Find your chats again, and choose where a new chat lives

The example is the admin of Northwind Advisory, the demo business. She runs the CRM Agent, asks Sasha a few questions beside it, then comes back the next day to carry on.

Where a new chat will live

A chat lives with whatever is open when you start it.

• An agent is open on the right, for example the CRM Agent: the chat goes with that agent.
• A project is open and no agent: the chat goes in that project.
• Neither: the chat goes in your own Chats list. Only you and your admins can see it.

If an agent and a project are both open, the chat goes with the agent, because the agent is what you are looking at.

Before you send the first message, a small label above the message box says where the chat will go:

• New chat in CRM Agent
• New chat in Client work
• Just a chat, for a chat in your own Chats list
• Setting up: CRM Agent, for a chat that sets up an agent

To change it, click the label and choose Just a chat, an agent or a project. After the first message the label gives way to the line at the top of the chat, which still shows where the chat lives.

New chat, at the top of the left menu, always starts a chat in your own Chats list.

The left menu

From the top, the left menu shows:

1. New chat and Search.
2. Menu, with Close all. Under it are three groups: Agents that work for me, GitHub projects and Projects. Each group shows how many it holds. Click a group's name to open or close it. Sasha remembers which groups you left open, in this browser. Close all closes every group and everything open inside them.
3. Chats: your chats that are not with an agent or in a project. It shows the six most recent. Click All to see every one, and Show fewer to go back.
4. Team chats (for admins) and Help.

An agent's chats and reports

Click the arrow beside an agent's name to open it in the left menu. It shows two things:

• Its chats, newest first. Click one to open it. The agent opens on the right as well.
• Reports: one line for each report the agent has written, for example "Week of 19 Oct 2026". Click one to open the agent at that report. An agent that has written no report yet has no Reports folder.

Click the agent's name to open the agent on the right and your most recent chat with it on the left. If you have no chat with it yet, a new chat starts with the label New chat in CRM Agent. To start another chat with the agent, click the + beside its name.

Click a project's name to open the project and its most recent chat.

When you switch to another agent or project, Sasha keeps answering in the chat you left. A message you started typing but did not send stays in the box.

Move a chat

Open the chat. At the top, click Add to project (for a chat in your own Chats list) or Move. The menu lists:

• Your Chats, to take the chat back to your own Chats list;
• Agents, to file the chat with an agent;
• Projects, to add the chat to a project.

A chat added to a project can be read by everyone who can see that project. Documents that Sasha wrote in the chat go into the project with it.

Delete a chat

In the left menu, open the chat's ⋯ menu and click Delete. The chat goes at once, and a "Chat deleted" message shows Undo for about six seconds. Click Undo to bring the chat back. After that it is gone for good.

Sasha does not delete or move a chat while it is still answering in it. Wait for the answer to finish.

Setting up an agent

When an admin sets up an agent, Sasha starts a new chat for it, labelled Setting up: CRM Agent. When Sasha creates the agent in that chat, the chat moves under the new agent by itself, so you find it there afterwards. For the steps, see Set up an agent, step by step. For agents and apps in general, see Use and manage apps built on your knowledge.