Chat Management

Save, organize, export, and share your conversations.

What this is

Your chats are temporary by default. This feature makes them permanent.

Save important conversations. Organize them. Export them. Share them.

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Before you start

You have chats in your History. Some matter; some don't.

Time to organize.

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The basics

Save a chat

Click ⭐ (top right of the chat).

The star fills in. The chat moves to your Saved folder.

Saved chats never disappear (until you delete them manually).

Unsave a chat

Click ⭐ again. It unstars. Chat goes back to History.

Delete a chat

Click ⋮ (three dots) → Delete

Gone forever. Can't undo.

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Organizing

Find a chat

Click History (sidebar). Use the search box.

Search by:

• Chat title
• Things you asked
• Answers you got
• Document names

Results appear instantly.

Rename a chat

Default title: "New chat" or "Chat about [first question]"

To rename:

1. Open the chat
2. Click ⋮ (three dots)
3. Click Rename
4. Type new name: "Claims Analysis 2025-03-12" or "Budget Decision"
5. Done

Good names help you find things later.

Delete a chat

1. Open the chat
2. Click ⋮ (three dots)
3. Click Delete
4. Confirm

Archive (coming soon)

Eventually, you'll be able to archive old chats instead of deleting them.

For now: Save important chats, delete the rest.

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Exporting

Export a conversation

Click ⋮ (three dots) → Export

Pick a format:

Format	Best for	What you get
Markdown (.md)	Documents, editing	Clean text, good formatting
PDF (.pdf)	Sharing, printing	Pretty, formatted, shareable
JSON (.json)	Analysis, importing	Raw data, machine-readable

Download happens automatically.

Use cases

Markdown export: "I want to turn this into a guide or documentation"
PDF export: "I want to share this with someone via email or print it"
JSON export: "I want to analyze the data or import into another system"

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Sharing (coming soon)

Eventually, you'll generate shareable links.

Your teammates can:

• Read the conversation
• See all questions and answers
• NOT edit or add to it

For now: Export and share the file directly.

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Real examples

Example 1: Document analysis for a project

What you do:

1. Upload a proposal
2. Ask IAN questions about it
3. Reach conclusions
4. Click ⭐ to save
5. Rename: "Vendor Proposal Analysis - Q1 2025"
6. Export as PDF
7. Email to stakeholders

Why: Everyone sees your thinking, not just conclusions.

Example 2: Process documentation

What you do:

1. Ask IAN to explain a complex process
2. Use follow-up questions to explore
3. Have a comprehensive explanation
4. Click ⭐ to save
5. Export as Markdown
6. Put in your company wiki
7. New employees read it instead of bothering you

Why: Knowledge captured. Reusable.

Example 3: Problem-solving record

What you do:

1. Work through a problem with IAN
2. Use multiple models to compare
3. Reach a decision
4. Click ⭐ to save
5. Rename: "Database Migration Decision - March 2025"
6. Export as PDF
7. Save to project archive

Why: When someone asks "why did we decide that?", you have the full reasoning.

Example 4: Training material

What you do:

1. Ask IAN to teach you about [topic]
2. Use follow-ups to go deep
3. You've got a tutorial
4. Export as Markdown
5. Lightly edit it
6. Post to your training wiki
7. Your team learns from it

Why: AI-assisted, human-reviewed training. Better than either alone.

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Best practices

Practice 1: Save before you forget

Don't wait until later. If a chat was useful, save it now.

Starred chats are easy to find. Unsaved chats get lost in History.

Practice 2: Rename immediately

"New chat" tells you nothing 3 months later.

Good names:

• Include date: "Budget Planning 2025-03-10"
• Include topic: "Claims Process Q&A"
• Include decision: "Database Migration - Decision Made"

Practice 3: Export right after saving

If you think you might need it outside IAN, export it now.

Don't wait until you need it urgently.

Practice 4: Organize by project/topic

Your Saved folder can get messy fast.

Eventually folders will help. Until then:

• Use consistent naming: "Project X - [topic]"
• Delete completed projects regularly
• Search by keyword when you need something

Practice 5: Don't export everything

Export only:

• Documents you'll share
• Decisions you'll reference later
• Training material
• Audit trails

Don't export: One-off questions you'll never need again.

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Tips

Tip 1: Markdown exports are editable

Export as Markdown. Open in any text editor. Clean it up. Use it in docs.

IAN gets you 80% there. You can polish the final 20%.

Tip 2: PDF exports look professional

Export as PDF. It looks good. Shareable.

Perfect for emailing stakeholders or adding to reports.

Tip 3: Group exports by topic

Create a folder on your computer: "IAN Exports"
Inside: Folders by topic (Claims, Budget, Policies, etc.)

Organize as you go. Easier to find later.

Tip 4: Version control important exports

If a document is important, save versions:

• "Decision Analysis - v1 - March 10"
• "Decision Analysis - v2 - March 12"

You'll thank yourself later when you need to see what changed.

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Troubleshooting

"I can't find a chat"

1. Click History (sidebar)
2. Use the search box
3. Type anything you remember from the chat
4. Results appear

"Export didn't download"

1. Check your browser's downloads folder
2. Try a different format (maybe PDF is broken, try Markdown)
3. Try exporting a different chat to see if it's a general issue

"The exported file looks weird"

Some markdown viewers render differently. Try:

• Opening in a different editor
• Exporting as PDF instead
• Importing to a word processor and reformatting

"I accidentally deleted a chat"

Unfortunately, deletions are permanent. Can't undo.

In the future: Export before deleting.

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Privacy

Your saved chats:

• Are on Xceedance servers
• Are encrypted
• Can be viewed by admins (audit)
• Are not used to train LLMs

When you export:

• You own the file (save it securely)
• Treat it like any other document
• Remember it might contain sensitive info

Privacy Policy · Data Security

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