USER GUIDE
User Guide
AI Financial Assistant / Managing conversations
Managing conversations
Managing conversations
Conversation history
The AI assistant remembers your previous conversations. When you open the chat panel, you'll see a list of past conversations that you can click to return to an earlier topic.
New conversation
To start a new conversation, click the New conversation button at the top of the chat panel. This starts with a blank slate, ideal for beginning a new topic.
Deleting conversations
If you no longer need a previous conversation, you can remove it by clicking the delete icon in the conversation list. Deletion is permanent.