequently used agents
- Average conversation length
Performance Insights
- Agent response quality over time
- Task completion success rates
- User satisfaction trends
- Common conversation topics
Team Analytics (for Organizations)
- Team collaboration patterns
- Popular agents across the organization
- Knowledge sharing metrics
- Resource utilization
Exporting Conversations
Export Formats
- PDF: Formatted for easy reading and sharing
- CSV: Structured data for analysis
- JSON: Raw data with full metadata
- TXT: Plain text for simple reference
Export Options
- Single conversations
- Date ranges
- Specific agents
- Filtered subsets
- Bulk exports for compliance
Use Cases for Exports
- Compliance and audit requirements
- Project documentation
- Training and knowledge sharing
- Backup and archival
- Analysis and reporting
Privacy and Security
Data Protection
- Conversations are encrypted at rest and in transit
- Access controls prevent unauthorized viewing
- Regular security audits protect your data
- GDPR compliance for EU users
Sharing Controls
- Control who can access your conversations
- Set permissions for team sharing
- Create read-only access for reviewers
- Maintain audit trails of access
Data Retention
- Automatic deletion based on plan limits
- Manual deletion of sensitive conversations
- Secure deletion that cannot be recovered
- Compliance with data protection regulations
Best Practices
Conversation Management
- Regularly review and organize important conversations
- Delete conversations containing sensitive data when no longer needed
- Use descriptive names and tags for easy retrieval
- Bookmark key decisions and outcomes
Knowledge Building
- Reference previous conversations to maintain context
- Create conversation templates for common workflows
- Share valuable conversations with team members
- Build a knowledge base from successful interactions
Security Practices
- Review sharing permissions regularly
- Be mindful of sensitive information in messages
- Use appropriate data retention policies
- Report security concerns immediately
Troubleshooting History Issues
Missing Conversations
- Check if conversations were manually deleted
- Verify date range filters
- Confirm you're logged into the correct account
- Contact support for data recovery options
Search Problems
- Try different keywords or phrases
- Check spelling and use broader terms
- Clear search filters and try again
- Refresh the page and retry search
Export Issues
- Verify you have appropriate permissions
- Check file size limits for exports
- Try exporting smaller date ranges
- Contact support for large export assistance
Conversation Templates
Creating Templates
- Save successful conversation patterns
- Create reusable instruction sets
- Build templates for common tasks
- Share templates with team members
Using Templates
- Start new conversations from templates
- Modify templates for specific needs
- Track template effectiveness
- Update templates based on results
Integration with Other Features
Knowledge Base Integration
- Conversations can be added to agent knowledge bases
- Extract key insights for future reference
- Build FAQ sections from common questions
- Create training data from successful interactions
Workflow Integration
- Use conversation history to trigger workflows
- Reference previous decisions in new tasks
- Build approval processes based on history
- Create automated follow-ups