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. |
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. |
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) |
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. |
/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. |
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. |
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 |
Common questions
I clicked Chats but it routed me into a brand-new conversation. How do I see the list?
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.
Archive vs Delete: what's the difference?
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.
I deleted a conversation and now its citations are broken in another chat.
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?
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 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.
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.